Prospecting and Sales Pipeline Management

Pipeline

Automated email campaigns

Reservation scheduling

Cold calling

Prospecting and Sales Pipeline Management

Sales Pipeline

The sales pipeline is a visualization tool that represents the various stages a prospect goes through to become a customer. It allows sales teams to effectively track and manage sales opportunities at each stage of the process, from the initial contact to closing the sale.

Pipeline Icons: New Touched Qualified Commercial Proposal Negotiation
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Lead Management

Easily identify and track your prospects with our lead management tool. Classify your contacts based on their level of interest and conversion potential.

Automated Sequential Email Campaigns

Enhance the efficiency of your campaigns with our sequential emailing feature. Schedule the sending of personalized emails to your contacts according to a defined timeline while maintaining an optimal interval between each email. Monitor your campaign performance in real-time and adjust your strategies to maximize engagement and conversions.

In the context of email marketing campaigns, click tracking allows you to update the pipeline status using the links included in an email.


Prospecting

If you are reading this text, chances are you are one of our prospects! This gives you a glimpse.

A few steps are required to launch your campaign:

  • Importing prospect data: Your future clients.
  • Creating emails: Create prospecting emails as well as scenarios to avoid sending the same message repeatedly.
  • Automated settings: Number of sends, interval, delay, selection of prospect groups...

Once the settings are configured, prospects will be automatically added to your campaign.

Each email can be personalized with all the prospect's information (name, first name, phone number, etc.).

Every email is tracked: you can see how many times a prospect clicked on a link and the time of their last click.

The unsubscribe link is, of course, included.

Link to the reservation schedule: The text is also customizable. The proposed slots are synchronized with your schedule as well as the availability of sales representatives, to avoid unnecessary stress for them.

You are notified of each reservation via an alert, inviting you to select the sales representative and time from the slots chosen by your prospect. A customizable appointment confirmation email will be sent to your prospect and sales representative.

Each sales representative has their own prospecting schedule and can track their files (reminders, pipeline, etc.).


Les propositions commerciales.

Créer des devis, bons de commande, factures provisoires, factures pro forma et factures de situation très facilement. Avoir commercial, Archivage.

Communication

Cet outil permet de générer des documents tels que des contrats et des mailings avec les informations de vos clients ou vos prospects.

Documents accessible depuis le portail client.

Détection de la civilité.