Convert Leads into Deals

Convert Leads into Deals

Added date: Mar 06, 2022

Learn a few things as they will help you to create more customers from your leads.All you need to manage your time wisely, seize every opportunity, and prioritize how you tackle your ­­­­­Timetable. With Connect AI, you can turn leads into deals faster than ever before. Here are three ways to get started today:

Get leads from everywhere

  • First, you want to get leads from everywhere. You can import them from various sources like third party tools, email marketing campaigns, social media, content marketing and events.
  • Second, make sure you're using the right tools for the job. You should have a CRM tool so that you can track your leads in real time and provide exceptional customer service as they move through their decision-making process.

Focus on engaging with the right leads

  • Identify the right leads to focus on.
  • Use lead scoring and qualification to identify the right leads.
  • Find out where your leads are coming from.
  • Customize your lead scoring to identify the right leads and prioritize them over time.

Prioritize your leads

When you're first starting out, it can feel overwhelming to try to prioritize your leads. It's tempting to just go through the list and respond to everything. But if you want a healthy start and successful results, you'll need to be strategic about how you spend your time and resources.

To help clarify this process, we've broken down our three main methods for prioritizing leads into three categories:

  • What is the lead worth?
  • How much does the sales team value them?
  • How much does marketing value them?

Convert more leads into deals using Connect AI

As a salesperson, you need to know how to convert leads into deals. You can't do that with your eyes closed. Here are some of the most common ways that Connect AI helps you stay on track:

  • A CRM for salespeople. With Connect AI, you'll be able to track your leads and manage the deals in your dashboard so that nothing falls through the cracks.
  • Designed for salespeople. This is not a tool for marketing—it's designed specifically for people who work in sales!
  • Automatic notifications and reminders. Set up automatic email reminders on key actions like following up with a prospect or closing out an opportunity (i.e., making it official).

The Connect AI software is one of the best out there for converting leads into deals. Every CRM will have its own quirks, but as long as you’re using a quality system, you should be on the right track to turning those leads into deals!

Assigning leads to your sales representative is a major pain point in the lead generation process. It's time consuming to sort through your leads and decide who should get what, and it's not always clear how to organize them. Then there are the manual processes you have to go through: sending emails, assigning spreadsheets, and more.

But what if you could automate this whole thing? What if your team could be saving hours each day by having new leads assigned automatically? That's where we come in With Connect AI, you can assign leads to your sales team automatically based on a number of rules that you configure yourself. You can even set up "round-robin" queues, so that your company's workload is evenly distributed across all of your employees.

Automatically assign leads

To automatically assign your leads, you must first create a queue that assigns the leads to your sales represantative. Then, whenever a lead is assigned to one of your sales represantative, it will be added to the end of this queue.

The next time that you run an assignment script on salesforce, it will pull from this queue—and since all of the information about each lead (including their priority) is still stored in salesforce, you can easily see who should be assigned which leads first based on what they've been working with recently and how urgently they need assistance from potential customers.

By default, there's no specific order for how these automated assignments happen; instead, they occur at random intervals throughout the day so no one person gets stuck with all of the low-priority deals and no one has too much work on their plate at any given time either (which could lead them not getting back into contact quickly enough).

Not only will your team be more efficient, but they can create better relationship with their customers.

  • Not only will your team be more efficient, but they can create better relationships with their customers.
  • You’re in the business of making sales. And the best way to make sales is to assign leads based on the product, price point or service that’s right for them.
  • The better job you do at finding that perfect match, the better chance you have at closing a deal and making more money!

The bottom line is that assigning your leads to your team members manually can be a hassle and time consuming, and there’s no reason for it when you can use smart automation to do the work for you. It doesn’t make sense to waste time or money on a manual process when an automated one will take care of everything for much less cost and effort. If this sounds like something that could help your team than subscribe to Connect AI today itself!


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