SM Chatbot for Zoho CRM - Case studies

Use-case 1 - Lead Generation from Website Visitors

A visitor lands on your website and the chatbot proactively starts a conversation. It asks qualifying questions, captures contact details, and automatically creates a lead in Zoho CRM with all relevant info.

Use-case 2 - Customer Support with Knowledge Base

Customers can ask questions about your product or service. The chatbot answers using your uploaded knowledge base and creates a case in Zoho CRM if a human follow-up is needed.

Use-case 3 - Scheduling Sales Calls or Meetings

A prospect shows interest in your service. The chatbot offers available time slots, confirms the meeting, and logs it as a meeting in Zoho CRM, assigned to the appropriate sales rep.

Use-case 4 - Capturing Pre-Sales Questions

A user asks about pricing or product details. The chatbot responds with tailored answers, and if the user shows strong intent, it creates a contact and schedules a call for your sales team.

Use-case 5 - Order or Task Automation

A returning customer wants to place a repeat order. The chatbot guides them through the process and automatically creates a sales order or task in Zoho CRM for your operations team.

Use-case 6 - Proactive Engagement with Exit-Intent Users

When a user is about to leave your site (based on idle time or scroll behavior), the chatbot triggers a message: “Before you go, can I help you find something?” If the user engages, it can turn into a lead or case.