To enhance the existing "Follow-Up Lead Reminder" email by introducing the functionality to automatically copy (CC) the respective manager of the Sales or Product Support Representative on Lead reminder emails to increase lead to follow-up velocity. Improve accountability from MSR’s and PSSR’s in actioning Leads. Ultimately increase the likelihood of winning machine sales and enhance overall customer satisfaction.
Ryan Stevenson
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
"What Does All Good Look Like?": ↓ Implement a feature to add Carbon Copy (CC) functionality to the automated Lead Reminder emails. This would ensure that if a lead has not been addressed within the specified timeframe (e.g., triggering a reminder), the responsible Representative's direct manager is automatically notified. This immediate managerial visibility is expected to create serious urgency and enhanced accountability, prompting timely lead action.
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Hi Ryan,
Although a worthwhile problem to solve, we recommend that Sales Managers use any of the three reports to address this challenge:
On The Go > Outstanding Leads
Pipeline > Resolved Leads
Pipeline > Opportunity Pipeline