Facebook Lead Management System

:pushpin:We recently helped one business operating in B2B segment in Education Tech.
We are happy to share our findings and how we improved their Leads Management process. Sharing insight into this case so it can help your clients or business.


  • Client works in B2B in Education Sector
  • Offer 6 different products to clients
  • Generating leads from Facebook
  • Using Zoho Bigin CRM & Microsoft Teams for collaboration
  • 24 people in Sales team

:red_square: Problems they were facing

  • Deployed 2 people to manage CRM and allocate leads
  • Wasting leads when no one is available to attend them
  • When a new salesperson added or removed, they have to update allocation scenario / router
  • Leads directly sync in CRM, no other update to Salespeople
  • Leads allocating in non-working hours (as their ads continue 24*7)
  • Over allocation of leads when salesperson has enough leads
  • At times irrelevant allocation - no correlation in product lead & salesperson
  • No communication to lead prospect
  • Salespeople not aware when payment is done by the client

:white_check_mark: How we improved it

  • Thoroughly studied the entire flow, processes, organization structure, work practices and key features of different systems they deployed
  • Identified & filled gaps at every step
  • Established connection among Facebook, CRM, Microsoft Teams, Data Store, Notification, Payment Gateway
  • Structured information flow through MS Teams channels

:grinning: Outcome

  • Saved 2 Headcounts - increased efficiency and productivity
  • Robust Linear Flow - No routers required
  • Management of unallocated leads
  • Real-time notification to Salespeople via MS Teams & SMS integration
  • Real-time acknowledgment to prospect
  • Smart Allocation - based on salesperson availability and product they sell
  • No lead allocation in non-working hours
  • Leads availability information to salespeople so they can request when they want

:handshake:Happy to help your business, drop us a note at admin@msquare.pro

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Hey @Mohamed_Jouher , thanks so much for stepping in and sharing the use case! The outcomes are truly great to see. Seeing folks simplifying their processes with our platform never gets old :slight_smile: