Sales leads are generated on the basis of demographic criteria such as FICO score (United States), income, age, household income, psychographic, etc. These leads are resold to multiple advertisers. Sales leads are typically followed up through phone calls by the sales force. Sales leads are commonly found in the mortgage, insurance and finance industries.
CTR is the number of clicks on your CTA button, versus the total visitors to that landing page or ad. If 1000 people visit your landing page/view your ad, and 650 people click on the CTA, your CTR is 65%. A high CTR depends on a number of factors, chief among which are the value proposition on your page/ad, your CTA’s placement, and the relevance of your content vis-à-vis your target audience.

Imagine you have 125 leads. Every lead has engaged with your business in unique ways, and they’re in different stages of your sales funnel. It’s not humanly possible to glance at a lead and recall how closer/farther they are to your business—until you use lead scoring technology. Lead scoring is a method by which you define parameters to qualify or “score” a lead in the CRM. So a CTO might get 15 points by virtue of their designation, and a lead who clicked on a link in your email might get 10 points (versus a lead who only opened your email and gets 5 points). All these points add up, and the higher the score, the hotter the lead. Putting a score on a lead cuts down your decision-making time in terms of which lead you should contact first.


Automatically move inbound leads over to your CRM using marketing automation workflows and assign them to appropriate sales reps when they reach lead scoring thresholds and/or trigger specific behaviors, such as requesting a free trial or demonstration. Use segmentation rules to assign leads to an appropriate sales rep, for example by territory or industry. This process should be carefully planned in Step #1.

Essentially, you can tell Office Autopilot what to do if certain things occur. For example, if a customer places an order, you can send an order to your fulfillment house to fulfill that order. Or if a customer leaves, you can send them a last minute special offer. Just select the trigger for the action, then select what list it applies to then select what to do when that action is trigger.
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