But if you still use separate tools to email and call your leads, then visibility into their different touchpoints at different stages in the funnel can be difficult to figure out. Use a CRM software with built-in email and phone instead. You can create email templates in your CRM to quickly reach out to leads. Even better, you can automate sending out the first welcome email to new leads using workflows. Modern CRMs also track your emails and notify you when the lead opens your email. This is a nifty feature to know when to take action and move your lead to the next stage. You know, strike while the iron is hot? So now you’ll know if your email is getting read or not. You can also use email metrics to test your email performance, and craft better ones to increase open rates.
There’s a better solution: It's not impossible with sales funnel management automation. Set up your system with the response you want, and it will be ready to send it immediately to any interested prospect—even the one who contacts you on Saturday at 3 am. As captured leads pass down the funnel, your sales automation platform can send added personalized emails that are just right for each moment.