Lead Alert webpage

1. Power your sales with real time and useful insights

The website is the crucial platform where your prospects interact with the product. Personalizing and tracking them real time with alerts and insights can be the much required fuel to power sales. Read more...
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SDRs and outbound marketers share customized documents with their leads or these are downloaded by the lead from the website. But, there’s little scope to understand real time information regarding his/her preferences and interests on the document. With CustomFit.ai’s lead alert feature, you will get real time notification when the lead visits the website. Additionally, get details about his behavior on the website that will be helpful in creating further engagement.

Journey Explorer to track visitor behavior on website

2. “The Edge” for your Sales team

Having sufficient data to personalize for each prospect and also tracking their actions real time gives your team a guaranteed advantage. Read more...

With the lead alerts feature, your sales team can make sure that they get the required information at the right time.

‍Personalize to optimize message: Hyper-personalize website content for your lead/prospect/contact by addressing their unique pain points and conveying the most relevant value proposition.

‍Catch them hot. Responds to leads in real time: Connect with the prospect when they are at the peak of their interest. Delaying this point of communication can make a huge difference. So, make the best of this time.

‍Download reports later at convenience: Missed an important real time alert? You can access the details of all the contacts and leads that visited throughout the day or during a particular date range. Download the reports containing all the vital information at your own convenience.

‍Sales- marketing collaboration: These prospects or contacts are sourced from sales or marketing campaigns. By looking at their interest on the website, you can qualify them as SQL or MQL and take the communication forward. This enables collaboration between sales and marketing teams. This puts sales and marketing resources to better use. Also, it leads to a much collaborated effort.

‍Optimize conversions at each touch point: With CustomFit, your sales team is equipped with sufficient information to get context to craft engaging and optimized sales messages and pitches. This means at each point, there are high chances of conversions.

3. How it works

Get accurate and real time useful alerts and reports. Integrates with CDPs and CRMs. Read more...
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Your prospects or existing customers are added as contacts in the CRM like HubSpot or SalesForce. CustomFit integrates with these CRMs and gathers information like firmograhics, location and designation of the contact.

In addition to CRM contacts, any outbound lead’s information can be added for you to track (with or without email id). With the integration of Customer Data Platforms (CDPs), this anonymous visitor can also be tracked.

With CustomFit tool, SDRs or marketers create customized webpages for outbound campaigns or even for a single lead. A unique link is generated for this edited web page and shared with the lead.

Choose a communication channel like Slack or email to receive alerts when the particular contact visits with or without this link.

Get detailed analysis of the contact’s behavior on the website like pages viewed, downloads, scroll depths, sign ups etc.

Visitor Analyzer for marketing and sales for website

Firmographic insights to fetch company data from CRMS

4. Real time alerts to avoid loss in time and “interest"

Engage your lead at the right time with the right message. Be notified of “opportunities” and make the best of them. Read more...

Get notified as soon as your lead/contact/customer visits the website. Track metrics like pages viewed, scroll depths, downloads, sign ups. Real time alerts enable you to notify other team members or the respective account managers. This helps you plan and execute your next step with minimum time loss. For example, send an email or push notification with the next best offer. Real time information helps you to catch the lead hot i.e. when he is the peak of interest.

5. Schedule a group alert

Enable team work to fill the gaps in the long B2B sales cycles. This is how you do it with CustomFit. Read more...
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In B2B, the sales cycles are long and so more than one account manager may have to use the information. With our group alert feature, you can also transfer the information to other team members by configuring an alert to communication groups like email, Slack or MSTeams. In the case of existing customers, customer retention teams can also be included.

6. How to use CF Lead Alerts

CustomFit.ai is the fastest and quickest way to Customize,share and track with impactful results. Read. Read more...
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To use CF outbound for lead alerts, begin by researching the prospect and understanding the problem area specific to your prospect’s industry and his designation. Craft an engaging message focused on this lead. Create the edited webpage. Next, generate the unique URL for this page and share it with the prospect. With this, as soon as the contact visits the page with this URL, the SDR will receive an alert in the real time. Along with this, he will also see details of the actions taken.

When the SDR receives the real time alert, he can also check the real time action being taken. Soon after this, depending on the insights he gathered from the analytics section, he can strategize the next action. If it’s a sales prospect, the message for the next communication can be planned. If it’s an existing customer, then the information can be handed over to the respective account manager.

Account managers can create a template for further communication with the information points received in the analysis section. For example, if there’s a download, then you get an idea regarding his preferences and what he is looking for. So this can be used for framing the message.

Never Miss A Hot Lead
On Your Website

Transform your website
into a lead engine.

Never Miss A Hot LeadOn Your Website

Transform your website into a lead engine.

Never Miss A Hot Lead
On Your Website

Transform your website
into a lead engine.