Nurture Leads & Convert Sales
Nurture Leads & Convert Sales
Components We’ll Use Campaigns Opportunities Actions Note Templates List View Order Forms Shopping Cart Storefront Manual Order Entry API
Things We’ll Talk About • Stage move actions. • When to start the Nurture Campaign. • Calling through a list. • Frequency of messages in the Nurture Campaign. • 5 Ways To Sell Stuff
Scenario After the live event, we follow up with the attendees to find prospects for my sales team. My sales people will call the prospect, make contact with them, negotiate then close the deal. Most of our sales are for our low dollar plan, but we do have a few high dollar sales. We sometimes have to offer creative payment plans for those. The low dollar plan is something that most of our customers will just go online and purchase.
When to Start the Nurture Campaign • Need to know the average sales cycle timing – could be days, weeks, months, years. • Start after the average sales cycle time. • Can also start after they don’t take the next step. • Frequency of touches based on length of sales cycle.
Stage Move Actions • Can start any sequence you want because it is a goal. • Moving ‘into’ a stage or ‘out of’ a stage. • Add ‘check lists’ between stages. You can make them required if you like. • Follow a ‘typical’ sales process map (MAP it out) • Add a few more stages than what is in the M.A.P.
Calling Through a List • Interactive List View vs. Grid View • Access to important functionality without having to open the Person Record. • Note Templates and History. • Tags • Tasks and Appointments • Campaigns/Follow Up Sequences • Email
5 Ways To Sell With Infusionsoft • Manual • Order Forms • Your Storefront + Infusionsoft Shopping Cart • Infusionsoft Storefront + Infusionsoft Shopping Cart • API
Components We’ll Use Campaigns Opportunities Actions Note Templates List View Order Forms Shopping Cart Storefront Manual Order Entry API
Things We’ll Talk About • Stage move actions. • When to start the Nurture Campaign. • Calling through a list. • Frequency of messages in the Nurture Campaign. • 5 Ways To Sell Stuff
Scenario After the live event, we follow up with the attendees to find prospects for my sales team. My sales people will call the prospect, make contact with them, negotiate then close the deal. Most of our sales are for our low dollar plan, but we do have a few high dollar sales. We sometimes have to offer creative payment plans for those. The low dollar plan is something that most of our customers will just go online and purchase.
When to Start the Nurture Campaign • Need to know the average sales cycle timing – could be days, weeks, months, years. • Start after the average sales cycle time. • Can also start after they don’t take the next step. • Frequency of touches based on length of sales cycle.
Stage Move Actions • Can start any sequence you want because it is a goal. • Moving ‘into’ a stage or ‘out of’ a stage. • Add ‘check lists’ between stages. You can make them required if you like. • Follow a ‘typical’ sales process map (MAP it out) • Add a few more stages than what is in the M.A.P.
Calling Through a List • Interactive List View vs. Grid View • Access to important functionality without having to open the Person Record. • Note Templates and History. • Tags • Tasks and Appointments • Campaigns/Follow Up Sequences • Email
5 Ways To Sell With Infusionsoft • Manual • Order Forms • Your Storefront + Infusionsoft Shopping Cart • Infusionsoft Storefront + Infusionsoft Shopping Cart • API
