Use Case
Problem
One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.
Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.
Hints Solution
We have developed a straightforward playbook for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.
Outcome
Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference.
The addition of notes and tasks provides context for follow-ups, which enhances lead conversion rates.
The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.
The client reduced the CRM onboarding time for their representatives by half, as the Hints bot guides them through every step of the process.
