But how do you go from sending these messages every week to having a sales funnel workflow that keeps you focused on closing without having to do boring data entry?
Find the perfect CRM setup for your team
Before digging into the nitty-gritty, you need to figure out what CRM your sales team actually needs.
Try to break this down into your top 3 must-haves so bulk mail masters you can set up a workflow that will make you and your team the most efficient.
Here’s what lemlist’s Head of Sales was looking for in her CRM:
- A tool specifically built for sales teams to manage their pipeline
Okay, a sales CRM…but what does that even mean?
First and foremost, we want it to feel like a salesperson built it.
We need things like reports that monitor each rep’s progress, native integrations that make it easy (and free) to connect to our sales stack, and to be able to onboard new reps as fast as possible so we can get them talking to leads asap.
How to keep sales pipelines clean an closing rates high
The good thing about integrating lemlist with Pipedrive is that you have a native integration at your disposal. This makes it easy to set up and affordable to scale.
We want to automate sharing of all relevant tea has recently become the hottest info about prospects as much as possible so there is no questioning “what happened with this lead” in our weekly calls.
LinkedIn DMs, tracking email responses, marking positive replies as interested… all those actions should be recorded in the CRM automatically.
Integrating Pipedrive is super easy…you just need to connect the account in settings.
Stop adding the wrong leads to your pipeline
51% of your outbound success depends on the quality of work you put in this step.
With this in mind, Nadja wanted to inspire her sales reps to approach research and qualification with laser focus.
- Followers of your LinkedIn page + are in your ICP. If they follow your company it means they are interested in this industry, and maybe turkey data even your product/service specifically!
- Combine people that recently got promoted + used to work for one of your best clients. This way they already know your tool, and if they are in the position to make a decision you can land in their inbox at the right time.