This ensures immediate follow-up.
2. CRM for Centralized Management and Workflow Automation:
Centralized Database:. Beyond storing phone numbers, it automates the logging of every interaction (calls, emails, meetings) linked to that number.
Task Automation: Set up automated tasks and reminders for sales reps. For example, "After a demo call, schedule a follow-up task for 2 days later."
Workflow Rules: Create custom workflows based on dataset lead status or behavior. Example: "If lead status changes to 'Qualified,' send automated welcome email sequence and notify Sales Manager."
Deduplication: Automate the process of identifying and merging duplicate entries, ensuring a clean leads number list.
3. Sales Engagement Platforms (SEPs) for Outreach Automation:
Automated Multi-Channel Sequences (Cadences): SEPs excel at automating sequences of outreach touches. You can design multi-step campaigns that might include:
Day 1: Automated personalized email.
Day 3: Manual task for sales rep to make a call from the leads number list.
Day 5: Automated personalized SMS.
Day 7: Manual task to send a LinkedIn message.
These sequences ensure consistent, timely follow-up without manual oversight.
Automated Call Logging & Dialers: Integrate with your CRM to automatically log call outcomes and next steps after a call, minimizing administrative work for reps. Predictive dialers can automatically dial numbers from your leads number list and connect reps only when a human answers.
Email & SMS Templates: Automate the insertion of merge tags to personalize templates at scale, maintaining a human touch without manual typing.
4. Marketing Automation for Nurturing:
Trigger-Based Campaigns: Automate email and SMS campaigns based on specific lead behaviors (e.g., "Lead visited pricing page multiple times," "Lead downloaded specific whitepaper"). This ensures highly relevant content is delivered.
Automated Lead Scoring: Assign points to leads based on their interactions, and when a certain score is reached, automatically notify the sales team or change the lead status in the CRM.
As discussed previously the CRM is the core
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