Mar 26

AI Lead Qualification: What To Look For When Choosing Your Bot

In the rapidly evolving world of digital marketing and sales, AI lead qualification has emerged as a game-changer for marketing agencies who are looking for new ways to provide value for their clients. This technology not only makes the process of identifying potential customers highly scalable but also ensures that your sales team focuses their efforts on leads with the highest conversion potential. But what should you look for when you’re looking at options? Choosing the right AI for your business can be daunting and it can set you back months if you don’t take these things into consideration before committing to a tool for AI lead qualifcation.

AI Should Have the Ability to Update Fields in Your CRM

What good is having an AI qualify your leads if it can’t update fields in your CRM along the way? The ideal AI lead qualification tool should seamlessly integrate with your CRM system, allowing it to update any type of field, not just basic information like names and emails. This capability is crucial for several reasons:

Streamlined Workflow: By automatically updating lead information in your CRM, AI eliminates the need for manual data entry, saving your team time and reducing the risk of errors.
Trigger Automations: With AI updating fields, you can set up triggers for other automations, such as tagging for segmentation, initiating email drips, or even alerting sales reps to hot leads, ensuring no opportunity slips through the cracks.

ai lead qualification field updates

field updating

With the right systems in place for AI lead qualification, you won’t even have to review conversations that your AI has to find the information you taught it to collect.  It will update your CRM fields for you, allowing you to easily send them through to the next stage in your sales process without a human reviewing.

Should be Able to Book Conversationally to a Calendar 🗓️

Today’s AI technology is sophisticated enough to handle calendar bookings with high accuracy. When choosing an AI for lead qualification, look for one that can not only converse with leads but also schedule appointments directly into a calendar. This feature ensures a smooth transition from lead capture to sales engagement without the need for manual intervention. Even if you don’t use this feature right away, picking an AI provider who has an out of the box solution for this means they know what they’re doing and it means you have that feature in your tool-belt if you need it in the future. Here are a few things to consider:

Proven Track Record: Opt for an AI that has demonstrated success in booking appointments. This reassurance means the AI has ironed out any potential issues, ensuring a smoother experience for your leads.  Companies who just started conversational booking recently or say that it’s a coming feature will likely have bugs to work through that could delay you several months before it’s reliable.
Unified System: The best scenario is when the same AI that qualifies the lead can also handle booking. This continuity prevents any disruption in the lead’s experience and simplifies the backend process.

CloseBot was one of the first in the industry to tackle the conversational booking problem and the accuracy of the bookings speak for themselves.  We are dedicated to continuing to improve our already stellar booking track record.

Thorough Analytics

An AI lead qualification bot should do more than just interact with potential customers; it should also provide insights into its performance.  Monitoring KPIs (Key Performance Indicators) allows you to get a better understanding for how your AI is performing. Key metrics to look for include:

Engagement Metrics: How many people has the AI engaged with? How many appointments have been booked? Understanding these figures can help you gauge the effectiveness of your AI.
Response Insights: Access to logs detailing the AI’s reasoning behind certain responses can offer valuable insights into its decision-making process and help you fine-tune its performance.

ai metrics

Should Seem Very Conversational

The ability of an AI to mimic human conversation can significantly impact the lead’s experience. Subtle changes to how the AI responds can win or lose you a lead and this is something that a lot of AI providers can’t seem to get right. A bot that seems too robotic may deter potential customers. Look for features that enhance the conversational aspect, such as:

Natural Messaging: The AI should be capable of breaking up larger messages into smaller, more digestible chunks, much like a human would.
Intentional Imperfections: Occasionally adding typos and then correcting them can make the AI seem more human-like.
Back to Back Message Handling: The AI should be able to process multiple messages from a lead in quick succession, responding in a way that acknowledges the entire conversation rather than in disjointed, individual replies.

lifelike ai responses

Many use tools like Zapier or Pabbly to build conversational AI into their CRMs.  Those integrations won’t allow you to make the AI respond in a human-like way like this!

Ability to Design the Conversation Goals Without the Need to Know Prompting

Designing effective AI prompts can be challenging, even for experts. Therefore, it’s essential to choose an AI tool that simplifies this process. Look for a system that:

Drag and Drop Builder: This allows you to design conversation flows easily without needing to understand the intricacies of AI prompting.
Dynamic Prompting: The AI should automatically adjust its prompts based on the conversation’s context and the goals it’s trying to achieve, ensuring a seamless and relevant interaction with leads.

ai flow builder

In conclusion, AI lead qualification can significantly enhance your sales process, but choosing the right bot is crucial. By focusing on these key features—CRM integration, conversational booking capabilities, comprehensive analytics, natural conversation abilities, and user-friendly design tools—you can ensure that your AI not only qualifies leads effectively but also provides a positive experience for potential customers. With the right AI in place, your sales team can focus on what they do best: closing deals.