Today, all studies say it: it is essential to have a privileged relationship throughout the purchasing process. To help you optimize the relationship with your leads, Webmecanik Automation has a new feature: the implementation of rules allowing the automated assignment of contacts to the right sales representatives! This new feature has as many advantages for users as it does for their leads. I’ll tell you more about it and how to implement it in practice!
What are the benefits for you?
It’s not always easy to distribute leads: it takes time, adds a step in the processing of information and sometimes creates conflicts. With the automated assignment of contacts to the right sales people, leads will be assigned according to specific rules that you set up. The information then flows back into your CRM: no more mistakes! All your leads are quickly and correctly processed and both your Marketing and Sales teams are happy!
What are the benefits for your contacts (leads and customers)?
Having a privileged communication is very much appreciated in the buying process. With this feature, the sender of each email is automatically personalized by the owner of the contact. Thus, everyone has a special conversation with one and the same contact person. We’re in the hyper personalization phase and that’s good: 75% of customers want more personalization!
Implementation
Leads are assigned according to their profiles (agencies, B2B company, B2C, etc.), geographical areas, etc. They can thus be attributed to Thomas, Morgane, Carol or Sophie! The sales representative knows everything about his contacts. Each of our contacts can then receive nurturing emails from their contact’s address, with their signature, contact and calendar, for example! Prospects can therefore directly contact their dedicated point of contact who knows them personally! And if, however, a behavior is detected and triggers an alert, it warns the right person without any further step! (FAQ article)
- Source : https://urlz.fr/dPig
