Achievement Unlocked: You have reached something that a lot of companies work for years to accomplish.
You have validated your product and now you are ready to cross the proverbial chasm and ramp up your production.
Often times this means hiring your first head of sales and bringing on SDRs to convert leads into opportunities.
This is what they need to be successful.
CRM
It kind of goes without saying but digging through emails, business cards, or crumpled up pieces of paper looking for leads and notes, is not a scalable system.
CRMs are powerful tools that can help you expedite business growth while eliminating friction, collaborating cross-team, managing your contact records, syncing data, and automating daily tasks.
ActiveCampaign is a great option as a CRM that can create sales automations and integrate with your tech stack at a fraction of the cost of other solutions.
Contact Management
Make sure no sales contacts slip through the cracks.
Being able to track interactions at every stage in the sales cycle can allow your reps to pick up where they left off with potential customers.
Having a system to organize and segment your contacts allows your sales team to get the right information to the right people, build trust and deliver the most value possible to your customers.
Lead Scoring
Know which leads to focus on.
Instead of guessing lead quality, let lead scoring, win probability, and automated segmentation tell you the right time for phone calls and outreach emails.
Find leads most engaged with your business and content.
Capture data across online and offline interactions, add scores to overall deals and individual contacts so you know when to contact leads, how they prefer to be contacted, and what is most important to them.
Sales Reporting
Track the performance of individual members of your team and your sales funnel.
Clear sales reporting can help you predict revenue, track your leads, simplify sales, and define your marketing strategy to better align with your sales stages.
Sales Process
“The worst part about a job is no one tells you what to do.”
Keep your sales team accountable and productive by having a predefined sales process.
Scripts, templates and marketing materials enable your sales reps to deliver a truly connected customer experience.
Automated Tasks
Sometimes mundane, manual tasks eat at your calendar.
Automated tasks can notify your sales team when it’s time to follow up. Add notifications from within sales automations and nurture campaigns.
A sales CRM with automation stops tasks from piling up on their desk.
Nurture Campaign
Create nurture campaigns for the deals that aren’t quite ready to close.
Track email opens and replies, and keep contact information in front of you when you need it.
Stay top of mind and your prospects engaged with relevant content delivered directly to them.
Building your first sales team is hard enough, a sales automation CRM can make it easier and keeps your entire sales process moving smoothly.
Being able to monitor deals and pipelines will reduce your time sinks and increase production.
If you want to build a better sales process with the right deal automation, task queues, and enablement, let’s chat to see what systems are right for your business.
