Hope the northern hemisphere folks are keeping warm
and the southern hemisphere peeps are using enough sunscreen
No matter where you’re located, come check out today’s story of wits and automation!
Here at Make, we love a high-quality problem – one where even the least desirable outcome is still pretty ok. A great example of a high-quality problem is a sales team having too many leads.
Sounds like a good problem to have, right?
But when your sales team is too small or spread too thin to manage these leads, some valuable business opportunities can fall through the cracks. And we don’t want that.
Make partner German Sayago developed a lead-scoring scenario for his client to address this high-quality problem in the most efficient way possible.
Featuring tools such as a form builder, Google Sheets, and a CRM platform, Sayago’s solution processes form submissions in a way that ranks prospects based on worthiness and level of interest. Thanks to this scenario, sales teams of any size can prioritize leads and increase their percentages of closings.
Read on and learn how he did it.
What problem were you trying to solve with your automation?
Why did the problem exist?
Because customers need to prioritize the treatment of the leads received, based on actions proposed after completing the form
How did you solve the problem? What does your solution look like?
When a potential customer completes a form on a landing page and then executes some of the suggested actions that allow us to evaluate their levels of interest, such as downloading a catalog, clicking on an email we send, etc, we are executing a central stage that receives all these events through a webhook, we process them and we update the potential client’s score in a Google Sheet or within a CRM such as HubSpot.
What did your solution achieve?
The sales teams were able to optimize and save time managing new business opportunities, prioritizing the most interested first, thus achieving more attractive conversations and an increase in the percentage of business closings.