Lead generation, which was once the exclusive domain of Fortune 500 enterprises, has been made available to even the smallest businesses thanks to inexpensive, powerful apps. However, managing vast quantities of leads is much more difficult than acquiring them in the first place.

To be successful, a comprehensive lead management program should ideally have development resources to keep offline call centers, conventional media, social media, and other data sources connected to your customer relationship management (CRM) software. However, it may be difficult to interpret at times as to which sources are performing well and which needs a redo or change. And worst of all, leads may get locked up by manual processes for weeks and even months in some cases.

One of the biggest challenges before a majority of success-driven businesses is the fact that the speed to contact leads is often delayed. The absence of automation at the right time and place can prove detrimental and may result in the loss of leads or significant delays while converting them. Then there’s the problem of quality.

Creating A Connected Lead-Gen Ecosystem

Facebook Lead Ads is considered one of the best examples of lead-gen sources. Advertisers can easily create an instant form on Instagram or Facebook to identify the target audience and collect extensive contact information. Thereafter, custom questions can be used to gather invaluable insights into the products and services customers are seeking.

For many Facebook users, customer information (such as a name, an email address, or a phone number) can get pre-populated into that form. Thereafter, a business is just expected to export those leads and get them into their CRM. However, businesses don’t just collect leads. They also have to respond proactively to queries, nurture leads along a sales funnel, engage with customers, and manage customer interactions across multiple apps and media sites.

For instance, you can leverage Zapier to automate lead management:

Step#1: An automated workflow in Zapier known as a Zap is triggered when a lead-gen form is submitted on a site such as Facebook.

Step#2: The new lead gets automatically sent to Zapier.

Step#3: Zapier takes the data to the Action step (destination). For instance, it can add a new subscriber automatically to KEAP or another CRM like Dubsado, Honeybook, or even to a Google Sheet.

How To Level Up Your Lead Management Game?

Collecting leads from Facebook via automation is like a breeze. Businesses can save a lot of time, effort, and resources to capture leads, contact customers, schedule calls, and ensure that the correct and up-to-date lead data goes into the CRM. The list of possibilities and opportunities is endless.

You can even leverage Facebook’s Conversions API to send purchasing events to Facebook. This can help your site improve ad optimization, personalization, and measurement. As a result, your advertisements get shown to people who are more likely to convert. All in all, Conversions API helps you gain more control of the data you share. It also increases data reliability and provides more and deeper insights into your most valuable customers.

Find out how lead-gen automation can work for you. Visit Dana Sacco website today to get empowered.

From Social Media To Your CRM: Improve Your Lead Management With Automation

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