Challenges you face with lead process flow management.
No Structured way of Communication
Communication Breakdowns
Inefficient Traditional way
The common/traditional way is to use the phone, email, and chat. However, this leads to repetitive discussions to explain and understand the context with no central record of these valuable conversations/recommendations.
This dramatically reduces the efficacy of your lead process flow management and can greatly impact sales outcomes.
Disconnected Sales Workflow
Organizations that are not using a CRM to manage their sales. They end up capturing lead data in excel/google sheets and then using email to collaborate with various team members to build a response and follow up on the leads.
With this method, it can be challenging to keep track of all the different leads and their respective stages in the process. This can make it tough to prioritize and follow up promptly.
Risk mitigation, resilience and responsiveness
How do we use Ideolve to manage leads effectively?
When we reviewed how limiting the use of our CRM, email and phones were becoming to enable collaborative problem solving and help manage leads effectively, we turned towards our own team collaboration platform, Ideolve.
We built an integration with email to support form data ingestion from virtually any form platform. All solutions that support web forms, including the likes of google forms, can collate and send the form data as an email to a predefined email id.
We leveraged this core capability of web form tools like contact forms, google forms, jot forms, and many more to send the form data as an email, which we receive in ideolve and create a note for that based on some rules.
Ideolve is now a web form submission management tool that helps you collaborate with others to respond quickly. It allows you to share form submissions with others to get help with responding to them. It also lets you track who is working on each submission, so you can stay organized.Setup
Lead fills your web form
When a lead/person fills your web form, the form tool will collate the form data and send it as an email to the email listener’s email id on ideolve.
Based on the email listener configurations, Ideolve will convert the email into a fresh note in the designated workspace and automatically share this with specified team members.
Our cross-platform teams converse around the lead's requirement
The sales team member may initiate the response and update the status as a comment on the Ideolve note. If more or deeper help is required from cross-functional teams, such as answering a technical question or deciding on a special offer, the sales team member can call out the required help using the mentions feature of Ideolve.
Each person involved has access to the entire context and can respond with their recommendations to resolve the query in high quality and rapidly.
Build repeatability
What we gained from this improved process flow management
Cost saving
Only the sales team directly communicating with the customer have CRM accounts. The rest of the team can collaborate with the agents without needing CRM accounts, leading to significant cost savings.
Improved Digital Presence
The captured lead conversation feeds into the product and marketing innovation and documentation updates to improve the UX/CX and promote self-serve to drive up the ease of doing business with us.
