Research shows that 35-50% of sales go to the vendor that responds first. Using lead scoring in conjunction with automation, we can ensure that our sales team is immediately notified when a lead is ready to buy. Let's review how to setup a quick and easy automation in SharpSpring based on lead scoring to help make sure your sales team is the first contact when leads are ready.
Hot Lead Notification
Send an automated notification to a Sales Representative once a lead has eclipsed a certain lead score.
What you will need:
- Have lead scoring configured
- Task: Include a Trigger with the Lead Action has the lead score. Set this to the value which designates a hot lead. Change your logical operator to or more.
IMPORTANT! Make sure to include a Filter or multiple Filters so that this Task only fires the first time a lead eclipses the score value.
- Workflow: Select the Notification Event send a notification to user and select the User that should be notified when the lead's score fires the Task. You have options to make this notification repeatable, send a text message as well, or when available, send to the lead owner instead.
- Result: When a lead's score reaches or exceeds a certain value defined in the Task, the Workflow will fire a notification to the assigned Sales Representative so that they can immediately follow-up.
NOTE: Try adding an automated email to the lead at the same time as the notification, in case the Sales Representative is away from their desk at the moment so that the initial follow-up can be automated.