I know in Customer.io, which we use for emails without CRM features, you can have a contact exit a campaign if they say click a specific button, so you want to set something like that up). What comes to mind here for me is a marketing automation CRM, basically a CRM that's partly built around lead tracking tools, partly built around email marketing-and while I haven't used either for this type of campaign, HubSpot and ActiveCampaign both come to mind as tools that might fit here.īasically, you'd create a drip email sequence for step one, with an automation that watches to see what's happened so far (e.g. Perhaps Mixmax or Yesware? Or perhaps more something like Outreach? (seems very focused on outbound sales) What would this category of tool be called? Should be integrated in the email workflow rather than a standalone tool. And should have analytics on response rate, disqualification reasons, how far in the funnel leads got, etc.Each user should have a dashboard/task list of all assigned leads that haven't yet been resolved.If the lead is qualified, SDR assigns the lead to an agent to take it over and schedule a demo to further qualify.If the lead is disqualified, the SDR selects a disqualification reason from a dropdown that sends a templated email response.Based on the response to that email, an SDR is assigned:.Send leads an email sequence (with automated followups if no response).We want to formalize our inbound sales process, here's my wishlist for what a tool would do: When the lead responds, we use Front to assign the threads to each other.
Current sales process is a very barebones: when a lead completes a form on our website, we send them an automatic email.
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