What to do with cold drips from your CRM (emails / text messages)
While it is wonderful to have these other tools available we do recommend you stop any additional text message options you have access to. Texting leads from different places can just cause confusion and drop-off. Let Smart Alto do all the heavy lifting for you when it comes to text messaging. We will qualify your leads and book appointments all via text message. We will even tell you which leads are not worth pursuing (labelled as ‘Dead’). If you wish to utilize other lead qualifying and follow-up options like phone calls or email, that is totally up to you. We do, however, recommend you leave the texting to us.
I have multiple sources but only want Smart Alto to follow up on certain ones.
No problem at all! Many of our clients have leads flowing in from multiple sources but only want us following up with certain ones. If you have a lead source you want us to stop following up on, just send us a note via website chat (bottom right corner) or email us at firstname.lastname@example.org
I have multiple sources. Can Smart Alto handle this?
Sure can! Many of our clients have leads flowing in from multiple sources. The onboarding process should have gotten us connected with all your incoming leads. However, we understand that things change and growth happens. If you have a new lead source or want us to stop following up on a particular source, just let us know so we can get that updated accordingly.
Send us a note about which sources you want us to start/stop following up on via website chat (bottom right corner) or email us at email@example.com
I have a new lead source. How do I make sure Smart Alto is replying to these leads?
If you have a new lead source, just let us know. We can help you get this source flowing into Smart Alto with a few easy steps. Send us your new lead source or lead form name via website chat (bottom right corner) or email us at firstname.lastname@example.org.
Does Smart Alto integration with ______?
We can integrate with dozens of systems and CRM’s through Zapier (see all integrations). We have direct integrations with:
• Follow Up Boss
• Real Geeks
• Sierra Interactive
• Lion Desk
• More to Come!
Can you follow up on old leads?
We sure can! If you have a list of old leads lying around that you want to engage and qualify, bring them to Smart Alto. These leads are manually uploaded so all you have to provide us with is a CSV file. Ready to start? Book some time with our team so we can get you set up.
What do you do with leads who don’t respond?
Whether a lead is just busy at work or not ready to talk, we want to make sure we make every effort to speak with them and get an appointment booked. If a lead is unresponsive for 15 minutes they are moved to the ‘ISA Following Up’ status. This just means they are now on an automated campaign in the hopes we can start the conversation up again.
Leads are tagged with a corresponding campaign. The campaign will automatically text that lead at set intervals. If the lead texts back at any point, our live assistants will pick the conversation back up and attempt to make an appointment.
Does Smart Alto make phone calls / send emails?
Smart Alto utilizes the fastest growing communication channel - text messaging. We do not contact leads via email or phone call. This is simply because we find that when it comes to the early stages of qualifying leads, text messages get the best response rate.
That’s not to say phone calls and emails don’t have their time to shine. We encourage agents to utilize these other communication channels when working the ‘My Call List’. Want to know more? Click here.
Is Smart Alto a bot or do humans talk to leads?
We recruit, hire, and train real people to set appointments with your leads. We follow scripts, but keep all conversations professional and casual.