OmniFlow.AMS offers a variety of powerful features that can be combined to streamline and enhance your sales cycle. By leveraging advanced campaigns and logic, we’ve helped businesses optimize their sales processes and boost conversion rates.
How did we achieve this?
We began by focusing on website visitors. When sending emails to an existing database, we can track users’ behavior on the site—how often they visit and what actions they take. We found that users who visit the site more frequently are significantly more likely to convert into customers or make a purchase.
To measure this engagement, we implemented a points system. Each visit to the website earned the visitor a point, creating a simple yet effective way to track engagement.
For this example, we set the points to 1 for each page visit. In our case, we were working with a B2B business, so we assumed multiple visits were more about gathering information. If we were targeting B2C, we might adjust the frequency and scoring parameters accordingly.
What’s needed to make this work?
To implement this strategy, you will need:
1. Mailer
2. Campaign
Mailer
The mailer is straightforward. Create a Template Mailer that can be added to a campaign, and use tokens to pass the necessary fields to your sales agents.
Campaign
For this example, we’re working with a B2B business. In our setup, once a contact hits the required points (for example, after visiting the site 5 times), they are added to the notification campaign. The campaign is then executed accordingly. This approach can also be adapted for B2C with a few adjustments that we’ll discuss later in the article.
We created a campaign called “Points Alert,” starting with a segment that includes all users in the database.
Next, we set a condition to determine whether the contact was a client. If the contact was not yet a client, we checked if they had accumulated 5 points (i.e., visited the site at least 5 times). If they met this condition, a notification mailer would be sent to the sales team. If the contact had not yet reached the required points, the campaign would loop back to the initial condition.
Conclusions
This approach allows the sales team to receive notifications about “hot” leads, significantly improving conversion rates.
Bonus Tip: You can reset a contact’s points by adding an action to update their contact field and set their points back to 0.