From a prospecting tool to a CRM

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

Dit is vrij eenvoudig.

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. 📬

Je kunt natuurlijk ook de andere kant op, maar dit is vooral bedoeld voor filteren en exporteren.

Met Salesflare is exporteren een kwestie van één klik, waarna je met de importmodule kunt importeren in een tool als Autoklose.

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. E-mails
2. Contactpersonen en bedrijfsgegevens
3. Traceergegevens

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.

En Salesflare verbindt met Gmail en Office365, dus deze e-mails worden automatisch opgepikt door Salesflare als je ze verzendt en ontvangt.

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. 👵

Vervolgens contactpersonen en bedrijfsgegevens.

Zoals eerder vermeld, kun je Zapier gebruiken om je prospectietool te verbinden met je CRM.

Je kunt dat ook doen met Autoklose en Salesflare.

En het stelt je in staat om de aangepaste integratie in Zapier te maken zoals jij wilt dat het werkt.

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. 🙅‍

Tot slot trackinggegevens.

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.

En geen zorgen als je niet meteen een contact en account aanmaakt 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. 🤯

Zo kun je eenvoudig e-mails, contacten, bedrijfsgegevens en trackinggegevens synchroniseren. En de overdracht tussen Autoklose en Salesflare verloopt naadloos. De twee tools kunnen als één samenwerken.

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.

Lees deel één van onze webinar recap hier! 👈