Sales Automation: Automatically turning MQL’s to SQL’s

What you'll learn

  • Best practices for Sales Automation (Marketing Professional Plans or higher)
  • Nurturing workflows for growing sales teams
  • How to build SQL Pipelines and set efficient automation processes
  • What is required for Leads conversion: Active lists, Pipelines, Workflows, Sales Sequences, Lead Scoring, Automated Tasks & Reports
session
10
Lessons
clock
 41 min
Duration

Description

Sales reps spend a lot of time entering data and handling administrative tasks. We will cover several practical workflows that will make your sales and SDR teams' lives easier, enabling you to nurture your potential customers and opportunities more efficiently.
Make sure your prospects don't slip through the cracks with smart deal automation updates and automated tasks.

Your sales process will be more efficient if you build clear workflows. Rotate leads, create deals, automate tasks, and update properties, copy values and manage your data in bulk with workflows. As a result, your sales pipeline would be more effective, and your sales cycle would be quicker.


Prospects are forced through an imaginary sales funnel with arbitrary touchpoints and irrelevant content. Instead of reacting to individual customer needs, businesses serve up the same playbook on repeat.


The right sequences, workflows, and tasks will ensure your team closes more leads and nurtures your prospects. With these tools, your team will send more emails, book more meetings, and close more deals with less work.

 

 Have you ever:

  • Forgetten to follow up on a deal?
  • Spent a lot of time adding opportunities to your CRM?
  • Ignored a problem in your sales process for too long?
  • Had leads that were ranked alphabetically instead of based on best fit?
  • Tried to figure out the best time to meet with a prospect?
  • Needed a specific deck or customer testimonial but couldn't find it in your files?

You need smart sales automation execution if you can relate to any or all of the above. In this course, you will learn about sales automation and different sales automation tools that might be beneficial to your company.

 

Course Lessons - 

  • Create templates, folders and sequences
  • Create a deal after the contact submitted a form
  • Create Sales Pipeline
  • Create Corporate Sales Pipeline
  • Create Outbound Pipeline (Pre-Sales)
  • Create Customer Success Pipeline (Onboarding)
  • Create SQL deal after selected interactions
  • Move interested lead to sales pipeline
  • Create SQL deal for LinkedIn replies to SDR’s
  • Create a deal after the contact booked a meeting via chat 

 

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