Streamline Your Business Operations with Crm Lead Qualification Process for Planning

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hi everyone this is andy with blogger.com and in this video we're going to explore how to automate your lead cycle from generation to qualification i'm a software consultant so in the last few years i have helped several companies to plan and automate their lead generation process and today i'm going to share some ideas of how to design it and automate it so with these tips you can either create a lead generation process from scratch or just apply some of the tips i'm going to give you to your current process all right let's get started we're going to divide the lead cycle into lead generation and lead qualification the lead generation part is how you generate leads this can be done by advertising on google youtube instagram or any other online platform as well as advertising on tv radio billboards or any other traditional advertising platform there are other ways to generate leads but in this video we're going to cover these two so let's start with online platforms here you can link your ads with landing pages that will have forms that are linked to your crm so when a lead completes a form the information is added to the crm automatically you can have multiple landing pages with different forms depending on the platform for example for google ads your form could be detailed requiring a lot of fields and for facebook ad the form could require fewer fields once the lead is added to your crm it will be automatically assigned to a sales rep based on the information provided for example you can assign leads based on geolocation or maybe on the lead source if a lead comes from facebook assign it to john and if it comes from google assign it to kate some crms don't have the assignment rule option but most of them do at the same time you can automatically send an email notifying the lead that she will be contacted by a sales rep soon also a text message can be sent if a phone number was given so to recap the person clicks on your google ad and this opens a landing page that contains a form when the person completes a form a lead is created in the crm and assigned to one of your sales reps also an email is sent to the lead and all this is done automatically on the other hand we have traditional advertising let's say you run an ad on tv the ideal situation is that you will send leads to a landing page by sharing a link on the commercial or maybe a qr code this way once the lead is on the landing page the process is similar to the one i mentioned before but what happens if they called you by phone well it is more difficult to automate but let me share some ideas on the tv ad you should advertise a specific phone number that rings on your sales department only this number can also help you track the ad performance you can connect your phone system to your crm if there is an integration available so the sales rep answer the calls from the crm and can easily add a color as a lead right away another way to improve the process is by using services like callrail that records and describes all the conversations you have on the phone so it is easy to copy and paste the information here's another idea you can create an intake form that your sales rep can use to make sure he gets all the information he needs while on the phone as soon as he completes the form the lead is going to be added to the crm as well as notified via email you can also use a phone answering service or virtual receptionist that can take some of the basic information and create a lead in the crm for you then the sales rep can do the rest so that's how you can automate your lead generation part of the lead cycle before we continue if you are enjoying the video so far please click the like button it helps the channel a lot and i would really appreciate it now let's see what we can do to qualify the leads as soon as a new lead is assigned to a sales rep a task should be created so the sales rep doesn't forget the contact delete most crms can create tasks automatically this initial contact should be the first step of the lead qualification process but what happens if the lead doesn't get back to us that's when having a process comes handy some crms allow you to create blueprints where you can map out your process so the sales reps have to follow it for example your process could be like this when a list is assigned to a sales rep contact my phone if no answer email her then wait one day and contact my phone again finally wait three days and contact my phone again and if no answer lose the lead if the lead answers at any point the sales rep should ask a series of questions to make sure the lead is a good fit for your company all these steps can be added to a blueprint to ensure that the process is being followed and it is consistent your sales rep can also use another form that can be sent to the leads to gather more information if necessary for example once the lead is assigned to the sales rep he can review it and based on the information send a second intake form so the lead submits more information that will help with the qualification process once the lead completes the second form it can be automatically updated in the crm this can be done by using a connector like zapier or zoho flow once the sales rep qualifies a lead and it is a good fit for your company a deal should be created which would start your sales process alright guys that's it for today i hope you got some good tips from this video i'm a software consultant so if you need any help with your lead cycle check out my website for more information i will leave a link in the description right below the like button thanks for watching