Sales Inbox
The Sales Inbox in BizMagnets is a feature designed to help businesses manage and streamline their conversations.
Last updated
The Sales Inbox in BizMagnets is a feature designed to help businesses manage and streamline their conversations.
Last updated
It serves as a centralized hub for handling customer inquiries, tracking leads, and managing sales processes efficiently.
Lead Qualification: Sales teams can use the Sales Inbox to qualify leads based on their interactions and move them through the sales funnel.
Customer Support: The inbox can handle customer inquiries, providing timely and accurate responses to improve customer satisfaction.
Sales Campaigns: Businesses can run targeted sales campaigns, track customer responses, and adjust strategies based on real-time data.
Order Tracking: Customers can inquire about their orders, and sales teams can provide updates directly through the Sales Inbox.
Upselling and Cross-Selling: Sales teams can identify opportunities to upsell or cross-sell products based on customer interactions.
Access the Dashboard: Navigate to the Sales Inbox from the dashboard.
Manage Leads: Use the Search Contact feature to view and categorize leads into different stages.
Collaborate with Team: Assign conversations to team members and collaborate to ensure efficient handling of customer interactions.
The lead status categories in sales inbox are New, Pending, Qualified, and Spam. These categories are commonly used in sales and lead management to organize and prioritize customer interactions.
Leads or customer inquiries that have just been received and have not yet been reviewed or acted upon. This status helps sales teams identify fresh leads that need immediate attention. Sales representatives typically review these leads, gather more information, and decide the next steps (e.g., contacting the customer or moving the lead to the next stage).
Leads that have been reviewed but are awaiting further action or follow-up. This status indicates that the lead is in progress but requires additional steps before it can be moved to the next stage. Sales teams may need to follow up with the customer, provide more information, or wait for the customer to respond.
Leads that have been evaluated and deemed as having a high potential to convert into customers. This status helps prioritize leads that are most likely to result in a sale. Sales teams focus on nurturing these leads, providing personalized offers, and closing the deal.
Leads or messages that are irrelevant, unsolicited, or not genuine. This status helps filter out low-quality or unwanted interactions, ensuring that sales teams focus on legitimate leads. These leads are typically ignored or removed from the sales pipeline.
The New, Pending, Qualified, and Spam statuses in a Sales Inbox are essential for organizing and managing leads effectively.
Table View provides a detailed view of customer or lead information, including message history, tags, assignment, status, and export options.
Select the table view option from the three dots icon.
Search Contact: This section allows users to search and filter contacts based on specific criteria (e.g., name, tags, status).
Last Message: This helps sales teams prioritize follow-ups based on recent activity.
Name: This displays the contact name.
Mobile Number: Contact number is displayed.
Tags: Tags are used to categorize and organize contacts for easier management. Tags help in segmenting contacts for targeted campaigns or follow-ups.
Assigned To: This section shows which team member or bot is responsible for managing the contact. Assignment ensures accountability and efficient handling of contacts.
Status: The status of each contact is displayed, indicating their current stage in the sales or support process.
Improved Customer Experience: Faster responses and personalized interactions lead to higher customer satisfaction.
Increased Sales: Efficient handling of inquiries and upselling opportunities can boost revenue.
Time Savings: Automation and organization reduce manual effort for sales teams.
Scalability: The Sales Inbox can handle a growing number of customer interactions without compromising quality.
The Sales Inbox in BizMagnets is a powerful tool for managing sales communications, automating responses, and tracking customer interactions. By leveraging its features, businesses can streamline their sales processes, improve customer engagement, and drive growth.
Respond to Messages: Use or to send quick and consistent responses to customer inquiries.
