If you are working with signed up leads, a question can come to your mind. You are already using a form to capture leads and you already have a system in place where these leads are exported to your CRM. How does Salespanel help in that case?
Let’s start with lead capture and aggregation first. For many businesses with online presence, forms aren’t the only way to capture leads. For businesses in industries like SAAS, leads might book a demo, talk to live chat support agent or even sign up for a newsletter. There are multiple lead injection mechanisms and yes, all of them capture your leads in different places. How do you aggregate them? With Salespanel. Salespanel automatically captures and aggregates leads from all of these channels and starts processing them. And, you can set up a process to automatically sync these leads to your CRM in real-time.
The next thing in line is lead tracking and data enrichment. Leads signing up through a forms can be synced directly to your CRM but how can you know who they are, how they found you and what they did on your website? This data can be crucially important in understanding lead motivation and finding qualified leads. You can always increase questions in your forms to get as much information as possible but increasing form length generally reduces conversion rates. Salespanel enriches your leads and tracks them in real-time and sends all the data to your CRM. So, your sales team will always be aware of what their leads are doing and know how they found you and engage with your content.
Now, with all of these data points, Salespanel helps you segment and score your leads and set up various lead qualification and marketing automation systems. Not all leads who sign up for your webforms are qualified for the sales call. Salespanel helps you only transfer marketing/product qualified leads to your sales pipeline. You can also trigger various lead nurturing and retargeting processes. Salespanel also syncs segment and lead scoring data to your CRM to enable your sales rep and help them prioritize high intent leads.
Bonus: Salespanel also identifies companies who visit your website but leave without signing up. So, as a plan B for bounced visitors, Salespanel can help you recapture some of the lost leads.