Leads from your own website

Optilead allows you to track prospects progress through your website in real-time and then trigger a communication using outbound calling, e-mail, text messge, mobile marketing or pop-ups. Setting this up on your site is as simple as adding a few lines of our code to the relevant pages of your site - we'll do the rest.

The process for outbound calling relies on the customer completing their name and telephone number at some point,  the ealier in the process that you capture this, the more leads you will get. At the instant this information is completed on your site,  Optlead schedules an outbound call for a few minutes in the future. As the customer progresses through each page of your quote or purchase process the call is pushed forward a few minutes further. When they complete the process the call is cancelled, if it hasn't already been made. This effectively means that if a propsect is progressing through your pages at a reasonable pace they don't get called. If they are not, it may be that they have dropped out or are having difficulties, then you have the option to call them and find out what the problem is.

Leads from 3rd party websites

We can also take data from any 3rd party sites that provide leads for you, comparison sites like confused.com, gocopmare.com, moneysupermarket.com etc. for example. With this type of lead we liase directly with the 3rd party site to sort out a real-time data feed so there is no IT work required at your end.

What happens next?

For outbound calling, the process is as follows:

1. Optilead checks for duplicates so you don't call the same person twice.
2. Optilead checks the telephone number has a valid UK dialing code and is in a valid number range with the right number of digits.
3. Optilead prioritises the lead based on any rules that you define e.g. value of order, source of lead, postcode etc.
   
4. Optilead makes an inbound call to your sales team. Calls can also be directed to your nearest branch (based on postcode) if you have a branch network.
5. When an agent answers the call they hear a pre-recorded message saying "This is a callback call. To accept this call press "5".
6. When they press "5" Optilead then reads out whatever they need to prepare themselves for the call to the customer. This is typically a reference/order number that allows them to call up the customer record on your  system.
   
7. As soon as they are ready, Optilead dials the customer automatically.
   
8. Because you are calling them back within minutes, you should get to speak to right person about 50% of the time.

In addition to generating an outbound call Optilead also allows you to integrate text messages, e-mail and Interactive Voice Messaging.  Once you've defined your communication strategy, Optilead will do the rest.

You are in control

You control every aspect of Optilead via the web. Once you have an account set up you can log in and set all the parameters to suit your needs e.g.

• Specify where the calls go to
• Turn the calls on and off
• Specify how many calls you want to receive and when
• Change the time period from when the data is received to when the call is made
  

Most of our clients use an 'automatic' setting where Optilead switches itself on when they open, automatically call 'blends' and keeps the staff busy with calls all day and then switches off when they close.