SlideShare a Scribd company logo
How to organize
your sales pipeline?
Best Practicesbienvenue.sellsy.com
As a sales team...
1. Constantly stay on top of your business opportunities
Inbound Marketing, Outbound Marketing, Comprehensive view of leads
2. Follow-up with your business opportunities
Lead Tracking, Automated marketing campaigns, Lead Scoring
2
3. Be organized and proactive
Analysis and monitoring of document openings
4. Get paid quickly and safely
Business proposals, billing & online payment
Save time by focusing on the right things and by quickly identifying hot leads!
Sales Pipeline : visual and intuitive view of your opportunities
3
✓ Set up steps in your pipeline
according to your business
structure
✓ Easily move your opportunities
from one step to another
✓ Quickly identify which should be
recontacted
Lead Management : the essential tools (1/2)
Lead Tracking ⇒ precisely analyze the behavior of your website visitors
Lead Scoring ⇒ measures the maturity of your prospects by assigning a rating to them
4
Not all visitors on your website are of equal importance to you.
With Lead Tracking, you know your lead's entire browsing history, even when it's anonymous.
According to the score, you can choose to trigger the sales tactic of your choice to be more sure to hit the bullseye.
The hottest prospects (those that accumulate the greatest score) will be the ones the most likely to respond favorably to your offers.
Lead Management : the essential tools (2/2)
5
Marketing Automation ⇒ create automated scenarios directly into the steps of your pipeline.
Tracking document openings ⇒ identify the key moments to contact your leads
To effectively nurture leads, put marketing automation into place!
You can easily create automated scenarios directly into the steps
of your pipeline.
Have a prospect that is no longer answering? Simply slide them
into a step with a sequence of automated emails. Personalized
emails will be sent to them until they awaken.
When they open your email, their score will increase.
Have you always wanted to know if your prospect has looked at your quote? And if so, for how long they had it open?
Would you like to be notified in real time when one of your business proposals is being consulted?
Accelerate, simplify, and secure your sales cycle
6
1. Quote and personalized
proposals
2. Legally binding Electronic
Signature 3. Hours Rebilling
4. Recurrent Billing 5. Online payment 6. Seamless integration with
accounting
7
Power your entire customer cycle
8
✓ Complete & modular online solution
✓ Enables you to efficiently manage your sales cycle including prospecting, selling, invoicing, support, and
marketing
✓ All your team can work on one single interface
✓ Available on web and mobile devices
Sellsy, Highlight Facts & Figures
Created in 2009 by Alain Mevellec and Frédéric Coulais
A team of 50 people in La Rochelle and Paris
3 000 customers & more than 15 000 users
70% of annual growth
Ranked among the fastest growing companies in Europe
(Financial Times - April 2017)
Champion of Growth 2017 Distinction (Les Echos - February 2017)
About Sellsy
STATION F
OFFER
- 20% of discount on
your first year of
subscription
To take advantage of that offer: https://bienvenue.sellsy.com/s/8825/lancezvous--sellsy--station-f
Thank You
You have questions ?
contact@sellsy.com
bienvenue.sellsy.com

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How to organize your Sales Pipeline? With Alain Mevellec from Sellsy

  • 1. How to organize your sales pipeline? Best Practicesbienvenue.sellsy.com
  • 2. As a sales team... 1. Constantly stay on top of your business opportunities Inbound Marketing, Outbound Marketing, Comprehensive view of leads 2. Follow-up with your business opportunities Lead Tracking, Automated marketing campaigns, Lead Scoring 2 3. Be organized and proactive Analysis and monitoring of document openings 4. Get paid quickly and safely Business proposals, billing & online payment Save time by focusing on the right things and by quickly identifying hot leads!
  • 3. Sales Pipeline : visual and intuitive view of your opportunities 3 ✓ Set up steps in your pipeline according to your business structure ✓ Easily move your opportunities from one step to another ✓ Quickly identify which should be recontacted
  • 4. Lead Management : the essential tools (1/2) Lead Tracking ⇒ precisely analyze the behavior of your website visitors Lead Scoring ⇒ measures the maturity of your prospects by assigning a rating to them 4 Not all visitors on your website are of equal importance to you. With Lead Tracking, you know your lead's entire browsing history, even when it's anonymous. According to the score, you can choose to trigger the sales tactic of your choice to be more sure to hit the bullseye. The hottest prospects (those that accumulate the greatest score) will be the ones the most likely to respond favorably to your offers.
  • 5. Lead Management : the essential tools (2/2) 5 Marketing Automation ⇒ create automated scenarios directly into the steps of your pipeline. Tracking document openings ⇒ identify the key moments to contact your leads To effectively nurture leads, put marketing automation into place! You can easily create automated scenarios directly into the steps of your pipeline. Have a prospect that is no longer answering? Simply slide them into a step with a sequence of automated emails. Personalized emails will be sent to them until they awaken. When they open your email, their score will increase. Have you always wanted to know if your prospect has looked at your quote? And if so, for how long they had it open? Would you like to be notified in real time when one of your business proposals is being consulted?
  • 6. Accelerate, simplify, and secure your sales cycle 6 1. Quote and personalized proposals 2. Legally binding Electronic Signature 3. Hours Rebilling 4. Recurrent Billing 5. Online payment 6. Seamless integration with accounting
  • 7. 7 Power your entire customer cycle
  • 8. 8 ✓ Complete & modular online solution ✓ Enables you to efficiently manage your sales cycle including prospecting, selling, invoicing, support, and marketing ✓ All your team can work on one single interface ✓ Available on web and mobile devices Sellsy, Highlight Facts & Figures Created in 2009 by Alain Mevellec and Frédéric Coulais A team of 50 people in La Rochelle and Paris 3 000 customers & more than 15 000 users 70% of annual growth Ranked among the fastest growing companies in Europe (Financial Times - April 2017) Champion of Growth 2017 Distinction (Les Echos - February 2017) About Sellsy
  • 9. STATION F OFFER - 20% of discount on your first year of subscription To take advantage of that offer: https://bienvenue.sellsy.com/s/8825/lancezvous--sellsy--station-f
  • 10. Thank You You have questions ? contact@sellsy.com bienvenue.sellsy.com