Automated Lead Management: What Is It and Why Should You Set it Up?

Automated Lead Management With Pipedrive CRM

Lead management can be challenging without the right tools. For savvy business leaders, we recommend the best CRM for lead management called Pipedrive.

What Pipedrive Allows You To Do

• Import lead list. Do you need to import leads from a spreadsheet or a contact management application without losing precious time? Pipedrive allows you to extract an existing contact database from a spreadsheet and integratable contact storage applications with its bulk importing feature.
• Assign labels. You can speed up your sales process by organising your lead database within Pipedrive.  Add colour-coded labels to each lead so you can identify where they are in the sales pipeline. Colour coding deals also makes it easy to know where the deal stands quickly.
• Deal with rotting notifications. When a deal stays idle for too long, you could be losing a potential sale. Pipedrive will automatically alert you when a deal remains stagnant so you can follow up on leads immediately.
• Add web forms. Pipedrive has web forms you can use to gather information from leads and directly record it into your contact database. It saves you time eliminating the risk of errors or duplicates.
• Implement chats. Pipedrive has a chatbot and a live chat feature you can leverage for your website to handle customers’ inquiries. Both can be preprogrammed with replies for instant automated responses.
• Collect smart contact data. Pipedrive helps you get a detailed picture of your leads by importing valuable information leads share online (e.g., email addresses and interests). This data enables you to personalise offers and boost your conversions.
• Apply custom filters/grouping. This feature allows you to focus on leads that share specific criteria. You can create filters to share with your sales team as they reach out to valuable leads.
• Track contact timeline. Keeping track of your activities on the Pipedrive dashboard is simple and convenient. It gives you a detailed overview of interactions with each lead.
• Use Lead tracking. Pipedrive allows you to track every visitor on your website, thereby helping you cast a wider net for quality leads.

Available Pipedrive add-ons and integrations

So what makes Pipedrive a top lead management tool? Most marketers will quickly realise how it helps them save time on multiple repetitive and mundane lead generation and contact management tasks. 

In addition to the platform features we mentioned above, Pipedrive also has productivity-enhancing add-ons. One example is the LeadBooster add-on specifically designed to reduce the burden of lead generation. Another is the Smart Contact Data feature which compresses data collection tasks into a one-click action. But these aren’t the only convenient in-inbuilt capabilities.

Pipedrive also goes a step further to allow integrations with critical applications for lead generation, marketing automation, data management, customer support, etc. The integrations include Leadfeeder, Zapier, Asana, and hundreds of other services.

Check out 8 Pipedrive Integrations For Sales Automation

How to Automate Lead Management in Pipedrive CRM?

Pipedrive sales management coupled with good lead management software can do wonders for your sales lifecycle. Introducing automation to help tackle common problems marketers face is quite simple.

You can automate the following areas by integrating lead management tools:

• Assigning team members to  new contacts
• Qualifying out leads according to a specific criteria
• Lead handover from marketing to sales
• Managing lead engagement to generate deals for new opportunities

Lead Management Automation Example

Here is a quick business use case to gain inspiration from and help you build your business case for lead management software.

A SaaS company invests in leads management software to reduce the time spent on non-revenue generating tasks and improve the quality of leads sent to sales representatives.  

It revamps the workflow to assign leads to marketing or sales teams automatically. The approach of the company looks the following way:

• If a lead already has an account, it is sent directly to the sales team.
• False leads like people just looking to learn more about the industry don’t move to the next stage of lead nurturing (e.g., leads using fake names, emails, and phone numbers).
• Lead scoring based on actions leads take on the website automatically moves them up the sales funnel, reducing the response time from the sales team.
• Lead routing and referrals to key decision-makers are available on each lead’s profile to ensure the right action is taken.

The result of leveraging sales lead management software is time savings, reduced workload for the marketing team, and higher quality leads for the sales team. It, in turn, improves conversion rates and sales.

Automaly for Pipedrive CRM Consulting

If you have never automated lead management, you need a consulting partner. The process is not as easy as it might seem and has many pitfalls.

Automaly makes a huge difference in the Pipedrive sales management experience. As a certified Premier Pipedrive Partner, we help businesses craft the best workflow for their teams to automate lead management. Our sales leads management automation expertise is the main ingredient in evaluating our client’s needs. We recommend the most effective Pipedrive features and integrations for each unique business case.

Request a demo to learn more about how we work.

Conclusion

The benefits of lead management systems are comprehensive as they increase productivity for sales and marketing teams. Yet, automation in lead management software is critical for every business which wants growth.

Get in touch with our team to automate Pipedrive sales management correctly and meet your business goals.