Use Cases

Fully integrated with your CRM, built for sales teams, and ready to help — from updating deals to logging every customer interaction.

Problem

One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.

Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.

One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.

Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.

Problem

One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.

Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.

Hints Solution

We have developed a straightforward playbook for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.

We have developed a straightforward playbook for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.

Screenshot of chat with a client
Screenshot of chat with a client

Outcome

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups, which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.

  4. The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups, which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.

  4. The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.

Hints Solution

We have developed a straightforward playbook for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.

Outcome

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups, which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.

  4. The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.

Pricing

Monthly

$10

/month

Get Hints AI monthly

  • Any CRM integration

  • WhatsApp, Telegram, & SMS

  • All language support

  • Voice messaging

No setup fee
No hidden fees
All features unlocked

Yearly

$84

Save 30%

Get Hints AI annually

  • Any CRM integration

  • WhatsApp, Telegram, & SMS

  • All language support

  • Voice messaging

No setup fee
No hidden fees
All features unlocked

Pricing

Monthly

$10

/month

Get Hints AI monthly

  • Any CRM integration

  • WhatsApp, Telegram, & SMS

  • All language support

  • Voice messaging

No setup fee
No hidden fees
All features unlocked

Yearly

$84

Save 30%

Get Hints AI annually

  • Any CRM integration

  • WhatsApp, Telegram, & SMS

  • All language support

  • Voice messaging

No setup fee
No hidden fees
All features unlocked