The SalesTech company approached Velotio to develop a voice-based chatbot that could listen to the commands and analyze those commands to provide recommendations and insights.
The client is a SalesTech platform that caters to enterprise sales teams, aiming to improve the effectiveness and efficiency of their sales activities. They use machine learning and data analytics to predict enterprise purchasing patterns and guide sales representatives on the actions that will improve the chances of closing a sale. Salesforce was the CRM that was integrated with the bot.
Velotio developed a voice-based chatbot to listen to commands via Amazon Alexa and provide insights, answers, and recommendations. The bot also enables record updations or triggering specific actions.
The bot was designed to offer these features:
The major challenge was using a voice-based AI interface to provide a more (natural) sales solution for their end customers. There was a need for a more interactive medium to allow the customers to ask queries, access reports, and specific insights. Chatbots were considered to be used as a tool, however, a more natural mode of communication was desired, owing to the end-user being a salesperson who would prefer voice-based commands over typing them into a chat window. The main aim was to provide an experience for end-users of the client.
Velotio has a very thoughtful approach to software development. They ask a lot of questions and don’t seem to be in a hurry to get business just to have it. They’re very clear about who they can help, and do what it takes to help those clients
Two main components of the solution included:
Programmed to listen to commands via Amazon Alexa
Automated administrative tasks such as updating CRM records
Built to analyze meeting summaries and provide actionable insights