Introduction
Welcome to our user-friendly guide on how to automate lead creation using Empress. This feature is extremely beneficial to businesses as it enables you to streamline and automate the process of capturing, tracking, and managing potential customer information. Remember, every lead is a potential customer, and the more efficiently you manage this process, the better your chances of converting leads into actual customers.
Feature Name: Automated Lead Creation
This feature allows you to generate leads from various sources automatically, aiding in managing your sales pipeline effectively.
Functionality and Benefits
Creating Leads from Emails
One common source of leads is emails. For instance, you may have a ‘[email protected]’ email address displayed on your website for inquiries. By activating the Email Account feature, any email sent to this address can automatically be registered as a lead. This feature is particularly beneficial for businesses that receive a high volume of inquiry emails.
Generating Leads from Web Forms
Empress enables you to generate leads from Web Forms too. By mapping the Lead form to a web form on your website, any visitor who fills out the form will automatically be registered as a new lead. This process provides a user-friendly way for potential customers to express their interest in your services and helps you capture leads in an organized manner.
Creating Leads from Incomplete Orders in the E-Commerce Module
If you have an e-commerce website, Empress can help you generate leads from incomplete orders. If a user selects items but doesn’t complete the purchase, Empress can utilize this data to pursue that user as a potential lead. This feature is a great way to follow-up with customers who showed initial interest but didn’t finalize their purchase.
Importing Leads from a Spreadsheet
If you have existing lead information stored in spreadsheets, you can import that data using the Data Import feature. This feature helps you streamline your lead management process and ensures no potential lead is overlooked.
User Roles and Permissions
Only users with appropriate permissions can access and utilize the lead creation features in Empress. The permissions can be granted or revoked by the system administrator according to the user roles and responsibilities within the business.
Conclusion
Automating lead creation with Empress can significantly simplify and streamline your lead management process. By capturing leads from various sources automatically, you can save time, reduce manual errors, and ensure no potential lead is missed. For further non-technical assistance or resources, please refer to our user support guides or contact our support team.