Manage Insurance Leads Better with These Tools
Use These Top Tech Solutions to Manage Insurance Leads
You’ve done it, you’re operating at maximum capacity, generating hundreds of insurance leads each month. Now what? It’s not enough to pour leads down the funnel. Generating revenue and increasing ROI means managing your insurance leads efficiently.
What does efficient lead management look like? Insurance leads need to be de-duped and scrubbed for quality. Those leads are then organized and tracked from creation to closed lost or won. Salesforce is the leading sales tool for effective lead management. With Salesforce, and tools like it, sales teams can keep track of leads as they make their way down the marketing funnel.
Here are a few ways you can maximize your sales pipeline with the use of technology.
Automate Email Messaging
Technology can take your email marketing efforts to the next level. Tools like Marketo sync with Salesforce to conduct rule based outreach. You can generate and keep track of leads using Marketo. Create customized messaging, and schedule email drops based on best practices. Other tools like Rapportive, provide consumer data by syncing contact within your email list to profiles on Facebook and LinkedIn. Data from these profile can help you create personalized messaging that converts at a higher rate.
Schedule Tasks
Whether it’s through Salesforce or tools like Trello, establish and schedule next steps. Set reminders for yourself in your calendar, and prevent leads from falling through the cracks. Your smartphone can be turned into a sales tool. With Smartr Contacts, your address book can pull together updates from social media, recent emails and other contact data into one place. Use this information to keep in touch with prospects.
Optimize Social Efforts
With tools like Sprout Social you can keep track of audience engagement for $39 a month. Learn who is using or talking about your insurance company to build lists for outreach. Radian6 by Salesforce, is a social listening tool that monitors keywords on blogs and social media, shining a spotlight on people who may be interested in insurance. Radian6 is pricy at $600 per month. With SEMRush, for $69.95 per month you can use the new brand monitoring tool to pull or identify mentions from across the web.
If sales management tools are outside of your budget, you can still get organized by using free tools like Google drive. Keep track of which leads you’re working and close more insurance deals.