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Why Your Sales Team
Needs Chatbots
Your hosts
Co-Founder,
Mailshake
Sales Development Manager,
Intercom
Sales Ops Manager,
Intercom
● Why chatbots are the future of growth
● How chatbots help you close deals
● Getting started with chatbots
● 5 chatbots you can start using now
● Measuring chatbot performance
● Q&A and wrapping up
What we’ll cover
Why chatbots are the
future of growth
If you want to grow a business in 2019,
you need to prioritize one thing –
THE CUSTOMER EXPERIENCE
of business buyers
expect companies
to respond in
real time.
Bots will unlock the next
wave of business growth
Conversations assisted by Intercom’s
bot, Operator, convert 36% better than
those that weren’t.
Bots are...
● Available 24/7
● Always on script
● Fully customizable
● Infinitely scalable
How chatbots help you
close more deals
Accelerate the entire sales cycle
Proactively welcome leads
Apply Pixels use Video Bots
to greet website visitors
and capture new leads.
Automatically book demos
Snapt use Custom Bots to
build qualified pipeline for
their sales team, 24/7.
40%
Getting started with
chatbots for sales
Use bots to create automated and
personal customer experiences
Leads come to your website
to get things done
Use apps to help leads
take the right next step
while they’re chatting.
Principles to keep in mind
Keep it incredibly simple
Drive actionable outcomes
Optimize for engagement
Don’t pretend it’s human
Personalize the experience
Before you start building...
Align your team’s capacity to the webpage to your messaging
Setting up your first chatbot
1. Define user intent
2. Establish desired outcome
3. Conclude the interaction
1. Define user intent
2. Establish desired outcome
3. Conclude the interaction
Setting up your first chatbot
1. Define user intent
2. Establish desired outcome
3. Conclude the interaction
Setting up your first chatbot
5 chatbot examples
you can use today
Lead capture bot
● leads who
match your ideal customer profile.
● Use your prospects’ responses to
send them down the .
● Automatically
using Outlook, Gmail or Calendly.
Qualification bot
● Automatically collect answers to
your .
● Define rules to quickly
to the right salesperson or team.
● Use follow-up actions to instantly
add qualified leads to .
Free trial bot
● on leads who
are participating in a free trial.
● For high value accounts, offer a
to their sales rep.
● : Use video to get 4X more
leads to engage with your bot.
Upsell bot
● Automatically upsell customers
who are in your app.
● Time your messages to coincide
with like hitting a plan
limit or visiting your pricing page.
● Use the Stripe or ChargeDesk app
to easily .
Off hours bot
● even when your
team is offline, e.g. on weekends.
● Provide your leads with a
like leaving a message.
● : Encourage your sales
reps to respond as soon as they’re
back online so leads don’t go cold.
Measuring performance
of your chatbots
Measuring chatbot performance
● Top performing pages
● # times bot is triggered
● # leads completing the flow
● # conversations per hour
Measuring sales performance
● # SDR conversations
● Conversation to lead CVR
● # leads created
● Lead to opportunity CVR
Want to watch the webinar?

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Every sales team needs chatbots. Here’s why.