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Dealing with online B2B leads can be challenging, so we give you some tips on the best way to handle them
Title: Tips for Using Our Live Transfer Service

If you’re among our many clients who have been taking advantage of our live phone transfer service, you may have questions about the best way to handle these calls. Here are a few things you should know about this service:

Immediate response is very important so as not to defeat the purpose of the live transfer. You should have your live transfer calls go to a number where a live agent can pick up on the first or second ring.

Calls will be coming from the 858 area code. A short automated message will alert the agent that a lead from InsideUp is on the line, along with the person’s name.

The lead will not know which company they are being connected to until your agent speaks to them. The person may initially think that your company called them directly in response to their request.

Lead will be aware they have been matched by InsideUp, but the agent may not have access to the lead info form and will need to ask the person again for information regarding their company and its needs. This should be done tactfully as the lead may assume the agent already has this information from the form. If asked, the agent can simply state that due to the immediacy of the transfer, they have not yet received the form data.

The lead form will be distributed to your sales team but be aware that another agent may have already spoken to the lead.

Any time a lead opts in for live transfer, you will be notified by email of the lead name and company, and a record will be available in Call History on the Dashboard.
Tips for Using Our Live Transfer Service

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