Integration of the chatbot with CRM systems
This is not just about "connecting CRM." It is a stage where marketing transforms into a concrete, manageable business system rather than a set of disparate tools. The JTBD approach focuses on results rather than activities per se – we build processes that lead to increased sales and efficiency in the sales department.
We connect leads, the system, and the team into a single working ecosystem.
- The problem that clients come to us with.
What usually happens with clients:
- There is targeting, but no sales
- Leads are not targeted
- Managers work "blindly"
- There is no understanding of where money is lost
Key mistake:
Marketing and sales exist separately, without a connecting mechanism.
We do not sell targeting, bots, or CRM separately.
We create a unified funnel where each element enhances the other..
2.Our approach.
CRM (Bitrix24)
Analytics on lead stages MQL / SQL
The system involves:
Targeted advertising
Chatbot
3.What the service consists of (by stages)
Important: a lead enters the system only after qualification.
Chatbot development
- We develop dialogue scenarios
- Incorporate branching for different requests
- Implement the bot in Russian and Uzbek languages
- Set up the collection of requests and contacts
(stage 3)
Tracking conversion and optimization.
- We track transitions between MQL → SQL
- Analyze bottlenecks in the funnel
- Optimize advertising and bot scenarios
- Increase conversion at each stage
(stage 6)
Training agents/managers
- We explain the logic of qualification
- Train on working with lead stages
- Implement unified rules for processing requests
- Synchronize marketing and sales
(stage 5)
Integration with CRM systems or messengers
- We integrate the chatbot
- Set up lead stages
- Separate MQL and SQL
- Automate the creation of lead cards
- Transfer requests without delays
(stage 4)
Setting up and launching targeted advertising
- We create offers for different segments
- Set up advertising campaigns
- Direct traffic not "into nowhere," but into the bot
- Test creatives and audiences
(stage 2)
Strategy and funnel design
- We analyze the product and target audience
- Identify who is MQL and SQL
- Design the customer journey from click to deal
- Formulate the qualification logic
(stage 1)
4. Speech analytics of calls with AI technology.
When a business receives leads, the key stage begins: working with voice, dialogue, and persuasion. This is what standard targeting + bot without analysis does not cover. The call analysis system provides exactly this depth of understanding.
- Reports for each manager
- Analysis of strong/weak scripts
- Statistics on refusals and successful transitions
- Growth points for training and optimization
2. Quality dashboards and communication reporting
You see not only how many calls there are, but how they actually go:
- Which phrases most often lead to conversion
- Where managers lose clients
- Which topics need to be reinforced with scripts in future campaigns
- This makes your funnel smarter with each new call
3. Automatic recommendations and insights
The system analyzes dialogues and can suggest:
- Adhering to the script
- Stages of dialogue
- Working with objections
- Reasons for refusals and lead losses
1. Recognition and analysis of calls and chats
The system automatically transcribes all incoming and outgoing conversations, turning audio into text and analyzing:
5.What the client ultimately receives?
Managed flow of requests
Qualified leads
Automatic processing
Transparent analytics
Linking marketing + sales
6. Who the service is suitable for
Companies where lead qualification is important
Projects with expensive leads
Online and offline business
Developers and real estate
Services and B2B
