Playbook: Distribute Leads To Your Reseller Network and Track Progress on Slack

Connect Makesbridge and Slack to automatically post leads into Reseller Channels

To successfully convert leads into opportunities you need to beat competitors to the first discovery meeting. And tight collaboration between your resellers and sales support team during the sales process is equally important to convert opportunities into a sales. Those critical points aside, grabbing the attention of resellers and monitoring their activity are very challenging.

This is why we use Zapier, Slack and Makesbridge to fully automate the lead notification process, track progress when leads become opportunities, and keep resellers focused on selling our product.

 

How and Why to Use Slack with Resellers

In case you’re not familiar with Slack, it’s a great tool for collaborating with internal and external team members. To get started, you can setup a Slack Channel for each reseller to ensure fast follow up and tight communication during the sales process.

 

How to Automate Lead Notifications and Collaborate with Resellers on Slack

What follows is a set of instructions on how to connect and automate a reseller notification playbook. Our team uses this playbook with great effect and it’s boosted the attention we receive from our resellers.

You’ll automatically alert internal admins when a new lead comes in, notify resellers when a lead has been assigned to them, and add the new lead to a dedicated Slack channel to collaborate during the sales process. Continue reading Playbook: Distribute Leads To Your Reseller Network and Track Progress on Slack

Use Zapier to Automatically Enhance New Lead Contact Information

Although we’d love to imagine that Makesbridge is the only app you’ll ever need, the reality is most of us use a lot of different apps each day, and juggling them is a drain. That’s why we love Zapier.

Zapier connects Makesbridge with over 1,400 apps, including Google, ClickFunnels, Clearbit, Shopify, Facebook, and Pipedrive, just to name a few. Setting up automated workflows (called Zaps) between apps is quick and easy. Continue reading Use Zapier to Automatically Enhance New Lead Contact Information

Marketing Automation Temps Make Sense- A Case Study

Earlier this month, two founders of a Silicon Valley financial firm came to us about a bind they were in. They’re in the process of launching a new business division and their plates are too full to have staff deal with the bells, whistles, bits and bytes of setting up their new marketing and follow up funnels. Continue reading Marketing Automation Temps Make Sense- A Case Study