How well a business handles its leads can make a significant difference to whether they are maximising their profits or wasting their potential. Automating lead management has become a go-to tool for companies across the globe, regardless of industry, niche, or sector.
In this article, we are going to walk you through what lead management automation is and how it compares to manual lead management, why lead management is a game changing option and the metrics you need to be monitoring to ensure you are getting the most from your automation.
Lead management automation is a process which uses software and advanced tools to handle repetitive tasks in sales and marketing funnels, from the capture, tracking, and qualifying of leads, to communication, nurture, and after-action analytics.
Each part of the process is streamlined, optimised, and appropriate levels of automation are installed in order to handle specific tasks. When compared to manual lead management, there are some very clear advantages which explain just why so many businesses and companies across all industries are looking to refine their processes through automated lead management.
Availability and response times – Automated processes allow for 24/7 customer service and instant replies.
Manual processes require human availability and are limited to working hours and task load.
Consistency of interactions – An automated process, even one which has been augmented with Artificial Intelligence (AI) is going to deliver the same standardised interactions, tone, and content on a consistent basis, allowing for improved delivery of brand voice, values, and content.
Manual actions could see wavering standards depending on unpredictable variables (such as training, emotional state of mind, simple mistakes, etc) and could see lead management suffering as a result.
Highly personalised content – Modern automation and AI integration allows for tailor-made communications, which look at specific factors and data points to create communications and actions based on lead behaviours and engagement. This allows for much more than a simple, superficial approach, and targets leads more effectively.
Manual lead management often utilises generic messaging (especially in the initial communications before a rapport can be developed), which may be less successful or misaligned to the needs / wants of the lead.
Cost effective operations – Despite having upfront and regular maintenance costs, particularly those related to software and (less frequently) system updates, automated lead management is far more cost effective over the long-term. The processes, once in place and operating correctly, will save time, resources, and money.
There is still a place in the business world to operate a hybrid approach, with some level of automation and manual operations – in fact this is often the preference of many businesses, who evaluate their operations and activities, then assign their skilled team members to the operations that will best benefit from their knowledge and instincts.
With the changing roles in sales management, many companies are finding it essential to review their overall infrastructure, operational activities, and the programs their teams are using to make sales happen.
When you bring in the right programs, platforms, and appropriate integration – it is absolutely safe to say that, yes – automating lead management can definitely see an increase in sales.
If you still are not convinced, then it is worth pointing out that TEB clients have seen a phenomenal business impact with strategic automation, resulting in a boost to lead generation of 40%, and increases in revenue of 35%.
The flexibility of strategic automation, blended correctly with your digital infrastructure and the best tools in the business, allows companies at every stage of their journey to enhance their activities, and increase their business.
Before you can get started with automation and lead management, you need to have an appropriate digital infrastructure, the right ecosystem to operate in, and the tools that meet not only your needs but also suit the abilities and talents of your team.
If you are brand new to automation and streamlining into a data-driven format, then it can seem like a tall order to get everything in place and ready to go.
Even if you already have tools and technologies supporting your company, there may still be room for improvement, upgrades, and ensuring that you are actually operating on the cutting edge and not getting quietly left behind.
In order to make your lead management software automation a reality, there are a number of things you need in place:
These are just the bare minimum factors and applications that you need to have in place in order to make your automation work. You also need to have the right digital infrastructure, team management software, applications for reporting and communications, calendar and scheduling, and stock management integration so that your marketing and sales teams can use the information to prioritise product / service promotions and your automated AI assistance can accurately inform potential leads of what stock levels and availability they can expect.
Utilising different tools does come with the risk of needing a lot of monitoring, updating, and issues with requiring lots of different licenses. It is far better to look for a single powerful off-the-shelf solution which will cover your needs, integrate with your existing operations, and work with you to ensure the needs of your customers and your team are being met.
TEB provides a way to win more qualified leads, improve your overall operations, and take your company to the next level without having to have dozens of different programs clogging up your team’s ability to do their work.
Make life simple for your team and your customers – TEB simplifies your business through strategic automation that boosts your business for very real results.
Handling the core features of your operational needs, TEB works to provide you with the automation you need for sales, billing, and your workforce.
Applying TEB to your lead generation ensures that amongst the many benefits, you will have access to:
With more than 10,000 active users, and over 20 years of engineering excellence backing TEB, you are in safe hands.
Book a demonstration and discover for yourself exactly what TEB can do, and how your business will benefit from its game changing approach to customer relationship management.
Make a positive change towards lead automation and a future driven by accurate, reliable, and accessible data. Make life simple with TEB.
