Capture Leads Through Marketing Tool Integrations
Through zapier.com, Myphoner provides easy integration of more than 1,000 services and tools.
When deciding on and setting up a new lead tracking system, it’s essential to make sure you are easily able get leads from all different sources into the pipeline: whether generated from social media, a webpage, email or others.
With Zapier, you can connect your lead generation source with Myphoner in just a few clicks. New leads will then be automatically transferred into Myphoner.
Create new leads in Myphoner through a "Zap"
Even us sales guys can figure out how to make this work. I generally do not like to use CRMs for cold calling because they are just too clunky and tracking too many things that don't matter for unqualified leads. The Myphoner tool provides a much simpler, faster interface for doing cold calling, and combined with Zapier ends up purely saving time.
Paul Pace, Account ExecutiveAHK Electronic Sheet Metal, Inc.
Organise your Leads in Lists
In Myphoner, we group leads into lists - a simple way to keep your data organised.
You can view lists as campaigns, steps in your pipeline or any other term that accommodates the way you work with leads.
One way of organising leads that are being tracked from different lead generation sources is to create a single list for each lead source.
In our reports, you will then be able to compare the performance and activity on each list of leads separately.
During prospecting, you can move leads through different lists that comprise the steps of your pipeline, as you see fit.
Personalised campaign dashboard in Myphoner
Myphoner, is my favorite CRM so far. I have used several different CRM's and Myphoner is convenient and really helps you get and stayed organized. The tracking is great, the automation is amazing and I use it everyday.
Lawrence Gross, Account ManagerGreen Integrations
Use segments to fine tune your workflow
Using our lead segmentation functionality, you can handle several marketing campaigns that each span multiple sources.
To do this, just have Myphoner collect leads from each campaign into a corresponding list, marking them with their source and then segment the list by source.
Segments in Myphoner are very powerful. You can segment based on multiple criteria and delegate each segment to different agents.
Segments are easily created and maintained in Myphoner
I just started cold calls with my business a week ago and have already found an immense value in implementing Myphoner. It only took one day of looking at the fifty spreadsheets I had divided by states to know that there had to be an options to help me save time and money. Myphoner has been the easy answer for all of my problems.
Sarah Oberg, Chief operations officerBlack Market Glass
Distributing Leads among Agents - "The Queue"
Once you have organised your incoming leads, myphoner’s queue will take care of the rest.
When there are multiple agents, the queueing system will make sure each agent gets the next lead in the queue - except those that have been claimed or are currently being called by other agents.
Claimed leads are those that have been reached by an agent and should thus be followed up on by that same agent. Our claiming settings are flexible and adjustable, and have sensible defaults.
Our queue provides dynamic lead distribution, which has proved to work well for hundreds of teams. Of course, it is also entirely possible to divide leads into more lists and/or segments and assign agents one list each - a more traditional form of lead distribution.
Viewing your personal, prioritised queue of leads to call
I looked around for a program for weeks, everything was busy and full of unnecessary functionality, I finally found MyPhoner, and it is the most efficient cold calling platform ever!! you can have multiple agents working from the same data list, it really is great!
Justin Kessler, EntrepreneurMarket1
Never again forget to follow up on a prospect
Persistent followups are crucial to success, but remembering to follow up should be the work of a machine, not an agent. That's why we've baked it right in to our scheduler.
To be productive, agents must never miss a lead. Leads should be presented so that agents can put their energy into the sales pitch, rather than worrying about whether there was a better lead to call.
The myphoner queueing system inspires confidence – it selects the best lead, determining which one to call next. No need to go fishing for leads ever again.
The agent decide whether the followup should occur on a particular day, at a specific time or after a set amount of time has passed.
Scheduling a call back in Myphoner
The scheduling feature is amazing! can't tell you the amount of times I forgot to call back numbers just using an excel sheet.
Michael Nguyen, FounderClick Metrics
Taking winning leads to the next step
Once converted, you can pass won leads on to your corporate CRM, or elsewhere.
It’s just like bringing new leads in through integrations.
Though we have features in place to function as a light-weight CRM system, it's likely that you want to pass won leads on to the rest of the organisation.
Once again using Zapier, you can trigger the creation of a new customer, deal or opportunity in your CRM as soon as a lead is marked as "Winner" in the last step of your pipeline.
With PieSync, you can also synchronise a list in myphoner with your CRM. That way, the sales agent can keep the conversation going from myphoner, while the rest of the organisation follows along from a different system.
Moving new winners from Myphoner to your CRM in a "Zap"
We were looking for call-software solution that could integrate seamlessly with our CRM. We use Myphoner for the pre-qualification process. All suspects en prospects are in Myphoner and whenever the contact becomes a lead or a lost, we automatically send it to our CRM and run (marketing) campaigns on these contacts. If you are looking for software that can integrate and communicate with your CRM this is the way to go.
Wouter Vonk, Marketing ManagerSimpledCard
Keeping Track with Activity Reports
With our powerful sales reports, you can easily track activity and calls at all times. You can scope the report by several parameters, including agent, call result and timeframe. This makes it easy to, for example, investigate what happened with all the calls Tom made today that resulted in a lost lead.
Group calls by date, campaign, agent and result of call
Expand to view individual leads for any grouping
View average and summed call duration
Sort by any grouping and view subtotals
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