Assign different leads to different representatives immediately.The main focus for 2018 across all industries is to minimize manual work. Some companies are focusing on automation and machine-based analysis to keep their human costs low and to work with a smaller and smaller human workforce. Other companies are utilizing automation tools so they can redirect their employees to more intensive, creative tasks that still require human minds. No matter which camp your small business is in, automation can do away with a lot of the manual clicking and redirecting that happens in every business. Here are some zap configurations that can help with your mailing lists:
When someone joins one of your company's mailing lists, several balls need to start rolling at once. Not only do you want to immediately send them a 'thank you' email that includes a lot of great content and offers, you can assign them a personal representative. This doesn't mean every lead is going to get personal calls from an employee, at least not immediately. What it does mean is that there is already an assigned individual in case the lead reaches out with questions and complaints. It also means you can implement procedures that involve individual contact after certain triggers or periods of inactivity, and a representative has already been assigned through the whole process.
In order to assign prospective leads fully, you can:
- Send the information to Slack. That redistributes the information to the specific representative, as well as their team and manager. Not only does this informs your employees immediately in case they do need to take immediate action, it also informs their manager and keeps the teams on the same page. If you randomize the assignment for fairness, getting feedback means you can add more complex assignment rules in the future to help consolidate work.
- Update your living spreadsheets. You don't just want to tell employees so they can manually add it to their list of current contacts. That could lead to mistakes or forgotten leads. Instead, send the information to your spreadsheets or sales pipeline platform. You can set up a Zap to start a new account profile, mark them as a new lead, and auto-populate details so representatives can see all of their leads at a glance.
- Automatically send the lead's information to a de-duping service. This helps ensure clean data and removes duplicate accounts with follow-up triggers so someone on staff knows about the potential duplicate accounts. Cleaning your data automatically is a great way to make your records more efficient. A de-duping tool can also help you find patterns in the data, such as a lot of new leads from a specific business's email domain. Then you know where to concentrate greater attention or how to regroup the new leads.
Know when leads are reaching the end of a pre-set email campaign.
Having a lot of content is important. It means you can stick to a strict posting schedule on your business blogs, social media platforms, and email campaigns. But if you have several customized email campaigns in which different customer profiles are given different arrangements of content, it can be difficult to replenish all of the banked content.
Use an automatic trigger to let your marketing staff know when a lead is reaching the end of their emails. You can preset the timeline of the early warning to allow for plenty of time for solutions. Those same automatic triggers can alert their dedicated representative that certain actions need to be taken to more actively convert the lead into a customer. Without these warnings, potential customers can drop out of your mailing list or remain passive leads indefinitely.