Simple Lead Follow-Up Workflow in CallAction
The fastest and most efficient lead follow-up using the CallAction platform.
Our goal is to eliminate CRM follow-up task lists and automate the tedious and repetitive outbound follow-up attempts, so you can focus on valuable inbound conversations.
Basic lead follow-up workflow is 3 simple steps on one screen.
View incoming lead responses / conversations
Respond to conversations via text message or phone call
Set the follow-up action using automated campaigns
Here is a quick review of the follow-up workflow. If you are a CallAction user, you can simply take a quick tour to see how to respond.
1. View Incoming Leads via Conversations
Conversations is a list of all incoming leads from calls, text or emails. The most recent lead is at the top of the list in chronological order.
Red Dot with No Number is a new lead/conversation with no assigned campaign or ended campaign and the user needs to take an action.
Red Dot with Numbers shows the number of new responses from the contact.
Green Dot with Drip is a lead with a running campaign.
Green Circle with a Check signifies that you have checked or marked it as done and no drip campaign was assigned.
Your goal is to always have green checks as it means you are caught up on responding to leads. You can filter contacts by phone number, tags, and other pre-made filters.
Click on Contact phone / name select the contact to respond to.
2. Respond to Contact's Conversation
Responding to a contact is as simple as sending a text message or clicking a call button.
Respond via Text Msg: Enter a text response and press Text
Call the Contact: click the Call button
Pro tips: You can use a canned text response for fast and efficient engagement of leads. Respond later using Schedule Text message to send later.
Next, setup your future automated follow up actions for the selected lead.
3. Set up Follow Up Action for the Contact
Click on Actions in the top right to take the next sales follow up actions. The recommended steps are:
Attach a Follow Up Drip Campaign: Click on drip campaigns and select the most appropriate follow-up campaign based on the outcome of a conversation.
Tag the Contact: Tag the contact for easy future filtering and follow-up based on contact status.
Add Notes (and/or text reminder): Click on add notes to include information and if needed, add a text reminder to your note to follow up in the future.
Done, you have now followed up with a lead and scheduled your future lead follow up to avoid forgetting about leads and to maximize your lead conversion.
Not a CallAction User? Start a Free Trial Now
If you are looking to streamline and improve your sales lead follow-up process with intelligent automation, start a free trial of CallAction now. Take a look at our reviews and take 3 mins to set up an account today. If you'd like to learn more, you can also book a demo call now.