How to Convert More Leads into Customers with Keap

As a fellow sales and marketing geek, I wanted to provide you with a comprehensive guide to leveraging Keap‘s automation to boost lead conversion. With the right strategy, this powerful platform can help your business gain more paying customers.

Challenges of Converting Leads

Let‘s start by looking at some of the key obstacles and statistics around lead conversion:

Most leads never convert – According to Salesforce, only 29% of marketing leads convert into opportunities. The rest fizzle out before reaching the customer stage.
Sales wastes time on unqualified leads – On average, sales reps spend only 33% of their time actually selling. The rest is spent on unproductive prospecting and administrative tasks.
Lack of follow-up hurts conversions – An InsideSales study showed 35-50% of sales go to the vendor that responds first. Slow or no follow-up kills your conversion rates.
Lead response times are too slow – When surveyed, 42% of prospects said they‘d likely buy from a company that got back to them quickly. But most businesses take way too long.
Lead nurturing falls through the cracks – Only 37% of businesses have an organized lead nurturing process to build relationships over time. No nurturing means fewer conversions.
No centralized database – Around 65% of sales reps fail to effectively leverage their CRM because data is disparate and incomplete. This damages lead conversion efforts.

Given these systemic challenges, it‘s no surprise most leads end up falling through the cracks. This wastes all the hard work put into lead generation.

Fortunately, a platform like Keap is purpose-built to address these conversion obstacles.

How Keap Drives More Lead Conversions

Keap (formerly Infusionsoft) brings your sales and marketing data together into a single centralized CRM. This powers:

Smarter lead scoring – Identify hot prospects based on engagement and activity. Prioritize your team‘s efforts on those most likely to convert.
Automated workflows – Set up triggered sequences to nurture leads with timely follow-ups across channels.
Appointment booking – Let prospects easily schedule calls with sales reps online.
Real-time notifications – Get instant alerts when prospects submit forms or take key actions. Respond while their interest is peaked.
Robust analytics – Gain visibility into conversion rates across campaigns, channels, content offers, and more. Optimize accordingly.

Combined, these capabilities address the common conversion challenges we just outlined:

Conversion Challenge	How Keap Helps
Unqualified leads	Scores leads to identify hot prospects
Slow response times	Automates instant follow-up when leads convert
No lead nurturing	Sends targeted emails & text workflows to nurture prospects
No centralized CRM	Unites data from all systems into centralized profiles
Poor visibility	Provides real-time analytics into conversions across funnel

With Keap, you get the right technology and tools to capture more leads, nurture them effectively, and ultimately guide more prospects to become customers.

Real-World Results from Keap Customers

The impact of Keap‘s sales and marketing automation is clear from the results of real customers:

Marketing firm increased conversions 300% within 2 months by scoring leads and automating follow-up for hot prospects.
Online retailer reduced shopping cart abandonment 29% by setting up exit-intent popups and email sequences.
Law firm doubled new account acquisition in 6 months after implementing intelligent lead routing rules and streamlining workflows.
Recruiting agency increased sales opportunities 46% by integrating calendars to let prospects book meetings online 24/7.
SaaS company reduced sales operation expenses 25% through workflow automation and consolidating systems into Keap.
Nonprofit organization increased donations collected by 32% by adding text messaging workflows to re-engage past donors.

The data clearly shows that when implemented effectively, Keap can make a significant bottom line impact by capturing more leads and guiding them through the conversion funnel.

Tips to Maximize Conversions with Keap

Now that we‘ve covered the basics, let‘s talk about some proven strategies to leverage Keap‘s features for even higher conversion rates:

1. Add Frictionless Contact Options

Make it effortless for prospects to contact sales in their moment of interest.

Website live chat – Integrate messaging apps to enable real-time conversations.
Click-to-call buttons – Add one-click calling from any link or ad to speak instantly.
Contact forms – Provide simple intake forms for prospects to request information.
Appointment booking – Let prospects schedule consultations or demos online.

2. Implement Lead Scoring Rules

Use engagement and behavioral data to identify hot leads in real-time.

Score form submissions, content downloads, site visits
Assign points for repeat visits, time on page, email opens
Route high-scoring prospects to sales immediately

3. Automate Instant Responses

Set up triggered sequences to continue conversations when prospects take key actions.

Send follow-up emails within 5 mins of conversions
Add them to drip campaigns with relevant content
Provide special offers or incentives to take next step

4. Create Personalized Nurturing Workflows

Tailor messaging and offers based on lead criteria and behaviors.

Segment contacts by keywords, attributes, scores
Send targeted content that matches their interests
Promote relevant products/services they’re likely to want

5. Sync All Data into Centralized Profiles

Consolidate contacts, communications, and timelines from all platforms into Keap CRM.

Import data from marketing, sales, and support tools
Enrich profiles with social and external data
Make all info readily accessible to sales teams

6. Monitor and Optimize Conversion Performance

Leverage Keap‘s reporting to identify what‘s working well and where improvements can be made.

Track conversion rates by lead source, campaign, ad sets
See which nurturing streams convert best
Monitor sales team member conversion performance
Continuously test and optimize process

Following these tips will ensure you maximize conversions by creating a seamless experience, qualifying the best leads, and coordinating follow-up across channels.

Is Keap Worth the Investment for Your Business?

At this point you may be wondering if implementing sales and marketing automation with Keap is worth the investment.

Let‘s break down a sample cost-benefit analysis:

*For a 15 person company, Keap costs around $2,000/month on average. What value does that deliver?**

Capturing 10 more leads per month @ ~$50 LTV = $500
Converting 5 more leads into sales @ ~$200 profit = $1,000
Saving 1 hour/day per employee from workflow automation = $1,500
Increased retention from better CX = 10% higher CLTV

Total value: $3,000+ per month

As you can see, the cost of the software can quickly be exceeded by the value unlocked through higher conversion rates, workflow efficiencies, and reduced churn.

And this doesn‘t even account for harder-to-quantify benefits like better data, visibility, and scalability.

For most established SMBs, the payoff from implementing an automation platform like Keap makes sense. The key is maximizing adoption and usage across your sales and marketing processes.

Getting Started with Keap

If you‘re interested in giving Keap a try, here are some best practices to set yourself up for success:

Start with their free 14-day trial to experience the platform.
Import your existing contacts and clean your data before onboarding.
Build out lead capture forms and landing pages to start bringing new contacts into your CRM.
Set up instant email and SMS automations to respond to new conversions immediately.
Integrate tools like chat, calendar, and payment systems to create seamless customer experiences.
Train your team to leverage workflows, sensible scoring rules, and other features tailored to your sales process.

With the right preparation and execution, Keap provides an end-to-end platform to turn more of your raw leads into delighted long-term customers.

The Bottom Line

Generating leads is just the first step. Converting those leads into profitable sales is where the rubber meets the road.

As we‘ve explored here, Keap provides the invaluable capabilities to capture more leads, identify the hottest prospects, coordinate thoughtful follow-up, and guide buyers smoothly through your funnel.

For savvy small and midsize businesses willing to embrace sales and marketing automation, Keap delivers the tools and technology to exceed your revenue goals.

Now go forth and grow! I hope you found this guide helpful. Let me know if you have any other questions as you get started with Keap.