How to automate your sales process using a CRM

- Zoho One Course: go.blungo.com/6g4zte
- I'm a Software Consultant: www.blungo.com
In this video, we will explore how to automate your sales process. I'm a software consultant, so in the last few years I've helped several companies plan and automate their sales process, and today I'm going to share some ideas on how to design and automate it. So, with these tips, you can either create a sales process from scratch or apply some of the tips I'm going to give to your current process.
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[@Cypher16e]

Steps 2, 3 & 4 are spot on, perfect -- those are core for my business. Clearly Andy's worked with a lot of companies. Step 5 is interesting & I'd like to explore Sequencing soon, especially to send annual birthday or anniversary cards to my clients. Tho step 6, Document signing, is part of most of my tasks (along with follow-up, status/preventative checks & claims progress), & so is step 7, Integrations as I use my own custom CRM via AppSheets & will probably extend clients setting their own appts via Calendy in the near future. Command Center looks like an insightful feature aimed at reducing wasted time for the devs on your team and increasing visibility on weak points/areas of improvement. Overall, a quick & very competent/insightful video. Thanks for the clarity, Andy.

[@blungo]

Thank you for the insightful comment! And I'm glad you found some value in this video! I've other "processes" videos on this channel, so feel free to watch them. The format is very similar to this one.

[@matthewburns3435]

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