Let’s be clear—leads won’t automatically move down the funnel. Sales reps have to continue to do their part of selling and allow the CRM to update the lead’s stage in the funnel by completing certain actions. You can setup workflow automations in the CRM to change lead stages. For example, after you’ve contacted a lead, the CRM will automatically update the lead’s stage based on the last activity.
ClickFunnels is a popular sales funnel tool that simplifies the whole sales and marketing funnels for all types of businesses. There are various types of sales funnels and each one needs to be designed and organized in a way that attracts its intended client. There are funnels for webinars, sales, membership sites, and subscriber list and each one are quite different from the other. The good news is that ClickFunnels has you covered.
A good practice when managing your sales funnel in a CRM is to be consistent in updating the lead stage. As leads progress down the funnel, you must be able to analyze the number of leads by stage in order to ensure your funnel is always full to the brim with leads. It’s also important to know what stage each lead is at to know what to do next. So once the lead has been contacted, move the lead from new to contacted stage. Actually, the CRM can move it down the funnel automatically.
Here's my video review of ClickFunnels and LeadPages Pricing. I go into further detail below the video in regards to features, etc. You'll find no better source on Clickfunnels Pricing strategies, features and additional sale funnel know how than here on my blog. Be sure to start your 14-Day Free Trial of Clickfunnels to access my bonuses I mention in the following sections.
Actionetics is ClickFunnels’ e-mail automation application which is native to ClickFunnels. Producing e-mails and messages are facilitated with the e-mail builder which has a nearly similar characteristic to the funnel builder. Another cool aspect of Actionetics is its Action Funnels function. Action Funnels let you hyper-segment contacts to set off specific actions whether it is internal or external. Internal actions consist of being eliminated to an email list, added to email list, etc. External actions include being able to get email series.
In addition to using your sales funnel for strategic planning, you can use CRM software like Pipedrive to help you save time and focus on moving more customers to the end of your sales funnel with automation tools and activity reminders. For instance, the Smart Contact Data feature can decrease prospect research time and email templates can save time spent on drafting emails from scratch.
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.