Sales and prospecting are all about timing, isn't it? ⏱️
This article will tackle how ZELIQ will help you boost your productivity and focus on what matters the most: selling. 💸
1. Organizing your working view
ZELIQ enables you and your team to organize and personalize your view with the most interesting data!
💫 As easy as it seems, you just need to check the columns you want to display (or uncheck the ones you don't want to display 😉) to create the perfect view.
Best practices as a Head of SDR or Sales Lead
As ZELIQ is a workspace gathering all the users in the same environment, you can easily manage your Team leads portfolio.
For that, to have an overview of one of your team members, you just need to click on its name, and filter by status for example.
🤓 Click here and have a look at my article about status to apply them properly!
Pro Tip: Make sure to display the "Next Task" column. As timing is key in the sales process, your team always needs to fill in a "Next Task" for each lead once they have been contacted for the first time (eg, when the status is other than "New").
💡This point is crucial to make sure your sales team will keep track of the actions he must do and be notified 5 minutes before the task time.
✨👆If you assign a lead to another member of your team, the task will be transmitted too 🫶
Best practices as a SDR
As an SDR, you can manage your working view directly from "My Leads" and create lists according to your organization! 🥳
N.B: Columns with the "✨" icon means that it will be the data enriched by ZELIQ.
On the contrary, the columns without the "✨" are the data that you manually completed or imported from CRM or CSVs for example 😉
Pro Tip: check our article to create views and use labels like a pro! 🦾
2. Lead Scoring
We found that SDR teams lose 30% of their opportunities because prioritizing a pipeline of hundreds of prospects is painful.
ZELIQ lead scoring is based on interactions and your lead engagement (emails, phone calls, next tasks...) and will enable you to prioritize your everyday tasks!
Your pipeline is categorized into 4 priorities:
Urgent
High
Pool
Standby
🚨 Prioritization Criteria
Urgent:
Leads requiring immediate attention due to unanswered emails from leads or missed calls.
High:
Leads needing contact today include:
Overdue and daily tasks or significant engagement (2 clicks on a link, or an email is opened 2 times).
Leads were contacted more than 4 days ago, but no task was created and no answers were received from them.
Leads with the status “New” with no activity performed yet and no tasks planned for over 10 days.
Pool:
Just so you know – leads aren't necessarily immediate contact, with tasks due within 7 days or no assigned tasks.
Standby:
Just so you know – leads need no immediate action, with tasks due beyond 7 days.
With these enhancements, you can efficiently allocate your resources, ensuring timely follow-ups and improved lead management.
You can also see all your overdue, daily, and upcoming tasks to have a great overview of your actions 👇
👩🏼💻 For further information, please do not hesitate to contact us: