Are your BDR/SDR ready when a prospect asks to speak with an account executive right away? LeadAngel provides means for BDR/SDR to find the available and best fit Account Executive in real time, and transfer the lead to them. Also, with LeadAngel’s meeting scheduling tools, prospects (or BDR on behalf of prospects) can schedule a meeting with Account Executives in real time.
A Closer Look at the Workflow
LeadAngel’s smart lead routing and meeting scheduling features come together to create a streamlined, end-to-end process that empowers sales teams. From intelligently matching leads to accounts, scheduling meetings with ease, and ensuring no lead falls through the cracks, LeadAngel optimizes every step of the journey.
With this powerful tool, sales managers and operators can ensure that leads are not only routed quickly and accurately but also that their meetings are scheduled in a way that keeps the pipeline moving. In the end, LeadAngel helps sales teams close more deals, faster.
Imagine you’re an SDR (Sales Development Representative) or operator working in a fast-moving sales team. A lead or contact comes in, and you need to hand it off to the right sales rep without any delays. But instead of doing this manually, you can streamline the process using LeadAngel’s smart lead routing and meeting scheduling features. Let us walk you through how this workflow works.
Step 1: Request the Hand-Off You start by requesting an offline hand-off for a lead or contact through filling the details in the web form or by creating lead or contact in the CRM, we will take the example of Salesforce here. This means you’re essentially signaling that a lead needs to be assigned to the right sales rep, so they can take over and push things forward.
Step 2: Smart Lead-to-Account Matching Instead of just throwing the lead to whoever is free next, LeadAngel smartly matches the lead to the appropriate account. This is where the magic happens. The system looks at who the lead is, what account they’re tied to, and assigns them to the sales rep best suited for that particular lead. This ensures that the hand-off is smooth and the lead gets the attention they need from someone with the right knowledge.
Step 3: Route to Sales rep Lead or Contact gets routed to the right sales rep based on the account matching, availability and priority.
Step 4: Scheduling the Meeting Once the rep confirms the assignment, it’s time to schedule a meeting. LeadAngel makes this super easy. The system displays available time slots for the selected sales rep, so you can quickly choose the best time that works for everyone.
Step 5: Sending the Invite After picking a time, the meeting invite is automatically sent to both the lead or contact and the sales rep. No need to switch between calendars or send multiple emails to find a good time—everything is integrated with Google Calendar or Microsoft 365 Calendar, making it all smooth and effortless.
Step 6: Confirming the Meeting Lastly, all that’s left is to confirm the meeting, and voilà, the process is complete! The lead is in the right hands, the meeting is scheduled, and everyone’s on the same page.
With direct integration into Google Calendar and Microsoft 365 Calendar, the process becomes even more efficient. There’s no need for manual updates or back-and-forth emails to find the right time. The meeting invite is automatically sent to both the lead or contact and the sales rep. All the operator has to do is confirm the scheduling, and the process is complete. This automated approach saves valuable time, allowing sales teams to focus on what they do best—closing deals.
Prioritizing Efficiency and Productivity
One of the standout features of this workflow is its emphasis on both efficiency and prioritization. LeadAngel’s smart lead routing ensures that the lead is directed to the sales rep who is best equipped to handle the conversation based on availability and priority. This not only speeds up the response time but also ensures that leads are never left waiting for a follow-up.
In addition, the ability to seamlessly integrate with both Google and Microsoft 365 calendars ensures that sales teams stay organized and on top of their schedules. It minimizes the risk of double bookings or missed meetings, all while keeping the lead-engagement process smooth and professional.
Conclusion:
In just a few simple steps, LeadAngel helps make sure that no lead gets lost, and that everything from lead assignment to scheduling meetings happens seamlessly. The smart lead routing ensures that the right person is handling the lead, and the built-in calendar integration makes scheduling quick and easy. It’s like having an extra helping hand that takes care of all the behind-the-scenes work, so you can focus on what really matters—closing the deal.
Contact for “Request a Free Trial” section on the blog pages
See How LeadAngel Can Transform Your Lead Management: Request your Free Trial!
Curious to experience the power of LeadAngel firsthand? We understand!
We're offering a complimentary trial so you can explore LeadAngel's features at your own pace. Once you request a free trial, we'll schedule a personalized onboarding session to ensure you maximize the value of LeadAngel.
Ready to take your lead management strategy to the next level? Request your LeadAngel trial today!
In addition to exploring the platform, we recommend visiting our LeadAngel Help Center for in-depth guidance. Our dedicated customer support team is also available to answer any questions you may have at sales@leadangel.com.
