Enjoy Your Summer | 8 Ways To Automate Your Leads!

By: Greta Weiler

Summer is officially here! It’s the season of campouts, cookouts and mosquitoes. And although we know that you want to enjoy all three of these summer staples (except maybe the mosquitoes), we also know that you have your business to run. 

Well, get ready to enjoy the summer sunshine because we’ve got you covered. With the right lead distribution software, you can automate your lead business in several different ways. Which is especially handy over the holidays, or during these long lazy days of summer.


Did you know that, with automation, you can:

  • Optimize your lead flow
  • Maximize revenue

Which will allow you to:

  • Balance your workload
  • Focus on your business


So, fire up that grill, light the citronella candles and relax. Enjoy your summer by letting these automation tools do the work for you:

Real-time Lead and Call Routing

If you are not already automatically routing all of your leads and calls from every vendor and lead source in real-time to your network of lead buyers, this is where you need to start.


Automated Invoicing and Re-Billing

Billing is one of the most time-consuming monthly tasks for a lead company, but it is also one of the easiest tasks to automate. With the right system, you can automatically invoice each lead buyer based on the previous month’s activity. With advanced solutions such as boberdoo, you can even implement automated subscription fees or rebilling triggers.


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Facebook Lead Ads Posting

Until recently, there was no way to get your Facebook Lead Ad form submissions to post into your lead system and sell. That all changed with boberdoo’s new feature.


Timed Reports

If you spend any time away from the office over the summer, and we hope that you do, we know you might still be tempted to take a peek at your business. With timed reports, you can get any report automatically emailed to you on the interval of your choice.


Form Building

The first step to automate your lead business is the lead posting process. At boberdoo, we make it easy. You can use our form builder to create forms from your lead types that automatically post into your system.


Custom Deliveries

The second step to automate your lead business is delivering to your buyers or posting into their CRM or LMS. We’ve got you covered here too. Either use our custom delivery wizard or put in a request for us to build you an integration into any external system. We can even help you customize your email deliveries and help you set up automated SMS deliveries as well.


System Notifications

When using sophisticated lead software to run your business, automated notifications are vital. With so many moving parts for each individual lead running through the entire distribution process, manual monitoring is impossible. System notifications will alert you to any issues arising in your system, or simply keep you informed of the ongoing activities in your system.


Additional Rules

Setting rules is one of the best ways to automate your lead business. With sophisticated systems like boberdoo, you can set specific rules at various levels of the system, such as system-wide, source-level and more. For example, with boberdoo you can set rules and restrictions for your partners requesting refunds at the system-level or even based on the individual buyer.


At boberdoo, we encourage all of our clients to automate as many parts of their lead business as possible, and continue building solutions that allow for this. If you would like to automate your lead business, are interested in any of the points above or even looking into a new lead distribution system entirely, give us a call at 800-776-5646 or fill out the form below. We have been helping lead companies automate their lead businesses since 2001. We would be happy to help you too. 

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