Four Steps to Building an Automated Sales Funnel
Reconstructing the customer development process with Flow AI can be divided into four stages:
- Target customer stratification: Set up multi-layer filtering criteria (key decision makers > influencers > ordinary users) in the Lead Finder module to prioritize the development of high-value leads.
- Automated contact design: Create a file containing theConnection request → value message → case follow-upof serialized Campaigns that are automatically triggered at intervals of 2-3 days
- CRM System Integration: Synchronize conversation logs to Salesforce/HubSpot, etc., and set lead scoring rules to differentiate between hot/warm/cold leads
- Teamwork allocation: Utilizing the Opportunity Tracking feature, responding customers are automatically assigned to corresponding sales reps by industry/geography.
The implementation case shows that a SaaS team used the program to bring theSales Development Time Reduction 70%While at the same time the average number of meeting appointments per month increased from 15 to 40. It is recommended to review the effectiveness of the messaging templates on a weekly basis to continuously optimize the conversation.
This answer comes from the articleFlow AI: The Smart Tool to Automate Client Development and Book Sales Meetings in CollageThe
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