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  • Sabina Sarbu

5 Requirements You Should Have for Your Follow-up Automation tool

Updated: Apr 4, 2019

After a lead comes in, what happens? How can you efficiently use a tool?


So you are getting all of these inbound leads, but not quite sure how to deal with them. You think to use one of those nifty tools out there to help automate some of this, but are overwhelmed by all the options out there on Google.

Requirement #1: Support Teams

Your inbound marketing strategy does not just rely on one person. While one person may be setting up the campaigns, you will realize that it is really a team effort. So make sure that your tool has the ability to invite additional team members to be part of this growth!

Requirement #2: Easy Set Up

If you are here, in search of an automation tool, it’s because you want it to be quick and seamless. Your follow-up lead tool should make it easy to set up a campaign and have it running that same day.

Requirement #3: Personalization

There is nothing worse than getting an email or SMS that is so obviously a mass message. There is nothing more impersonal than that. Thus you should have a tool that allows you to make your messages seem more personal. This can be done via shortcodes such as first_name, last_name, company, etc. Without this, you will be MUCH less effective.

Requirement #4: Tracking

Once you start running your campaigns it is imperative that you track the results. See which messages are getting you the most responses or sales. Or if you are not seeing the results you want, you can figure out a way to improve your messaging. B without tracking you are just hitting a shot in the dark — it’s a waste of time!

Requirement #5: Results

Now when you are selecting a tool, it’s hard to know what is guaranteed to bring you results. So it’s hard to select it based on this, but you should definitely be seeing more conversions after a few weeks using your automation tool. If you are not, then it might be time to switch to something more lucrative.

Do you have any further questions about how Follow-Up Automation tools work? Not sure if you really need one? Contact us — we are happy to answer your questions! info@followuplead.co


And if you need a tool to help you automate and personalize EMAIL, SMS and VOICEMAIL just ask for LIVE DEMO: