As they scale, sales team often assign each team member to certain types of leads and customers. They are generally assigned by geography especially in global companies where it is very valuable for sales people to speak local languages. But sales people can also be assigned by sector, size of the company,...
This is a very effective strategy because this allows you to focus your sales on what they are best at to drive better results.
These assignment rules can be used inside your CRM but you can also use Slack to notify sales people.
How to get started
- Define the different scenarios you want to put in place: what type of leads for which sales people?
- Inside Hull, create segments of users according to your assignment criteria. This can be
leads engaged on the website and who belong to a German companyfor German-speaking sales people or
leads who signed-up and who belong to a company in the real-estate sectorfor sales people specialised in that given sector
- Inside the Slack connector, select the built-in segment
Entered User Segmentas the trigger and apply it to one of the segments (dropdown entitled
Applicable User Segment). Select the @user you want to assign to this message and write up the message to send (you can customize it by using Liquid language)
KPIs to impact :
Conversion rate - GMV - MRR - ARR