Sales Automation
Sales Automation That Prepares the Groundwork for Your Team
Automation that collects and sorts your leads, pulls together the background on each one and drafts follow-ups for your team to approve. Your people spend their time on real conversations.
What It Does
What It Prepares
Much of a sales team's week goes on work that comes before the conversation: collecting enquiries, checking whether they fit, looking up background, remembering to follow up. Automation can prepare that groundwork. The conversation, and any message that goes out, stays with your people.
Enquiries in One Place
Brings enquiries from forms, email and messages into one list, with duplicates removed.
Fit Against Your Criteria
Checks each lead against the criteria you set and notes why it fits or does not.
Background for Each Lead
Puts the useful details together so the person making contact starts informed.
Drafted Follow-ups
Drafts follow-ups on the schedule you choose. A person approves each one before it reaches a prospect.
How It Works
How a Lead Moves Through
- 1
A new enquiry arrives or a lead is added.
- 2
It is checked against your criteria and given a short note.
- 3
Qualified leads go to the right person with the background attached.
- 4
Follow-ups are drafted when they are due and approved by a person before sending.
Working Together
What You Provide, and What Stays With You
What We Need From You
- Where your leads come from today
- What makes a lead a good fit for you
- Your follow-up approach and wording
- A person to approve outgoing messages
What It Will Not Do on Its Own
- Approving every message to a prospect
- The sales conversation itself
- Pricing and commitments
Is It a Good Fit?
Who It Suits
- Leads arrive from several places and some get missed
- Follow-ups depend on someone remembering
- You want to send large volumes of unrequested messages
Where Leads Usually Live
Questions
Common Questions
Will it message prospects on its own?
No. A human approves anything that reaches a customer or a prospect.
Do you supply lead lists?
No. The automation works with the enquiries and contacts your business already has.
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