Objective
To streamline sales follow-up activities by leveraging Q-assign’s dynamic Plug-in Actions to automate the scheduling and delivery of follow-up communications, thereby increasing efficiency, reducing manual errors, and improving conversion rates.
Pre-conditions
- The sales team must have Q-assign configured with Salesforce.
- Prospects must be entered into Salesforce with accurate contact information and follow-up schedules.
- Custom AI models for lead scoring and prioritization must be integrated with Salesforce via Q-assign.
Actors
- Sales Representatives
- Sales Managers
- Salesforce Administrators
- AI Models/Systems
Workflow
- A lead is qualified and enters the follow-up stage within Salesforce.
- Q-assign’s dynamic Plug-in Action is triggered, scheduling a follow-up task based on the lead score and predefined rules.
- The sales representative assigned to the lead is notified via Salesforce with all the necessary details for the follow-up.
- A personalized follow-up email template is automatically selected based on the lead’s interaction history and preferences.
- The follow-up communication is sent on the scheduled date and time.
- The system logs the follow-up activity and awaits a response from the prospect.
- If a response is received, Q-assign dynamically updates the lead’s status and notifies the sales representative for further action.
Post-conditions
- The lead receives a personalized follow-up message without manual intervention.
- The sales representative can focus on high-value tasks while routine follow-ups are automated.
- The lead’s status is continuously updated based on interactions, ensuring a dynamic sales pipeline.
Exceptions
- If the lead’s contact information is missing or inaccurate, the Plug-in Action sends an alert to the sales representative and flags the lead for review.
- If there is a system outage or disruption, follow-up tasks are queued and processed upon system restoration.
Metrics for Success
- Increase in the number of timely follow-ups completed.
- Improvement in lead conversion rates.
- Reduction in the time spent by sales representatives on manual follow-up tasks.
- Positive feedback from prospects on the timeliness and relevance of communications.
Enhancements
Future enhancements may include more granular AI models that predict the best time of day for follow-up communications or offer next-best-action recommendations based on lead behavior.
