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FLG’s powerful marketing automation feature uses workflows that instantly allocate campaign replies to the best user of team, ensuring that they’re always followed up as quickly as possible by the person best placed to assist them.
If you need a clever solution to ensure your email and SMS marketing campaign replies are routed to the right people to be followed up as quickly as possible, here’s how you can achieve it:
Written by Lauren Shaw
Take a look at how it works:
But in order to ensure your email and SMS campaign replies are sent to the best user or team to follow them up, you must first define how you’d like your leads to be assigned when you receive them. Your preferred lead distribution criteria can include things like:
You may have team members that, formally or not, have built up a speciality within a particular area – for example, a knowledgeable agent in pet insurance and another in life insurance.
FLG can immediately assign leads to your specialists based on the details provided when you receive an enquiry. This maximises the chances of your specialists being able to reduce sales cycle times and convert leads quicker.
Every lead that enters your business can be tracked from its source, allowing you to establish rules that assign leads based on where they come from.
For example, you may have a partner that forwards specialist claims over, or perhaps you bring in leads from multiple websites with different sales messages.
Wherever they come from, FLG can use powerful marketing automation rules to ensure leads are directed to the best people to handle them.
If you capture information early on that helps determine the overall value of a lead, leads can be assigned to different users or teams based on set thresholds.
In addition, you can make sure that leads over a certain size are pushed to the front of the queue, or even automatically notify managers when they’re received.
That way, you can ensure lucrative warm leads aren’t accidentally overlooked or ignored.
Perhaps you have sales representatives or partners located around the country, and you need to assign leads to them based on their specific location.
FLG allows you to define postcode areas (the first two letters of a postcode) or go into more detail allowing you to forward leads to a user with a specific town postcode, helping you to ensure that they consistently land with the right people to follow them up.