Sales Use Cases

Inbound Sales: Collect Leads' Email and Phone Number

Collect leads’ email address or phone number for identification when a conversation opens.

Susan Swier
Updated 2 hours ago by Susan Swier

Inbound Sales: Enrich Contact Data and Qualify Leads

After collecting contact identifiers, request additional contact information to enrich data and qualify leads.

Susan Swier
Updated 2 hours ago by Susan Swier

Inbound Sales: Routing Leads

Automatically route leads to the right sales agent based on customer input, contact data and country.

Susan Swier
Updated 2 hours ago by Susan Swier

Inbound Sales: Auto-Assign Leads to Sales Agents

Automatically assign leads to sales agents to reply to leads efficiently.

Susan Swier
Updated 2 hours ago by Susan Swier

Sending Outbound Sales Messages

Import Contacts to send cold messages or follow up with leads.

Susan Swier
Updated 2 hours ago by Susan Swier

Track Productivity by Closing Conversations

Use the Close Conversation feature to track sales agent productivity.

Susan Swier
Updated 2 hours ago by Susan Swier

Using respond.io to Create Deals in a CRM

Use respond.io to create deals in a CRM.

Susan Swier
Updated 2 hours ago by Susan Swier

Supervising Sales Agents

Supervise and manage sales agents on the respond.io platform.

Susan Swier
Updated 2 hours ago by Susan Swier

Reporting for Sales

Track and report on sales activities and agent performance.

Susan Swier
Updated 2 hours ago by Susan Swier

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