This lead qualification system allows you to automatically qualify leads that are relevant to you and notify your sales team of these leads. Additionally, you can also create follow-up tasks for further nurturing the leads and also loop in sales leadership to ensure nothing falls through the cracks.
What this solution gives you
Leads are automatically marked as a qualified by the automation, based on what actions they took and the level of interaction with your website
The automation automatically assigns the leads to an owner, based on who handles the leads, or in a round-robin system
Email notifications are sent out to the sales team whenever a new lead is qualified
The automation also creates tasks for the sales team, regarding what follow-up steps to take on the newly qualified lead
An email notification is sent out to the Sales Manager whenever a qualified lead isn’t worked on within 4 weeks after being qualified.
You’ll also get a system custom report in FunnelBud with 4 conversion funnels showing the journey of the leads from:
- Lead Qualified to Opportunity Created to Opportunity Won
- Lead Qualified to Opportunity Created to Opportunity Lost
- Lead Qualified to Lead was Untaken
- Lead Qualified to Lead was Manually removed from Qualified
How we’ll Implement this Solution for You
We’ll create the standard lead qualification automation for you, and send you resources (help articles & videos) you need to use or modify it.
Cost to Implement
This solution is included in all FunnelBud packages. Contact your Onboarding Specialist or Project Manager for details