Lead Generation

A way to convert an end-user into a lead with contact details and request information.

Introduction

The Lead Generation implementation is an essential feature that Yalo offers to convert an end-user into a lead with contact details and customer request information.

Lead Generation is the marketing process of stimulating and capturing interest in a product or service to develop a sales pipeline, allowing companies to nurture targets until they’re ready to buy. Lead generation can be helpful for any type or size of business and both B2C and B2B spaces. Sixty percent of marketers state that Lead Generation is a crucial pain point for their company.

A lead is the contact information and, in some cases, demographic information of a customer interested in a specific product or service and is used to target similar customers in your sales and marketing campaigns.

Implementing a Lead Generation Flow increases brand awareness, builds relationships, generates qualified leads, and ultimately closes deals. The higher quality leads you to direct your sales team, the more those leads will result in sales.

Example

A bank wants to have a direct channel for customers and potential customers. They want to make their customers feel satisfied with attention and agility.

The following image is an example of that Flow. The user answers a series of questions, and the collected data is saved for the bank to reference with an agent (ex. to apply for a Personal Loan or create a Savings Account).

Example of a WhatsApp channel
click to enlargeExample of a WhatsApp channel
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Example of a WhatsApp channel
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Result of the Flow

Generate qualified leads from an end-user, and ultimately, close deals.

Actors

  • Yalo Platform
  • WhatsApp/Facebook End-User
  • Customer communication platform (ex. Front)
  • API integration with the Clients' Customer Relationship Management (CRM) service

Requirements

  • The Client must provide the purpose of collecting information and their objectives for the profile.
  • We recommend asking end-users up to 5 questions, with up to 5 answer options for each question.
  • Let end-users enter their contact information as a final step and receive a confirmation.
  • The information collected is sent to services exposed by customers.
  • The Lead Generation Flow is triggered by FAQs resulting in a sale.
  • Or before having contact with a human agent.
  • Can also be triggered at the end of another Flow where the user is interested in a product/service.

If connecting to a Customer Communication Platform like Front

  • An Active Front instance
  • An Active bot in your Front instance
  • A Front API Token specifically for the Flow
  • Human Agent Transfer added to your Flow
  • Webhook URL for Front

If sending leads to Client's Customer Relationship Management service

  • Requires API integration with the customer platform from a well-documented API.

Flow

  1. The Lead Generation flow can start from an option selected by the user in the menu.
  2. The Lead Generation can also be triggered from FAQs and a Flow with human agents when they are out of hours or when they take more than 30 minutes to respond.
  3. The Flow asks several questions to recollect information, like name, phone number, the product of interest, branch, etc. We recommend asking end-users up to 5 questions, with up to 5 answer options for each question.
  4. Can help users locate nearby branches.
  5. Redirect to an agent or salesperson, segmenting customers by one requested question.

Outcomes

  • Lead with contact details and customer request information.
  • Contact details can be like user information (ex. name, ID, phone number, nearest branch, type of product) for the Client to reference later.
  • Once collected, the information from a potential end-user can go to the Client's platform through an integration (like Salesforce) or an agent thru Human-Agent Transfer.
  • This data can also be contained in a CSV shared file generated in the last steps of a Flow or a collection of data, ready to be used by agents.
Example of a WhatsApp channel with information obtained from customers
click to enlargeExample of a WhatsApp channel with information obtained from customers
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Example of a WhatsApp channel with information obtained from customers
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The following image is an example of collected data ready to send to Clients' CRM or an agent in a CSV format.

Example of collected information from end-users
click to enlargeExample of collected information from end-users
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Example of collected information from end-users
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