How to go from lead to deal

Salesflare & Autoklose on sales automation — part one

Salesflare, en colaboración con Autoklose, organizó un webinar sobre procesos de automatización de ventas con herramientas de prospección y CRM.

¿Te perdiste el seminario web? Consulte el repetición completa aquí! 📹

Let’s dive into the highlights and key takeaways from the webinar! First up: how to go from lead to deal.

Cómo crear clientes potenciales con una herramienta de prospección

It’s important that when you’re automating sales with a prospecting tool, that you’re gentle and thoughtful about it.

Don’t randomly spam people with undifferentiated, salesy emails. That’s the wrong way to go about automation. 👎

Just because we use robot technology, doesn’t mean that we should act like robots.

Instead, think up friendlier ways to get in first contact. 💌

If you’re going to email people, make sure it’s not like any other email you’ve ever seen in your inbox. And that you set out to start a relationship, not to sell something.

Make sure it all stays human. That you’re not being salesy. And that you focus on the relationship. Then go from there.

Be funny, vulnerable, remarkable — make a good first impression. 👍

How to use a CRM to go from lead to deal?

So, you’ve created a hot lead. Awesome.

That means it’s got momentum. And you can’t lose that momentum. You need to hold on to it.

It’s important that you pick things up immediately. Keep the conversation moving. 🗣

First off, create the lead in your CRM so you can diligently track it. You can either do this manually when the prospect sends you an email…

Or, if you’re using Salesflare, we have a very handy sidebar for Outlook and Gmail that enables you to create an account with one click. It’ll suggest the contact and ask you whether you would like to create an opportunity as well.

If you’re using another CRM or you don’t use Salesflare with the Gmail or Outlook sidebar, you can head into the CRM and add all the necessary information. ✅

Alternativamente, puedes automatizar esto entre tu herramienta de prospección y tu CRM. Entre Autoklose y Salesflare, actualmente puedes hacerlo con Zapier, pero Autoklose también terminará la integración nativa muy pronto.

With Zapier, you can trigger it when people click a link, or reply to an email. Watch out though, people might also reply “Stop emailing me” and then it will create the customer as well.

That’s why the one-click method from the Salesflare sidebar is probably best. It keeps things clean.

we're trying to keep it clean here, guys!

A continuación, es probable que desee recoger las cosas de inmediato, como se mencionó anteriormente.

You can either email or call them right now…

O puede crear una tarea en su CRM para hacerlo unos minutos u horas más tarde.

Esto también podría automatizarse entre Autoklose y Salesflare con Zapier.

Just create a task in Salesflare from Zapier — it’s a piece of cake. 🍰

Qualifying your leads

Of course, the first thing you’ll want to do is qualify the lead.

Ask yourself questions along the lines of, “Is the lead a good lead to sell to? Do they have budget, am I talking to the right authority, do they really need your product or service, and do they have a specific timeline in end or is it just ‘someday’?” 🤔 This could mean determining CPQ (configure, price, quote) to pitch to a customer and move them towards completing a sale.

This is really important, because you don’t want to spend time on leads that are not going to buy. That would be a total and utter waste of your time.

Por lo tanto, primero debe averiguar si tiene buenas posibilidades de venderles.

If you’re not talking to the right person, it’s not completely lost, of course. You simply ask for the right person. You try to get to them.

Defining your sales process

Ok, so you’ve qualified the lead. Then all you need to do is guide them to a sale. 🙌

Su proceso de ventas puede tener diferentes pasos después de la cualificación.

Si te configuras con Salesflare, tiene una serie de pasos predeterminados en el proceso.

The step after “Qualified” is “Proposal made.” But obviously, your process might be different. If it is, just head to the Settings → Configure pipelines within Salesflare and customize your pipeline to your exact process.

If you don’t know what the steps are yet, take the time to think about it.

smart thinking

This is an extremely important exercise, because it will help you streamline the process and will end up guiding a ton of leads through it at the same time in an organized way. 🗂

Junto a la empatía y la capacidad de influencia, los secretos de las grandes ventas son el proceso y la organización.

Si clava la coherencia en su proceso, podrá obtener resultados de ventas coherentes.

Move leads through the process

¿Cómo empieza a pensar en crear su proceso de canalización de ventas?

Start by thinking about the underlying goal of this process. 🥅

When you’ve nailed this down, your only job in each step of the process is to effectively guide them to the next steps.

And if you move to the end of the process, that will mean you end up with a won or a lost deal. The stage called “Won” in your pipeline is where you want your deals to end up as soon as possible. 🏆

However, it’s also really important that you move deals to “Lost” as soon as you find out that you won’t be able to win them any time soon.

If you don’t do that, your pipeline will start cluttering.

You won’t see the trees through the forest anymore.

shaking head no

You’ll lose control over the process and your nice and consistent sales process will turn into a huge, uncontrollable mess again.

If there are any leads that might not be 100% lost, if you think you might be able to win them in a few months, then you can create a “Fridge” stage.

You can make a nice blue stage in Salesflare, put the probability to 0% (to not count them in the revenue forecasts) and even add a little snowflake emoji after the stage name. ❄

Todas las pistas frías que podrían ser pistas calientes un poco más tarde se pueden poner aquí.

Staying on top of your leads

Again: it’s all about building a consistent process as a pipeline. Guide people through it as effectively and efficiently as possible. Now how do you make sure you never drop the ball? ⛹‍

First, you have the opportunities pipeline as your overview. You can always go there to see what’s in which stage and literally pick up opportunities and drag them to other stages.

En segundo lugar, debe llevar un registro diligente de todas sus comunicaciones con los clientes.

¿Cuándo envió un correo electrónico? ¿Cuándo llamaste? ¿Tuviste una reunión? ¿Sobre qué? ¿Qué archivos has intercambiado?

juggling with feet

Your CRM is your second brain, because if you’re having more than 20 leads in your pipeline, your brain might start failing now and then. Plus, your colleagues can not just look into your brain. 🧠

En Salesflare, este segundo cerebro está automatizado.

Salesflare recoge todos los correos electrónicos, reuniones, llamadas, seguimiento de correos, visitas a páginas web, etc.

It picks up all that from the places where the data already is, so you don’t have to.

If you’re using another CRM, part of this or the whole thing is probably still very manual.

But it’s important for you to do it. Stick to it in a very disciplined way. So your CRM is actually like your second brain, and not just a fancy pipeline view.

Anyhow, if that doesn’t sound like something you enjoy, we have a solution.

The secret to sales mastery

Hay que saber qué hacer y cuándo.

The key to being a true sales master is picking up the communication with the customer at the exact right times. ⏳

Just like in baseball or tennis, timing is key when hitting the ball. 🎾

Para ello, existen las tareas. En Salesflare, puede hacer un seguimiento de las mismas en una cuenta específica y, por supuesto, también en el módulo de tareas, donde dispone de una lista completa.

We don’t only offer manual tasks, but there’s also suggested tasks to help you not forget things.

We remind you when you receive an email and haven’t replied yet.

cat being attacked by email symbol

Y le avisamos cuando una cuenta/cliente se vuelve inactiva.

This is standard at 10 days of inactivity, but in quicker sales processes, it’s obviously better to make it shorter.

You can even set this per stage if you, for instance, like to follow up deals every 10 days when they’re qualified and every 3 days as soon as you’ve made a proposal. Using the Better Proposal integration with Salesflare, you can even see exactly when your proposal was read.

Whichever CRM you choose to use, it’s important that the CRM also sends you notifications on your phone, so you never miss a thing. 📲

It’s cool to have an overview of all tasks in your CRM, but you’re not always staring at that screen. That’s where notifications come in.

The best time to follow up with a customer is often when they’re thinking about your offering, opening up your emails and checking your site.

In Salesflare, we’ve also thought about that and we’ve built in-email open notifications, email click notifications and website tracking.

You can exactly see what pages your prospect is looking at and for how long. If they’re on the pricing page, that’s awesome news. You better give them a call right then and there. 📞

guy signaling his mind being blown

An additional thing we’ve built in is a hotness detector. When a prospect crosses a certain threshold of recent interactions with your emails and site, you’ll get a notification about this.

You’ll get this on your phone too, so you never miss it. And a flame will appear next to the account’s name. 🔥

Libere sus superpoderes de venta

Ok, so you’ve got the process figured out.

You’ve got your second brain that doesn’t forget anything.

Y you’re hitting your customer up at the exact right times.

That’s a whole lot of superpowers you’ve just unleashed and it dramatically increases your closing ratio from lead to deal. 🤝

kid on computer gives thumbs up

It’s still a hell of a lot of routine work you’re doing, sending all these emails. You might want to batch this more if you’re dealing with larger volumes.

For that, there are email campaigns. 📧

Al igual que con Autoklose para los correos electrónicos salientes, puede enviar correos electrónicos de seguimiento personal desde Salesflare por lotes.

Sólo tienes que filtrar los contactos adecuados. Pulsa el icono de campaña de la parte superior derecha. Y envía un correo electrónico para retomar la conversación con todos ellos a la vez.

Automatizar la automatización

¿Has hecho esto varias veces? ¿También se está convirtiendo en rutina?

You can even set up a campaign in such a way that it gets sent as soon as a certain set of filter criteria apply to a contact. ☑

When creating an email campaign you’ll see this little blue switch with which you can set up a continuous email campaign.

Esta funcionalidad pronto será 10 veces más asombrosa cuando nuestros colegas terminen nuestra funcionalidad de filtros avanzados.

You’ll virtually be able to filter on anything. 🤯

Want to list contacts in an account that you haven’t heard from for 5 days, with no tasks linked to them, and in a certain stage of your pipeline? That will be possible.

Work from any device

When you select a CRM and it’s not going to be Salesflare, make sure you can do everything you want from the mobile app.

Because there’s nothing more annoying than having to open your laptop just to hit up a customer at the right time.

Create a task after a meeting. Set up a new email campaign immediately when you come up with one. In this day and age, it’s crazy to still accept using a CRM that does not offer this. 😰

Proceso, segundo cerebro, el momento adecuado, escalado mediante automatización, desde cualquier dispositivo.

If you make sure you’re set on all these levels, there’s no reason why you would not consistently win deals with your awesome product anymore. 😍

Don’t miss part two of our webinar recap, where we’ll explore the workflow between prospecting tools and CRMs!

Special thanks to Shawn Finder of Autoklose for this great discussion! 👌

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Ali Colwell