Your Customer Success Manager and our Service Team will help you build text and email campaigns tailored to your sales process. With our customizable campaign builder, you can build virtually any text and email campaign based on a variety of triggers.
Whether it's after a quote request to capture clients who abandon the form or during follow-up to automatically send your quotes to your clients, a series of text and emails will go out to your clients automatically as different events happen in the system.
Set a trigger to text and email clients months after they entered into your sales process if you never closed them. Notify your agents via Slack or email about this win-back opportunity while XILO reaches out to them to bring them back into the funnel.
Once your team has adopted and is using digital intake forms, you'll be able to see a variety of data points that you can use to make your team more efficient over time. See productivity per rep by assessing how many clients an agent is taking on over a period of time. Assess the ROI of your marketing spend by looking at how many leads are coming in from different sources. Our analytics dashboard is customizable and can be fitted to your company's unique needs upon request.
Use our customizable workflow builder to add quotes directly into your text and email campaigns to Clients. Respond faster with quotes even when your Clients aren't picking up the phones.
Eliminate the need for your sales reps to have to edit and send templated emails and texts to Clients. Automate the process of following up with Clients using our sales automation feature.
Sales automation helps standardize processes across sales reps. From your top performers to your emerging producers, standardize their workflows to improve their performances.