How Lead Rescue AI Supports Re-Engagement
A transparent overview of how the application is designed to review your connected CRM, prioritize stalled contacts, and deliver follow-up suggestions for your team.
Connect to Your CRM
Lead Rescue AI is designed to connect with your CRM through its available authorization process and review relevant information needed for lead monitoring and prioritization.
Key Mechanics:
- Uses relevant activity and opportunity information available through the connected CRM
- Connects through your CRM's available authorization process
- Designed to work alongside your current CRM operations
Inactivity Detection & Dormancy Rules
Instead of relying on reps to remember to check leads, Lead Rescue AI is designed to apply your configured business rules to spot leads that have exceeded your inactivity thresholds.
Key Mechanics:
- Configurable inactivity thresholds by pipeline and stage
- Designed to detect stalled quotes, unresponded inquiries, and cancelled bookings
- Can exclude protected statuses such as won deals
Lead Prioritization
Not all inactive leads have the same potential value. Lead Rescue AI is designed to help prioritize inactive leads using relevant CRM signals that may include recent engagement, opportunity information, and time since activity.
Key Mechanics:
- Ranks contacts to help you focus your follow-up effort
- Surfaces higher-priority opportunities for your team to review
- Provides context for why a lead may need attention
Suggested Re-Engagement
Generic broadcast messages often get ignored. Lead Rescue AI is designed to generate context-aware follow-up suggestions using relevant CRM information. Your team can review and edit suggestions before using them. Where available through the connected CRM, relevant context can include the contact's inquiry or previous interactions.
Key Mechanics:
- Suggestions your team can review and edit before using
- Uses relevant available CRM context to inform each suggestion
- Designed to read naturally and stay relevant
Review & Continue Your Follow-Up
Your team stays in control of the re-engagement process. Review Lead Rescue AI's suggested follow-up, make any needed edits, and continue the conversation through your existing CRM workflow. As CRM activity changes, Lead Rescue AI is designed to use the updated information during future monitoring.
Key Mechanics:
- Review suggested follow-ups before use
- Continue outreach through your existing CRM workflow
- Updated CRM activity can inform future lead monitoring
Staying in Control
Lead Rescue AI is designed to keep you in control. Your team can review and edit suggested follow-ups before using them, and configuration options let you choose which pipelines are monitored and the inactivity thresholds that apply. You can adjust your settings or disconnect your connected account at any time.