Enquiries arrive via the form, by email, from trade fairs or from ads. An agent adds company data, scores every lead by your criteria, asks for missing details and passes the right ones straight to the right salesperson, with a summary in the CRM.
This work comes back every week, and nobody was hired for any of it.
- 01
Researching
For every lead someone checks by hand who the company is and whether it fits.
- 02
Sorting
Good and unsuitable enquiries sit in the same list and are treated the same.
- 03
Asking
Budget, timeframe and scope are missing and are requested in several emails.
- 04
Recording
Leads, notes and status are entered into the CRM afterwards.
Your sales team talks to the leads that really fit first.
Each of them can be started on its own. Critical steps go to a person for approval.
- 01
Collect leads from all channels
Form, email, trade fair scans and ads end up in one process.
- 02
Add company data
Industry, size and location from public sources, without data brokers.
- 03
Score by your criteria
Every lead gets a priority with a reason your sales team can follow.
- 04
Ask follow-up questions
If important details are missing, a short question goes out in your name.
- 05
Route to the right salesperson
By region, product or size, with a summary and a suggested next conversation.
- 06
Keep the CRM up to date
Contact, score and next step are added to the CRM automatically.
This is how an agent works on a typical case. An example of the approach, not a reference.
Input
New enquiry via form, email or trade fair contact
Result
Scored lead in the CRM, with the right contact person
- 1
Enrich
Company, industry, size and location are added from public sources.
- 2
Score
Compared with your criteria, priority with a traceable reason.
- 3
Ask back
If budget, timeframe or scope are missing, a short question goes out.
Hand overHuman decides
Hot leads go straight to the right salesperson, with a summary.
- 5
Record
Contact, score and next step are in the CRM.
Typical systems in this area. We check others in the initial call.
- HubSpot
- Pipedrive
- Salesforce
- Outlook
- Gmail
- Google Workspace
- Excel
Starter
One core process, properly automated
Scoring and hand-over to sales are a clearly defined process with one CRM as the target.
If quotes and follow-ups should run as well, the Scale package fits.
- One central process, such as incoming invoices or enquiries
- Connection to one existing system
- Maintenance, fine-tuning and server costs included
What criteria does the agent use?
Yours. You define which industry, size, region or need counts. Every score comes with a reason.
Where does the company data come from?
From public sources such as the company's website and the commercial register. We do not use purchased address lists.
Is this GDPR compliant?
It is about enquiries that reach you. Processing runs in data centres in Germany with a data processing agreement. How long data is stored is agreed with you.
Which CRM is supported?
Among others HubSpot, Pipedrive and Salesforce. We check other systems in the initial call.
In the initial call we look at one concrete process and tell you honestly whether and how it can be automated. 30 minutes, free of charge, by video, in English or German.