How can you automate your institutional sales process with chatbots?

From personal experience enabling chatbots for various companies and building chatbots myself, I noticed that especially when dealing with business people, a human-touch is essential. Humans want to feel a connection with someone and that they are being taken care and accounted for. No matter how accurate and specific your chatbot may answer questions, it's always good to have some type of human interaction as well. Even if that human just says a couple messages to thank the user for visiting our website. This makes the company look like it actually cares about its customers and visitors.

When looking at chatbots vs. live, you have a spectrum of needs On one end, you have easy to identify information that customers want to access quickly. This is where a chatbot is valuable. On the other end of the spectrum, you have complex questions that require dialogue and collaboration to answer. This where live chat is best. In the middle you have a little of both, which requires having the chatbot support the seller to more quickly answer these questions while also allowing them to step in and resolve the nuanced questions.

As businesses gain more experience with GenAI chatbots, they will discover that these bots can deliver as much or more information as a company rep on live chat and do it faster and cheaper. That said, this is a promise waiting to be fulfilled.

I've found success using chatbots to automatically qualify leads before they reach sales reps. Promising leads are instantly scheduled for calls with salespeople for further review before demos. This two-stage approach ensures our team focuses only on real opportunities while still providing a personalized, high-touch process. The key is balancing efficient automated lead scoring with tailored human conversations.

Chatbots work around the clock, ensuring that no inquiry goes unanswered and no opportunity slips through the cracks—even when you’re catching some z’s or enjoying a well-deserved weekend break. With their ability to gather valuable data and insights, chatbots not only streamline our sales process but also empower us to make smarter decisions and drive better results. It’s the future of sales, and I’m excited to be a part of it! ???? #ChatbotRevolution #SalesTransformation

Use them to automate all the things your sellers aren't doing that you want them to do, like stage progression, activity capture, methodology compliance etc... The companies gets what they want and the sellers can stop pretending to care about those requests. It will also have the added value of giving them the valuable insights that come from this type of data capture.