How to Use Chatbot with CRM to Increase Your Profitability?

2 min


Many CRM systems are integrated with live chat feature to enable better communication with your customers. But that is the basic scope of the tool while the possibilities are endless.

You can use your Opensource AI Chatbot with CRM Integration to increase your revenue, generate new leads and establish a superior level of customer service.

The power of CRM lies in the amount of customer information it can manage, paired with a live tool, you can always get to know everything about a customer instantly. You can offer a context-driven assistance and make the customer feel wanted.

Open source Chatbot can be integrated with any CRM solutions. You can even use open source free solutions- like SuiteCRM chat integration with the Live-helper chat tool & Live Chat CRM Profitability

Now let’s find out how you can use the Open Source Chatbot to generate leads and increase Relationship and Profitability with clients.

The visitor to Customer:

You can successfully convert the visitors to your website to customers by using proactive Chatbot. For example, if someone has spent more than 5 minutes on a specific webpage, you send a pop-up chat saying, “Are you looking for something we can help with?”

Forrester survey reveals that 77% customers want companies to value their time. You can jump right in and help out the visitor with better chances of conversion.

Successful Checkouts:

55% American online shoppers are likely to cancel their purchase if they cannot get a quick answer to a query. You can use the Open Source Chatbot feature to catch the customer on the checkout page and answer all his questions. The chat window is also perfect for sharing files like brochures, manuals and so on. Solving the customer’s query in less time with CRM information, which will improve the chances of conversion and successful purchase.

Lead Generation:

The Open Source Chatbot tool can be made to work for you to generate and capture new leads. Using a pre-chat form to collect customer information is a good way to start. As in the Chatbot tool all information will be stored in a centralized database ready to be accessed instantly.

Fynsis deliver hands-on training with lab sessions to ensure attendees complete understand and retain how to use SuiteCRM with real business scenarios. Open Source SuiteCRM Training material is consistently revised with every new release to make sure we deliver up-to-date SuiteCRM content. Participants retain more when they are practically involved in learning.

Hence, you can also engage a returning visitor or qualified lead; the moment they visit your website with Chatbot. Their details are stored in the CRM and you can start context driven conversions based on their customer journey.

Engage from Anywhere:

Another plus point of the Open Source Chatbot is that you can even engage your customers using other devices. Be it a smartphone or tablet, you can use the Chatbot tool if the CRM solution is compatible, take a Free SuiteCRM Demo to understand the benefits, features, and functionalities of this CRM.

So distance doesn’t matter and you don’t need to be at your desk. You can communicate with your customers and leads from anywhere and keep up the productivity.

Apart from boosting sales and revenue, Open source Chatbot will improve customer engagement significantly. Better engagement means better service which leads to customer loyalty. And customer loyalty automatically means return customers who are willing to spend more than last time!

So Open Source Chatbot is a must if you want to grow your business and profits.


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