Introduction
The world of gross sales is continually evolving, and on this dynamic panorama, the flexibility to precisely determine 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. Basically, lead qualification acts as a filter, enabling gross sales groups to sift by a pool of prospects to pinpoint these most definitely to make a purchase order. It is about differentiating ‘scorching’ 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 Finances, Authority, Want, and Timeline, is a structured strategy that assesses leads primarily based on these crucial dimensions. We’ll discover how every factor—understanding a possible buyer’s finances, 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 looking for to refine your gross sales methods, this information supplies actionable insights to implement the BANT framework successfully, empowered by automation.
Why is lead qualification necessary?
So, why is lead qualification necessary? Think about happening a treasure hunt with no map, digging randomly in hopes of discovering one thing precious. It is a hit-or-miss strategy that is inefficient and exhausting. Lead qualification is like having that treasure map. It guides your gross sales efforts, serving to you to give attention to the possible areas the place you are most definitely to search 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 are usually not solely however are additionally finest positioned to make a purchase order.
BANT Framework for Lead Qualification
Now, let’s discover a well-liked methodology of lead qualification known as BANT. The acronym BANT stands for Finances, Authority, Want, and Timeline. Here is what every of those phrases means in easy phrases:
- Finances: How a lot is the potential buyer prepared or in a position to spend? This helps to grasp if they will afford your services or products.
- Authority: Does the particular person you are speaking to have the ability to make the shopping for determination? Understanding this ensures you are coping with the correct particular person.
- Want: What’s the buyer’s requirement that your services or products can fulfill? This helps to find out if what you supply is an efficient match for them.
- Timeline: When does the shopper plan to make the acquisition? This data helps in understanding their urgency or readiness to purchase.
In follow, for every potential buyer or ‘lead’, we collect data associated to those 4 elements. Right here is an entity-relationship diagram illustrating a dataset of leads with BANT (Finances, Authority, Want, Timeline) information. Every lead is related to BANT attributes.
Now, primarily based on previous information with historic leads or our area experience within the discipline, we set particular standards for every BANT factor. We then apply these standards to the knowledge we have now on every result in filter them. The leads that meet these standards are thought-about ‘certified’. In different phrases, they’re the ‘scorching’ leads – these most definitely to make a purchase order and change into prospects.
Methods to Create your BANT Framework
Implementing the BANT framework in your gross sales course of is a strategic method 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 Making ready Your Staff
- Educate Your Staff: Start by coaching your gross sales workforce on what BANT stands for – Finances, Authority, Want, and Timeline. Clarify the significance of every element within the context of your services or products.
- Finances: Understanding a prospect’s finances helps you perceive if they will afford your services or products. This prevents losing time on leads that will not convert as a result of monetary constraints. It is like realizing how a lot somebody is prepared to spend earlier than recommending a product – guaranteeing it is inside their worth vary.
- Authority: It is essential to speak to the one who can say ‘sure’ to the acquisition. Think about making an attempt to get permission for one thing – you’d need to ask the particular person in cost, not simply anybody. This manner, your gross sales workforce avoids losing time with individuals who cannot make the ultimate determination, making their efforts extra environment friendly.
- Want: Understanding the prospect’s particular wants or issues enables you to tailor your pitch to how your services or products can clear up these points. It will increase the chance of the lead seeing worth in your supply. You act like a health care provider understanding a affected person’s signs to prescribe the correct drugs.
- Timeline: Understanding 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 realizing when somebody is planning to eat earlier than providing them a meal – you wouldn’t supply 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 forms of inquiries to ask below every BANT class requires a cautious strategy that mixes tact and thoroughness. Here is an introductory rationalization of how you can body and ask these questions, with examples:
- Finances Questions
- Goal: To know the prospect’s monetary capability and willingness to spend money on your resolution.
- Methods to Ask: Begin with common, open-ended questions after which progressively get extra particular. It is necessary to create a cushty environment so the prospect does not really feel pressured.
- Instance 1: “May you give me an concept of the finances you’ve got allotted for one of these resolution?” This query is non-intrusive and permits the prospect to supply a variety or a ballpark determine.
- Instance 2: “In earlier initiatives just like this, what sort of funding did your organization make?” This query helps perceive their historic spending patterns, supplying you with perception into their finances expectations.
- Authority Questions
- Goal: To determine the decision-makers and perceive the decision-making course of.
- Methods to Ask: These questions needs to be framed to assemble data with out making the prospect really feel sidelined.
- Instance 1: “Who would be the key decision-maker for this challenge? I would love to make sure all their considerations are addressed.” This query instantly identifies the decision-maker whereas displaying respect for his or her function.
- Instance 2: “May you stroll me by the standard decision-making course of for a purchase order like this in your group?” This offers a holistic view of the method and identifies key gamers.
- Want Questions
- Goal: To know the prospect’s particular challenges and necessities.
- Methods to Ask: Give attention to open-ended questions that encourage the prospect to share detailed data.
- 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.
- Methods to Ask: Questions needs to be easy but versatile sufficient to accommodate the prospect’s planning and constraints.
- Instance 1: “Do you could have a selected timeline in thoughts for implementing this resolution?” This offers a transparent concept of their urgency or schedule.
- Instance 2: “Are there any exterior elements, like occasions or fiscal cycles, influencing your timeline for this determination?” This addresses exterior pressures they may be dealing with, which will be essential in understanding their timeline.
- Extra Ideas
- Construct Rapport First: Earlier than diving into BANT questions, set up a reference to the prospect. This makes them extra snug sharing data.
- 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 primarily based on the business, the dimensions of the corporate, or the function of the particular person you are talking to. This exhibits that you’ve completed your homework and are genuinely fascinated about their particular state of affairs.
- Be Adaptive: If a prospect is hesitant to reply a query instantly, be versatile and check out a distinct strategy or gently revisit the query later within the dialog.
- Position-Taking part in and Eventualities: Use role-playing workouts to simulate gross sales conversations. This helps your workforce get snug with asking the correct questions.
3. Designing the BANT Kind
Designing an efficient BANT kind includes deciding on the correct kind of information fields for every BANT variable to seize the required data precisely and effectively. Let’s check out the attainable choices for every BANT variable.
- Finances
- Vary Choice: Present pre-defined ranges like ‘<$10,000’, ‘$10,000-$50,000’, ‘>$50,000’, and so forth. This helps in shortly categorizing leads by finances dimension.
- Authority
- A number of-Selection Questions: These are perfect for figuring out the function of the contact. Choices can embrace ‘Resolution Maker’, ‘Influencer’, ‘Finish Person’, ‘Guide’, and so forth.
- Hierarchical Choose: If the decision-making course of includes a number of layers, a hierarchical choose might help determine the place the contact sits within the determination hierarchy.
- Government Management (e.g., CEO, CFO, CTO)
- Division Head (e.g., Head of IT, Head of Advertising and marketing)
- Staff Chief/Supervisor
- Particular person Contributor
- Want
- Checkboxes: Enable results in choose from an inventory of widespread 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 number 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 Overview and Replace: Be certain that your workforce commonly updates the BANT data within the CRM as they progress by conversations with leads.
5. Consider Lead High quality
One can now go for both binary lead qualification or lead scoring to get ‘scorching’ leads.
Binary Lead Qualification
Binary lead qualification is an easy, ‘sure’ or ‘no’ strategy. 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, Finances might need a minimal threshold, Authority requires the contact to be a ‘decision-maker’ or ‘helper’, Want aligns carefully 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 don’t seem to be certified.
- Suppose you are promoting high-end software program options. Your binary standards may be: Finances over $50,000; Authority with a Director stage or above; Want for particular superior options; Timeline for buy inside 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 completely different weights to varied BANT parts primarily based on their significance, making a rating that displays the lead’s total qualification stage.
- Weights needs to be primarily based in your gross sales technique and historic information. If Finances is often the important thing deciding issue, assign it larger weight. If the decision-maker’s stage (Authority) is essential, enhance its weight.
- Persevering with with the software program resolution gross sales, let’s assign weights
- Finances: 30 factors
- Authority: 25 factors
- Want: 25 factors
- Timeline: 20 factors
- Subsequent, outline how factors are awarded inside every class. For instance:
- Finances:
- Over $100,000: 30 factors
- $50,000 – $100,000: 15 factors
- Under $50,000: 0 factors
- Authority:
- C-level government: 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
- Finances:
- Use the method to calculate the whole lead rating by summing up the factors awarded in every class: Whole Rating = Finances Factors + Authority Factors + Want Factors + Timeline Factors
- Let’s calculate the rating for a hypothetical lead:
- Finances: $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)
- Whole Rating = 30 + 15 + 25 + 10 = 80
Utilizing this scoring system, leads with larger scores are prioritized as they’re extra prone to convert primarily based on the standards set by your gross sales technique. It is a quantitative method to assess lead high quality, permitting for extra goal decision-making within the gross sales course of.
In each approaches, leads are categorized primarily based on how properly they suit your supreme buyer profile. Binary qualification is extra black-and-white, providing a clear-cut determination, whereas lead scoring supplies a graded understanding of how shut every lead is to being the best buyer. These strategies assist prioritize follow-ups, guaranteeing the gross sales workforce focuses their efforts the place they’re most definitely to succeed.
6. Suggestions Loop
Implementing a suggestions loop is important for refining and optimizing the BANT framework. This includes commonly 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 focus on their experiences with the BANT framework. Encourage open dialogue about what’s working and what is not.
- Analyze Gross sales Information: Have a look at the efficiency information to see how properly leads that scored extremely within the BANT course of are changing. This might help determine 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 vital changes to the BANT standards and scoring system. This would possibly contain reweighting sure parts or refining the questions requested.
- Steady Studying: Encourage the gross sales workforce to view BANT as an evolving software. Common updates and refinements primarily based on precise gross sales experiences will make it simpler over time.
7. Historic Evaluation Train (Non-obligatory however Beneficial)
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 purpose is to retroactively fill within the BANT fields primarily based 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 types are crammed for not less than 100-200 historic leads, use the present BANT standards to attain or classify these leads as in the event that they have been being evaluated at this time.
- Examine with Precise Outcomes: Have a look at the eventual end 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 primarily based on the evaluation.
By implementing these steps, your gross sales workforce cannot solely undertake the BANT framework extra successfully but additionally repeatedly refine it to raised align along with your buyer profiles and market dynamics.
8. Nurture Much less Certified Leads
Even after implementing the BANT framework, you will encounter leads that do not totally meet the set standards. These much less certified leads can now be nurtured. This includes implementing methods to maintain them engaged and progressively guiding them in the direction of qualification.
- Segmentation: Begin by categorizing much less certified leads primarily based 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 particular gaps every section has. For instance –
- Finances: Create a weblog publish or infographic that outlines the long-term value financial savings and ROI of your services or products. This might help the lead perceive the worth and justify the next finances. 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 Staff”.
- Want: To illustrate the lead is uncertain 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 research video that includes a happy buyer who had related wants, discussing how your product helped clear up their drawback.
- Timeline: Present content material that retains your product high of thoughts and educates the lead about the advantages of well timed implementation. This might embrace articles on business traits displaying the urgency of adopting options like yours. An e-book or weblog sequence titled “Staying Forward: Why Now could be the Proper Time to Implement [Your Product]”.
- Customized E-mail Campaigns: Develop e-mail sequences that slowly construct up the worth of your providing. Embody case research, testimonials, and business insights related to every lead’s section.
- Common Comply with-up Calls: Schedule periodic calls to verify 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 how you can naturally combine BANT questions into conversations with out making the prospect really feel interrogated.
- Common Monitoring and Evaluation: Often overview how properly leads that handed the BANT standards are changing into prospects. This evaluation might help in fine-tuning your BANT standards.
- Integrating with Advertising and marketing Efforts: Work along with your advertising workforce to create content material and campaigns that deal with widespread wants and questions associated to your BANT standards.
By following these steps and repeatedly refining your strategy primarily based 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 bottom line is to make the BANT course of a pure a part of your gross sales conversations, guaranteeing a clean and informative expertise to your prospects.
Methods to implement your BANT Framework
Implementing the BANT framework into your gross sales course of will be completed in a number of methods, starting from guide to completely automated techniques.
Guide Instance
- Lead enters a Google kind and supplies e-mail and a handy time for a gross sales name.
- Salesperson creates the decision occasion in Google Calendar primarily based on the desired time indicated by the lead.
- As soon as the decision is over, the salesperson creates a brand new document in Hubspot CRM.
- The salesperson then makes use of their subjective reminiscence of the decision dialogue and the gross sales name transcript to fill Finances, Authority, Want, Timeframe fields within the Hubspot CRM document.
- Based mostly on this, the BANT_Qualified discipline within the Hubspot CRM document will get populated with True/False.
Workflow Automation
Now allow us to check out how we are able to 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 primarily based on our description.
We transfer on and authenticate our Google and Hubspot to supply the Nanonets workflow with entry to the apps with the intention to facilitate the workflow to fetch information and carry out actions instantly inside your apps.
Workflow Automation with AI
Let’s take the instance of a workflow with larger 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 supplies e-mail and a handy time for a gross sales name.
- Salesperson creates a brand new document in Hubspot CRM.
- Salesperson creates the decision occasion in Google Calendar primarily based on the desired 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 Finances, Authority, Want, Timeframe fields.
- The lead rating is thus calculated by the gross sales particular person utilizing the crammed BANT kind and a pre-set method with weights to every discipline.
- The lead rating is up to date manually within the corresponding Hubspot CRM document.
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 primarily based 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 the intention to facilitate the workflow to fetch information and carry out actions instantly inside your apps.
The workflow runs as follows –
- Google Varieties – Triggers a workflow run when the gross sales name Google Kind is submitted.
- Hubspot – New Hubspot document is created with the e-mail submitted by the lead.
- Google Calendar – New calendar occasion is created between the lead and the salesperson primarily based on the time indicated.
- Gong – The workflow is delayed until the decision occurs. As soon as the decision is finished, 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 may specify the lead rating method and the weights manually within the immediate as properly.
- Hubspot – The Hubspot document 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 research! Let’s check out the outcomes of automated lead scoring in comparison with guide lead scoring now.
BANT Framework Case Examine
Problem: Gross sales groups typically battle with lead scoring, spending substantial time on guide processes which can be vulnerable to incomplete data and subjectivity. The BANT (Finances, Authority, Want, Timeline) framework, whereas efficient, historically required time-consuming efforts and will lead to biased lead scoring.
Answer: Created a Nanonets Workflow – integrating AI to rework the lead qualification course of. This software automates the extraction and evaluation of BANT standards from gross sales calls, providing a streamlined, environment friendly strategy to steer scoring.
Workflow:
The workflow runs as follows –
- Google Varieties – Triggers a workflow run when the gross sales name Google Kind is submitted.
- Hubspot – New Hubspot document is created with the e-mail submitted by the lead.
- Google Calendar – New calendar occasion is created between the lead and the salesperson primarily based on the time indicated.
- Gong – The workflow is delayed until the decision occurs. As soon as the decision is finished, 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 may specify the lead rating method and the weights manually within the immediate as properly.
- Hubspot – The Hubspot document created within the second step is populated with this lead rating.
Outcomes & Influence:
- Enhanced Precision: In a research evaluating over 1500 gross sales calls, the workflow matched or outperformed AEs in figuring out leads prone to shut. Notably, its recall price was 81%, considerably larger than the guide overview’s 41%, whereas the precision price was related.
- Diminished Cycle Occasions: Leads scored 80+ by the AI software confirmed 5-10% shorter closure cycle instances, enhancing gross sales workforce effectivity.
- Versatile Scoring: Not like binary AE assessments, AI supplies a nuanced 1-100 scoring scale, permitting extra tailor-made gross sales approaches.
- Effectivity Features: 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 positive aspects and counsel how the saved time may very well be successfully utilized.
Time Financial savings Calculation:
- Assumptions:
- Every salesperson handles roughly 5 leads per day.
- There are 20 working days in a month.
- Guide Course of Time per Lead: 22 minutes.
- AI-Built-in Workflow Time per Lead: 1 minute.
- Time Saved per Lead: 21 minutes.
- Day by 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.
- Whole Month-to-month Time Saved for Staff: 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 precious actions:
- Enhanced Buyer Interactions: The additional time can be utilized for deeper engagement with potential and current prospects, constructing stronger relationships and understanding their wants higher.
- Prospecting and Lead Era: Extra time will be dedicated to prospecting new purchasers and producing extra leads, probably rising the gross sales pipeline.
- Customized Comply with-Ups: The workforce can give attention to creating personalised follow-up methods for leads, rising 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 workflow automation with AI, a gross sales workforce can considerably enhance 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 at this time’s fast-paced enterprise surroundings, workflow automation stands out as an important innovation, providing a aggressive edge to corporations of all sizes. The combination of automated workflows into day by day enterprise operations is not only a development; it is a strategic necessity. Along with this, the appearance 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 gives not solely seamless app integrations for unified workflows but additionally the flexibility 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 guaranteeing information safety stays our high 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 Help and Engagement Course of
- Ticket Creation – Zendesk: The workflow is triggered when a buyer submits a brand new assist 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 shopper with a ticket quantity for reference.
- Data Retrieval – Nanonets Looking: Concurrently, the Nanonets Looking characteristic searches by all of the information base pages to search out related data and attainable options associated to the shopper’s challenge.
- Buyer Historical past Entry – HubSpot: Concurrently, HubSpot is queried to retrieve the shopper’s earlier interplay data, buy historical past, and any previous tickets to supply context to the assist workforce.
- Ticket Processing – Nanonets AI: With the related data and buyer historical past at hand, Nanonets AI processes the ticket, categorizing the problem and suggesting potential options primarily based on related previous circumstances.
- Notification – Slack: Lastly, the accountable assist workforce or particular person is notified by 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 challenge that must be addressed.
- Classification – Nanonets AI: As soon as the message is detected, Nanonets AI steps in to categorise the message primarily based on its content material and previous classification information (from Airtable data). Utilizing LLMs, it classifies it as a bug together with figuring out urgency.
- File Creation – Airtable: After classification, the workflow routinely creates a brand new document in Airtable, a cloud collaboration service. This document contains all related particulars from the shopper’s message, akin to buyer ID, challenge class, and urgency stage.
- Staff Project – Airtable: With the document created, the Airtable system then assigns a workforce to deal with the problem. Based mostly on the classification completed by Nanonets AI, the system selects essentially the most applicable workforce – tech assist, billing, buyer success, and so forth. – to take over the problem.
- Notification – Slack: Lastly, the assigned workforce is notified by Slack. An automatic message is distributed to the workforce’s channel, alerting them of the brand new challenge, offering a direct hyperlink to the Airtable document, and prompting a well timed response.
- Automated Assembly Scheduling Course of
- Preliminary Contact – LinkedIn: The workflow is initiated when knowledgeable 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 out there instances for the assembly. It checks the calendar for open slots that align with enterprise hours (primarily based on the placement 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 LinkedIn. This message contains the proposed time for the assembly, entry to the doc retrieved from Google Drive, and a request for affirmation or different ideas.
- Bill Processing in Accounts Payable
- Receipt of Bill – Gmail: An bill is obtained through e-mail or uploaded to the system.
- Information Extraction – Nanonets OCR: The system routinely 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 primarily based on predefined thresholds and guidelines.
- Fee Processing – Brex: As soon as accepted, the system schedules the cost in line with the seller’s phrases and updates the finance data.
- 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 routinely supplies a abstract of at this time’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 dwell at 4 PM.
- Ticket Monitoring – JIRA: The JIRA app updates the channel a couple of 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 will be referenced to grasp 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. Staff 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 extra 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 routinely 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 gives 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 specialists, 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 complicated functions and workflows powered by LLMs, integrating seamlessly along with your apps and information.
Supercharge your groups with Nanonets Workflows permitting them to give attention to what actually issues.
Automate BANT lead qualification and scoring with our AI-driven workflows, designed by Nanonets for you and your groups.