Web forms
New trial signups
Inbound emails or calls to your sales or support teams
Direct messages on social media channels, like LinkedIn
When you’ve identified your key inbound lead capture points and the tools you’re using to track them, you’re in the right place to start building automation that will bring leads in real-time in front of the right reps.
With Close's Workflows feature, you can optimize this process further by streamlining lead management and automating communication steps. Think about the route that leads take from when they’re captured to when a sales rep contacts them. How are these leads currently being delivered to the team? Is there anything you can do to eliminate manual work in between?
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Once your lead capture is optimized, you can move to the next step.
Need more clients? LinkedIn's lead generation capabilities can make it happen.
2. Set Up a Simple Qualification Process Before Leads Get Routed
Part of your workflow while manually assigning leads involves simple qualification. After all, you don’t want to assign leads to your reps if they’re just a waste of time. You probably spend a few minutes looking at each lead before you send them out, deciding whether they need to talk to a salesperson.
So, how do you turn lead qualification into an automated process?
First, you could run your new inbound leads cayman islands telegram data through a data enrichment service. Plenty of B2B data providers will tell you details about a company and the people who work there. Connect your lead generation tools to a B2B data enrichment tool to see key data points that affect how qualified a new lead is for your product or service.
Second, you could add a simple qualification step within the lead generation process. For example, if you’re generating new leads using a form on your website, add one simple question that helps you see if this new lead is qualified.
Here’s how we do this at Close:
Example of qualification for lead distribution
When new inbound leads are qualified, it’s time to figure out how to send them to your team.