Semi-Custom Robots
The below Znu Robots have a fully standardized core, but normally require some training and customization because of the type of work they do. The normal process requires a few short meetings, some work and testing by the Plan9.ai Team and then a deployment. All of this is typically accomplished in one week or less.
If your strategy is ABM you will quickly find that many ABM identification tools cost many thousands of dollars per month.
Our ZNU ABM Robot can identify inbound ABM target leads and route them to the proper sales person within minutes – and at a fraction of the cost. This robot can work alone or in cooperation with other Znu Robots to enhance inbound ABM Leads.
This is a semi-custom robot: we will work with your team to identify your ABM target lists and augment inbound leads with the information needed for proper ABM tracking, reporting, and most important, sales actions.
Many companies have a large number of inbound leads that should be matched to existing accounts, but remain in the lead pool.
If your sales policy is that only assigned account executives should be talking to existing customers, this robot can streamline your sales flow.
Inbound leads that are associated with existing accounts can be tagged as account-leads, or they can be auto-converted to contacts and linked to the existing account in your CRM.
This Znu Robot uses the full power of Machine Learning to rate and score your leads over time. If you are a newer company, then this robot will start with human trained heuristics and then self-train (with supervision) to learn how to score better over time.
If you are a more mature company with good history, we can use your existing data to train the robot quickly.
The results are compelling – especially if you have a high volume of low to mid quality leads. This robot can sort the strong from the weak leads quickly and reliably.
CRMs and Marketing Platforms do many things well. Tracking product usage metrics and other behaviors is not one of them.
The Znu Metrics robot can draw information from CDP events, such as Segment data, create daily and monthly milestone aggregations of behaviors and update your CRM or Marketing Platform.
Your sales and support team can see customer behavior in the CRM and you get trendline and usage reports built in.
When you connect your CRM to external data sources, there are often data alignment issues. A typical example is many CRMs require exact spelling for a Country, and they spelling required does not match the data source. Now you have the immoveable object and the irresistible force. The CRM will not accept non-conformant data.
This popular Znu Robot identifies the problem fields and routes the illegal inbound data to a helper field; minutes later, the data are corrected to be compliant, and if needed, routing and lead assignment rules can be re-run.