Newsletter Subject

Is your lead distribution process slowing you down?

From

closecrm.com

Email Address

emily@closecrm.com

Sent On

Thu, Aug 22, 2024 07:15 PM

Email Preheader Text

How to Automate + Optimize Your Lead Distribution Process ͏  ͏  ͏  ͏

How to Automate + Optimize Your Lead Distribution Process ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ [Close]( Hey {NAME},  Lead distribution should be one of the easiest steps in your sales process.  Yet it’s one of the biggest headaches we hear from sales teams.  The hard part is capturing and closing—there’s no sense in wasting energy or time getting the lead to the right person.  Here are some tips to improve your lead distribution:  - Automate lead routing – Automating at the earliest stage ensures leads are promptly assigned and contacted. 78% of customers purchase from the vendor that responds first, according to Chili Piper research. - Set up a simple qualification process. First, consider your team and structure. Round-robin assignments work well for smaller teams. Larger teams may benefit from group-based routing or rules based on territory or skillset. - Choose the right tool – Optimizing your tech stack is crucial to a smooth lead routing system. Consider combining lead capture tools, scheduling software, and automation (with your team’s input, of course). - Tracks metrics to measure and adjust – Regularly reviewing and documenting your process helps maintain a simple, transparent, and fair distribution process. This thoughtfulness can boost conversions and keep your sales team content.  //e.customeriomail.com/e/c/eyJlbWFpbF9pZCI6ImRnU2JEUU1BNWNZdTVNWXVBWkY3ZzZEMjRibmlSMndTVGlCajhRPT0iLCJocmVmIjoiaHR0cHM6Ly93d3cuY2xvc2UuY29tL2Jsb2cvbGVhZC1kaXN0cmlidXRpb24_dXRtX2NhbXBhaWduPUJyb2FkY2FzdC1Db250ZW50LUV4cGlyZWQrVHJpYWxzLUxlYWQrRGlzdHJpYnV0aW9uXHUwMDI2dXRtX2NvbnRlbnQ9QnJvYWRjYXN0LUNvbnRlbnQtRXhwaXJlZCtUcmlhbHMtTGVhZCtEaXN0cmlidXRpb24tYlx1MDAyNnV0bV9tZWRpdW09bmV3c2xldHRlclx1MDAyNnV0bV9zb3VyY2U9ZW1haWwiLCJpbnRlcm5hbCI6IjliMGQxOWI0NjNlNWM2MmUiLCJsaW5rX2lkIjo1ODU1ODA2N30/9cfe29e5f04353492de001a58f02457fe53ab792841933737e9bb0e115786719//e.customeriomail.com/e/c/eyJlbWFpbF9pZCI6ImRnU2JEUU1BNWNZdTVNWXVBWkY3ZzZEMjRibmlSMndTVGlCajhRPT0iLCJocmVmIjoiaHR0cHM6Ly93d3cuY2xvc2UuY29tL2Jsb2cvbGVhZC1kaXN0cmlidXRpb24_dXRtX2NhbXBhaWduPUJyb2FkY2FzdC1Db250ZW50LUV4cGlyZWQrVHJpYWxzLUxlYWQrRGlzdHJpYnV0aW9uXHUwMDI2dXRtX2NvbnRlbnQ9QnJvYWRjYXN0LUNvbnRlbnQtRXhwaXJlZCtUcmlhbHMtTGVhZCtEaXN0cmlidXRpb24tYlx1MDAyNnV0bV9tZWRpdW09bmV3c2xldHRlclx1MDAyNnV0bV9zb3VyY2U9ZW1haWwiLCJpbnRlcm5hbCI6IjliMGQxOWI0NjNlNWM2MmUiLCJsaW5rX2lkIjo1ODU1ODA2N30/9cfe29e5f04353492de001a58f02457fe53ab792841933737e9bb0e115786719[Read more about how to optimize your sales process]( → Go get 'em! [Emily McGuire, Sr Email Marketer at Close] Ready to cut the clutter out of your sales process? Here’s how: - Take the tedious sales tasks off of your plate with the CRM built specifically for small businesses. [Start a fresh, FREE trial of Close >]( - See what’s new in Close since your last visit. [Watch a quick video >]( - Calculate the number of leads you need to hit your sales goals with the FREE Revenue Growth Calculator. [Chart your growth >]( We’re saving 5x on our prior spend. I added simplicity, ease of use, and full team engagement.  - Eric Keosky-Smith, Chief Growth Officer at Hownd [Logo]( [Twitter]( [LinkedIn]( [YouTube]( [Facebook]( PO Box 7775 #69574 San Francisco, California 94120-7775 [View in Browser](=) | [Unsubscribe](=)

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