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One of our client worried about the way its salespersons were prioritising leads and follow-ups, about the way they decide next action to take following, about which lead to be given highest time. In the sale department, follow up process is one of the crucial activity to increase conversion ration.
High value leads were not getting priority.
Didn’t identify high value lead clearly, immediately.
Stop salesperson spending time on low priority lead.
Focus on high priority opportunities more effectively, on-time.
No clear system driven guidance about basic follow-up process.
We configured Odoo lead scoring module for our client. Using that the moment lead arrive from website, it got score based on the rules configured by studying the current businesses.
Apart from that, we worked with client to identify followup pattern which worked as best basic guidance for sales persons.
We would like to discuss one of the case. In which the lead coming from France must get score 8 out of 10. We would discuss step-by-step about how this opportunity could be handled by using basic streamlined follow up workflow.
Step 1: Install Odoo’s lead scoring module as shown below.
Step 3: Leads get scored as shown below.
Missing ration of high priority lead down by 95%.
Effective follow ups were keep taking for right opportunities at right time.