Lead segmentation on Zoho CRM and integration with Zoho SalesIQ

Springwood helped a 25 year old UK based digital fitness education company increase sales conversion and optimize sales funnel

Tip: First step to achieving true advantage and set your business apart from your competitor is to set up a dependable lead generation process Learn how

Problem

With over 25 years of thriving business in UK as a leading digital fitness education platform, the client had much to be proud of. It has qualified over 3000+ fitness professionals worldwide. However, a review on the Zoho CRM set up by the client exposed several gaps which led to the team not having a strong understanding of why a particular lead was not getting converted despite offering them the best of everything

1. The team was not able to reach out to all the leads at the right time

2. Since there was no lead prioritisation, the team had no idea which lead had more chances of getting converted and was thus, worth reaching out to, first.

3. After the first communication with the lead over call, they were unable to follow up with the leads as there was no visibility of call summary

Springwood team had 3 weeks to complete the project and show a delta of conversion by 50% just by optimizing the Zoho CRM lead flow. Our goal was to design a 360 degree dashboard in Zoho CRM to provide a bird’s eye view of the entire sales funnel and conversions at each lead stage

Solution

Step 1: Segregate lead base on Zoho CRM

The key to making a great sale is to have important information regarding the lead and personalise the pitch. For us, this meant being able to categorise customers based on the first call basis, be able to make notes on the call, follow up accordingly.

Step 2: Follow up reminders

An automated workflow to remind the team to follow up with the lead based on the status

Step 3: Define lead score through Sales IQ and integrating that in Zoho CRM

Worked closely with the client to set up parameters based on which each lead could be given a score

Having successfully prioritized, segmented and streamlined entire sales pipeline, Springwood Digital Labs designed a 360 degree dashboard that provided the team with various insights at the click of a button. This project represents Springwood’s ability to incorporate years of experience in Lead cycle optimization and conversion rate optimization help businesses compete in this era of advanced sales cycles and multiple pipelines.

#ZohoCRM #CRM #Leadsegmentation