How to Streamline Your Marketing & Sales Funnels

How to Streamline Your Marketing & Sales Funnels

Are you tired of wasting time typing dozens of the same email each day? Or worse, worried a slow response will lose possible leads? 

Automating your marketing and sales funnels can help solve these problems and more while streamlining and improving your processes to save time and money.

Marketing Lead Automation

Customer Relationship Management (CRM) software collects and stores information from potential leads or customers information including their name, email, address, phone number, etc. Once your CRM software has all the necessary info, it can help automate marketing funnels to engage with your leads and customers. 

An example of a CRM in action would be an automated follow-up email after a lead downloads a lead magnet such as a valuable ebook. When set up properly, this automation can then send the lead an immediate followup email and then consequent emails geared towards leading them through your funnel and eventually to schedule a consultation. This is commonly referred to as lead nurturing.

In the instance that a lead does book an appointment with you, a trigger notifies and sends an email with all the appointment details including a time, date and links should the customer need to cancel or reschedule. Appointment reminders can then be scheduled via emails and SMS text messages to your customers (and even to you and your staff as well).

Having a CRM software can help improve the customer’s relationship so nothing is missed or forgotten in the process. Not to mention, you can save your business time and money utilizing automation for scheduling and communication instead of sending the same email again and again.  

Sales: CRM Opportunities

A CRM can also help nurture leads through your sales process. Your ‘pipeline,’ or steps in your sales process, are set up so that your leads can flow from qualified lead to sale in a visual, easy to follow format. Your potential customer or contact can be tagged in different stages of your sales process such as:

  • Followup
  • Needs Appointment
  • Appointment Made
  • Proposal Given
  • Won
  • Lost

Save Time with Integrations

But wait, there’s more! If you choose to include automation in your daily business processes, and also add integrations in the mix, you will be rocking and rolling! 

Here’s an example of how this could work: 

This process could potentially touch 5-6 software platforms that could ALL be automated AND integrated.

Consider how much time it takes to manually perform each step. Automating and integrating sales processes isn’t crucial, but you can see how it can take less time and effort while still increasing efficiency. Integrations help keep friction low for leads, ensuring they’re carried to the end of the sales process.    

Marketing Automation Advantages

Manual labor is a thing of the past. Automation software is integral for generating leads and increasing efficiency for your marketing and sales processes. Here’s why:

  • It lowers the cost of marketing while requiring less to manage
  • You can organize customer information from your website and store it
  • You can automatically add contacts to automations
  • You can send out email and text marketing material using triggered actions
  • It can help utilize multi-channel marketing
  • It improves customer experience

In Summary

If you are still manually typing the same emails over and over, using spreadsheets to keep track of leads, or are relying on post-it may be time to automate your marketing and sales processes. You owe it to yourself.

We understand this information can be overwhelming. That’s why we’ve created processes specifically to help home designers such as yourself to get your time back, save money, and do more of what you love. To discuss options for your business, schedule a free consultation with us.

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