Leveraging HigherGear Statuses

When an action is taken in HigherGear it sends a number to Conversica that is associated with that specific action. The Conversica assistant can be configured to automatically stop messaging or skip to follow-up based on these numbers. The Conversica action will occur when the number is applied in HigherGear and the updated number arrives in Conversica. 

Rules are created using the number of the status.

Below are the recommended Conversica actions for each HigherGear status number. This plan is designed to:

• Stop engagement with leads who do not require further contact
• Skip to Follow Up with leads that are already working with a sales rep
• Designate statuses where action is to be decided with the customer

Note: Our Conversica system is already built out to automatically stop messaging when receiving a sold or lost status from Higher Gear (statuses 7 through 11). All other statuses will need a rule created to exclude or skip to the follow-up messaging.