Time and time again, we hear of missed sales opportunities due to lack of proper timing when responding to a lead. Our research shows that 78% of buyers end up purchasing from the broker that responds to their enquiry first. You may responded and followed-up, but were you the first to do so?
Here are a few tips for responding to leads quickly:
1. Set-up an email template
One way to reduce your response time when answering an email lead is having an email template ready to go. This is a pre-drafted script that you can insert into any message. Email templates provide an easy way to deal with repetitive email tasks. Instead of typing similar text over and over again, setup a template that will pre-populate greetings, company info, etc.
If you manage your leads in BoatWizard, here are instructions on how to create an email template in CRM.
2. Set-up an auto response
Similar to an out of office message, you can setup an auto response for email leads you receive with certain keywords in the subject line.
For example, email leads from a Boats Group portal usually have the words New Lead or Used in the subject line. Knowing this, you can set up an auto response so your prospect receives a quick message confirming that their message was received and will be followed up with shortly.
Depending on your email platform, you can set up an auto response in the settings menu. If you are part of a larger business that utilises an in-house CRM or other lead management tool, you may need to speak with your systems administrator for assistance.
3. Designate a point person for lead follow-up
Many businesses have sales people that also execute the deals they close. With so many moving parts, it’s easy to see how a lead can slip through the cracks. The best solution, regardless of your business size, is to designate a First Responder. This person is responsible for responding to incoming email leads immediately. If you uss the CRM in BoatWizard, you can easily assign leads by clicking into a message and clicking on the drop down menu below the prospect’s email.
For more help, please email [email protected] or call your nearest YachtWorld office.