A financial services company wanted to improve their process for managing and closing leads
Employees would refer friends and family who may be prospects. Also, inside sales teams would generate leads through outbound calls.
These leads would first be assigned to a region, depending on the location of the customer. The regional manager would then assign the lead to a specific sales agent
The sales agent would approach the customer, then update the status of the lead
The company implemented Teamchat to fully automate their lead management process. Multiple groups were created for each regional team. A common group was created to capture all incoming leads from employees and inside sales teams.
They used Teamchat API to implement a rules-engine that executed the desired business workflow. The rules-engine would receive and send messages per the defined workflow.
As leads were submitted into Teamchat, the rules-engine would forward the lead via Teamchat to the appropriate regional manager.
Once the regional manager assigned the lead to a specific sales agent, the rules-engine would forward the lead via Teamchat to the appropriate sales agent.
Once the sales agent contacts the customer, he updates the lead status.
The lead status is sent back to the original referrer, to close the loop along with information about the referral reward, if any.
Along the way, summary reports are generated and sent to the executive sales management.
The company was able to improve sales performance due to:
Quicker action on live leads led to better conversion rates
Improved tracking of the sales funnel for all stakeholders
Quicker rewards for referrers brought in more referrals
Enabling the lead-management system on mobile improved response time at every step in the process.
Connect with Teamchat to know how it can benefit your business