Manually tracking leads can slow down your business. Automating key processes ensures no opportunity slips through the cracks.
Here are three automations you can implement to save time and improve how you manage leads.
When someone fills out a contact form on your website, their information is automatically entered into your CRM, and your team is notified to follow up. It’s a simple way to avoid manual entry and respond to leads faster.
Missed calls don’t have to mean missed leads. With a text automation, when a call goes unanswered, a quick message is sent to the caller, thanking them and offering a link to schedule a callback.
Not every lead is the same. Segmenting your customers based on what they’re interested in helps you deliver more relevant follow-ups. When leads interact with your site or submit forms, you can automatically group them and notify your team to take the right next steps.
If you are interested in building automations yourself, Zapier or Make are easy-to-use platforms that don’t require coding. Both have plenty of resources available to help you set up things like capturing leads or automating follow-ups. If you’re dealing with more complex workflows or don’t want to spend the time setting them up, we can help.