Streamlining Lead Conversion

Hi guys , In today’s fast-paced business environment, understanding the efficiency of your sales process is crucial. By harnessing the power of Monday and Make, we’ve created a streamlined automation that provides valuable insights into the time taken to convert leads at different stages of your sales pipeline. Let’s dive into how this system works and how it can help your team optimize their efforts.

I. Setting the Stage: Monday Boards

1.New Lead 2023: This board is where new leads are introduced into your pipeline.

2.Lead Outbound: Leads move to this stage when they’re ready for outbound communication.

3.Presentation 2023: Leads transition here when a presentation is scheduled.

4.Sales 2023: The ultimate destination where leads become successful sales.

5. Ratio Board: A central hub to monitor the ratio value taken at each stage.

6.Ratio Dashboard: This dashboard allows us to visualize the ratio between different boards, providing insights into the flow of leads through your sales pipeline

II.Make scenario setting

7. Our automation journey begins with make, which connects seamlessly with Monday.
8. The Numeric Aggregator module calculates the average time
9. We repeat this process for each transition between the Monday boards, including discovery to presentation, presentation to sales, discovery to sales, and lead to presentation.
10. These average times are collected and prepared for the next step.

III. Average Time Dashboard Update:

  1. The averaged time metrics are then pushed back into Monday, specifically into the “Average Time Dashboard” items.
  2. By updating these items, we create a real-time, dynamic visualization of the time taken at each stage.
  3. The team can now easily assess and compare the efficiency of various sales processes, enabling data-driven decision-making.

With our automated system in place, your team gains valuable insights into lead conversion times, allowing for data-driven decisions to optimize your sales process. By understanding where the bottlenecks are, you can focus your efforts and resources more efficiently, ultimately leading to increased sales and improved customer relationships.

This automation not only saves time but also empowers you to make informed decisions that will drive your business forward. If you have any questions or need further assistance in setting up this automation, feel free to reach out.

If you need any implementation support kindly contact us

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