Sales Automation
Sales Team Rejoices with 26+ Hours Back in a Week
How is a lifecycle marketer saving the sales team all this time you might ask? Well, we have the tools to build fully automated new lead communications that perfectly mirror direct emails. Instead of your team spending their valuable time reaching out to new leads or unresponsive ones they can prioritize connecting with people that have already engaged. There are several advantages to this approach for your marketing team too!
Duration
6 weeks
Role
Lifecycle Marketing Manager
Team
Collaborated with sales lead and their associates
Key tools
Iterable, Asana for project management, and Slack for team communication
The Challenge
From Manual to Strategic: Revolutionizing Lead Engagement
Flyhomes is a real estate mortgage and brokerage company offering innovative financial solutions for home buyers and sellers. For years, they have tasked their sales teams with time-intensive email outreach processes to qualify new inquires and coordinate meetings. Manual tasks pose a risk of inefficiencies, inconsistencies, and missed opportunities. They needed a more efficient and effective approach to new lead communication that would allow their team to spend more time with qualified leads.
The Journey
Unlocking Sales Potential
In close collaboration with sales partners, we documented all new lead communications. Then I worked with the engineering team to sync our sales team members data into Iterable so that we could mirror their email accounts.
Program Launch Training
Provided written and recorded training tools to the sales team on the new workflows and ensured everyone understood the benefits and rationale for the change. I opened up a survey and Slack group to encourage ongoing feedback from the sales team to identify any issues or areas for improvement.
Testing and Optimization
After everything was operational, I set up small-scale tests to ensure our messaging was resonating with clients. Automation allowed us to optimize email content and regularly review key metrics such as open rates, click-through rates, and conversion rates with our sales partners. In addition to improving our sales language is also allowed us to use those insights to improve our marketing onboarding series.
The Impact
The Numbers Speak for Themselves
As a result, 26+ sales hours were saved every week from the reduction in manual work. With that time savings, response times were faster and conversion rates have remained consistent.
