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How to set up your first automated lead distribution system | Close Call

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An effective lead distribution process is key to running a successful sales organization. If you’re struggling to define how new leads are being assigned to your reps, we're here to help. Listen to Director of Sales, Nick Persico, discuss when to start automating lead distribution, the tools you need to do it, and 3 strategies you can use.
Learn more about lead distribution: bit.ly/3taiFhV
Check out our top 13 suggestions for lead distribution software: bit.ly/334WAXp
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Timestamps:
0:00 Introduction
0:34 When should a sales leader start automating lead distribution?
2:07 Why is automation important for lead distribution?
4:18 Top lead distribution methods: simple to advanced
4:51 Simple: Have that lead emailed to you, and manually assign
5:39 Mid-level: Use an automation service
7:00 Advanced: Purchase a dedicated lead distrubtion software
7:57 Which sales teams need automated lead distribution?
10:44 How leads are distributed at Close
14:57 Lead distribution software to get you started
18:46 How to measure lead distribution success
22:55 How to use weighted lead distribution to reward your team
25:39 3 top lead distribution tips for SaaS sales leaders
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The sales CRM sales people love-no more manual data entry. Customer management with built-in calling and email synchronization. Make and receive calls while taking notes tied to each address book contact-all without leaving the application. On this channel we share startup sales advice and Close tutorials.

Пікірлер: 3
@ralphtommaso
@ralphtommaso 2 жыл бұрын
Great stuff
@closecrm
@closecrm 2 жыл бұрын
Thanks Ralph! 🙌
@brandonyoung9106
@brandonyoung9106 2 жыл бұрын
This was about 3 times as long as it needed to be, with mostly alphabet soup and filler words. You guys have a good system, but this video could be significantly simpler than it is.
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