Finance
Sales Automation: Generate More Leads
How do you win a sale? By spending hours collecting or updating data? No, by interacting with your leads. That's exactly what sales automation allows you to do by helping you win customers.
How do you win a sale? By spending hours collecting or updating data? No, by interacting with your leads. That's exactly what sales automation allows you to do by helping you win customers.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
The entire customer journey can be seamlessly integrated so that you can target your leads more specifically, lose fewer leads and turn them into satisfied customers.
Customer onboarding, quality management, customer journey — all of this is part of a close and successful customer relationship. If they have the best possible experience with you, there's a good chance they'll remain loyal and become regular customers. However, in times of declining customer loyalty and increasing competition, innovative and pioneering methods are required to achieve a competitive advantage. The solution: automation.
There are usually multiple apps involved during the sales process. You can contact your leads via email, a form on your website, by phone, or via a lead ad on Facebook. It's important not to lose sight of these leads and inquiries without losing data. The first step to a successful automated sales process is therefore to optimize your communication with customers. And luckily for you, we solved that for a customer recently.
A long onboarding process, although necessary, can result in customers turning away or, in the worst case, being lost during the process. This was the case with Scentia, a Hamburg-based company that helps professionals find a suitable partner university for a doctorate and supports clients throughout the process of writing and publishing the doctorate. All customer communication and collection of the required documents were carried out by hand. However, as admission to doctoral studies is strictly regulated, all this information had to be obtained.
For this reason, the solution was to connect all channels and tools used. Applicants can now upload the documents via a form on the Scentia website. The responsible employee is automatically notified and automated emails are sent to the customer about the current project status. A database and Scentia's CRM tool provide an overview of the current phase of a potential customer's application.
With a modular approach such as Scentia, it is possible to adapt processes and thus scale them. Automation grows with the company and creates completely new business opportunities.
We have successfully implemented a similar project for a customer who, however, has a completely different business model. Customizable catering trailers can be requested online and adapted to a wide range of requirements. Since the production process is extremely individual, customers must submit comprehensive information at the beginning. This is done via a form that is integrated into the automation and linked to the CRM and emails. Here, too, the customer's entire onboarding process is accompanied by automated emails, so that close customer communication and loyalty is established right from the start.
Reduce time spent on all manual work during a long sales funnel and focus on attracting the people behind the sale. Let sales automation do the boring data management.
With our AI and automation solutions, we make your organization faster, more flexible and more powerful — and create measurable results along the entire supply chain.
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