Concinnity Onboarding Platform
JAN-PRO Cleaning & Disinfecting: Inside Sales Pipeline
Overview
The Inside Sales Pipeline is a simple yet effective tool designed to help you manage your account leads during the pre-sales stage. It provides clear visibility on the status and needs of your leads so you can easily identify and take action.
Key Benefits
Enhanced Productivity
Inside sales automation takes care of repetitive tasks, allowing your sales team to focus on what they do best – selling.
Scalability
As your business grows, so do your sales needs. Inside sales automation scales seamlessly, accommodating your evolving sales processes without the need for major overhauls.
Improved Lead Management
Keeping track of leads and their status can be a daunting task. Automation ensures no lead falls through the cracks. It helps categorize and prioritize leads, ensuring your team follows up at the right time with the right message.
Data-Driven Decision Making
With inside sales automation, you gain access to invaluable data and insights. Analyze call records and customer interactions to make informed decisions about your sales strategies.
Incorporating inside sales automation into your strategy empowers your sales team to work smarter, not harder, resulting in increased efficiency, better lead management, and ultimately, improved sales outcomes.
How It Works
Stage 1 - Raw Database
Leads are manually added into this stage by the assigned user.
Leads are automatically removed from this stage as soon as they are progressed to the next stage.
Will leads automatically be moved to this stage based on a triggered event, or does the lead need to be moved here manually by a sales team member?
This is a manual stage.
Stage 2 - One Week Call Back
Leads are manually added into this stage by the assigned user.
Leads are automatically removed from this stage as soon as they are progressed to the next stage.
Will leads automatically be moved to this stage based on a triggered event, or does the lead need to be moved here manually by a sales team member?
This is a manual stage.
A task is triggered for the assigned user as a reminder to follow-up with the prospect.
This is the sample internal notification for every task.
Stage 3 - One Month Call Back
Leads are manually added into this stage by the assigned user.
Leads are automatically removed from this stage as soon as they are progressed to the next stage.
Will leads automatically be moved to this stage based on a triggered event, or does the lead need to be moved here manually by a sales team member?
This is a manual stage.
A task is triggered for the assigned user as a reminder to follow-up with the prospect.
Stage 4 - Long Term Follow up
Leads are manually added into this stage by the assigned user.
Leads are automatically removed from this stage as soon as they are progressed to the next stage.
Will leads automatically be moved to this stage based on a triggered event, or does the lead need to be moved here manually by a sales team member?
This is a manual stage.
Lead is added to the cold leads sequence.
Stage 5 - Not Interested
Leads are manually added into this stage by the assigned user.
Leads are automatically removed from this stage as soon as they are progressed to the next stage.
Will leads automatically be moved to this stage based on a triggered event, or does the lead need to be moved here manually by a sales team member?
This is a manual stage.
DND is enabled for email and SMS.
