Category: Automation

How Automation Improves Customer Service Response Time

How Automation Improves Customer Service Response Time

Customer satisfaction relies on prompt communication from businesses. Surprisingly, however, expectation often fails to meet reality when it comes to business’ ability to reply to customers within their expected timeframe.

According to one study of 3,200 consumers, 88 percent expected a response from brands within one hour. The average response time from businesses? More than 12 hours. Up to 62 percent of businesses never reply to customers at all.

Failure to promptly provide customer service has serious repercussions for businesses. You might think your company is managing customer communications just fine, but consider these facts:

  • Customers do more business with brands that respond quickly to them.
  • Customers are likely to abandon businesses that do not get back to them.
  • Leads often go cold within one hour.
  • Fast response time is the most important attribute contributing to customer satisfaction.
  • Rapid replies make customers feel important.

If getting back to your customers in a timely manner is important, then implementing tools that make that process easier is equally important.

Do not rely on time-intensive manual processes that make it easy to overlook customer communications or that slow down the response process.

Instead, implement automations that improve customer response time, improve brand perception, and maximize your revenue. Here is a look at some of the most important ways automation can improve the customer experience.

Improve first response time (FRT)

First response time, or FRT, refers to the amount of time it takes your company to send an initial reply to a consumer. Your company’s average FRT is the amount of time it took you to reply to customer queries within a certain time frame (e.g. A week) divided by the number of queries you received.

The lower your FRT, the better your customer experience is and the more likely you are to earn a lead’s business. Often, you have one hour or less (About a third of consumers expect a reply within 15 minutes), before your lead goes cold.

Your customer service team may not be able to reply that quickly to every inquiry, but GoCRM can. Set up automated email templates or SMS messages to be sent when consumers complete a certain action (e.g. Fill out an online contact form).

Anytime a consumer takes that action, your CRM will immediately send the pre-written message. Automation reduces response time from hours to seconds or minutes.

You can even tell GoCRM when to send the message: Right away or after a few minutes to make the communication feel more natural.

Your first response to a customer is important because it sets expectations for all future interactions with them. Consider including some of these messages in your responses:

  • Timeframe for a follow-up response
  • Your business hours
  • Access to relevant resources
  • A thank you for contacting you
  • Self-service options, such as directing the customer to an FAQ page or manual

Improve first call resolution rate (FCRR)

Your first call resolution rate (FCRR) is the percentage of customer inquiries you resolve the first time the customer contacts you.

With 34 percent of consumers considering a rapid resolution as the most important element of customer satisfaction (CSAT), maximizing your FCRR is critically important.

Use automation to reduce the time it takes to resolve customer problems. In particular, use the automation available in GoCRM to promptly gather and communicate all relevant data on a consumer before you interact with them.

For example, GoCRM integrates with hundreds of platforms, importing relevant data and storing it in a central database. With a single glance, your sales, marketing, and customer satisfaction teams can see a lead’s or customer’s entire journey with your business.

With relevant information at their fingertips, your automation can qualify the agent experience, allowing them to dispense with time-consuming data collection and focus instead on resolving the customer’s problem, leading to faster FCRR and happier consumers.

Create time-based, auto-generated responses

Automation through GoCRM can do more than generate automated first responses to customer inquiries. You can use pre-set workflows to deliver auto-generated responses for any number of customer actions.

All you have to do is build the workflow to your specifications and business practices, including emails, text messages, phone calls, and time intervals between communications. GoCRM will then automatically implement that workflow based on the parameters you set.

For example, set workflows to trigger based upon actions such as the following:

Prompt follow-up through automated workflows delivers important information to customers quickly. Because GoCRM delivers these messages from the assigned team member’s personal phone number or email account, a customer’s response reaches them immediately and allows them to seamlessly take over communication.

Time-based, auto-generated responses make it easy to quickly and accurately respond to consumers, improving your customer response time and success.

Track customer service responses

When you have to handle hundreds or thousands of customer inquiries every day or every week, it can be easy to lose track of some of those inquiries.

Lost inquiries naturally receive much slower responses, and those customers may never hear from your customer satisfaction team at all.

You can eliminate this problem by using GoCRM’s automation to help assign, manage, and track your team’s customer service responses.

For example, GoCRM can automatically assign a lead to a sales team member or a customer service representative. Anytime the lead or customer requires attention, the system can automatically send messages in that team member’s name, schedule phone calls and meetings, and follow up with notifications and reminders to the team member.

With the assistance of GoCRM’s automation, your customer service team will have an easier time keeping track of the customers they are in charge of and staying on top of the responses that are required.

Stop choosing speed over accuracy

You can improve customer response time without adopting automation, but chances are you will end up prioritizing speed over accuracy.

For example, a team member trying to write an email manually may forget important elements of the message (e.g. Sending someone to an FAQ page) in their hurry to get the message out. They may use a message template that does not apply to the customer’s unique situation, or they may send a message before they gather all the relevant data.

In these cases, the response may be worse than silence, if the message is inaccurate or incomplete.

With automation, you enjoy both accuracy and speed. GoCRM provides all the relevant data in one location, delivers personalized messages crafted for the customer’s specific inquiry, and connects customers to a real person on your team who is only a single message away.

As a result, you can deliver prompt and valuable communications to customers that improves their experience with your business, all while using less of your team’s valuable time.

Track essential KPIs

Finally, automation can improve the customer service experience by helping your business track KPIs that show how well your customer service team is performing.

For example, use GoCRM’s in-depth analytics to not only identify where customers come from and what their journey is, but how that journey is influenced by their interactions with your business.

When you can track FRT, FCRR, customer journeys, points of origin, and more, you gain a complete picture of your customer’s desires, interests, pain points, and interactions. You can then use that information to identify areas of friction, resolve issues in your team, and improve your customers’ overall experience with your brand.

💡 Takeaways

Automation can be invaluable to your customer response times. Reduce those times with a CRM that is designed to deliver information, automation, and personalization that keeps your customers and your team members happy. Contact us today for a free demo to learn more about how we can assist with your marketing, sales, and customer service needs.

How to Get Started With Instant Lead Distribution To Your Sales Team

How to Get Started With Instant Lead Distribution To Your Sales Team

If you run a successful lead generation operation, you will agree with us that just generating leads is not enough. You also need to manage and distribute them properly among your sales reps. And what’s even more important nowadays, is that you have to do it immediately.

It has been stated that calling a lead within the first minute increases its chances of getting converted by 391%. Alas, not all companies are able to revert within this short time frame. There is a range of challenges to overcome before assigning a lead to a team member. After all, you need to fully understand the customer’s needs, desires, and goals, and then be able to allocate it to an adequate sales rep who can take care of the lead, from first touch to closing.

So, how can you make sure your leads are getting distributed fairly, promptly and accurately to the right sales rep, at the right time? That’s when software helps you out. Say hello to lead distribution technology.

What is Lead Distribution Software

Lead distribution system

More often than not, businesses procure leads from various sources – phone, chat, website, social media, partner websites, inbound calls, emails, and so on. So, lead distribution software allow businesses to allocate leads to their sales teams, either automatically or semi-manually.

A lead distribution system captures leads from varied sources while determining their quality at the same time. If the captured lead matches your pre-defined criteria of a good lead, it will be classified as a high-quality lead and assigned on a higher-priority with a high-lead score attached to it.

These leads can then be automatically assigned and distributed to the related sales teams based on their geography, industry expertise, purchase history, marketing campaign or channel, etc.

Watch the following video for a detailed explanation of how automated lead distribution works in GoCRM:

BANT Framework: How To Make Sure Your Leads Are Distributed Fairly

As discussed in the previous section, a lead distribution tool distributes the lead based on its quality. But how do you determine the quality of a lead? That’s when the BANT framework can help you out.

BANT stands for Budget, Authority, Need, and Timeline. It is a simple qualification framework used by sales teams to analyze if it is profitable to pursue a lead or not.

Let’s have a detailed look at what this framework essentially means:

Budget

It is important to determine the budget of a lead. This is because there is simply no point in pursuing a lead that will not afford your offered products and services. You might also like to look at their other investments to see if they are in a position to purchase from you.

Authority

This might come as a surprise, but most leads you encounter do not have the right to make buying decisions, especially in some B2B industries. You might be talking to a representative who has never made a buying decision.

But do not lose your hope yet. If it turns out that they are not the right person to make the buying decisions, you can ask to communicate with the responsible person and follow up with them.

Needs

The best way to pursue a lead is to make them believe that you have the solution to their problem. Thus, it is essential to identify the problem and recognize their needs. Put forward a viable solution in front of them to solidify their decision.

Timeline

The timeline is important. There is no point in following up with a lead who intends to decide within the next 6-12 months while you need to close the deal within 30 days. In such cases, you may qualify the lead as a low-priority lead. Sales reps and business owners would be wiser to chase those leads more likely to covert in the shortest period of time.

A Simple Lead Categorization System

You can use the BANT framework above or a set of similar principles to categorize leads into three segments – hot, warm, and cold.

Lead categorization follows a simple process. You rate a lead based on certain qualifications such as needs, interest, decision timeframe, budget, and authority role, on a scale of 1 to 5, with 1 being the lowest and 5 being the highest. Then, add points based on your evaluation of each metric, and finally calculate the total score of the lead. Based on the score you get, you can then categorize each lead as follows:

  • Hot: 20-25 points
  • Warm: 13-19 points
  • Cold: 7-12 points
  • Prospect or disqualified lead: 5-6

What is Automated Lead Qualification

Automated lead qualification is a process of qualifying your leads automatically based on predefined criteria so that your team can prioritize the incoming leads accordingly.

To set up an automated lead qualification machine, all you need to do is extract relevant information from your customer, via a web form for example. Ask them to fill in more specific fields that attain to your business while they are submitting the form. You may additionally set up automated qualification rules to categorize leads. Feed this information to an advanced CRM, like GoCRM, and it will take care of the full lead management cycle for you.

How to Instantly Distribute Leads to Your Sales Team

Instant lead distribution enables you to immediately distribute your leads to the best, or closest to best, sales rep available. The basic premise is that this will be systematized in order to avoid unfair, inefficient, or slow lead distribution.

Here are some methods that can be used in order to achieve instant lead distribution for sales teams:

Automated lead distribution

✅ Round-Robin Distribution

If you do not have well-defined criteria to distribute leads, you can make use of round-robin distribution, a feature supported by GoCRM. This method even helps you out when all leads are similar, with no difference in value or opportunity.

All you need to do is instruct the GoCRM to distribute a new deal in a round-robin fashion to a pool of selected sales rep.

✅ Business Case Distribution

Business case distribution is another method to assign leads. All you need to do is organize your sales teams based on products, how keen the customer is, and the value of the deal.

So, if a certain lead has expressed interest in the XYZ item, you can allocate it to the relevant sales rep.

✅ Location Distribution

Most companies distribute leads based on the location like zip code, area code, city, and country. This is because the sales rep often need to visit construction locations, and it is much practical to allocate a certain location to a sales rep for the best output.

Best Practices for Instant Lead Distribution

When you have a high volume of leads going through your CRM, you must find the best way to distribute them to your sales team to maximize conversions.  Follow these five best practices to move them more efficiently through your sales & marketing funnel.

Lead distribution best practices

1. Omnichannel Engagement

Omnichannel engagement ensures that you nurture leads, irrespective of the channel they use to communicate with you at any given time.

For example, someone might have asked for the cost of vitrified flooring for their home construction project on call and then came in touch with you on social media or followed up on email. Omnichannel engagement ensures that all the experiences delivered here are a continuation of the previous one instead of being separate touch-points.

2. Real-Time Notification

Real-time notification is important. It lets the lead know that they are valued, and also allows you to convert them into a buyer while they are still interested. Thus, as soon as someone fills out a form on social media or on your website, your sales team must be notified instantly so that they can take it from there.

3. Intelligent Distribution

Your leads must be distributed among sales reps based on the service they are interested in, location, expertise, customer size, etc.

For instance, if you are a construction contractor, distributing a lead based on their size will ensure that they get the optimized experience. Needless to say, the way you interact with a $1M+ customer will be far different than the way you deal with a $150k customer, and it must be routed accordingly to the appropriate teams.

4. Instant Response

It is highly recommended to update a customer on their queries while they are still on your website or an email. Texting leads instantly will make way for a top-notch customer experience and ensure that your customer doesn’t start exploring your competitors. If your sales reps keep busy, you might also set up auto reply text for incoming leads.

5. Integration To Your CRM

As one of the best lead distribution practices, you must add every lead to CRM for easy lead distribution. Whether the lead originates from mobile, website, social media, or email – make sure to pipe it into your CRM for effective follow-ups and easy customer engagement.

Integrating leads to your CRM is also one of the best ways to automate lead responses for a business.

💡Takeaways

You will agree that lead distribution is necessary to allocate and assign the right leads to the right sales rep. Make this entire process more effective by using an automated lead distribution system to distribute the leads in your team based on the pre-defined criteria. Request your GoCRM demo today.

30 Auto Reply Message Examples Businesses Can Use In (Almost) Every Occasion

Auto reply message examples

Prompt replies can be the difference between winning and losing customers. Does the following scenario sound familiar?

You are spending the day ironing out final design details ⚙️ for a client’s new home and checking on another build that is in progress 🔨. You do not have the chance to check your email until almost 6 p.m. 🕕 When you do, you find that someone reached out with a question 🙋 about booking a design consultation ☎️. When you respond, you discover that they have booked 🤝 a consultation with your competitor because they did not hear back from you quickly enough.😓

You don’t have to lose business this way. You may not be able to respond right away, but GoCRM can, with text messages and emails customized to any situation and ready for any lead who reaches out to you via phone, email, or form submission.

Auto Reply Benefits

Auto reply benefits

Main benefits of auto reply messages.

Responding personally to every communication may seem like the best way to earn business, but the reality is that auto replies offer you and your leads many advantages. In addition to allowing you to reply promptly, auto replies allow you to do the following:

✔️ Provide Reassurance

People who reach out to your business expect to hear back from you quickly. Often, they expect to receive a message from you within the same business day.

If you take too long to respond, they are likely to assume that you are not interested in their needs. They may move on to your competitor. You will have lost their trust, and their business.

Auto reply messages prevent these misunderstandings by offering prompt replies that tell people when you will be able to respond to them.

When they receive prompt and useful auto replies, people feel noticed, cared for, and important. That helps them to maintain a positive view of your business.

✔️ Provide Further Direction

You can also use auto reply to offer additional resources and communicate critical information to people both inside and outside your organization.

Providing further direction in this way keeps people engaged with your business until you can reply to them personally.

Here are some examples of the useful information you can include in an auto reply text or email:

  • Telling customers when a technician is on their way
  • Requesting a review after a completed job
  • Providing contact information for someone who is available to talk to them immediately
  • Directing customers and leads to online information they may find useful
  • Promoting upcoming events
✔️ Take a Break

No matter how committed you are to your business and your clients, you cannot always be available to respond to messages. You need time off, and you need time to devote to other aspects of your job.

Auto replies make this time away possible. You can attend to matters outside the office, take a vacation, or even spend the evening at home while also providing colleagues, customers, and leads with the information they need until you return.

Auto Reply Principles

The key tenets of auto reply messages.

The best auto replies include certain elements that allow them to communicate clearly, professionally, and usefully. Here are the most important principles to follow when composing an auto reply.

Plan

Create your auto replies ahead of time so you have time to craft them the way you want them before you need to send them out.

Proofread

Make sure your auto reply is free from spelling and grammatical errors, adopts a friendly and professional tone, and is easy to understand.

Include Clear Dates

When communicating dates, use specific information that cannot be misunderstood. eg. ‘Oct-8′ instead of ’10-08’.

Give a Timeline

Use your auto reply to tell your lead, customer, or colleague when they can expect to hear from you.

Include Other Contacts

Include contact information for the people your colleague, lead, or customer can contact while you are unavailable.

Include Relevant Links

Add any links that will be useful to the people who reach out to you.

Include Emergency Contact Information

You may also want to include a way for people to reach you in case of emergency.

Auto Reply Scenarios + Examples

To get you started, here are 15 scenarios, with examples, where auto replies can help. You can use these examples as they are, customize them to your business and industry, or use them as inspiration for your own auto reply messages.

 

Generic Auto Reply

The generic auto reply is a message you send out to reassure a contact that you have received their message and will be in touch shortly. You can include your hours of operation, include a link for more information, or provide a timeframe for your reply.

Thank you for reaching out to {Business Name}. We have received your message and will be in touch {Time Frame}.
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Thank you for contacting us! We will be in touch shortly, but you may also find answers to some of your questions on our FAQ page at {link}.
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We look forward to serving you! We will get back to you as soon as we can within our business hours {Hours}, but no later than 24 hours from now.
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Thank you for contacting us here at {Business Name}. We will be in touch soon. We look forward to serving you.
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Hi there! We just wanted to let you know we received your message and will be in touch before our offices close at {Closing Time}.
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We were happy to receive your email. Assisting you is our priority, and that is why a member of our support team will be in touch before the end of business today.
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Thank you for inquiring about {Listing or Product}. We will be in touch in less than an hour to answer any questions you have. Please feel free to check out similar {Listings or Products} here {Link}.
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We are sorry to see that your experience with us has been less than satisfactory. We would like the opportunity to make things right. Our team will look into your complaint and get in touch with you in the next 24 hours. In the meantime, please enjoy this 10 percent off coupon.
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Learn how to setup an automatic introductory text message with GoCRM.

 

Thanks for Visiting

This auto reply example is an opportunity to thank a website visitor for stopping by your site. You can also use this message to entice them to come back and learn more or purchase from your business.

Thank you for reaching out to us through the website. We cannot wait to show you everything we have to offer. A member of our team will follow up soon, but please take the opportunity to learn more about us here: {Link}.
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Thank you for visiting our site. We are sad to see you go. On your next visit, please enjoy this 20% off coupon for anything in our inventory.
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Missed Call

If you cannot answer a call when it comes in, you can still reply automatically with GoCRM. Use a separate reply for people already in your list of contacts and for new callers.

Existing Contact Example
Hi [Customer’s Name]! It’s {Your Name}. I am sorry I missed your phone call. I will get back to you as soon as possible. You can also schedule an appointment online here {Link} if that is easier for you. I look forward to speaking with you!
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New Caller Example
Hello, it’s {Your Name} from {Your Business}. I am sorry I missed your call, but I will get back to you by the end of the business day. You can also schedule an appointment here {Link} or look around our website for more information here {Link}. Thank you!
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Welcome New Customers

When one of your leads converts into a paying customer, it is time to show them your appreciation and make their transition as easy as possible.

When you cannot communicate with new customers immediately, you can use auto replies instead. Here are some examples of automated welcome messages that will make new customers feel right at home.

Thank you for your recent purchase! Remember that we are here to answer any questions you have as you use your new product. Just contact us here {Contact Information}.
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Welcome to {company}! As one of us, you get to enjoy some pretty sweet benefits. Check them out here {Link}, and don’t forget to brag a little bit on social media. Use our hashtag {Hashtag}.
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Thank you for your interest in working with {Business}. {Contact Name} will be in touch by the end of business today to schedule a time to discuss the exciting opportunities a partnership could present!
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Learn how to setup a new lead autoresponder with GoCRM.

 

Service Maintenance

Use auto replies to stay in close communication with clients who require maintenance services from your business. Let them know you received their request for help, give them a timeframe for repairs, and alert them when a technician is on the way.

Thank you for your service request. We have opened a ticket on your behalf, and one of our techs will be in touch with you within the hour.
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We wanted to let you know that we are experiencing some service slowdowns thanks to scheduled maintenance. We anticipate being back to normal by tomorrow at noon.
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Good news! Our tech {Name} is on the way to you and will be there within the hour. Call {Contact} if you have any questions or concerns.
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Too Many Messages

If you have been away and come back to hundreds of messages, or if that social media initiative goes viral, you may end up with more messages than you can handle right away. Use auto reply to stay in touch with people while you catch up.

Thank you for contacting {Business}. Due to an unusual level of activity, responses are delayed. We anticipate responding to your message within three business days. In the meantime, please feel free to reach out to {Contact} with any urgent needs or requests.
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Don’t Check Email Very Often

If you do not check your email every day, you should also use auto replies to tell people how to get in touch with you more quickly and set expectations for responses from you.

Thank you for your email. I will be able to respond to your message when I check my emails on Wednesday. Alternatively, you can reach me at {Alternative contact information}, and I will get back to you within 24 hours}.
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Out-of-Office Replies

When you are away from the office, you need to leave an auto reply that tells customers when you will return and gives them options for contacting other members of your team or getting in touch with you in case of emergency.

Thank you for your email. I am out of the office from {Date} to {Date}, and will reply to your email after that. For urgent needs, please contact {Contact}. In case of emergency, you can reach me at {Emergency Contact}. Thank you for your understanding!
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Learn how to setup an out of office SMS auto reply with GoCRM.

 

Out of Office with Lead Generation

You can also use your out-of-office replies to generate leads while you are away. Here are some examples of how to encourage action on the part of those who try to contact you while you are busy.

I am sorry I missed your email. I am currently out of the office until {Date}. I will get back to you as soon as possible when I return, or you can reach out to {Contact}. In the meantime, have you heard about our new {Product}? Check it out here {Link}.
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Out of Office with Content Promotion

If your business is producing incredible content (And it should be!), then start directing contacts to that material with out-of-office auto replies.

Thank you for your email. I am currently out of the office and will return on {Date}. I look forward to connecting with you then. In the meantime, check out our latest blog on {Topic}. I think it will give you some great tips for improving your next construction project.
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Thank you for your email. I am currently out of the office and will return on {Date}. I look forward to connecting with you then. In the meantime, learn more about how the different types of mortgages and the current interest rate situation with our weekly newsletter. Subscribe for FREE here {Link}.
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Out Of Office for Conference or Business Trip

If you are away from the office on a business trip to a certain area or for a conference, you can use your auto reply to encourage people to connect with you there. The right auto reply can help improve your networking and maybe help you nurture some new leads in person!

Thank you for your email! I am currently attending {Conference} in {Location}. If you are going to be there, I would love to connect. Please contact me at {Phone Number} or stop by our booth {Booth Information}. We can even connect via social media {Twitter handle and Facebook Page). I look forward to talking with you!
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After Hours

When people contact you after hours, you can still connect with them using auto replies. Just make sure to let them know you will be in touch with them personally as soon as the office opens again.

Hello, thank you for contacting {Business Name}. We are out of the office right now, but will be back and ready to respond to you on Monday.
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Hi there! Thank you for your interest in {Business}. Our hours of operation are {Hours of Operation}. We will be in touch as soon as we are open again, or you can reach out to us again at that time.
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Transactional Texts

Sometimes, you need to use auto reply to communicate important information to consumers. Here are some examples of times when auto replies can be useful and time-saving methods fo communication.

Appointment Reminder
Hi {Customer Name}. We just want to remind you about your appointment with us tomorrow with {Name} at {Address} at {Time}.
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Opt-in Responder
Hi {Name}. Thank you for opting in for {Name of service chosen}. Please confirm your opt in decision by replying Y to confirm or STOP to unsubscribe.
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Status Alert
Hello {Name}. We just want to let you know that your order will be ready by {Time}. Please text back with any questions. You can change your order by {Change deadline}.
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As you can see, auto replies are a powerful way to stay in touch with contacts even when you cannot reply to them personally.

With GoCRM, you can create and implement these auto replies, personalize them to client names and specific scenarios, and see improvement in your level of engagement with leads and clients as a result. Let us show you how GoCRM can make a difference for you, and schedule a free demo today!