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.
Cons: There seems to be a lot of issues with their back end server infrastructure and cache updates. Elements and page orders, etc. do not always update as you expect them to, as well as their server systems have proven to be only about 90% reliable. Not a problem at low traffic volumes, but a huge issue for anyone driving thousands of users per hour to their sites. Support is also not that knowledgable or helpful, though they try their best.
Prospecting and marketing are all the things you do to get people into the first of your sales funnel stages. Note that stages are broken into two or more steps wherever possible. A demo could be called a single stage, but in real life it involves a lot of things: contacting the customer, sending reminders, doing the demo, and then following up. Whatever your own sales stages look like, the support you need in managing them will be the same.