How does customer tracking automation work and how can it be configured?

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Sticking
Posts: 11
Joined: Sat Dec 28, 2024 3:13 am

How does customer tracking automation work and how can it be configured?

Post by Sticking »

Follow-up automation for potential customers can be done with the Callbell platform and there are 2 ways to do it, but today we will only talk about one.

The two ways to do this are:

1. Sales Funnels for Follow-Up Automation. (What We’ll Cover)
2. Chatbots to automate support and follow-up.

As we said above, Callbell has two ways to automate follow-ups for car owner database customers, chatbots and sales funnels. On this occasion, we will talk about sales funnels and how you can follow up with your customers in a semi-automatic and simple way.

To achieve this, you must follow a series of steps that we will show you in the following. In addition to this, you will have to put a lot of effort and organization into it.

1. The first thing to do is to create a Callbell account.
To create your Callbell account click here.

2. Now add your collaborators to your account and add your social networks.
This is done in order to configure your account to receive messages from all your favorite social networks and manage them in a simple way.

3. Go to configuration – conversation tunnels.
Automate customer tracking
Enter the funnel section and create the labels from which you will track all your potential customers.

Callbell Funnel
4. Now wait to receive messages to tag all customers.
Callbell Funnel
This means you will tag all customers who initiate conversation with your business, including those who require follow-up.

5. Set alarms and start managing your contacts.
Callbell Funnel
Once you have all your clients that need follow-up tagged, just add alarms to each of them and a little note containing what they need. This way, every time a client needs follow-up, the alarm will sound.

Conclusion

So, every time you need to follow up with a customer, the alarm will tell you when and also the sales label will tell you who to follow up with and thus not to confuse the contacts and the actions to be taken for each of them and at each of the stages of the follow-up.

Callbell for tracking and supporting your customers

Remember that with Callbell you can do all the follow-ups you want semi-automatically by managing your multiple contacts on the networks in a multi-agent and multi-device way.
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