This means that you can stop guessing if your sales team is wasting their leads and just know. Better yet, with Privyr for Teams, you can also quickly tell where the problem is so you can fix it \u2013 and get back to winning sales! \ud83d\ude4c<\/p>\n\n\n\n
![\"\"](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/10\/Manage-a-sales-team-blog-25-1024x203.jpg\")
<\/a><\/figure>\n\n\n\nProblem \ud83d\udea9: Your sales team is wasting leads by having a bad lead assignment structure<\/strong><\/h2>\n\n\n\nOne of the most common places to lose leads is during the assignment process itself. And there are several reasons why.<\/p>\n\n\n\n
Reason \u26a0\ufe0f: Teams take too long to assign their leads<\/strong><\/h3>\n\n\n\nRemember, for the greatest chance of success, team members need to reach out to their leads within 10 to 15 minutes of them submitting their interest<\/strong>.<\/p>\n\n\n\nBut a lot of teams can\u2019t do this because their marketers or managers are manually sorting and assigning the leads themselves. That means that by the time a team member gets their leads, a few hours or more have passed<\/strong>. That\u2019s already too long<\/strong>.<\/p>\n\n\n\nReason \u26a0\ufe0f: Teams may unknowingly have multiple copies of the same lead assigned to different team members<\/strong><\/h3>\n\n\n\nFor example, if leads submit their details on more than one ad or lead source, they can be accidentally assigned to multiple team members who all try to reach out on their own. That can confuse both your team and the lead.<\/p>\n\n\n\n
Further, it just looks unprofessional to the lead, which may result in them choosing a more organised sales representative from a different company.<\/p>\n\n\n\n
Reason \u26a0\ufe0f: You\u2019re missing handovers of leads or clients \u2013 or not handing over at all<\/strong><\/h3>\n\n\n\nWhen talking about the lead assignment process, you can\u2019t forget to talk about the handover process. If a team member has to leave or switch teams, the team needs some process in place to hand their leads over to another team member, if possible. <\/p>\n\n\n\n
But what often happens here is that when the leads from that team member are reassigned, the next team member doesn\u2019t receive sufficient information to pick up where that team member left off. Or worse, they receive the leads late \u2013 or not at all.<\/p>\n\n\n\n
That\u2019s precious time wasted when that lead can easily go cold or switch to a company that\u2019s more responsive.<\/p>\n\n\n\n
Solution \u2705: Handle your lead assignment with Privyr<\/strong><\/h2>\n\n\n\nSo, what if your team members could receive their leads instantly, without anyone having to waste precious time shuffling through different leads sources and CSVs? And what if you never had to worry about multiple copies of the same lead, and could reassign a lead and all of their information to another team member in just a few clicks? \ud83e\udd29<\/p>\n\n\n\n
Privyr tackles points where you may be wasting leads and solves issues with your lead assignment process by:<\/p>\n\n\n\n
\n- Automatically assigning leads to the right person quickly (in 0 seconds!)<\/li>\n\n\n\n
- Organising and deduplicating leads to make sure that only one copy of a lead exists and is assigned to a single team member<\/li>\n\n\n\n
- Ensuring a smooth transition if a lead needs to be reassigned to a different team member<\/li>\n<\/ul>\n\n\n\n
With Privyr, managers can easily create rules to assign leads automatically<\/strong> based on certain criteria such as lead source and assignment style. This makes it easier to coordinate on leads with a team quickly, without delays or hiccups.<\/p>\n\n\n\nSo how does that work?<\/strong><\/h3>\n\n\n\nPrivyr integrates with lead sources including Facebook Lead Ads, Google Forms, your website, and more. So, when your team gets a lead from one of those lead sources, they immediately receive it via Privyr. Privyr will assign that lead instantly according to rules set by whoever is in charge of the team.<\/p>\n\n\n\n
Here\u2019s what that can look like:<\/p>\n\n\n\n![\"Is](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/07\/Lead-Assignment-with-Border-2-1024x841.jpg\")
<\/figure>\n\n\n\nAnd here are examples of some lead assignment rules that you can set through Privyr:<\/p>\n\n\n\n
\n- Assign to Specific Team Member<\/strong>: Allow all leads from a specific lead source or matching a specific criteria to go to a designated team member. This is the most specific way to assign leads.<\/li>\n\n\n\n
- Round Robin<\/strong>: Assign leads automatically and evenly, rotating among team members. This option is best if you want leads distributed across multiple people. You can also configure it to send more leads to high-performing salespeople each round, if you don\u2019t want equal distribution. <\/li>\n\n\n\n
- Unclaimed (\u201cFastest Fingers First\u201d)<\/strong>: Leads are instantly available in Privyr, and the lead goes to the salesperson who claims it first. This is best if you want to create an atmosphere of healthy competition with your team, so your team contacts leads more quickly.<\/li>\n<\/ul>\n\n\n\n
The team member receiving the lead will get an instant notification on their phone. They can tap that notification to view Client Details. From there, they can send an auto-personalised template message via WhatsApp, SMS, iMessage, or other popular messaging apps, in just a few taps.<\/p>\n\n\n\n
Now, what happens if a salesperson leaves the team or needs to hand over a lead for any reason? Reassigning that lead is as easy as a few clicks from the team manager (or anyone with access). Privyr will make sure all of the lead\u2019s details and timeline of activities will transfer to the newly assigned salesperson. It\u2019s so easy!<\/p>\n\n\n\n
Problem \ud83d\udea9: Your sales team is wasting leads because of issues in your outreach process<\/strong><\/h2>\n\n\n\nAfter you\u2019ve optimised the way you\u2019re distributing your leads, the next set of common issues for sales teams occur during the outreach process.<\/p>\n\n\n\n
Reason \u26a0\ufe0f: Your sales team may not be contacting every lead<\/strong><\/h3>\n\n\n\nIf your lead assignment process is running smoothly, the next thing you can look at is what happens after your team member receives their lead. Even if they are receiving their leads instantly, that sale will not move if they don\u2019t reach out to them at all! It\u2019s shocking how many leads are simply never contacted<\/strong>.<\/p>\n\n\n\nEvery salesperson needs to contact every lead that comes their way. Your team members won\u2019t convert leads that they never talk to.<\/p>\n\n\n\n
Reason \u26a0\ufe0f: Your sales team may not be reaching out each lead quickly enough<\/strong><\/h3>\n\n\n\nAfter you determine if your sales team is contacting all of their leads, the next question you need to ask should be \u201cHow long are they taking to reach out to the leads?\u201d If the team\u2019s response time \u2013 or an individual team member\u2019s response time \u2013 takes hours or even days, you know that you need to try and address how quickly your team is reaching out to those leads.<\/p>\n\n\n\n
The more quickly your team members reach out to leads, the more likely you are to convert those leads. Especially if outreach is happening very soon after those leads submit their details!<\/p>\n\n\n\n
Target responding within the first 15 minutes. If you improve your response time, you\u2019ll improve your conversion rate.<\/p>\n\n\n\n
Reason \u26a0\ufe0f: Your sales team may not be contacting leads enough times<\/strong><\/h3>\n\n\n\nUnfortunately, most leads don\u2019t convert or even respond after a single outreach. That\u2019s why you have a sales process in place, to nurture and guide them towards that decision to buy!<\/p>\n\n\n\n
If your team members only reach out to leads once and then consider the lead to be \u201cbad\u201d if they aren\u2019t immediately interested, then you\u2019re probably wasting leads. To help, you can work with your team on a follow-up system, where they expect to follow up with leads multiple times and on a regular basis. After all, most leads won\u2019t convert until multiple interactions, so your team members should expect to reach out multiple times!<\/p>\n\n\n\n
Solution \u2705: Use Privyr\u2019s Team Dashboard to organise and manage your outreach process<\/strong><\/h2>\n\n\n\nYou can\u2019t address problems if you don\u2019t know<\/strong> there is a problem. But if you have many team members and hundreds or even thousands of leads, how are you supposed to keep track of all of that?<\/p>\n\n\n\nThe easy answer? You don\u2019t. That\u2019s what Privyr\u2019s Team Dashboard can do for you. A feature exclusive to Privyr for Teams, Privyr\u2019s Team Dashboard allows you to view all of these metrics of your team\u2019s outreach process and progress, at a glance:<\/p>\n\n\n\n
\n- \ud83d\udc65 Assigned Leads<\/li>\n\n\n\n
- \ud83d\udcf1 Contacted Leads<\/li>\n\n\n\n
- \u23f1\ufe0f Average First Response Times<\/li>\n<\/ul>\n\n\n\n
![\"Is](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/07\/New-Team-Dashboard.jpg\")
<\/figure>\n\n\n\nAnd, you can also view these statistics for individual team members. This way, you can see which ones are performing well and which need help.<\/p>\n\n\n\n
While every business is going to have differences in sales cycle, method of outreach, and types of scripts, you can use your dashboard to see who is performing particularly ahead or behind average, and optimise your team and processes accordingly.<\/p>\n\n\n\n
Pro Tip\ud83d\udca1<\/strong>: Before your team reaches out to contact their leads, encourage them to log the lead\u2019s response to every outreach or follow-up. This helps their record keeping, as well as your own.
It doesn\u2019t have to take too much time or be too detailed. Just have them note the following: Did the lead pick up when your team member called? Did they ask to call back later? Was the number invalid? Or, when your team member messaged, did they get a reply from the lead?
This way, they know what to do the next time they follow up, and you have context for how they\u2019re doing with that lead.<\/p>\n\n\n\nHow does Privyr log a first response time?<\/strong><\/h3>\n\n\n\nAll leads in Privyr begin with an \u201cUncontacted\u201d status. This designation will change with a team member clicks to contact them via WhatsApp, text, call, or Quick Response buttons.<\/p>\n\n\n\n
Once they click to contact a lead, Privyr will mark the lead as contacted. That first response will be logged to the client\u2019s Timeline.<\/p>\n\n\n
\n![\"\"](\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2024\/07\/Timeline-1-660x1024.jpg\")
<\/figure><\/div>\n\n\nAnd don\u2019t worry about sneaky colleagues gaming their metrics! Once logged, the first response time in Privyr is uneditable<\/strong>, even if the outreach activity gets deleted or backdated.<\/p>\n\n\n\nSo, is your sales team wasting leads? Give Privyr for Teams a try and see for yourself!<\/strong><\/h2>\n\n\n\nInvite a team member to join your team on Privyr to witness how all of Privyr for Teams can help your team stop wasting leads \u2013 and become more successful! <\/p>\n\n\n\n
When you spend less time assigning leads and have more insights into your team\u2019s activities, you serve as a better leader. What\u2019s more, your team members will also start to see more results in their day-to-day interactions with leads!<\/p>\n\n\n\n
For information on all Teams features, check out our help guide<\/a> or read five reasons why you should use Privyr for Teams<\/a>!<\/p>\n\n\n\n
Remember, for the greatest chance of success, team members need to reach out to their leads within 10 to 15 minutes of them submitting their interest<\/strong>.<\/p>\n\n\n\n But a lot of teams can\u2019t do this because their marketers or managers are manually sorting and assigning the leads themselves. That means that by the time a team member gets their leads, a few hours or more have passed<\/strong>. That\u2019s already too long<\/strong>.<\/p>\n\n\n\n For example, if leads submit their details on more than one ad or lead source, they can be accidentally assigned to multiple team members who all try to reach out on their own. That can confuse both your team and the lead.<\/p>\n\n\n\n Further, it just looks unprofessional to the lead, which may result in them choosing a more organised sales representative from a different company.<\/p>\n\n\n\n When talking about the lead assignment process, you can\u2019t forget to talk about the handover process. If a team member has to leave or switch teams, the team needs some process in place to hand their leads over to another team member, if possible. <\/p>\n\n\n\n But what often happens here is that when the leads from that team member are reassigned, the next team member doesn\u2019t receive sufficient information to pick up where that team member left off. Or worse, they receive the leads late \u2013 or not at all.<\/p>\n\n\n\n That\u2019s precious time wasted when that lead can easily go cold or switch to a company that\u2019s more responsive.<\/p>\n\n\n\n So, what if your team members could receive their leads instantly, without anyone having to waste precious time shuffling through different leads sources and CSVs? And what if you never had to worry about multiple copies of the same lead, and could reassign a lead and all of their information to another team member in just a few clicks? \ud83e\udd29<\/p>\n\n\n\n Privyr tackles points where you may be wasting leads and solves issues with your lead assignment process by:<\/p>\n\n\n\n With Privyr, managers can easily create rules to assign leads automatically<\/strong> based on certain criteria such as lead source and assignment style. This makes it easier to coordinate on leads with a team quickly, without delays or hiccups.<\/p>\n\n\n\n Privyr integrates with lead sources including Facebook Lead Ads, Google Forms, your website, and more. So, when your team gets a lead from one of those lead sources, they immediately receive it via Privyr. Privyr will assign that lead instantly according to rules set by whoever is in charge of the team.<\/p>\n\n\n\n Here\u2019s what that can look like:<\/p>\n\n\n\n And here are examples of some lead assignment rules that you can set through Privyr:<\/p>\n\n\n\n The team member receiving the lead will get an instant notification on their phone. They can tap that notification to view Client Details. From there, they can send an auto-personalised template message via WhatsApp, SMS, iMessage, or other popular messaging apps, in just a few taps.<\/p>\n\n\n\n Now, what happens if a salesperson leaves the team or needs to hand over a lead for any reason? Reassigning that lead is as easy as a few clicks from the team manager (or anyone with access). Privyr will make sure all of the lead\u2019s details and timeline of activities will transfer to the newly assigned salesperson. It\u2019s so easy!<\/p>\n\n\n\n After you\u2019ve optimised the way you\u2019re distributing your leads, the next set of common issues for sales teams occur during the outreach process.<\/p>\n\n\n\n If your lead assignment process is running smoothly, the next thing you can look at is what happens after your team member receives their lead. Even if they are receiving their leads instantly, that sale will not move if they don\u2019t reach out to them at all! It\u2019s shocking how many leads are simply never contacted<\/strong>.<\/p>\n\n\n\n Every salesperson needs to contact every lead that comes their way. Your team members won\u2019t convert leads that they never talk to.<\/p>\n\n\n\n After you determine if your sales team is contacting all of their leads, the next question you need to ask should be \u201cHow long are they taking to reach out to the leads?\u201d If the team\u2019s response time \u2013 or an individual team member\u2019s response time \u2013 takes hours or even days, you know that you need to try and address how quickly your team is reaching out to those leads.<\/p>\n\n\n\n The more quickly your team members reach out to leads, the more likely you are to convert those leads. Especially if outreach is happening very soon after those leads submit their details!<\/p>\n\n\n\n Target responding within the first 15 minutes. If you improve your response time, you\u2019ll improve your conversion rate.<\/p>\n\n\n\n Unfortunately, most leads don\u2019t convert or even respond after a single outreach. That\u2019s why you have a sales process in place, to nurture and guide them towards that decision to buy!<\/p>\n\n\n\n If your team members only reach out to leads once and then consider the lead to be \u201cbad\u201d if they aren\u2019t immediately interested, then you\u2019re probably wasting leads. To help, you can work with your team on a follow-up system, where they expect to follow up with leads multiple times and on a regular basis. After all, most leads won\u2019t convert until multiple interactions, so your team members should expect to reach out multiple times!<\/p>\n\n\n\n You can\u2019t address problems if you don\u2019t know<\/strong> there is a problem. But if you have many team members and hundreds or even thousands of leads, how are you supposed to keep track of all of that?<\/p>\n\n\n\n The easy answer? You don\u2019t. That\u2019s what Privyr\u2019s Team Dashboard can do for you. A feature exclusive to Privyr for Teams, Privyr\u2019s Team Dashboard allows you to view all of these metrics of your team\u2019s outreach process and progress, at a glance:<\/p>\n\n\n\n And, you can also view these statistics for individual team members. This way, you can see which ones are performing well and which need help.<\/p>\n\n\n\n While every business is going to have differences in sales cycle, method of outreach, and types of scripts, you can use your dashboard to see who is performing particularly ahead or behind average, and optimise your team and processes accordingly.<\/p>\n\n\n\n Pro Tip\ud83d\udca1<\/strong>: Before your team reaches out to contact their leads, encourage them to log the lead\u2019s response to every outreach or follow-up. This helps their record keeping, as well as your own. All leads in Privyr begin with an \u201cUncontacted\u201d status. This designation will change with a team member clicks to contact them via WhatsApp, text, call, or Quick Response buttons.<\/p>\n\n\n\n Once they click to contact a lead, Privyr will mark the lead as contacted. That first response will be logged to the client\u2019s Timeline.<\/p>\n\n\n And don\u2019t worry about sneaky colleagues gaming their metrics! Once logged, the first response time in Privyr is uneditable<\/strong>, even if the outreach activity gets deleted or backdated.<\/p>\n\n\n\n Invite a team member to join your team on Privyr to witness how all of Privyr for Teams can help your team stop wasting leads \u2013 and become more successful! <\/p>\n\n\n\n When you spend less time assigning leads and have more insights into your team\u2019s activities, you serve as a better leader. What\u2019s more, your team members will also start to see more results in their day-to-day interactions with leads!<\/p>\n\n\n\n For information on all Teams features, check out our help guide<\/a> or read five reasons why you should use Privyr for Teams<\/a>!<\/p>\n\n\n\nReason \u26a0\ufe0f: Teams may unknowingly have multiple copies of the same lead assigned to different team members<\/strong><\/h3>\n\n\n\n
Reason \u26a0\ufe0f: You\u2019re missing handovers of leads or clients \u2013 or not handing over at all<\/strong><\/h3>\n\n\n\n
Solution \u2705: Handle your lead assignment with Privyr<\/strong><\/h2>\n\n\n\n
\n
So how does that work?<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\n\n
Problem \ud83d\udea9: Your sales team is wasting leads because of issues in your outreach process<\/strong><\/h2>\n\n\n\n
Reason \u26a0\ufe0f: Your sales team may not be contacting every lead<\/strong><\/h3>\n\n\n\n
Reason \u26a0\ufe0f: Your sales team may not be reaching out each lead quickly enough<\/strong><\/h3>\n\n\n\n
Reason \u26a0\ufe0f: Your sales team may not be contacting leads enough times<\/strong><\/h3>\n\n\n\n
Solution \u2705: Use Privyr\u2019s Team Dashboard to organise and manage your outreach process<\/strong><\/h2>\n\n\n\n
\n
<\/figure>\n\n\n\n
It doesn\u2019t have to take too much time or be too detailed. Just have them note the following: Did the lead pick up when your team member called? Did they ask to call back later? Was the number invalid? Or, when your team member messaged, did they get a reply from the lead?
This way, they know what to do the next time they follow up, and you have context for how they\u2019re doing with that lead.<\/p>\n\n\n\nHow does Privyr log a first response time?<\/strong><\/h3>\n\n\n\n
<\/figure><\/div>\n\n\nSo, is your sales team wasting leads? Give Privyr for Teams a try and see for yourself!<\/strong><\/h2>\n\n\n\n