I was at an event at the weekend run by the Entrepreneurs Circle and the keynote from Nigel Botterill, ably assisted by David Brown and Pieter de Villiers from 48 Hour Launch, was all about not missing two-foot putts.

What does that mean?

Well, for years Nigel and his team at the EC have been teaching business owners how to be better at marketing (amongst other things) and to generate more sales leads in order to help their business grow. But in an environment where generating sales leads is getting harder and costlier by the day, it’s hugely important to ensure that the sales leads that are generated are handled more effectively.

One area that many businesses struggle with is answering incoming calls effectively. Having spent money generating that incoming sales lead it’s almost criminal not to answer incoming calls or for the phone lines to be busy. The chances are that the lead will take their business elsewhere. And that’s us missing the two-foot putt. We did everything right to trigger that sales call and we had a hot lead potentially ready to buy our services. But no one answered the call and we shot ourselves in the foot.

So ensuring that the team responds to those missed calls and chases up those opportunities as quickly as possible is of paramount importance. Ideally, this needs to be done in a systemic way to ensure nothing gets missed.

So how do we do that?

Using a great tool called Zapier we can automatically create follow up tasks for our sales team using a multitude of different apps such as Trello, Asana, Podio, Todoist, Infusionsoft, etc. Sounds complicated? Not really….the video below will show you how to do this in as little as 10 minutes. No technical knowledge required…honest!

Zapier integration video


Jez

Jez

Posted on: 29th November 2016

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