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Master your prospecting priorization with Zeliq

Overwhelmed by your prospects and don't know where to start? Zeliq gives you priority scores, automatic task system and dynamic views so you never miss anything.

Overwhelmed by prospects and don't know where to start? This is one of the most common prospecting challenges: identifying who deserves your immediate attention and who can wait. Without a prioritization system, you waste time on cold leads while hot opportunities cool down. With Zeliq, track your performance in real-time, identify what actually converts, and adjust your strategy with concrete data.

Track your performance in real-time

Analytics Dashboard: Your control center

Zeliq centralizes all your prospecting metrics in a single, intuitive dashboard. No more scattered Excel sheets and rough estimates: visualize your prospecting state at a glance.

πŸ“§ Email Overview

Access instantly:

  • Total emails sent (this week, this month, this period)

  • % Emails from sequences: Measure your automation level

  • Emails per lead: Monitor your prospecting intensity

  • Inbound vs outbound emails: Assess your overall response rate

πŸ’‘ Why it matters: If your inbound/outbound email ratio is too low (< 10%), it's a strong signal that your message or targeting needs revision.

πŸ“ž Call Activity

Track in real-time:

  • Call volume made and received

  • Average duration of conversations

  • Answer rate

  • Inbound missed calls (hot leads to call back!)

πŸ“ˆ Weekly Evolution

Identify immediately:

  • Positive trends: +45% emails this week

  • Alerts: -79% calls vs last week

  • Seasonal patterns: activity peaks, slow periods
    ​

Sequence Performance: Identify what converts

Sequence results table

Zeliq presents essential metrics for each sequence:

Metrics

Description

Benchmark

# Contacts

Number of leads in sequence

-

# Emails sent

Total email volume

-

Open rate

% of emails opened

30-40% (good)

Click rate

% of link clicks

2-5% (good)

Reply rate

% of responses received

5-10% (excellent)

Bounce rate

% of bounced emails

< 2% (acceptable)

Unsubscribe rate

% of opt-outs

< 0.5% (acceptable)

Detailed analysis per sequence

Lead statuses in sequence:

βœ… Done: Sequence completed (analyze result)

πŸ’¬ Contact_answered: Lead replied (high priority!)

⏸️ Contact_unassigned: No follow-up assigned

❌ Error_email_empty: Missing email

❌ Contact_bounced: Invalid email

🚫 Contact_unsubscribed: Unsubscribed
​

πŸ’‘ Immediate action: Filter on "Contact_answered" to identify all leads who replied and need follow-up.

Email and LinkedIn Engagement

Detailed interaction tracking:

  • Email opens: Who opened, when, how many times

  • Link clicks: What content generates interest

  • Email replies: Who engages in conversation

  • LinkedIn replies: LinkedIn messages that convert

What Zeliq data reveals

Open Rate: What drives opens

High-performing sequence observations:

  • Don't start with a question: A direct hook works better

  • Focus on subject line and first sentence: That's your hook

  • Test your intros regularly: A/B testing is key to increasing opens

Zeliq Benchmark:

  • Average open rate: 35%

  • Top performers: 45-55%

  • Warning signal: < 20%

Click Rate: What generates interest

What works:

  • One single link in the middle of the message performs best

  • Calendly links underperform (counter-intuitive but consistent result)

  • Some emails get clicks from signature alone (yes, that counts!)

Recommendations:

  • Place one well-positioned unique link in the message body

  • Don't push for meetings too early: build interest first

  • Adjust structure and tone based on language and sector

Zeliq Benchmark:

  • Average click rate: 3-4%

  • Top performers: 8-12%

  • Warning signal: < 1%

Reply Rate: What triggers responses

Major insights:

  • Longer emails perform better: sweet spot around 190 words

  • One single link at end of message favors replies

  • Clear commercial offers = 25% reply rate vs 3% for generic follow-ups

What makes the difference:

  • Don't fear long emails: if it's valuable, people read

  • Place your link at the end if you're aiming for a human reply

  • Avoid bland follow-ups: always bring something new

  • Make a clear, direct offer when appropriate

Zeliq Benchmark:

  • Average reply rate: 7-8%

  • Top performers: 15-25%

  • Warning signal: < 3%

Intelligent Lead Scoring

How Zeliq prioritizes your leads

Zeliq automatically classifies each lead's intent in real-time and groups them so you know who to contact first.


​4 priority levels:

πŸ”΄ Urgent

  • Lead replied recently

  • Multiple email opens

  • Inbound missed call

  • Action required: Contact within 2h

🟠 High

  • Link clicks in your emails

  • Repeated opening of same email

  • Recent activity detected

  • Action required: Contact within the day

🟑 Pool / Upcoming tasks

  • Lead in sequence

  • Moderate activity

  • Scheduled upcoming task

  • Action required: Follow the schedule

βšͺ Waiting / Low priority

  • No recent activity

  • Unopened emails

  • Long-term nurturing

  • Action required: Maintain contact

Signals that impact the score

Email engagement:

  • Email open: +5 points

  • Multiple opens: +10 points

  • Link click: +15 points

Call activity:

  • Inbound missed call: +20 points (strong signal!)

  • Answered call: +10 points

  • Voicemail left: +5 points

Recency:

  • Activity within 24h: x2 coefficient

  • Activity within 7 days: x1.5 coefficient

  • Activity > 30 days: x0.5 coefficient

Dynamic Views: Organize your prospecting

Essential view examples

"Today's Priorities" View 🎯

Filters:

  • Lead scoring: "Urgent" OR "High"

  • Status: "New" OR "In progress"

  • Last activity: Last 48h

Result: Your priority actions for the day

"Hot Leads" View πŸ”₯

Filters:

  • Lead scoring: "High" OR "Urgent"

  • Last interaction date: Last 7 days

  • Status: β‰  "Lost" or "Not interested"

Result: Prospects with strong engagement signals

"To Re-engage" View ❄️

Filters:

  • Status: "Lead nurturing"

  • Last activity: > 30 days

  • Lead scoring: "Pool" OR "Waiting"

Result: Contacts to re-engage with new message

Manager Cockpit: Team view

For Sales Leaders

πŸ“Š Global Pipeline

Visualize in real-time:

  • Total leads by status

  • Distribution per SDR: who manages what

  • Open opportunities: proximity to goals

  • Conversion rate by funnel stage

πŸ“ž Emails and Calls

Compare performances:

  • Activity volume per SDR (emails, calls)

  • Weekly variations: +79% or -93% activity

  • Team benchmarks: identify top performers

  • Time patterns: when your team is most active

πŸ”Ž Sequences

Analyze collective performance:

  • Top performing sequences: to replicate

  • Reply rate per SDR: targeted coaching

  • Best practice identification: experience sharing

  • Message optimization: team A/B testing

🎯 Conversion

Measure business impact:

  • Meetings booked: global and per SDR

  • Evolution over time: trends and patterns

  • Performance by segment:

    • Company size: startups vs SMBs vs enterprises

    • Position: C-level vs Managers vs Individual contributors

    • Industry: SaaS, E-commerce, Services...

Key insight: Focus your efforts on segments that convert best.

Context-based prioritization

By role

SDR/BDR: Focus qualified volume

Daily goals:

  • 40 calls/day on qualified prospects (minimum "High" score)

  • 50 emails/day via automated sequences

  • 5 follow-ups on leads who replied

Essential views:

  • "Today's Priorities"

  • "Hot Leads"

  • "Performing Sequences"

Account Executive: Focus closing

Daily goals:

  • 5 demos/day with ultra-qualified prospects

  • Immediate follow-up on all expressed interests

  • Negotiation on hot opportunities (> $5K)

Essential views:

  • "Open Opportunities"

  • "Urgent Scoring Leads"

  • "Meetings to Prepare"

Sales Manager: Focus team

Daily actions:

  • Global view of team performance via Manager Cockpit

  • Smart distribution of inbound leads

  • Data-based coaching from analytics

  • Identification of best practices to share

Essential dashboards:

  • Global pipeline

  • Performance per SDR

  • Conversion rate by segment

Must-track metrics

Individual KPIs (SDR/AE)

Volume:

  • Emails sent / day: 40-60

  • Calls made / day: 30-50

  • Contacts added / week: 100-200

Quality:

  • Open rate: > 30%

  • Reply rate: > 7%

  • Email β†’ call conversion: > 15%

  • Call β†’ meeting conversion: > 20%

Efficiency:

  • Average time per lead: < 10 min

  • Leads contacted / hour: > 8

  • Automated email ratio: > 70%

Team KPIs (Manager)

Collective performance:

  • Meetings booked / week: per goals

  • Pipeline generated / month: per goals

  • Global conversion rate: > 2%

Efficiency:

  • Sequence usage rate: > 80%

  • Data quality: < 5% bounces

  • Fair lead distribution: variance < 20%

Checklist: Optimal prioritization

Initial setup:

  • I've enabled open and click tracking

  • I've configured my essential dynamic views

  • I've defined my custom lead scoring

  • My CRM is synced with Zeliq

Daily routine:

  • I check my analytics dashboard every morning

  • I prioritize by lead scoring (Urgent β†’ High)

  • I reply to "Contact_answered" leads as priority

  • I analyze my sequence performance weekly

Continuous optimization:

  • I test 2 message variants per month

  • I compare my metrics to benchmarks

  • I adjust my sequences based on data

  • I share my best practices with the team

Next steps

Now that you've mastered prioritization:

  1. Add leads β†’ Build your qualified pipeline

  2. Automate your tasks β†’ Save time on admin

  3. Analyze your patterns β†’ Optimize your method

πŸ’š Ready to prioritize smartly?

πŸ‘©πŸΌβ€πŸ’» For further information, please do not hesitate to contact us:

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