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Improving lead management through automated workflows

A comprehensive lead management system has been made possible through using AINSYS automated workflows.

Implementing a comprehensive lead management system is daunting: you’ve got to combine all these different data sources, such as social media, conventional media, offline call centers, and more, and connect them to your CRM. Even if you have the best techies on your team, it can be tough to figure out which leads are gold and which are garbage. On top of that, even the best leads can get stuck in limbo if you’re still doing things the old-fashioned way.

AINSYS specialists are here to help — we have compiled a simple but extensive guide to building a comprehensive lead management system.

But first, we need to determine what factors must be prioritized. According to Zapier’s 2021 State of Business Automation report, advertisers say that time is essential when reaching out to leads. They also need a higher quality of leads, i.e., leads that are more likely to convert.

Let’s learn how to create a timely and connected lead-gen ecosystem that would bring you high-quality results.

Lead-gen ecosystem

Facebook Lead Ads is a pretty sweet deal for lead generation. You can create a quick form on Facebook or Instagram to catch the attention of potential customers and get all their contact details. Plus, you can even ask them custom questions to better understand what they’re looking for.

Now, your company has to export leads into the CRM.

Gathering leads is just the tip of the iceberg; businesses must also handle the following up process, like responding to questions and keeping track of interactions across different apps and websites. For B2B, it’s even more complex, there’s a whole sales process to go through, and you have to engage with leads throughout the decision-making process.

To do this work, businesses use various tools, including Google Sheets, Gmail, or fancy CRM systems like Salesforce or HubSpot, to keep everything organized and on track.

Our developers have created AINSYS to bring all these different apps together. With over 5,000 options now hooked up to AINSYS, it’s become a lifesaver for anyone who doesn’t have the right coding skills, so you can build your own ecosystem for generating leads.

With AINSYS, the whole process of exporting leads is over in just a couple of steps — firstly, whenever someone fills out a lead-gen form on a platform like Facebook, it kicks off an automated process. Once the form is submitted, the new lead’s information is automatically sent to AINSYS. From there, AINSYS takes that data, transforms it according to your settings, and sends it to your data warehouse. Later on you will be able to study it and export to other systems within seconds. Easy peasy!

Elevating the efficiency of your lead management with automated workflows

There are several automated workflows that you could implement in order to generate a substantial quantity of high-quality leads through the utilization of Facebook Lead Ads.

1. Conversions API

The Conversions API on Facebook lets you send information about purchases to Facebook, which helps them show your ads to the users who are most likely to be interested in them.  The Conversions API offers more control of the data you share, increasing the reliability of your data and providing more insights into your most valuable customers.

With the help of AINSYS, you can connect to the Conversions API without any hassle, and send purchase information to Facebook without any coding. This way, you’ll get more insights into your most valuable customers.

2. Linking Lead Ads and Conversions API

This integration is a game-changer for marketing teams. It allows you to send CRM data back to Facebook, helping Facebook train a new lead quality model. In the past, the connection between Facebook and an advertiser’s CRM was only one-way. But, testing has shown that by sending CRM data back to Facebook, companies were able to increase their lead-to-sales conversions by almost 20%.

Combining Lead Ads and the Conversions API with your own CRM used to be a tedious and time-consuming process. But, with the new AINSYS automated workflows, it’s a breeze. It requires minimal effort and enables you to deliver optimized ads for your audience and measure the success of your campaigns. This integration can help you level up your lead management game and get the most out of your Facebook ads.

Generating leads is costly for all businesses, often representing a considerable portion of their total marketing budget. To maximize the return on investment for Facebook Lead Ads, we highly recommend implementing our strategies, which have proven to optimize lead generation efforts and help you get the most out of your Facebook ad spend. With AINSYS expert recommendations, you can easily streamline your lead generation process and achieve your business goals.

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