01
The reply arrives while the person is still on Facebook
Before a form filled in on Tuesday evening waits in the ad account until Friday's export; by then the person has bought from whoever called first.
After the form becomes a lead in the CRM within seconds, the manager on duty gets a notification, and an automatic message with the next step goes to the person straight away.
02
Leads from three cities go to three managers
Before all forms land in one pile and the sales lead sorts them by hand every morning.
After the city the person chose in the form decides the owner in the CRM; a lead from Lviv goes to the Lviv manager the moment it arrives, and the sales lead sees only the ones nobody has picked up within an hour.
03
You see which ad brought paying clients
Before the ad report shows the cost of a form, the CRM shows revenue, and nobody can join the two.
After every lead carries the campaign and ad it came from into the CRM; the deal report is grouped by ad, and the campaign that brings cheap forms but no purchases is switched off with the numbers in hand.
04
Meta learns from your closed deals
Before the ad optimises for the number of forms, so it happily finds people who fill in forms and never answer the phone.
After when a lead is marked qualified or paid in the CRM, the connection reports it back to Meta; the ad starts looking for people who resemble those who actually bought.