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Unlocking the Secrets: Building a Fortune 500 Outbound Team with a Single BDR In The B2B Industry

Reap The Rewards - Semi - Automatic CRM Management


Whatever scheduler you are using to book appointments whether it’s google calendar, calendly or acuityscheduling. You need a way to keep track of them as well as follow up automatically.

Most companies have a solid CRM in place, but with no automations. Automations are key to streamlining your operations and converting at a higher percentage.

Remember these are outbound leads that are coming to you. You need to provide as much value and information as you can to them before closing. Then when they close you need to provide as much value as you can over the relationship with the client.

I’ve gone through so many sales process of B2B companies that have no follow up after calls, no material being sent when you schedule, no anything.

Their sales rep hops on the call and pitches them.

This is a big mistake if you don’t have these systems in place.

We recommend ActiveCampaign, Pipedrive, Salesforce or Hubspot for CRM management. Activecampaign and Pipedrive is definitely better if you are in the $1-$10M range and Salesforce is better for $10M+ typically.
For Pipedrive we setup automations to automate our CRM completely.

You can integrate with an app called that is no code automation to connect with pretty much any app you utilize in your day to day.

The way we use it is we connect Pipedrive to Gmail or your email sending platform.

Whenver we drag a deal into a new section is when we send over an email.

Ex. Let’s say we close a new deal with the client in the proposal state

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If we drag it over to Onboarding they would receive onboarding emails ensuring they made the right decision when signing on as well as further emails as to what’s happening and how to get started.

This is all automated just by dragging Test Lead Deal over to the onboarding section.

Takes two seconds and they get onboarded automatically without you lifting a finger.

There’s further ways to automate more things in your business, but it would be too long of a document to create. (Maybe for another time)

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