Intelligent workflows

When a potential customer engages with your business, their enquiry needs to be acknowledged right away in order to give it the best chance of progressing through your process and converting to a sale. But what if there’s nobody available to follow up immediately?  

FLG’s intelligent workflows are extremely powerful ‘sales assistants’ that can follow up with leads on your team’s behalf, so sales can progress in the background until somebody is available to contact them, without compromising on customer service.

Automatically onboard new customers

When a customer says ‘yes’, there’s often more to be done before the sale is complete. Automate and standardise activities such as document collection and compliance checks, and keep the customer informed along the way with automated confirmation messages.

For example, email the customer and prompt them to access an online form to provide more information and supporting documentation. Once complete, automatically confirm safe receipt and FLG is instantly updated. Here’s how we use FLG to onboard our customers.

Chase down unresponsive customers

Without a system in place to help you manage your leads, unresponsive customers are often abandoned, valuable opportunities are lost and money is left on the table.

FLG tracks unresponsive leads and triggers workflows that gently nurture them until they’re ready to buy. This allows users to focus their attention on warm leads, safe in the knowledge that the rest are being taken care of automatically. Learn more about effective lead nurturing.

Create workflows that trigger based on status changes

Because FLG is event driven, you can choose to trigger actions, or even start a whole new automated workflow, each time a lead’s status changes.

For example, when a lead completes an application form, FLG could trigger a verification workflow where a user is prompted to call and clarify certain details or supporting documents are requested before the application is forwarded on for review.

Additional benefits

• Acknowledge new leads with auto-replies, outlining the next steps
• Remind users to follow up on tasks by SMS
• Trigger workflows when customers click on links in emails

Intelligent workflows can streamline the way you manage your leads. From faster contact to improved customer service, FLG utilises powerful automation tools to boost efficiency and improve customer engagement throughout your lead management process.