Referral of a new person into a conversation

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In this guide, we will look at how the introduction of a new person into an ongoing conversation is handled by your Saleswhale bot.

The prerequisite for this article is setting up a Qualification Rule corresponding to the Referral sequence. (Note: setting up this sequence is recommended for sales and marketing teams that typically sell and market toward businesses with multiple decision makers and influencers).

With the "Qualification Rule" of "Referral" set up, your bot will be able to have complex conversations with multiple stakeholders taking into consideration:

  • Adjusting the email addressee - Recipients in "To" and "CC" fields will adjust contextually, based on who the key point of contact is.
  • Capturing new leads - Store the new lead's name and email address in the Saleswhale app, inheriting the account name and industry from the original lead.
  • Identifying lead's role in a conversation - Lead's will be identified and tagged to the bot's best ability based on their role as a main point of contact or a cc'ed contact in the conversation. You can then filter leads or conversations accordingly.
  • Noting Out-of-office replies - Identify when all of the lead's in the conversation are back in the office, before continuing the conversation with any follow-up touchpoints.
  • Storing Follow-up dates - In conversations where there is any indication of a good time for follow-up, this date will be captured and stored under the original lead.
  • Tagging for "Do not contact" - In conversations where there is any indication that one of the lead's do not want to be contacted again, all lead's in the conversation will be put on the "Do Not Contact" list.
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