There are a number of automations that happen within Pipedrive.
These are:
- Automatic emails send to blocked leads after 5 days of being there. The automation is:
Hi name
You mentioned that you were interested in sorting out a fitout for your office.
How are you tracking towards this goal? Are you open to hearing about a couple of offers we have prepared for you?
Regards,
[email protected]
your name
https://www.jasonl.com.au
1300 653 604
2. Then a subsequent automation 5 days later. This says
Hi name,
I thought I’d quickly send you our best selling office chairs
Best way to move forward would be to sit on them! 😉
Would you like to trial any these in your office?
Regards,
your name
[email protected]
https://www.jasonl.com.au
1300 653 604
3. Then another automation 7 days later
Hi name,
Did you get my last email?
If you’re busy, I’m happy to get back in touch when you have some time, please let me know.
Regards,
your name
[email protected]
https://www.jasonl.com.au
1300 653 604
These automations are intended to act only as backups in case you forget to move leads out of the blocked stage. If there is a long term relationship, it should be put into ‘nurture’ or after the requisite number of attempts have been made, the deal should be lost.
USER BROWSING SITE
There is also an automation that runs and inserts a note when a known user is browsing the site. A note will be created to show the page that was browsed. This is a good time for you to get in touch with the user and strike up a conversation. This is often overlooked as a way of making contact.
WANTING TO PURCHASE
When a user has added items to a quote and has subsequently received an email with that quote, they can click a button to request to purchase the quote. If this happens, pipedrive will be updated and a note will be created in the lead to indicate the person is interested in purchasing. The person ought to be immediately contacted.
INBOUND PHONE CALLS
When a user calls from a known phone number, Pipedrive will create a note, noting the call in the deal. Again this is a very strong signal for you to make contact with the customer and close the deal.
ACTION REQUIRED IN CUSTOMER SERVICE
Sometimes, the customer service pipeline will have deals that are relevant to you or a customer service agent requires your help on a deal. In such cases they will assign a deal to you and you will receive an email asking you to address the deal.
Note: the deal will be in the customer service pipeline, but you need to action it.
WALKINS
If you are in a showroom and a customer walks in, on your phone or computer you can go to the link http://jasonl.com.au/walkin and fill in the form. This will create a lead for you in Pipedrive.
