Set Up an Inbound Call Routing System
Posted: Tue Jan 28, 2025 4:57 am
The customer said, “I don’t like it.” (In reality, she just didn’t understand it.)
After a few conversations about how the brand could get more value from Close, Kate managed to turn things around. The lead later upgraded their plan and added four extra seats—something that would’ve never happened if Kate had missed the initial outreach.
You don’t always have to go out of your way to call inbound leads. Sometimes, they’ll pick up the phone and call you.
A call routing system can automatically direct inbound new zealand telegram data calls to the appropriate person on your team. It uses preset criteria to determine which salesperson is best equipped to handle each call and passes the lead directly to them (versus calling your main sales line and waiting for an internal call transfer at the switchboard, ultimately forcing them to explain their reason for the call twice).
There are a few methods to determine which call should go to which person:
Skills-based routing routes a customer’s call to the salesperson with the most relevant skill, knowledge, or experience level.
Priority-based routing identifies a high-value lead and diverts their inbound call to the salesperson with immediate availability.
Time-based routing diverts the inbound call to a salesperson within the same time zone or business hours as the lead.
Call routing is great for personalizing the sales experience. For a coaching business selling high-ticket coaching services, you could divert inbound leads from fitness businesses to a sales rep with experience as a personal trainer.
Pro Tip: Want to set up inbound call routing inside your CRM? Try Premium Phone Numbers in Close for advanced call routing and phone menus, so each new inbound call goes right where it’s supposed to, on the first try. Try Close for 14 days, for free.
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After a few conversations about how the brand could get more value from Close, Kate managed to turn things around. The lead later upgraded their plan and added four extra seats—something that would’ve never happened if Kate had missed the initial outreach.
You don’t always have to go out of your way to call inbound leads. Sometimes, they’ll pick up the phone and call you.
A call routing system can automatically direct inbound new zealand telegram data calls to the appropriate person on your team. It uses preset criteria to determine which salesperson is best equipped to handle each call and passes the lead directly to them (versus calling your main sales line and waiting for an internal call transfer at the switchboard, ultimately forcing them to explain their reason for the call twice).
There are a few methods to determine which call should go to which person:
Skills-based routing routes a customer’s call to the salesperson with the most relevant skill, knowledge, or experience level.
Priority-based routing identifies a high-value lead and diverts their inbound call to the salesperson with immediate availability.
Time-based routing diverts the inbound call to a salesperson within the same time zone or business hours as the lead.
Call routing is great for personalizing the sales experience. For a coaching business selling high-ticket coaching services, you could divert inbound leads from fitness businesses to a sales rep with experience as a personal trainer.
Pro Tip: Want to set up inbound call routing inside your CRM? Try Premium Phone Numbers in Close for advanced call routing and phone menus, so each new inbound call goes right where it’s supposed to, on the first try. Try Close for 14 days, for free.
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