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Bots
& Conversational Marketing
Stephen Fuery, Implementation Specialist
Hi!
I’m Stephen Fuery
Principal Implementation Specialist @ HubSp
HUBSPOT
CONVERSATIONS
INBOUND
CONVERSATIONAL
FRAMEWORK
QUESTIONS
A G E N D A
WHAT IS A BOT
WHAT IS A BOT?
A Bot is a computer program
designed to simulate
conversation with human users
over the internet.
Messaging will play an
increasingly large role in the way
that consumers interact with
companies.
Bots can help automate a wide
range of customer-facing
conversations for businesses,
improving efficiency and
maximizing user satisfaction.
Why Bots?
In all cases, Bots should:
● Be easy to create and use, without prior bot knowledge
● Solve real problems, and make it easy to measure
success
● Offer first-class integrations across sales, marketing,
service systems
● Support complexity, when desired
Guiding Principles to
Bots
● Lack of technical resources (if building a bot “from scratch”)
● Difficulty connecting bots with relevant data and services, even when using
easier builders (like Motion AI or Chatfuel - which gives you the “pipes” but
lacks easy integration setup with various systems)
● Intimidated by new, sci-fi nature of bots (one quote: “the value prop is
incredible but it feels like rocket science”).
● Customer’s unsure of what makes a “good bot”
● Nascent market without a clear winner, dominated by startups - what bot
service is right for me?
Why businesses don’t already have bots...
Conversational Marketing
& Messaging
42%20%2%
The process of having real time
one to one conversations in
order to capture, qualify and
connect with your best leads
Features of Conversational Marketing
The process of having real time one to one
conversations in order to capture, qualify and connec
with your best leads
#1
Realtime
The rise of
messaging
means you
no longer
have to
force
people to
fill out
forms.
Scalable
Thanks to
bots, even
small teams
can have 1-1
conversation
s and qualify
leads 24/7
Focused on
Engagement
Inbound &
Outbound
tactics can be
used to start
quality
conversations
Built in
Feedback
Loop
Conversations
provide
insights you
can’t get
anywhere else.
Personalized
Even before a
conversation
starts - a
personal
experience can
be offered
01
02
03
04
Connect
Be available to solve a
person’s problem via a
messaging app. Engage in a
conversational tone and use
the existing contact record to
add context.
Refine
Based on user interactions
continue to optimize your
conversational strategy to
provide more value and
encourage habitual use of
the bot.
Understand
Design a conversation with
filtering questions to
understand the user’s intent
in the most efficient way
possible.
Deliver
Deliver a solution via rich
media without forcing users
to leave the messaging app.
The Inbound Messaging Framework
HubSpot Conversations
Monitor and participate in
conversations that Bots are
having with visitors via
Conversations shared inbox for
Live Chat & Email.
Introducing
Conversations
Live Chat
Start building better
relationships with
your prospects and
customers through
personalized, one-
to-one
conversations.
Email
Teams can hook up
shared email
aliases to the
Conversations
inbox, to enhance
and maintain
transparency and
take teamwork to a
whole new level.
Easy bot
creation
Goal-oriented
templates allow you
to hit the ground
running
Bot editor
Easily customize or
change questions
asked by the bot
Bots are the conversational
interface to HubSpot products
Modular building blocks enable easy
creation of highly dynamic bot
conversations.
Solve
for the
developer
Power features like
webhooks and the
inline deployment of
code fosters the
ability for seamless
integrations.
A world of
possibilities
Some examples...
Let visitors book meetings in-line
without navigating away.
Leverage information previously
collected by bot (name, email) to
optimize meeting bookings.
Booking meetings
Easily qualify leads before sending
the contact to a sales rep on Live
Chat.
Qualify Leads
Let visitors search for knowledge
content or surface specific article to
deflect support tickets and/or
proactively offer assistance.
Surfacing
knowledge content
Key Takeaways
● Bots are available 24/7 and can
interact with customers even
when you can’t.
● Leverage the Inbound Messaging
Framework to construct your bot
and build it into your Inbound
efforts
● Bots can offer multiple options to
a customer thereby increasing
value proposition, scalability and
encouraging repeat usage.
● Bots are integrated across all
Hub’s allowing for substantial
amount of combinations.
Questions
?

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How To Get Started With HubSpot Bots

  • 1. Bots & Conversational Marketing Stephen Fuery, Implementation Specialist
  • 2. Hi! I’m Stephen Fuery Principal Implementation Specialist @ HubSp
  • 4. WHAT IS A BOT?
  • 5. A Bot is a computer program designed to simulate conversation with human users over the internet.
  • 6.
  • 7.
  • 8. Messaging will play an increasingly large role in the way that consumers interact with companies. Bots can help automate a wide range of customer-facing conversations for businesses, improving efficiency and maximizing user satisfaction. Why Bots?
  • 9. In all cases, Bots should: ● Be easy to create and use, without prior bot knowledge ● Solve real problems, and make it easy to measure success ● Offer first-class integrations across sales, marketing, service systems ● Support complexity, when desired Guiding Principles to Bots
  • 10. ● Lack of technical resources (if building a bot “from scratch”) ● Difficulty connecting bots with relevant data and services, even when using easier builders (like Motion AI or Chatfuel - which gives you the “pipes” but lacks easy integration setup with various systems) ● Intimidated by new, sci-fi nature of bots (one quote: “the value prop is incredible but it feels like rocket science”). ● Customer’s unsure of what makes a “good bot” ● Nascent market without a clear winner, dominated by startups - what bot service is right for me? Why businesses don’t already have bots...
  • 13.
  • 14. The process of having real time one to one conversations in order to capture, qualify and connect with your best leads
  • 15. Features of Conversational Marketing The process of having real time one to one conversations in order to capture, qualify and connec with your best leads #1 Realtime The rise of messaging means you no longer have to force people to fill out forms. Scalable Thanks to bots, even small teams can have 1-1 conversation s and qualify leads 24/7 Focused on Engagement Inbound & Outbound tactics can be used to start quality conversations Built in Feedback Loop Conversations provide insights you can’t get anywhere else. Personalized Even before a conversation starts - a personal experience can be offered
  • 16. 01 02 03 04 Connect Be available to solve a person’s problem via a messaging app. Engage in a conversational tone and use the existing contact record to add context. Refine Based on user interactions continue to optimize your conversational strategy to provide more value and encourage habitual use of the bot. Understand Design a conversation with filtering questions to understand the user’s intent in the most efficient way possible. Deliver Deliver a solution via rich media without forcing users to leave the messaging app. The Inbound Messaging Framework
  • 18. Monitor and participate in conversations that Bots are having with visitors via Conversations shared inbox for Live Chat & Email. Introducing Conversations
  • 19. Live Chat Start building better relationships with your prospects and customers through personalized, one- to-one conversations.
  • 20. Email Teams can hook up shared email aliases to the Conversations inbox, to enhance and maintain transparency and take teamwork to a whole new level.
  • 21. Easy bot creation Goal-oriented templates allow you to hit the ground running
  • 22. Bot editor Easily customize or change questions asked by the bot
  • 23. Bots are the conversational interface to HubSpot products Modular building blocks enable easy creation of highly dynamic bot conversations.
  • 24. Solve for the developer Power features like webhooks and the inline deployment of code fosters the ability for seamless integrations. A world of possibilities
  • 26. Let visitors book meetings in-line without navigating away. Leverage information previously collected by bot (name, email) to optimize meeting bookings. Booking meetings
  • 27. Easily qualify leads before sending the contact to a sales rep on Live Chat. Qualify Leads
  • 28. Let visitors search for knowledge content or surface specific article to deflect support tickets and/or proactively offer assistance. Surfacing knowledge content
  • 29. Key Takeaways ● Bots are available 24/7 and can interact with customers even when you can’t. ● Leverage the Inbound Messaging Framework to construct your bot and build it into your Inbound efforts ● Bots can offer multiple options to a customer thereby increasing value proposition, scalability and encouraging repeat usage. ● Bots are integrated across all Hub’s allowing for substantial amount of combinations.

Editor's Notes

  1. 42% - of people in the UK will answer a call from a number they don’t recognise. 2% - the average conversion rate on a landing page 20% - the average open rate in an email. https://www.businesswire.com/news/home/20150729005275/en/ThinkingPhones-Report-Reveals-Optimal-Calling-Strategies-Enterprise https://mailchimp.com/resources/research/email-marketing-benchmarks/ https://www.wordstream.com/blog/ws/2014/03/17/what-is-a-good-conversion-rate