Let us introduce you to Zinger -Sales AI, our Sales conversational Bot
What is Zinger
Zinger is a conversational platform that
- Asks and responds to questions.
- Recommends content and actions.
- Activates and automates actions flows.
The sales assistant Slack app helps accelerate and close deals by connecting reps who have closed similar deals to exchange best practices and tips.
How to Install Zinger in Slack
You can install Zinger from the Slack app directory page, or our.
To get to Zinger, click on "Apps" in the Slack sidebar and then on "Zinger" as shown below. This will open up Zinger Home.
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Trouble Re-installing Zinger
If you’re having trouble re-installing Zinger, or trouble adding Zinger to a new team, it’s possible a cookie is automatically signing you in. So clear the cookies and this should resolve. .
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Conversation flow functionality: There are three types of conversation flows which the sales coaching product is capable of:
- Welcome Card
- Tacit Knowledge capturing
- Peer to peer learning
When the user wants to interact with the bot, the bot will respond with a welcome card.
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The welcome card contains an introduction about what the program is and gives a brief overview of what the bot is capable of. It also contains a drop down which will take the user to the respective flows.
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When the user selects ‘Record a win’ option and clicks on the submit option then the following card will be shown.
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The user might have had many wins recently. The drop down will contain all wins that the user has had recently. Based on the selection the win wire form will be shown for that win.
Review best practices and win When the user makes this selection then the following card will be shown.
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The user might want to see a particular best practice based on the above given filters. Based on the filters the corresponding best practices will be shown to the user.
Open and similar deal search
When the user clicks on this option then the following card will be shown.
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The user might have many open deals hence the drop down filter is given. Based on the selection the similar deals for that card will be shown.
Show me my deals When the user clicks on this option then the following card will be shown.
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Since the user might have many open deals the following filters are given as shown. Based on the selection the following card will be shown
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Here the user can make the selection on which open deal he wants to view. Based on the selection the similar deals will be shown.
Feedback/Activity/Issue reporting
This feature is given if the user wants to give a feedback wrt to the BOT or the program. The following card will be shown if this selection is made.
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The dropdown has the following options
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This flow is for the sales representatives who have open deals in their pipeline and seek help from other sales representatives who have sold similar deals.
To start with, a notification is triggered from the BOT side to the users (sales reps with open opportunities). This card contains the open deal that they are currently pursuing. A consent will be asked by the bot whether they want to review the best practices or connect with the sales reps.
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If the user clicks on the “Yes” button the flow moves ahead else the conversation ends if the user clicks on the “No” button.
When the Yes button is clicked a new card is shown where the two similar deals with its details can be viewed. This card has two buttons which are:
a. View best practices.
b. Connect with AE.
Here the view best practices button is conditional. Condition: If the winning rep would have given the best practices the button will show up else it will not.
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Once the user clicks on the view best practices button a card shows up with all the best practices that the winning rep would have given for that particular deal.
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A “connect with AE” button is given at the end of view best practices card to enhance the user experience.
Once they click on the “connect with AE” button a form will appear where the users can type in their questions. If they have more questions they can click on the “Add question” button. A maximum of 3 forms can be filled. If the User has more questions then a checkbox is provided at the last form. The users can check it and click on the submit button and a message prompt will go out to the winning rep asking for their availability as the user has more questions.
Winning rep flow:
Once the user submits all the questions, a notification will be sent out to the winning rep with all those questions. A form will be given below every question for the winning rep to answer.
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If the user had checked the checkbox in the last form (Request Contact) then once the winning rep submits the answers another card shows up asking for the availability.
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Sales rep needing assistance - 2
If the winning rep clicks on yes then a message prompt along with the answers submitted will go back to the user
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The message prompt: The winning rep is ready to be contacted. Please reach out!
a. Win wire form:
The win wire form is divided into two parts. The first card will contain all the one liner details of the win wire.
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Once the user clicks on the confirm button the second win wire form is shown.
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b. Tacit knowledge questions:
Pre- Determined questions given by the customers will be asked once the rep answers the win wire questions.
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c. Preview form:
Once the rep has filled out all the three forms a preview card is shown to confirm whether all the information given is correct.
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The user can either edit or click on the confirm button to end the process. If the user clicks on the edit button he/she will be redirected to the win wire form where they had made the initial changes.