Introduction
The world of gross sales is continually evolving, and on this dynamic panorama, the power to precisely establish and perceive potential prospects is extra essential than ever. That is the place the idea of lead qualification, a cornerstone of efficient gross sales methods, comes into play. Primarily, lead qualification acts as a filter, enabling gross sales groups to sift by way of a pool of prospects to pinpoint these almost definitely to make a purchase order. It is about differentiating ‘sizzling’ leads, prepared for conversion, from ‘chilly’ ones, who might require extra nurturing or might not convert in any respect.
This weblog delves into the nuances of the BANT framework, a famend methodology for lead qualification. BANT, an acronym for Price range, Authority, Want, and Timeline, is a structured method that assesses leads based mostly on these vital dimensions. We’ll discover how every factor—understanding a possible buyer’s price range, figuring out the decision-makers, recognizing their particular wants, and figuring out the timeline for buy—performs a pivotal function in qualifying leads.
Moreover, we’ll illustrate how integrating this framework with automated workflows, leveraging instruments from platforms like Nanonets Workflows, can considerably improve its effectivity. Whether or not you are new to BANT or in search of to refine your gross sales strategies, this information gives actionable insights to implement the BANT framework successfully, empowered by automation.
Why is lead qualification essential?
So, why is lead qualification essential? Think about occurring a treasure hunt and not using a map, digging randomly in hopes of discovering one thing useful. It is a hit-or-miss method that is inefficient and exhausting. Lead qualification is like having that treasure map. It guides your gross sales efforts, serving to you to deal with the possible areas the place you are almost definitely to seek out the ‘treasure’—on this case, the potential prospects who’re an ideal match for what you are providing. This course of ensures that your time and sources are strategically invested in partaking with prospects who will not be solely however are additionally finest positioned to make a purchase order.
BANT Framework for Lead Qualification
Now, let’s discover a preferred methodology of lead qualification known as BANT. The acronym BANT stands for Price range, Authority, Want, and Timeline. Here is what every of those phrases means in easy phrases:
- Price range: How a lot is the potential buyer keen or capable of spend? This helps to know if they’ll afford your services or products.
- Authority: Does the individual you are speaking to have the ability to make the shopping for resolution? Realizing this ensures you are coping with the appropriate individual.
- Want: What’s the buyer’s requirement that your services or products can fulfill? This helps to find out if what you provide is an effective match for them.
- Timeline: When does the client plan to make the acquisition? This info helps in understanding their urgency or readiness to purchase.
In apply, for every potential buyer or ‘lead’, we collect info associated to those 4 elements. Right here is an entity-relationship diagram illustrating a dataset of leads with BANT (Price range, Authority, Want, Timeline) information. Every lead is related to BANT attributes.
Now, based mostly on previous information with historic leads or our area experience within the area, we set particular standards for every BANT factor. We then apply these standards to the data now we have on every result in filter them. The leads that meet these standards are thought-about ‘certified’. In different phrases, they’re the ‘sizzling’ leads – these almost definitely to make a purchase order and grow to be prospects.
Create your BANT Framework
Implementing the BANT framework in your gross sales course of is a strategic technique to improve lead qualification and enhance effectivity. Here is a step-by-step information on how your gross sales workforce can get began, even when your workforce hasn’t used a structured framework earlier than:
1. Understanding BANT and Getting ready Your Group
- Educate Your Group: Start by coaching your gross sales workforce on what BANT stands for – Price range, Authority, Want, and Timeline. Clarify the significance of every part within the context of your services or products.
- Price range: Realizing a prospect’s price range helps you perceive if they’ll afford your services or products. This prevents losing time on leads that will not convert on account of monetary constraints. It is like understanding how a lot somebody is keen to spend earlier than recommending a product – making certain it is inside their worth vary.
- Authority: It is essential to speak to the one that can say ‘sure’ to the acquisition. Think about attempting to get permission for one thing – you’d need to ask the individual in cost, not simply anybody. This fashion, your gross sales workforce avoids losing time with individuals who cannot make the ultimate resolution, making their efforts extra environment friendly.
- Want: Understanding the prospect’s particular wants or issues permits you to tailor your pitch to how your services or products can resolve these points. It will increase the probability of the lead seeing worth in your provide. You act like a health care provider understanding a affected person’s signs to prescribe the appropriate drugs.
- Timeline: Realizing when a prospect plans to purchase helps in prioritizing leads and optimizing follow-up methods. It helps in focusing efforts on those that are able to decide quickly. It is akin to understanding when somebody is planning to eat earlier than providing them a meal – you wouldn’t provide lunch to somebody who is not that hungry but, or somebody who simply ate.
2. Asking the Proper Inquiries to Fill the BANT Kind
Increasing on the varieties of inquiries to ask underneath every BANT class requires a cautious method that mixes tact and thoroughness. Here is an introductory rationalization of body and ask these questions, with examples:
- Price range Questions
- Goal: To grasp the prospect’s monetary capability and willingness to spend money on your resolution.
- Ask: Begin with normal, open-ended questions after which steadily get extra particular. It is essential to create a cushty ambiance so the prospect does not really feel pressured.
- Instance 1: “Might you give me an concept of the price range you have allotted for this sort of resolution?” This query is non-intrusive and permits the prospect to supply a variety or a ballpark determine.
- Instance 2: “In earlier tasks much like this, what sort of funding did your organization make?” This query helps perceive their historic spending patterns, providing you with perception into their price range expectations.
- Authority Questions
- Goal: To establish the decision-makers and perceive the decision-making course of.
- Ask: These questions ought to be framed to assemble info with out making the prospect really feel sidelined.
- Instance 1: “Who would be the key decision-maker for this venture? I might love to make sure all their issues are addressed.” This query straight identifies the decision-maker whereas displaying respect for his or her function.
- Instance 2: “Might you stroll me by way of the standard decision-making course of for a purchase order like this in your group?” This provides a holistic view of the method and identifies key gamers.
- Want Questions
- Goal: To grasp the prospect’s particular challenges and necessities.
- Ask: Deal with open-ended questions that encourage the prospect to share detailed info.
- Instance 1: “What are the primary challenges you are hoping to unravel with our resolution?” This invitations the prospect to debate their ache factors overtly.
- Instance 2: “Among the many options we provide, which of them do you discover most related to your wants?” This helps in gauging their curiosity and prioritizing the options they care about.
- Timeline Questions
- Goal: To find out the urgency and anticipated timeframe for the acquisition and implementation.
- Ask: Questions ought to be easy but versatile sufficient to accommodate the prospect’s planning and constraints.
- Instance 1: “Do you have got a selected timeline in thoughts for implementing this resolution?” This provides a transparent concept of their urgency or schedule.
- Instance 2: “Are there any exterior components, like occasions or fiscal cycles, influencing your timeline for this resolution?” This addresses exterior pressures they could be dealing with, which could be essential in understanding their timeline.
- Extra Suggestions
- Construct Rapport First: Earlier than diving into BANT questions, set up a reference to the prospect. This makes them extra snug sharing info.
- Hear Actively: Take note of the prospect’s responses. Their solutions can result in follow-up questions that present deeper insights.
- Contextualize Questions: Tailor your questions based mostly on the trade, the dimensions of the corporate, or the function of the individual you are talking to. This reveals that you’ve achieved your homework and are genuinely excited about their particular scenario.
- Be Adaptive: If a prospect is hesitant to reply a query straight, be versatile and take a look at a distinct method or gently revisit the query later within the dialog.
- Function-Taking part in and Eventualities: Use role-playing workout routines to simulate gross sales conversations. This helps your workforce get snug with asking the appropriate questions.
3. Designing the BANT Kind
Designing an efficient BANT kind includes choosing the appropriate kind of information fields for every BANT variable to seize the mandatory info precisely and effectively. Let’s check out the attainable choices for every BANT variable.
- Price range
- Vary Choice: Present pre-defined ranges like ‘<$10,000’, ‘$10,000-$50,000’, ‘>$50,000’, and so on. This helps in shortly categorizing leads by price range dimension.
- Authority
- A number of-Selection Questions: These are perfect for figuring out the function of the contact. Choices can embody ‘Resolution Maker’, ‘Influencer’, ‘Finish Consumer’, ‘Advisor’, and so on.
- Hierarchical Choose: If the decision-making course of includes a number of layers, a hierarchical choose may help establish the place the contact sits within the resolution hierarchy.
- Govt Management (e.g., CEO, CFO, CTO)
- Division Head (e.g., Head of IT, Head of Advertising)
- Group Chief/Supervisor
- Particular person Contributor
- Want
- Checkboxes: Enable results in choose from a listing of frequent challenges or wants that your product/service addresses, and get a protection share.
- Likert Scale: To gauge the depth or precedence of every want (e.g., ‘Not Vital’, ‘Considerably Vital’, ‘Very Vital’).
- Timeline
- Radio Buttons: For a clearer, single-choice choice of a timeframe. Use pre-defined time vary choices like ‘Inside 1 month’, ‘1-3 months’, ‘3-6 months’, ‘6 months or extra’. This helps in understanding the urgency.
4. Implementing BANT in Your Gross sales Course of
- Combine BANT in CRM: Add BANT fields in your Buyer Relationship Administration (CRM) system to trace and consider leads effectively.
- Common Evaluate and Replace: Be certain that your workforce frequently updates the BANT info within the CRM as they progress by way of conversations with leads.
5. Consider Lead High quality
One can now go for both binary lead qualification or lead scoring to get ‘sizzling’ leads.
Binary Lead Qualification
Binary lead qualification is an easy, ‘sure’ or ‘no’ method. It includes setting particular standards for every BANT variable, and a lead should meet all these standards to be thought-about certified.
- Set clear requirements for every BANT class. For instance, Price range may need a minimal threshold, Authority requires the contact to be a ‘decision-maker’ or ‘helper’, Want aligns intently along with your product’s options, and Timeline is inside an actionable interval like the following three months.
- A lead is certified in the event that they meet all these requirements. In the event that they fall quick in even one class, they are not certified.
- Suppose you are promoting high-end software program options. Your binary standards could be: Price range over $50,000; Authority with a Director degree or above; Want for particular superior options; Timeline for buy throughout the subsequent quarter. A lead assembly all these standards is marked as ‘certified’.
Lead Scoring
Lead scoring is extra nuanced than binary qualification. It assigns totally different weights to numerous BANT parts based mostly on their significance, making a rating that displays the lead’s total qualification degree.
- Weights ought to be based mostly in your gross sales technique and historic information. If Price range is normally the important thing deciding issue, assign it greater weight. If the decision-maker’s degree (Authority) is essential, improve its weight.
- Persevering with with the software program resolution gross sales, let’s assign weights
- Price range: 30 factors
- Authority: 25 factors
- Want: 25 factors
- Timeline: 20 factors
- Subsequent, outline how factors are awarded inside every class. For instance:
- Price range:
- Over $100,000: 30 factors
- $50,000 – $100,000: 15 factors
- Beneath $50,000: 0 factors
- Authority:
- C-level govt: 25 factors
- Director: 20 factors
- Supervisor: 15 factors
- Others: 0 factors
- Want:
- Excellent match: 25 factors
- Partial match: 15 factors
- Low match: 5 factors
- Timeline:
- Inside 3 months: 20 factors
- 4-6 months: 10 factors
- Greater than 6 months: 5 factors
- Price range:
- Use the components to calculate the entire lead rating by summing up the factors awarded in every class: Complete Rating = Price range Factors + Authority Factors + Want Factors + Timeline Factors
- Let’s calculate the rating for a hypothetical lead:
- Price range: $100,000 (earns 30 factors)
- Authority: Supervisor (earns 15 factors)
- Want: Excellent match (earns 25 factors)
- Timeline: Throughout the subsequent 6 months (earns 10 factors)
- Complete Rating = 30 + 15 + 25 + 10 = 80
Utilizing this scoring system, leads with greater scores are prioritized as they’re extra more likely to convert based mostly on the factors set by your gross sales technique. It is a quantitative technique to assess lead high quality, permitting for extra goal decision-making within the gross sales course of.
In each approaches, leads are categorized based mostly on how nicely they suit your preferrred buyer profile. Binary qualification is extra black-and-white, providing a clear-cut resolution, whereas lead scoring gives a graded understanding of how shut every lead is to being the best buyer. These strategies assist prioritize follow-ups, making certain the gross sales workforce focuses their efforts the place they’re almost definitely to succeed.
6. Suggestions Loop
Implementing a suggestions loop is important for refining and optimizing the BANT framework. This includes frequently gathering and analyzing suggestions out of your gross sales workforce about their experiences with the BANT course of.
- Common Conferences: Schedule periodic conferences the place the gross sales workforce can talk about their experiences with the BANT framework. Encourage open dialogue about what’s working and what is not.
- Analyze Gross sales Information: Take a look at the efficiency information to see how nicely leads that scored extremely within the BANT course of are changing. This may help establish if sure BANT standards are extra indicative of gross sales success than others.
- Alter BANT Standards: Based mostly on the suggestions and information evaluation, make essential changes to the BANT standards and scoring system. This may contain reweighting sure parts or refining the questions requested.
- Steady Studying: Encourage the gross sales workforce to view BANT as an evolving instrument. Common updates and refinements based mostly on precise gross sales experiences will make it simpler over time.
7. Historic Evaluation Train (Non-obligatory however Really useful)
Conducting a historic evaluation train can considerably assist in understanding the efficacy of your newly created BANT framework.
- Collect Historic Gross sales Information: The gross sales workforce ought to revisit their preliminary conversations and conferences with historic leads. The aim is to retroactively fill within the BANT fields based mostly on these early interactions. It is like piecing collectively a puzzle utilizing clues out of your previous gross sales experiences.
- Apply BANT Retroactively: As soon as the BANT kinds are stuffed for no less than 100-200 historic leads, use the present BANT standards to attain or classify these leads as in the event that they had been being evaluated right this moment.
- Evaluate with Precise Outcomes: Take a look at the eventual final result of those leads – whether or not they transformed into prospects or not. This comparability will reveal how precisely the BANT framework would have predicted their potential.
- Refine BANT Framework: Refine the framework based mostly on the evaluation.
By implementing these steps, your gross sales workforce cannot solely undertake the BANT framework extra successfully but in addition repeatedly refine it to higher align along with your buyer profiles and market dynamics.
8. Nurture Much less Certified Leads
Even after implementing the BANT framework, you may encounter leads that do not absolutely meet the set standards. These much less certified leads can now be nurtured. This includes implementing methods to maintain them engaged and steadily guiding them in direction of qualification.
- Segmentation: Begin by categorizing much less certified leads based mostly on which BANT standards they fall quick in. This helps in tailoring your nurturing methods extra successfully.
- Focused Content material: Create content material that addresses the precise gaps every section has. For instance –
- Price range: Create a weblog submit or infographic that outlines the long-term price financial savings and ROI of your services or products. This may help the lead perceive the worth and justify the next price range. An article titled “Maximizing ROI: How Investing in [Your Product] Saves Cash within the Lengthy Run”.
- Authority: Develop a concise, persuasive presentation or one-pager that the lead can share with their higher-ups. This content material ought to clearly articulate the advantages of your product. A downloadable PDF information titled “Presenting the Advantages of [Your Product] to Your Administration Group”.
- Want: For instance the lead is not sure how your product/service meets their particular wants. Share case research or testimonials from previous prospects, particularly these with related backgrounds or wants. This demonstrates how your product has efficiently addressed related challenges. A case examine video that includes a glad buyer who had related wants, discussing how your product helped resolve their downside.
- Timeline: Present content material that retains your product prime of thoughts and educates the lead about the advantages of well timed implementation. This might embody articles on trade developments displaying the urgency of adopting options like yours. An e-book or weblog sequence titled “Staying Forward: Why Now’s the Proper Time to Implement [Your Product]”.
- Personalised E mail Campaigns: Develop electronic mail sequences that slowly construct up the worth of your providing. Embrace case research, testimonials, and trade insights related to every lead’s section.
- Common Observe-up Calls: Schedule periodic calls to test in with these leads, replace them on new choices, and perceive any modifications of their wants or circumstances.
9. Extra Factors for an Finish-to-Finish Course of Setup
- Coaching on Tender Expertise: Educate your workforce naturally combine BANT questions into conversations with out making the prospect really feel interrogated.
- Common Monitoring and Evaluation: Commonly evaluate how nicely leads that handed the BANT standards are changing into prospects. This evaluation may help in fine-tuning your BANT standards.
- Integrating with Advertising Efforts: Work along with your advertising and marketing workforce to create content material and campaigns that handle frequent wants and questions associated to your BANT standards.
By following these steps and repeatedly refining your method based mostly on suggestions and outcomes, your gross sales workforce can successfully implement the BANT framework and enhance the standard of lead qualification. Bear in mind, the hot button is to make the BANT course of a pure a part of your gross sales conversations, making certain a easy and informative expertise to your prospects.
implement your BANT Framework
Implementing the BANT framework into your gross sales course of could be achieved in a number of methods, starting from guide to totally automated techniques.
Handbook Instance
- Lead enters a Google kind and gives electronic mail and a handy time for a gross sales name.
- Salesperson creates the decision occasion in Google Calendar based mostly on the required time indicated by the lead.
- As soon as the decision is over, the salesperson creates a brand new file in Hubspot CRM.
- The salesperson then makes use of their subjective reminiscence of the decision dialogue and the gross sales name transcript to fill Price range, Authority, Want, Timeframe fields within the Hubspot CRM file.
- Based mostly on this, the BANT_Qualified area within the Hubspot CRM file will get populated with True/False.
Workflow Automation
Now allow us to check out how we will automate this utilizing Nanonets by creating an automatic workflow that does all of the duties of the above workflow for us.
We feed the outline of the workflow we wrote above as a immediate within the workflow generator, and an automatic workflow spins up for us based mostly on our description.
We transfer on and authenticate our Google and Hubspot to supply the Nanonets workflow with entry to the apps with a view to facilitate the workflow to fetch information and carry out actions straight inside your apps.
Workflow Automation with AI
Let’s take the instance of a workflow with greater complexity. This workflow makes use of lead scoring to evaluate leads, and we need to full automate this course of end-to-end.
- Lead enters a kind and gives electronic mail and a handy time for a gross sales name.
- Salesperson creates a brand new file in Hubspot CRM.
- Salesperson creates the decision occasion in Google Calendar based mostly on the required time indicated by the lead.
- As soon as the decision is over, the salesperson makes use of his subjective reminiscence of the decision dialogue and the gross sales name transcript fetched from Gong to fill the BANT kind with Price range, Authority, Want, Timeframe fields.
- The lead rating is thus calculated by the gross sales individual utilizing the stuffed BANT kind and a pre-set components with weights to every area.
- The lead rating is up to date manually within the corresponding Hubspot CRM file.
We feed the outline of the workflow we wrote above as a immediate within the workflow generator, and an automatic workflow spins up for us based mostly on our description.
We transfer on and authenticate our Google, Hubspot and Gong accounts to supply the Nanonets workflow with entry to the apps with a view to facilitate the workflow to fetch information and carry out actions straight inside your apps.
The workflow runs as follows –
- Google Kinds – Triggers a workflow run when the gross sales name Google Kind is submitted.
- Hubspot – New Hubspot file is created with the e-mail submitted by the lead.
- Google Calendar – New calendar occasion is created between the lead and the salesperson based mostly on the time indicated.
- Gong – The workflow is delayed until the decision occurs. As soon as the decision is completed, the gross sales name transcript is fetched from Gong
- Nanonets AI – Nanonets AI reads the transcript and populates the BANT fields in a structured vogue.
- Nanonets AI – Nanonets AI makes use of self chosen (default) weights for arriving at a lead rating, from the BANT information extracted from the decision transcript within the earlier step. You’ll be able to specify the lead rating components and the weights manually within the immediate as nicely.
- Hubspot – The Hubspot file created within the second step is populated with this lead rating.
Here’s a demo of the workflow in motion.
We truly carried out this for a case examine! Let’s check out the outcomes of automated lead scoring in comparison with guide lead scoring now.
BANT Framework Case Research
Problem: Gross sales groups typically wrestle with lead scoring, spending substantial time on guide processes which can be vulnerable to incomplete info and subjectivity. The BANT (Price range, Authority, Want, Timeline) framework, whereas efficient, historically required time-consuming efforts and will end in biased lead scoring.
Answer: Created a Nanonets Workflow – integrating AI to remodel the lead qualification course of. This instrument automates the extraction and evaluation of BANT standards from gross sales calls, providing a streamlined, environment friendly method to steer scoring.
Workflow:
The workflow runs as follows –
- Google Kinds – Triggers a workflow run when the gross sales name Google Kind is submitted.
- Hubspot – New Hubspot file is created with the e-mail submitted by the lead.
- Google Calendar – New calendar occasion is created between the lead and the salesperson based mostly on the time indicated.
- Gong – The workflow is delayed until the decision occurs. As soon as the decision is completed, the gross sales name transcript is fetched from Gong
- Nanonets AI – Nanonets AI reads the transcript and populates the BANT fields in a structured vogue.
- Nanonets AI – Nanonets AI makes use of self chosen (default) weights for arriving at a lead rating, from the BANT information extracted from the decision transcript within the earlier step. You’ll be able to specify the lead rating components and the weights manually within the immediate as nicely.
- Hubspot – The Hubspot file created within the second step is populated with this lead rating.
Outcomes & Influence:
- Enhanced Precision: In a examine evaluating over 1500 gross sales calls, the workflow matched or outperformed AEs in figuring out leads more likely to shut. Notably, its recall charge was 81%, considerably greater than the guide evaluate’s 41%, whereas the precision charge was related.
- Lowered Cycle Occasions: Leads scored 80+ by the AI instrument confirmed 5-10% shorter closure cycle occasions, enhancing gross sales workforce effectivity.
- Versatile Scoring: In contrast to binary AE assessments, AI gives a nuanced 1-100 scoring scale, permitting extra tailor-made gross sales approaches.
- Effectivity Beneficial properties: Gross sales groups reported quicker BANT qualification, elimination of incomplete information points, and extra time for buyer engagement and product growth.
Conclusion: Workflow automation of lead scoring marked a big leap in gross sales effectivity, combining human instinct with AI precision for simpler, customer-centric methods.
Automate BANT lead qualification and scoring with our AI-driven workflows, designed by Nanonets for you and your groups.
Automated BANT Saves your Time
Let’s consider the potential time financial savings for a gross sales workforce of fifty individuals, transitioning from a guide to a totally automated AI-integrated BANT workflow course of. This estimation will spotlight the numerous effectivity good points and counsel how the saved time might be successfully utilized.
Time Financial savings Calculation:
- Assumptions:
- Every salesperson handles roughly 5 leads per day.
- There are 20 working days in a month.
- Handbook Course of Time per Lead: 22 minutes.
- AI-Built-in Workflow Time per Lead: 1 minute.
- Time Saved per Lead: 21 minutes.
- Every day Time Saved per Salesperson: 21 minutes x 5 leads = 105 minutes (1.75 hours).
- Month-to-month Time Saved per Salesperson: 1.75 hours x 20 days = 35 hours.
- Complete Month-to-month Time Saved for Group: 35 hours x 50 salespersons = 1,750 hours.
Utilization of Saved Time:
The substantial period of time saved month-to-month opens up quite a few alternatives for the gross sales workforce to reinforce productiveness and interact in different useful actions:
- Enhanced Buyer Interactions: The additional time can be utilized for deeper engagement with potential and present prospects, constructing stronger relationships and understanding their wants higher.
- Prospecting and Lead Era: Extra time could be dedicated to prospecting new shoppers and producing further leads, probably growing the gross sales pipeline.
- Personalised Observe-Ups: The workforce can deal with creating customized follow-up methods for leads, growing the probabilities of conversion.
- Wellness and Work-Life Stability: Importantly, this time can be allotted for wellness actions, contributing to a more healthy work-life stability by outsourcing guide tedious duties to know-how.
By leveraging the effectivity gained by way of workflow automation with AI, a gross sales workforce can considerably improve its productiveness, improve gross sales methods, and enhance total workforce morale and job satisfaction.
Automate BANT lead qualification and scoring with our AI-driven workflows, designed by Nanonets for you and your groups.
Nanonets for Workflow Automation
In right this moment’s fast-paced enterprise setting, workflow automation stands out as a vital innovation, providing a aggressive edge to firms of all sizes. The mixing of automated workflows into each day enterprise operations is not only a development; it is a strategic necessity. Along with this, the arrival of LLMs has opened much more alternatives for automation of guide duties and processes.
Welcome to Nanonets Workflow Automation, the place AI-driven know-how empowers you and your workforce to automate guide duties and assemble environment friendly workflows in minutes. Make the most of pure language to effortlessly create and handle workflows that seamlessly combine with all of your paperwork, apps, and databases.
Our platform provides not solely seamless app integrations for unified workflows but in addition the power to construct and make the most of customized Massive Language Fashions Apps for classy textual content writing and response posting inside your apps. All of the whereas making certain information safety stays our prime precedence, with strict adherence to GDPR, SOC 2, and HIPAA compliance requirements.
To raised perceive the sensible functions of Nanonets workflow automation, let’s delve into some real-world examples.
- Automated Buyer Assist and Engagement Course of
- Ticket Creation – Zendesk: The workflow is triggered when a buyer submits a brand new help ticket in Zendesk, indicating they want help with a services or products.
- Ticket Replace – Zendesk: After the ticket is created, an automatic replace is straight away logged in Zendesk to point that the ticket has been obtained and is being processed, offering the client with a ticket quantity for reference.
- Data Retrieval – Nanonets Looking: Concurrently, the Nanonets Looking function searches by way of all of the information base pages to seek out related info and attainable options associated to the client’s difficulty.
- Buyer Historical past Entry – HubSpot: Concurrently, HubSpot is queried to retrieve the client’s earlier interplay information, buy historical past, and any previous tickets to supply context to the help workforce.
- Ticket Processing – Nanonets AI: With the related info and buyer historical past at hand, Nanonets AI processes the ticket, categorizing the problem and suggesting potential options based mostly on related previous instances.
- Notification – Slack: Lastly, the accountable help workforce or particular person is notified by way of Slack with a message containing the ticket particulars, buyer historical past, and prompt options, prompting a swift and knowledgeable response.
- Automated Difficulty Decision Course of
- Preliminary Set off – Slack Message: The workflow begins when a customer support consultant receives a brand new message in a devoted channel on Slack, signaling a buyer difficulty that must be addressed.
- Classification – Nanonets AI: As soon as the message is detected, Nanonets AI steps in to categorise the message based mostly on its content material and previous classification information (from Airtable information). Utilizing LLMs, it classifies it as a bug together with figuring out urgency.
- File Creation – Airtable: After classification, the workflow robotically creates a brand new file in Airtable, a cloud collaboration service. This file consists of all related particulars from the client’s message, comparable to buyer ID, difficulty class, and urgency degree.
- Group Project – Airtable: With the file created, the Airtable system then assigns a workforce to deal with the problem. Based mostly on the classification achieved by Nanonets AI, the system selects probably the most acceptable workforce – tech help, billing, buyer success, and so on. – to take over the problem.
- Notification – Slack: Lastly, the assigned workforce is notified by way of Slack. An automatic message is distributed to the workforce’s channel, alerting them of the brand new difficulty, offering a direct hyperlink to the Airtable file, and prompting a well timed response.
- Automated Assembly Scheduling Course of
- Preliminary Contact – LinkedIn: The workflow is initiated when an expert connection sends a brand new message on LinkedIn expressing curiosity in scheduling a gathering. An LLM parses incoming messages and triggers the workflow if it deems the message as a request for a gathering from a possible job candidate.
- Doc Retrieval – Google Drive: Following the preliminary contact, the workflow automation system retrieves a pre-prepared doc from Google Drive that accommodates details about the assembly agenda, firm overview, or any related briefing supplies.
- Scheduling – Google Calendar: Subsequent, the system interacts with Google Calendar to get accessible occasions for the assembly. It checks the calendar for open slots that align with enterprise hours (based mostly on the situation parsed from LinkedIn profile) and beforehand set preferences for conferences.
- Affirmation Message as Reply – LinkedIn: As soon as an appropriate time slot is discovered, the workflow automation system sends a message again by way of LinkedIn. This message consists of the proposed time for the assembly, entry to the doc retrieved from Google Drive, and a request for affirmation or various ideas.
- Bill Processing in Accounts Payable
- Receipt of Bill – Gmail: An bill is obtained by way of electronic mail or uploaded to the system.
- Information Extraction – Nanonets OCR: The system robotically extracts related information (like vendor particulars, quantities, due dates).
- Information Verification – Quickbooks: The Nanonets workflow verifies the extracted information in opposition to buy orders and receipts.
- Approval Routing – Slack: The bill is routed to the suitable supervisor for approval based mostly on predefined thresholds and guidelines.
- Fee Processing – Brex: As soon as authorized, the system schedules the cost in line with the seller’s phrases and updates the finance information.
- Archiving – Quickbooks: The finished transaction is archived for future reference and audit trails.
- Inside Information Base Help
- Preliminary Inquiry – Slack: A workforce member, Smith, inquires within the #chat-with-data Slack channel about prospects experiencing points with QuickBooks integration.
- Automated Information Aggregation – Nanonets Information Base:
- Ticket Lookup – Zendesk: The Zendesk app in Slack robotically gives a abstract of right this moment’s tickets, indicating that there are points with exporting bill information to QuickBooks for some prospects.
- Slack Search – Slack: Concurrently, the Slack app notifies the channel that workforce members Patrick and Rachel are actively discussing the decision of the QuickBooks export bug in one other channel, with a repair scheduled to go reside at 4 PM.
- Ticket Monitoring – JIRA: The JIRA app updates the channel a few ticket created by Emily titled “QuickBooks export failing for QB Desktop integrations,” which helps monitor the standing and determination progress of the problem.
- Reference Documentation – Google Drive: The Drive app mentions the existence of a runbook for fixing bugs associated to QuickBooks integrations, which could be referenced to know the steps for troubleshooting and determination.
- Ongoing Communication and Decision Affirmation – Slack: Because the dialog progresses, the Slack channel serves as a real-time discussion board for discussing updates, sharing findings from the runbook, and confirming the deployment of the bug repair. Group members use the channel to collaborate, share insights, and ask follow-up questions to make sure a complete understanding of the problem and its decision.
- Decision Documentation and Information Sharing: After the repair is carried out, workforce members replace the inner documentation in Google Drive with new findings and any further steps taken to resolve the problem. A abstract of the incident, decision, and any classes realized are already shared within the Slack channel. Thus, the workforce’s inner information base is robotically enhanced for future use.
The Way forward for Enterprise Effectivity
Nanonets Workflows is a safe, multi-purpose workflow automation platform that automates your guide duties and workflows. It provides an easy-to-use person interface, making it accessible for each people and organizations.
To get began, you possibly can schedule a name with one in every of our AI consultants, who can present a personalised demo and trial of Nanonets Workflows tailor-made to your particular use case.
As soon as arrange, you should utilize pure language to design and execute advanced functions and workflows powered by LLMs, integrating seamlessly along with your apps and information.
Supercharge your groups with Nanonets Workflows permitting them to deal with what actually issues.
Automate BANT lead qualification and scoring with our AI-driven workflows, designed by Nanonets for you and your groups.