Advanced pipeline management and analytics
Posted: Sat Dec 07, 2024 3:39 am
A huge bonus is finding a tool that combines multiple business functions like CRM, email marketing, and customer service into one. This saves you the hassle of integrations and switching between tools.
Sales automation examples
Here are a few practical sales automation examples to get you started.
Lead management
For many, as soon as a user shares their contact details, the sales process kicks off. This is the perfect starting point to let automation take over.
Deal pipeline in Brevo
Deal pipeline management in Brevo
From here, you may take a ton of different routes. Most often, salespeople take the following actions, all powered by automation:
Powerful automation: You can use pre-built templates or design custom workflows to trigger deal creation, send personalized emails, assign tasks, and keep your pipeline flowing smoothly.
Deal pipeline management: Use a default pipeline or create custom ones to mirror your unique sales process. The drag-and-drop functionality makes it easy to update deal stages and keep your pipeline organized.
Sales tracking and reporting: Stay on top of your sales performance with Brevo’s sales reports and forecasts.
All-in-one sales powerhouse: Brevo goes beyond sales automation and tracking. Enjoy built-in video conferencing, a cloud-based phone system, a shared multi-channel inbox, and collaboration features — all designed to empower your team.
Beyond sales: With Brevo, you also access tools for email marketing, landing pages, forms, and even chatbots, ensuring every part of your customer journey is covered. Most of them are available in one free package.
Brevo's core sales automation tools are available in a free-forever plan. For unlimited pipelines and deals, upgrade to the Pro plan for just $12/user/month.
2. Outreach: Best for outbound sales automation
Pipeline management in Outreach Sales Execution Platform
Outreach Sales Execution Platform
Outreach is a sales engagement platform designed to streamline and optimize outbound sales efforts. Its key features include:
Sales sequences and playbooks
Sales rep coaching
Automated sequences and streamlined workflows
Mutual action plans
Team and rep performance reporting
Forecasting
AI-powered copilot
All of these make Outreach a lebanon telephone number data powerful choice for mid-market and enterprise organizations with complex outbound sales processes.
What can CRM databases do for businesses?
In other words, what is a CRM database good for? By automatically collecting contact data from various sources, a CRM database gives your business a clear picture of the customer journey.
Organize customer data in one place
A CRM database gives you an overview of all of your contact profiles on one dashboard. It keeps track of:
Customer interactions such as social media messages, purchase history, and how often they open your emails.
Contact information such as age, gender, company size, occupation, and other demographic details.
Automate customer data entry
Your customers are interacting with your business on social media, from their phones, and on your website (to name a few channels). Tracking these behaviors manually would take a lot of time.
Connect these different channels to your CRM database and your contact’s history will update automatically whenever they buy items, click links, or send messages.
Sales automation examples
Here are a few practical sales automation examples to get you started.
Lead management
For many, as soon as a user shares their contact details, the sales process kicks off. This is the perfect starting point to let automation take over.
Deal pipeline in Brevo
Deal pipeline management in Brevo
From here, you may take a ton of different routes. Most often, salespeople take the following actions, all powered by automation:
Powerful automation: You can use pre-built templates or design custom workflows to trigger deal creation, send personalized emails, assign tasks, and keep your pipeline flowing smoothly.
Deal pipeline management: Use a default pipeline or create custom ones to mirror your unique sales process. The drag-and-drop functionality makes it easy to update deal stages and keep your pipeline organized.
Sales tracking and reporting: Stay on top of your sales performance with Brevo’s sales reports and forecasts.
All-in-one sales powerhouse: Brevo goes beyond sales automation and tracking. Enjoy built-in video conferencing, a cloud-based phone system, a shared multi-channel inbox, and collaboration features — all designed to empower your team.
Beyond sales: With Brevo, you also access tools for email marketing, landing pages, forms, and even chatbots, ensuring every part of your customer journey is covered. Most of them are available in one free package.
Brevo's core sales automation tools are available in a free-forever plan. For unlimited pipelines and deals, upgrade to the Pro plan for just $12/user/month.
2. Outreach: Best for outbound sales automation
Pipeline management in Outreach Sales Execution Platform
Outreach Sales Execution Platform
Outreach is a sales engagement platform designed to streamline and optimize outbound sales efforts. Its key features include:
Sales sequences and playbooks
Sales rep coaching
Automated sequences and streamlined workflows
Mutual action plans
Team and rep performance reporting
Forecasting
AI-powered copilot
All of these make Outreach a lebanon telephone number data powerful choice for mid-market and enterprise organizations with complex outbound sales processes.
What can CRM databases do for businesses?
In other words, what is a CRM database good for? By automatically collecting contact data from various sources, a CRM database gives your business a clear picture of the customer journey.
Organize customer data in one place
A CRM database gives you an overview of all of your contact profiles on one dashboard. It keeps track of:
Customer interactions such as social media messages, purchase history, and how often they open your emails.
Contact information such as age, gender, company size, occupation, and other demographic details.
Automate customer data entry
Your customers are interacting with your business on social media, from their phones, and on your website (to name a few channels). Tracking these behaviors manually would take a lot of time.
Connect these different channels to your CRM database and your contact’s history will update automatically whenever they buy items, click links, or send messages.