Workflow Overview
At 2X Solutions, we make it simple to create and implement custom workflows tailored to your business needs. Our platform enables you to design workflows that integrate seamlessly with your CRM and p…
At 2X Solutions, we make it simple to create and implement custom workflows tailored to your business needs. Our platform enables you to design workflows that integrate seamlessly with your CRM and phone system, ensuring smooth and efficient customer engagement.
We offer flexible options for call scheduling, from workflows with just a few calls per day over five days to more complex sequences involving multiple calls per day, extending up to 60 days or longer.
Workflows are designed for specific business objectives. For example:
- Calling new leads may involve an aggressive schedule with immediate follow-ups to maximize contact rates.
- Engaging aged leads might have a slower-paced schedule with targeted messaging to rekindle interest.
- Reviving old customers could focus on reconnecting with tailored offers.
- Upselling existing customers may emphasize personalized follow-ups based on previous purchases.
- Reaching abandoned cart leads would focus on timing calls to encourage conversion while the interest is still fresh.
Each workflow can seamlessly transition into another to ensure no record is ever left behind.
For instance, if a new lead workflow doesn’t result in a conversion, the lead can automatically move into an aged lead workflow for long-term engagement. This ensures continuous contact without the need for manual intervention, keeping your sales pipeline active and productive.
How did we do?
New Lead Example Script
