When it comes to automation in lead generation, there are two main strategies you can employ: outbound and inbound automation. Both are powerful tools in their own right, but they serve different purposes and can complement each other beautifully.

Let’s break down what each one entails and how they can help you streamline your sales process.

What is Outbound Automation?

Outbound automation is all about proactively reaching out to potential leads. Think of it as knocking on doors to find the right people for your product or service. With Jeeva’s platform, setting up your first outbound automation is straightforward.

Steps to Set Up Outbound Automation:

1. Navigate to Automation: Log into your Jeeva account, head to the ‘Automation’ tab, and hit 'Get Started'.

2. Define Your Ideal Customer Profile (ICP): Choose from options like Precision Targeting or uploading a CSV file to add leads. We recommend Precision Targeting for beginners.

3. Add Product or Service Information: Enter details like your company description, product name, call to action, and value proposition.

4. Select Personalization Method: Choose AI-Crafted Personalization for your first automation, decide on the type of outreach, number of emails, and email tone.

5. Fine-Tune Schedule Settings: Set your daily outreach number, email timing, and decide if you want to use Auto-Pilot to automate the process.

6. Review & Approve: Check the drafts generated by the system, approve them, and start your automation.

By following these steps, your outbound automation will be up and running, reaching out to potential leads on your behalf.

What is Inbound Automation?

Inbound automation focuses on capturing and engaging leads who visit your website. It’s like setting up a welcoming booth at a busy marketplace where interested visitors can learn more about what you offer.

Steps to Set Up Inbound Automation:

1. Access Inbound Settings: Copy the code snippet provided by Jeeva and have your IT team install it on your website. It’s quick and ensures you start capturing leads immediately.

2. Utilize Inbound Data: Once the code is installed, Jeeva will give you daily insights into your website visitors, helping you identify high-value leads.

3. Create Automated Campaigns: Begin with manual outreach on LinkedIn, then move to automated email campaigns. Customize your messages with product details and call-to-actions.

4. Optimize and Scale: Set your automation to run in the background, and regularly review and adjust your email sequences based on performance.

With inbound automation, you’re turning your website into a lead-generation machine, automatically capturing and nurturing potential leads who show interest.

Outbound vs. Inbound: Which One to Use?

• Outbound Automation: Ideal for actively seeking out new leads, particularly useful if you have a clear idea of your target audience and want to reach out directly.

• Inbound Automation: Best for leveraging your website traffic to identify and engage with interested visitors, perfect for capturing leads who are already showing interest.

By understanding and utilizing both outbound and inbound automation, you can create a comprehensive strategy that maximizes your lead generation efforts. Whether you’re knocking on doors or welcoming visitors, automation can make your job easier and more effective.

Happy automating!