From a prospecting tool to a CRM

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

Isso é bastante simples.

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. 📬

Você pode ir na outra direção, é claro, mas isso é principalmente para fins de filtragem e exportação.

Com o Salesflare, as exportações são feitas com um único clique e, em seguida, você pode importar para uma ferramenta como o Autoklose com o módulo de importação.

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. Contatos e dados da empresa
3. Dados de rastreamento

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.

E o Salesflare se conecta ao Gmail e ao Office365, de modo que esses e-mails são automaticamente captados pelo Salesflare à medida que você os envia e recebe.

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. 👵

Em seguida, contatos e dados da empresa.

Conforme mencionado anteriormente, você pode usar o Zapier para conectar sua ferramenta de prospecção ao seu CRM.

Você também pode fazer isso com o Autoklose e o Salesflare.

E permite que você faça a integração personalizada no Zapier da maneira que gostaria que funcionasse.

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. 🙅‍

Por fim, dados de rastreamento.

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 não se preocupe se não estiver criando imediatamente o contato e a conta no 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. 🤯

Dessa forma, você pode sincronizar facilmente e-mails, contatos, dados da empresa e dados de rastreamento. E a transferência entre o Autoklose e o Salesflare será perfeita. As duas ferramentas podem trabalhar juntas como uma só.

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.

Leia a primeira parte de nossa recapitulação do webinar aqui! 👈