Setup the CallAction Follow Up System Software

Billions of dollars are spent on online lead generation to generate inquiries. Once a lead is generated, you must create a scaleable and effective follow-up strategy to convert leads to sales.

Lead follow-up is difficult because it requires multiple follow-up attempts to go from lead to call. The average lead requires 6-8 contacts before converting, yet most leads only receive 1-2 follow up attempts.

Lead Follow-up is Overwhelming Salespeople

This is why salespeople struggle with lead follow up. There is simply not enough time to follow up with new leads while nurturing and re-engaging old leads.

The following are the recommended steps to build an effective follow-up strategy using sales automation software like CallAction.

This circular consumer journey is the core of sales and our ICON process. Conversations are where 80% of the business will come from while the other task is what consumes most of the salespersons' time.

First, you must take stock and track of all of the ways leads can make an inquiry. This includes inbound inquiries from marketing, branding, and direct response lead generation.
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​Leads can typically contact you via three primary communication channels.

Are you capturing, tracking, and following up with each channel?
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Once you have mapped each of your lead sources and their communication channels you can set up a capture and tracking system with CallAction.
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Use a CallAction dedicated campaign number for each lead source. CallAction can receive calls, texts, and emails and label / tag the leads.

Salespeople waste a lot of time doing data entry into CRM. Often the data entry never happens simply because salespeople are overwhelmed by follow-up tasks as indicated above. Inbound calls often never end up in the CRM.

Using CallAction text and call capture numbers we can automate the data entry. You can also set up a Zapier integration to automate the data entry of leads from online lead generation like Facebook lead ads.

We have over 40 native API integrations with CRMS to eliminate time spent doing data entry. You can also use the CRM built-in routing to assign leads to salespeople or use our round-robin or broadcast lead routing system.

Speed to lead is critical to converting online leads. Following up with leads within minutes can increase lead conversion by as much as 391%.

CallAction automated messaging system can instantly start when a lead is created ensuring a speed to lead follow up from your salespeople.

Best Practices for Sales Follow-Up

Our advanced drip campaigns can replicate traditional follow-up tasks like making outbound calls, text messages, and sending emails using automation.
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The best practice is to follow up across multiple communication channels to increase awareness and responses. CallAction drip campaigns allow you to do this using automation.

Effectively track all inbound lead responses using our familiar conversation task list similar to the call, message, and email message windows of your mobile phone.

You can filter, sort, and view all of your responses from calls, text, and email sources. Visual notifications let you instantly know which lead you must respond to.

After the initial lead response / conversation you should have established a conversion timeline for the contact to do business with you and become a client.
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Effective lead nurturing requires you to label or tag your contacts to manage the relationships by following up appropriately.
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You can use a tag as a trigger to start long term nurture drip campaigns and easily filter your contact lists.

The majority of leads will not convert to a client or customer at the first response. Often the customers' sales cycle will require multiple follow up attempts over time.
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Each of these follow-up attempts to convert leads into sales adds more "to do's" to a tasklist which again leads to overwhelmed and incomplete task lists.
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We have built multiple lead nurture campaigns that allow you to follow up and check in with leads allowing them to respond when they are ready to complete a transaction.

The best salespeople continue to nurture past clients to generate word-of-mouth referrals. This is the foundation of a CRM or "client relationship management" system.
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Nurturing past clients is often simply about regular check-ins and having catch up conversations. The most effective nurture strategy is to follow up across multiple communication channels to remain omnipresent in the past client's life.

This requires calls, texts, emails, videos, and social media comments to stay top of mind.

Using our drip campaign templates or powerful scheduling and message types allows you to automate the entire life cycle from lead, prospect, contact, client, and referring raving fan.

You can try a free trial to build your own follow up system using CallAction.

Run a B2B or B2C sales department and need to streamline your teams' efforts while improving productivity? Contact us to book a video consultation to see how we can help your business scale and convert more leads to closings.
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See some of our reviews and learn why CallAction is the foundation of your follow up system.