Chapter 4 of 8
Customizing Workflows for Sales and Lead Tracking
Module 4.1: Building Lead Management Workflows
Lead management workflows help you track and nurture leads through your sales process.
They automate tasks such as lead assignment, follow-up reminders, and lead scoring.
Key Points:
- Lead Tracking: Lead management workflows help you track leads through your sales process.
- Automation: They automate tasks such as lead assignment and follow-up reminders.
- Lead Scoring: They can include lead scoring to prioritize high-quality leads.
Module 4.2: Automating Sales Pipelines and Email Follow-Ups
Automating sales pipelines and email follow-ups can save time and improve efficiency.
This includes setting up automated email sequences, task reminders, and pipeline stage transitions.
Key Points:
- Email Sequences: Set up automated email sequences for lead nurturing.
- Task Reminders: Set up task reminders to ensure follow-up activities are completed.
- Pipeline Transitions: Automate pipeline stage transitions based on specific criteria.
Module 4.3: Optimizing CRM for Sales Tracking
Optimizing your CRM for sales tracking involves setting up reports and dashboards to monitor key metrics.
This includes tracking metrics such as lead conversion rates, sales cycle length, and revenue per customer.
Key Points:
- Reports and Dashboards: Set up reports and dashboards to monitor key metrics.
- Lead Conversion: Track lead conversion rates and sales cycle length.
- Revenue Tracking: Track revenue per customer and other important sales metrics.
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