for Reports, Sales Leaders, Sales Ops, SDRs

Prevent Leads from Going Stale

Responding to leads quickly is critical. With Troops, you can automatically keep track of extended lead response times for you or your team by setting up a Stale Leads scheduled report in Slack. #LeadsSuperhero™

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Takeaways


WHAT: Report to prevent stale Leads
TYPE: Troops Report
FOR: SDRs, Sales Ops, Sales Leaders
WHY USE THIS: Keeps you and your team accountable for reaching out to incoming leads in a timely manner, where time to first contact is critical
HOW: Using your Stale Leads report in Salesforce, enable the report in Troops and schedule delivery to you or your team in Slack daily

 

Outcomes: ➕CRM hygiene ➕building pipeline ➕rep performance

In Order To Make Magic Happen….


Integrations Needed:  search   search
Channels: Direct Message, SDR, Leads
Recommended Schedule: Daily

 

⚠️ Before you get started you need a way to track incoming leads and methodology to designate which leads have or have not been contacted by a member of your team.

For our example, we will be using the Lead object and Lead Status field to fulfill these requirements.

 How To Do It


 1. Create a Stale Leads report in Salesforce

  • Required filters
    • Your designated ‘untouched’ Lead stage(s)
    • Create Dateless than your first-touch requirement time (e.g., Last 2 Days)

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  • Recommended layout
    • Summarize by Lead Owner 
    • Columns
      • Company, Create Date, Full Name, Lead Source, E-mail or Phone

2. Enable the Stale Leads report in Troops

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3. Pick a channel and schedule your report for delivery in Slack

  • Recommended for Sales Ops: Daily in public SDR or Leads channel
  • Recommended for SDRs: Daily in personal DM

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That’s it – you’ll now know which Leads are being left untouched for too long, all in Slack. Dang. Look at you, rockstar. Happy Lead hunting!

Have questions, comments, or additional tips? Comment below or Talk to us!