Wouldn’t it be fantastic if leads that emerge from your LinkedIn campaigns were also immediately processed correctly in your CRM system?
Oh wait, we do that for you too!
A lead often comes in after a completed form lands in an email box.
The following steps are subsequently taken:
But quite a lot can go wrong there.
Sometimes, an email disappears in the spam/junk file, or someone forgets to forward it. They fail to add it to the CRM system, the lead is not allocated to the right people for following up, or no-one monitors it, to name but a few possibilities.
Annoying human errors which cause a potentially significant loss of turnover
and a frequently occurring problem which we have tackled by automating a number of these steps to minimise the chance of mistakes happening.
Our ‘follow the lead’ approach makes sure that no leads get lost.
This is how it works:
When a lead completes a form on a landing page or through a LeadGen form on LinkedIn, we put it into a separate database. Immediately.
From there, we forward the lead to the designated contact in your organisation. There may be separate contacts for each type of lead.
We then automatically create an account, a contact, a deal/project in your CRM system, link them to one of your employees and create tasks straight away.
After this, the leads will appear in your reporting along with the progress from the CRM system. That allows us to determine the ROI of the advertising campaigns immediately, in the case of quotations or closed deals from the CRM system.
Up till now, we have realised successful links to the following CRM systems:
• Microsoft Dynamics
• ZOHO CRM
• Sugar CRM
We’d be happy to show you how the link with your CRM works and how you can then have automatic control through the reporting.
Schedule a Free Zoom call now!