From a prospecting tool to a CRM

How should the flow work between prospecting tool and a CRM?

È piuttosto semplice.

The flow between these tools is simply from finding your prospects with a prospecting tool, and then using a CRM to build your email follow-up campaigns to potential leads. 📬

Naturalmente è possibile andare nella direzione opposta, ma questo serve soprattutto per filtrare ed esportare.

Con Salesflare, l'esportazione richiede un solo clic e poi si può importare in uno strumento come Autoklose con il modulo di importazione.

This process shouldn’t take more than a few minutes.

What data should be synced and when?

If you’re working with both a prospecting tool, like Autoklose, and a CRM, like Salesflare, there are a few things that should be synced. 🔄

1. Email
2. Contatti e dati aziendali
3. Dati di tracciamento

Let’s start with emails.

If you’re using Autoklose and Salesflare, you don’t need to lift a finger. 👌

Autoklose sends with Google Workspace / Gmail and Office 365 — the emails end up in your sent folder.

Inoltre, l'Salesflare si connette a Gmail e Office365, per cui queste e-mail vengono raccolte automaticamente dall'Salesflare mentre vengono inviate e ricevute.

Done. 👍

If you’re using a CRM that is not syncing emails and relies on something like a BCC email address, you can use that.

It might fail when the customer doesn’t exist yet, but you’d have to test it to be 100% sure of that.

At Salesflare, we don’t do BCC — that’s old technology. 👵

Poi, i contatti e i dati aziendali.

Come accennato in precedenza, è possibile utilizzare Zapier per collegare lo strumento di prospezione al CRM.

È possibile farlo anche con Autoklose e Salesflare.

E consente di realizzare l'integrazione personalizzata in Zapier nel modo in cui si desidera che funzioni.

Very soon, we’ll also have that nice native integration between Autoklose and Salesflare that will allow you to push the lead from Salesflare to Autoklose.

Still, watch out with this, because if you trigger an email reply, an email reply might not always mean it’s a good lead. They might just ask you to stop contacting them. 🙅‍

Infine, i dati di tracciamento.

It’s nice to track email clicks in separate systems, but it’s better when the clicks on campaigns in your prospecting tool are also shown in your CRM.

When using Autoklose and Salesflare, or Salesflare and another prospecting tool, you can easily use Salesflare’s link tracking in Autoklose emails.

Just head to Settings > Applications & Integrations. Then click on “Email link tracking.”

If you use the email link tracking with identification, where you pass the person’s email address in the tracking link, when a person clicks on a link, they will be identified and you’ll see the click linked to that person in Salesflare.

An additional advantage of this link tracking with identification is that they’ll also be identified when visiting your website, using a cookie. 🍪

So you’ll be able to see in Salesflare as well what pages these leads look at and for how long.

E non preoccupatevi se non state creando immediatamente il contatto e l'account in Salesflare.

As soon as you do it, everything will be pulled in. Because the data is already there. Unlike most CRMs, Salesflare is able to dynamically pull it in. 🤯

In questo modo è possibile sincronizzare facilmente e-mail, contatti, dati aziendali e dati di tracciamento. E il passaggio di consegne tra Autoklose e Salesflare avverrà senza soluzione di continuità. I due strumenti possono lavorare insieme come un tutt'uno.

Thank you to everyone who checked out our webinar with Autoklose. We loved discussing what is possible for automation within prospecting tools and CRMs — and we’re excited to see what the future holds as well.

Leggete qui la prima parte del nostro riassunto del webinar! 👈