5 Ways to Setup Your Visitor Queue Account from a Sales Perspective

There are a few different ways you can utilize the leads Visitor Queue identifies from your website. Below we have identified 5 different ways you can utilize the leads we identify for you and 2 different follow-up approaches you can take.

Bringing Your Sales Team into Visitor Queue and Let them Choose Leads

1. Invite your sales reps to Visitor Queue as Advanced Users.
2. Allow your sales reps to look through the leads and pick which ones they want to follow up on.
3. Have your sales reps follow up with them within 24 hours.

Bringing Your Sales Team into Visitor Queue and Assign them Leads 

1. Invite your sales reps to Visitor Queue as Regular Users.
2. Have an executive assign leads to the sales reps.
3. Have your sales reps follow up with them within 24 hours.

Leaving Your Sales Team Outside of Visitor Queue

1. Have an executive go through your Visitor Queue leads to identify which leads each rep should follow up on.
2. Email the leads to the reps for them to follow up on.
3. Have your sales reps follow up with them within 24 hours.

Push Leads into Your CRM

1. Set up an integration with Visitor Queue and your CRM.
2. Send leads directly into your CRM as contact, company or lead records.
3. Have your sales reps follow up with them within 24 hours. 

Export Leads into a .CSV

1. Within the dashboard, select all or some of the leads you would like to export into a .csv file.
2. Send the file to your sales reps.
3. Have your sales reps follow up with them within 24 hours. 

2 Different Ways to Approach Your Follow Up

1. Generic follow up checking to see if the client has any need for your offerings.
2. Mention that you saw them visiting the website (and potentially the specific offering they were looking at) and you thought it was a good time to follow up with them.