Automate, Track, and Streamline Your Entire Sales Process

In this example we will use Facebook Ads and how we automate the data and let it help narrate the interaction.

As soon as the lead fills out an online form we receive all this data in real time which we then add into the CRM.

Jenny Chong age 32 female, has completed the lead form at 4:45 pm on a friday for a service or product.

When we set up the automated sequences on the backend of the software for the account during the onboarding process. We walk through the new lead, enter call cadences and set it up exactly how you would like. Typically we reach out 10 separate times to a new lead over a course of time to try and entice them to book an appointment with the sales people or purchase a service.

 

These are the usual options that are chosen YES or NO or an AMOUNT OF TIME  between sequences for when a new lead first enters the CRM

The action you want to turn on or off at the start of a new lead enters the CRM

Account Owner Chooses

Option Send Email Introducing Company

Yes

Option Send Text Introducing Company

Yes

Chosen Wait Time

Wait 3 Min, Between 9 am -  9 pm

Option Send Email Introducing from Assigned Salesperson

Yes

Option Send Text Introducing from Assigned Salesperson

Yes

Then after the lead has been contacted minutes after coming into the system automatically this is where you can choose the following:

 

  • Do You Want Your Salespeople To Call The Lead
  • Do You Want Your Salespeople To Call The Lead and if they don’t in a certain amount of time the system will automatically send out automated Texts Emails, Ringless Voicemails.
  • Do You Want to Send Out Automated texts at stage 1 of 10 in the call cadence if the lead doesn’t call.
  • Do You Want to Send Out Automated Emails at stage 1 of 10 in the call cadence if the lead doesn’t call.
  • Do You Want to Send Out Automated Ringless Voicemails at stage 1 of 10 in the call cadence if the lead doesn’t call.

 

Here’s how that would look like from a chart [we autofill all these fields with you through a google sheet and import it directly into the CRM]

Do You want The Lead To Be Called By The Salesperson " Added To Call Cadence" 1 of 10

Yes

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Responses To Get Client To Book Into Calendar 1 of 10

3 Hours 9am - 9 pm

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Email Responses To Get Client To Book Into Calendar 1 of 10

Yes

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Ringless Voicemail To Get Client To Book Into Calendar 1 of 10

Yes

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Text To Get Client To Book Into Calendar 1 of 10

Yes

If Sales Rep Does Call And They Do Not Answer Send Automated Text 1 of 10

Yes

If Sales Rep Does Call And They Do Not Answer Send Automated Email 1 of 10

Yes

In this example Jenny entered the system at 4:45 pm on a Friday, around 4:47 [partial Lag Between FB data and CRM] an email and text would be sent from the company’s main phone number “VoIP” and email address.

3 minutes later at 4:50 The sales rep would send a personalized email and text from his personal VOIP and company email address.

The sales rep would be sent an email, a text message, and a phone app [the whole software system on their phone] notification saying they have a new lead.

Since its Friday at 4:45 in the afternoon and the salesperson doesn’t care about how much the leads cost or working on a Friday afternoon the automated system will leave a ringless recorded voicemail, a text message, and an email 3 hours later at 7:47

The system will automatically add that client to Call cadence step two and wait “x amount of time depicted by you”.

If the lead responds by text email or phone call the system will automatically remove them from the sequence.

Let’s say the system says to wait 12 hours before starting cadence step 2 the same sequence is chosen for what you want to happen.

Do You want The Lead To Be Called By The Salesperson " Added To Call Cadence" 2 of 10

Yes

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Responses To Get Client To Book Into Calendar 2 of 10

3 Hours 9am - 9 pm

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Email Responses To Get Client To Book Into Calendar 2 of 10

No

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Ringless Voicemail To Get Client To Book Into Calendar 2 of 10

Yes

If Sales Rep Does Not Call The Client in "Blank Minutes" Send Automated Text To Get Client To Book Into Calendar 2 of 10

No

If Sales Rep Does Call And They Do Not Answer Send Automated Text 2 of 10

Yes

If Sales Rep Does Call And They Do Not Answer Send Automated Email 2 of 10

Yes

However, this time the text email and app notification showed up for your sales rep at 7:45 am Saturday. If the salesperson doesn’t call the hot lead because it’s on a Saturday after 3 hours the automation will kick in automatically. This time the only automated option to send the client that is chosen is a ringless voicemail.

This sequence happens 10 times on new leads natively in our program which you can customize the entire sequence plus the content. This is all done during the onboarding process.

If the sales rep did call the potential client on Saturday morning “you choose for the prompts to work on weekends or not” there’s only one of two ways that phone call can go. Either the sales rep leaves a voicemail and the lead doesn’t answer or the contact answers and they move the sales closer.

If the lead doesn’t answer, the system will automatically send an email and text message from the salesperson’s company VOIP and personalized Company Email. So instead of the lead just receiving a singular missed call and voicemail they have 3 separate touch points to increase conversions.

All of this data is compiled into a single data set where you can see how many times your sales reps are really following up with clients, how many touches it takes them to close. Where they are losing their clients in each stage of your customized pipeline stages. How long they are in each pipeline stage. Play all the VoIP recordings to give them in-depth training and find out why they are or are not closing deals. Map out individual closing ratios per pipeline stage against all users on your system. Track closing rates of each lead source, lead account, and even ad set to find the true profitability of each.

If the lead calls the salespersons phone number and they don’t answer an automated text message will be sent to the lead saying “whatever best fits your business but looks something like this” – Hey “contact.fist.name” I’m in the middle of something, I’ll call you right back as soon as possible or you can book into my schedule when a good time to call you back is.

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