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Blogs

Beyond Digital Records: Why You Need a Conversational CRM

You’ve got several thousands or millions of leads in your CRM. But how many of them are actually talking to your team? That’s the difference between tracking and converting. Your CRM stores lead info, but it doesn’t drive conversations. Botsplash turns static records into real engagement.

CRMs are built for Storage. Botsplash is built for Engagement

While traditional CRMs are indispensable for data and lead management, they were never designed for the fast-paced, multi-channel interactions that modern customers demand. Most CRMs can’t natively text, chat or schedule appointments with a lead. And even when they can, it is often clunky and one-way, or requires too many integrations and management of multiple agent portals.

Some key areas where CRM features and offerings lack, that can pose major challenges in progress of lead to lock(conversion)

  • Based on the context of the inbound message recommend conversations AI flows or automated response that could encourage scheduling a meeting appointment
  • Ability for the lead to converse in a digital channel of their choice : text, chat, voice or more. Allow the client to drop and/or pick at any channel
  • Support sharing of contact cards, calendar availability and direct text lines for isolated conversations with leads that are more qualified and committed.

How Does Botsplash Help?

Botsplash brings the conversation to life. The platform is built with consumer(lead) and agent(sales) in mind. It is convenient and easy for both parties to engage at their convenience, yet it feels like everything is a common one place to access and assess. It is the perfect puzzle piece that transforms your CRM into a powerful Conversational CRM by utilizing Conversational AI.

Key Features That Make the Difference:

  • Conversational Flows: Automatically guide leads through common questions to surface buying intent. Context collection further helps with lead distribution, assignment and management to ensure the right agents are matched for optimal response times. Timely response discourages leads from shopping for competition or loss of expectation setting.

  • Cross-Channel Continuity: A lead can switch between chat, SMS, video or social DMs without losing the conversation thread. Messaging friendly engagement is very encouraging for the consumer, as it sets the precedence that their message will reach the necessary party and be timely processed.

  • Audit history and logs: Show full engagement history, not just timestamps or notes. In fact go even further, get a summary of the engagement with Blurb and use AI suggested responses via Suggested Replies. Don’t miss the compliance feature of PII suppression.

The solution to the CRM conundrum is a new class of technology that augments your existing CRM, creating a true Conversational CRM. It is time to stop talking at leads and start talking with them. Botsplash is PERFECT for revenue teams struggling to turn CRM records into real relationships. 

Are you ready to invest in building relationships established on better communication and engagement? Grab a demo HERE today.

To learn more about Botsplash click the button below to schedule a demo with our team.

You’ve got several thousands or millions of leads in your CRM. But how many of them are actually talking to your team? That’s the difference between tracking and converting. Your CRM stores lead info, but it doesn’t drive conversations. Botsplash turns static records into real engagement.

CRMs are built for Storage. Botsplash is built for Engagement

While traditional CRMs are indispensable for data and lead management, they were never designed for the fast-paced, multi-channel interactions that modern customers demand. Most CRMs can’t natively text, chat or schedule appointments with a lead. And even when they can, it is often clunky and one-way, or requires too many integrations and management of multiple agent portals.

Some key areas where CRM features and offerings lack, that can pose major challenges in progress of lead to lock(conversion)

  • Based on the context of the inbound message recommend conversations AI flows or automated response that could encourage scheduling a meeting appointment
  • Ability for the lead to converse in a digital channel of their choice : text, chat, voice or more. Allow the client to drop and/or pick at any channel
  • Support sharing of contact cards, calendar availability and direct text lines for isolated conversations with leads that are more qualified and committed.

How Does Botsplash Help?

Botsplash brings the conversation to life. The platform is built with consumer(lead) and agent(sales) in mind. It is convenient and easy for both parties to engage at their convenience, yet it feels like everything is a common one place to access and assess. It is the perfect puzzle piece that transforms your CRM into a powerful Conversational CRM by utilizing Conversational AI.

Key Features That Make the Difference:

  • Conversational Flows: Automatically guide leads through common questions to surface buying intent. Context collection further helps with lead distribution, assignment and management to ensure the right agents are matched for optimal response times. Timely response discourages leads from shopping for competition or loss of expectation setting.

  • Cross-Channel Continuity: A lead can switch between chat, SMS, video or social DMs without losing the conversation thread. Messaging friendly engagement is very encouraging for the consumer, as it sets the precedence that their message will reach the necessary party and be timely processed.

  • Audit history and logs: Show full engagement history, not just timestamps or notes. In fact go even further, get a summary of the engagement with Blurb and use AI suggested responses via Suggested Replies. Don’t miss the compliance feature of PII suppression.

The solution to the CRM conundrum is a new class of technology that augments your existing CRM, creating a true Conversational CRM. It is time to stop talking at leads and start talking with them. Botsplash is PERFECT for revenue teams struggling to turn CRM records into real relationships. 

Are you ready to invest in building relationships established on better communication and engagement? Grab a demo HERE today.