Sales Pipeline.
So you have a website, and it generated leads; now what?
Marketing Automation
Turn Leads Into Sales.
To compete in this digital world, yes, you need to have a website and it should generate leads. But, so many companies miss out on maximizing sales by never diving into how can they handle those leads. A Sales Pipeline can empower your sales team by automating sales tasks so customers get the information they need when they want it.
Funnel Your Leads
Why Use A Sales Pipeline?
Just like generating your lead online, you need to see your customer’s experience with your company as a journey from browsing your website to becoming a lead and working with your sales team. The process should be a great big funnel that guides the complete experience through the sale.
A sales pipeline will break your sales process down to simple stages. You can easily see where your customers are in the funnel and automate marketing to them to improve your closing rate.
Example Stages:
- Lead In
- Contact Made
- Demo Scheduled
- Proposal Made
- Contract Out
What's Included.
The idea is great but the execution is daunting. That’s were we can help. We will meet and learn your sales process then create the pipeline, marketing emails, and automation you need to close more sales. Why let any leads go to waste when there is a better way.
Designed Using
Pipeline View
This is a visual view of your sales funnel, designed to match your sales process. Lead cards are timed to turn red, prompting your sales team to take action on a lead that requires follow-up.
Email Integration
Your existing email accounts will be linked to the pipeline, so your sales team can see all communication with the lead regardless of who sent it. You can send emails right from the lead.
Lead Entry
We will link your pipeline with your lead sources whether that is online forms, social media, and other sources. This will allow leads to be entered into the system automatically.
Sales Assistant
The sales assistant allows sales reps to see who is opening emails, what activities are due, and which deals are most likely to close. Your team can follow up where it will be most effective.
Marketing Automation
Automate your sales messages. The system will send media kits, pricing, and drip email campaigns directly from your sales rep email on their behalf nurturing their leads while they can focus on closing tasks.
Smart Docs
A document system that automates your contract or proposal creation. In one click create the document pulling information from the lead. Then send it out via the eSignature for the client to sign.
Team Communication
Your team can keep detailed notes on lead activities. With team tagging, your team can communicate back and forth on lead and sales tasks, keeping everyone on the same page.
Sales Reports
With lead probabilities you can get sales reporting with sales forecasting so you can do the proper business planning. Take control of business by getting a better grasp on future sales.
Task & Activities
The system can automate creating tasks for your sales team as the lead travels through the pipeline, making sure your team doesn't miss any valuable customer follow-ups.
pricing packages
Sales Pipeline
Playlists
Get the service level you need. You can start with the 8 Track playlist and then increase service as needed.
8 Track
$
499
The ideal package for a company that hasn’t used a CRM system before. Get started but not overwhelmed.
- 5 Users
- 1 Sales Pipeline View
- 10 Custom Fields
- Email Sync
- Google Drive Integration
- 5 Automations
- 3 Document Templates
- 3 Email Templates
- 2 Hours Team Training
- Existing Data Import
- Meeting Scheduler
- 3 Custom Reports
- 3 Custom Organization Views
- 3 Custom Contact Views
- Email Nurture Campaign
- Leads Inbox
- Access Groups
Cassette Tape
$
899
The preferred package for that will meet you basic CRM needs and take your lead management to the new level.
- 10 Users
- 2 Sales Pipeline View
- 20 Custom Fields
- Email Sync
- Google Drive Integration
- 10 Automations
- 5 Document Templates
- 5 Email Templates
- 3 Hours Team Training
- Existing Data Import
- Meeting Scheduler
- 4 Custom Reports
- 5 Custom Organization Views
- 5 Custom Contact Views
- Email Nurture Campaign
- Leads Inbox
- Access Groups
Compact Disk
$
1,499
Can we say next level? This package will empower your sales team to find, work, and nurture leads with minimum effort.
- 15 Users
- 4 Sales Pipeline View
- 30 Custom Fields
- Email Sync
- Google Drive Integration
- 15 Automations
- 8 Document Templates
- 10 Email Templates
- 4 Hours Team Training
- Existing Data Import
- Meeting Scheduler
- 5 Custom Reports
- 8 Custom Organization Views
- 8 Custom Contact Views
- Email Nurture Campaign
- Leads Inbox
- Access Groups
Optional Add-ons
Integrate your email marketing directly into your pipeline. Let your sales rep see what marketing messages their leads see and what they are clicking on. Options to give Reps control of marketing message sends.
Offering a chat option can help you close more website visitors. We can implement a chatbot that collects the needed marketing data even when a rep isn’t available to respond.
Want to handle the project after the sale? It’s no problem. With the projects add-on, your team can link the project management to the sales deal, keeping operations and sales on the same page.
With Zapier, we can connect your sales pipeline to your existing business systems. There is no reason in the 21st century that you should have employees keying in data from one system to another.
Add prospecting service tools that allow your rep to research customers and companies and obtain their contact information. Now, your reps can message them to begin the journey of converting them into a sale.
Integrate QuickBooks invoicing into your pipeline. Allow your reps to create invoices with a few clicks and see the payment status of the invoices they create. Get paid faster with this handy add-on.
Get A Live Case Study Demo
See Inside Box Top Buzz
Get a look into the sales pipeline and marketing campaigns that drove Box Top Buzz to grow by 1600% in a single year. What better way to see how web design, Google advertising, and a sales pipeline can be used to grow your company's sales? This is an opportunity to see the actual business systems and campaigns of a business that achieved tremendous growth.
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