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Closed-lost go-back on website visit

Scenario

A closed-lost opportunity doesn’t mean “closed forever.” For example, using website tracking software, you may find that a closed-lost account just visited your products page. This is the perfect time to take action because the account has a renewed interest in your product. Even if the lead still uses a competitor’s tool, the contract may be expiring. In such cases, drop these resurfaced leads into an automated email campaign to reconnect.

Triggers

  • Opportunity is closed-lost for at least 60 days and the account has visited your website in the last 30 days.

Actions

  • Add contacts associated with the opportunity to an email campaign. Consider adding new contacts who are likely part of the buying committee.