Follow-up Emails Not Threading Together
Understanding why follow-up emails might not appear in a single thread when CCing an assistant.
Knowledge Base for 7Targets AI Sales Assistant aka Virtual Sales Assistant
Lead source is an important attribute based on which Assistant writes the contextual email. Below are some lead sources, this is not an exhaustive list. We continue to add more sources as our customers requests for.
Typically after an Event
one may get few leads. Few of them are Hot and the sales people will engage with them to take the discussion ahead. Remaining need to be owned by someone in marketing or sales operations team to try and reach out multiple times over a period after the event and check if there is a need for what you offer. Such leads when assigned to the AI Assistant with event name as context
, the assistant will make sure no lead is dropped.
Website
as a lead source can be used when the lead has visited your website and provided or submitted the email id. The offering/product/solution will be the right thing to provide in the context for the AI Assistant to write the emails properly.
Upsell
is typically used if there is something new or different value to offer to the existing customers.
Meeting
and Phone Meeting
are to be used for the leads from face to face meeting and phone meetings respectively. Sales people tend to meet people informally too and want to make sure that the lead is not dropped. Use this source when creating such leads with right context.