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ChatBots in Dynamics CRM

Chatbot in Dynamics CRM

NSquare introduces the integration of ChatBot into the MS Dynamics CRM (Dynamics 365). We are excited to give you an overview of how the solution would work and how we can integrate. This can be an extremely powerful feature coupled with your MS CRM which will help – streamline and capture all the relevant conversations directly in MS CRM. Read on to know more:


What are Bots?

Bot is the service which interacts with users. Bots are like virtual assistant which can converse, address queries and help users to get the things done faster seamlessly without manual intervention. We can easily develop the ChatBot Application by using the Microsoft Azure Bot Service, Cognitive Services.


Where we can use?


banking
Banking
insurance
Insurance
retail
Retail
healthcare
Healthcare
hr
HR and Office Support
Utilities
Utilities
Hospitality
Hospitality
Construction
Construction


Improved conversion rates

ChatBot can take care of routine tasks, sales responses etc. Attending the lead and resolve rudimentary as well as complex queries with prompt response, which inturn helps prospects to get necessary information and further gravitates towards prospects of conversion.


Smart CRM

It can be little tedious to manage the data into system using CRM. To log the data into the system, switching multiple tabs / CRM Screens. It takes efforts and time. Also at times it might be complex workflows/process to input and save the data. Chatbot integration feature actually can be pre-programmed to handle information and seamlessly update the same in the CRM.


Customer intelligence

ChatBot can also integrate with messenger, email, social media, ERP to retrieve data from different sources. The data can be anything like purchase history, transaction history, Product information, User Activities etc.


Sales and Opportunity Management process :



Sales and Opportunity Management process




Architecture :



bot architecture




If this has been insightful, we invite an opportunity for sharing and listening further thoughts and propagate our cut towards the solution.
Feel free to connect, to know further details

Kirit Mandavgane
NSquare Xperts
www.nsquarexperts.com
kirit@nsquarexperts.com