This video will go over a few main features that will help you with your sales process
It takes 7-11 Activities (Emails and Calls Combined) to create a Meeting
Example of a Sales Process:
STEP 1 TASK - Research the prospects assigned to you and their company
STEP 2 EMAIL (1st Activity) - Send introduction email to Prospect
STEP 3 CALL (2nd Activity) - Call Prospect to request feedback on marketing and offer help/educational material
STEP 4 EMAIL (3rd Activity) - Send information or Educational Material that the Prospect requested on the Call
STEP 5 EMAIL (4th Activity) - Follow up with prospect and ask if they would like a formal consultation
STEP 6 CALL (5th Activity) - Follow up with prospect via phone and ask if they would like a formal consultation
STEP 7 EMAIL (6th Activity) - Send calendar invite for in person meeting
STEP 8 EMAIL (7th Activity) - Send Agenda for Meeting
STEP 9 TASK - Prepare and gather materials needed for meeting.
STEP 10 FIRST MEETING CREATED