From the first contact to follow up
Automation can cover lead capture, enrichment and qualification, follow up and CRM updates. We first define the information the team needs and what each status means. Then we design a workflow where actions reflect what has happened with the contact.
WhatsApp as part of the process
An integration must define how each conversation relates to a contact and which information is shared with the CRM. It also needs to establish when a person takes over and what context they receive. We review access, tool capabilities and operational rules before defining the connection.
- Contact history and context.
- Information needed to continue a conversation.
- Criteria for handing over to a person.
- Follow up status and next action.
Assistants with context
ZaTek offers assistants with context, unified history and responses across channels. Their design starts with the information they can use and the situations they should hand over. Qualification and responses need clear criteria to support the team effectively.
An example of our work
The Delma Group project brings together lead capture, enrichment and qualification, conversations and campaigns with an embeddable chatbot. It is a concrete example of our work in prospecting and support. Each new implementation is scoped around the company’s workflow and tools.
Common questions
Can you integrate any CRM?
Feasibility depends on the APIs, permissions and capabilities of the CRM and the channel. We review the tools before confirming scope.
Does AI replace the sales team?
The workflow must define what an assistant can resolve and when a person takes over. Handover and context are part of the design.
Can we start with one workflow?
Yes. A specific journey, such as receiving and following up with a lead, can define a focused first implementation.
What do we need to review to define the scope?
An example of the current workflow, the tools involved, the data that must move between them and the situations that need a person. We also review access and dependencies before confirming an integration. This helps us define a first implementation and assess its budget.