Sales automation, despite being powered by artificial intelligence, is not something new or futuristic. It is readily available for your business to utilize, and it will not only enhance your productivity but also increase your profits.
Don’t be concerned, sales automation does not involve substituting your human representatives with robots. Instead, it involves reducing your sales team’s administrative responsibilities and handling some of the more manual tasks, allowing your impressive salespeople to focus on their primary skills (ideally, selling!).
How can sales automation be introduced to your business?
By utilizing a CRM system, it is possible to achieve this. You may be aware of CRM mainly for its advantages in storing contacts and data. However, it offers much more than just being a database. In capable hands, it serves as a platform that enables analysis of past sales performance, predicts future outcomes accurately, and empowers your representatives to effectively engage with the appropriate leads at the most opportune moments.
Are you prepared to discover which CRM system is suitable for your sales team?
What makes a great CRM platform?
The purpose of customer relationship management software is to store contact and sales information in a convenient and manageable location. It is important for the CRM to record any interaction with customers, such as phone calls, emails, chats, website visits, social connections, and campaigns, because each interaction presents an opportunity to gain knowledge.
When it comes to CRM programs, every business has varying requirements. Therefore, we chose the elements that we believed best exemplify these requirements on a universal level.
- Ease of use. While the “don’t make me think” approach for websites might be too much to ask from CRM platforms, it’s something to shoot for. If a user can log in the first time and get a good sense of how the basics work, mission accomplished—but not everything will be as breezy. Providing in-app directions, definitions, and help articles is a must and will help with the more advanced features. Regularly available support and onboarding options also contribute to a more productive user experience.
- Contact and sales management. Because the heart of your CRM, not to mention your business, is people, how you manage them is crucial. How well do you know them? How can you get to know them better? Where should you put your sales efforts? What’s the best way to connect and stay in touch? A CRM’s contact and sales management features should align with your ideal customers and how they buy.
- Customization. Your CRM application should work like your business works. Company-specific terms, data requirements, processes, and the apps you use are particular to how you operate. CRM software should accommodate your company’s needs as much as possible.
- Reporting. If you don’t measure it, you can’t manage it. What do you want to measure? How about sales forecasting? Ideally, your CRM is able to report on any data point you can collect—sales by rep, sales cycle, average value, loss reasons, and dozens of others.
- Automation and integrations. Automating processes will increase employee efficiency (and make them happier) and help ensure things like communication don’t fall through the cracks. No CRM does it all. A healthy selection of third-party integrations can connect department functions and boost customer data collection power, creating a more complete customer profile.
- Salesforce Sales Cloud
The initial cost is $25 for each user on a monthly basis, with a maximum limit of 10 users.
The maximum price is $300 per user, per month.
Customer support is available through various channels such as live chat, phone (available 24/7), email, and a knowledge center.
The data storage limit is 10GB plus an additional 2GB per license for files, and 10GB plus 20MB per license for data.
There is a three-month free trial for Salesforce Essentials, and a 30-day free trial for all other plans.
Analyzing the features of Salesforce Sales Cloud for sales teams step by step.
Has Salesforce included historical trend reporting for past sales? Yes. This niche feature may be challenging to set up, but it is available.
Sales forecasting is available only on Salesforce’s ‘Professional’ plan and higher.
Is quote proposal management available? Yes, but it is only accessible on Salesforce’s ‘Professional’ plan and higher.
Lead scoring is available only on the ‘Professional’ plan and higher.
If you want payment management, you will have to pay an additional fee for Salesforce’s CPQ tool and obtain ‘Salesforce Billing’ for complete payment functionality. The rates for these services are not disclosed, but they appear to be costly.
Advantages
- An effective app makes it easy for reps out in the field to access and update information on the go
- World-class analytics
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- Tricky to justify the basic plan – you’ll need to upgrade to get your hands on the worthwhile features
- HubSpot Sales Hub
The initial cost is $50 per user per month when paid annually. On a monthly plan, anticipate paying approximately 25% more.
If you are a startup, you could be eligible for a discount of 90% through HubSpot’s ‘HubSpot for Startups’ program.
The maximum cost is $1,200 per month for each user, with a minimum of 10 users.
Customer support is available through live chat, phone, email, and the knowledge center.
The maximum number of documents that can be stored is 1,000.
A free version is available for trial.
Analyzing the features of HubSpot Sales Hub for sales teams.
Have there been previous sales? Affirmative.
HubSpot’s simple reporting tool offers sales forecasts by considering the number of deals in the pipeline and the assumed probability of closing them by your sales representatives.
Is quote proposal management available on HubSpot’s ‘Professional’ plan and above?
The only platform that includes lead scoring is HubSpot’s Marketing Hub, it is not available in the Sales Hub.
Payment management is not included as a standard feature. However, you can achieve payment management by integrating HubSpot Sales Hub with third-party invoicing and accounting software like QuickBooks.
The advantages are
- Email templates and automated sends help you reach more prospects
- Workflows streamline each stage of the sales cycle
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- Lead scoring functionality is missing
- Key features are excluded from HubSpot’s cheaper plans
- Zendesk Sell
The initial price is $19 per user, per month.
The maximum cost is $199 for each user on a monthly basis.
The customer support options available include live chat, phone, email, and a knowledge center.
The amount of data that can be stored varies depending on the plan selected, ranging from 2GB to 25GB per user.
There is a free trial available, which lasts for 30 days.
Analyzing the features of Zendesk Sell for sales teams.
Is there a history of past sales? Additionally, if you upgrade to Zendesk Sell’s ‘Enterprise’ or ‘Elite’ plan, you will also gain the capability to export historical data.
Sales forecasting is available only on the ‘Professional’, ‘Enterprise’, and ‘Elite’ plans.
Is quote proposal management an option? It can be resolved by integrating with a third-party app like Quote Roller.
Lead scoring is available only on the ‘Enterprise’ and ‘Elite’ plans.
Although payment management is not included, you have the option to easily integrate Zendesk Sell with a complimentary app like ChargeDesk at no additional cost.
Advantages
- Upgrading to a better plan unlocks premium account management
- Money-back guarantee
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- 24/7 live chat and phone-based support restricted to the ‘Elite’ and ‘Enterprise’ packages only
- Microsoft Dynamics 365 Sales
The initial cost is $65 for each user on a monthly basis.
The highest price is $199 for each user on a monthly basis with a minimum requirement of 10 users.
Customer support can be accessed through phone, email, and a knowledge center.
The maximum data storage capacity is 32GB, but it is possible to acquire an additional 4TB if desired.
There is an availability of a free trial.
An analysis of the features of Dynamics 365 Sales for Sales Teams.
Have there been sales in the past?
Is sales forecasting possible with Dynamics 365’s ‘Enterprise’ plan and higher?
Is there a proposal management quote?
Is lead scoring a part of the process?
Is payment management available for all plans?
Benefits
- Cloud and on-premise deployment available
- Generous data storage limits
Please list the material requirements for the project.
- No money-back guarantee
- One of the more expensive sales CRM systems on the market
- Freshworks CRM Sales Cloud
The price for each user, on a monthly basis, starts at $29.
The price at its highest point is $99 for each user, every month.
Customer support is available through live chat (24/5), phone (24/5), email, and a knowledge center.
The data storage limit for each user varies based on the plan selected, ranging from 1GB to 100GB.
You have the option to choose between a free version or a 21-day free trial for the trial period.
Feature Analysis of Freshworks CRM for Sales Teams.
Have there been sales in the past?
Is sales forecasting available with the ‘Enterprise’ plan and higher?
Is it possible to manage quote proposals? No – a third-party integration is needed to achieve this.
Freshworks CRM’s ‘Predictive Contact Scoring’ tool, powered by the AI assistant ‘Freddy’, evaluates the behavior and demographic information of your contacts to score them efficiently. It is indeed one of the finest features of Freshworks CRM.
Freshworks CRM does have native integration with QuickBooks, but it does not offer payment management.
Advantages
- Role-based access makes it easy to control who’s using what
- Allows you to capture leads from webforms automatically
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- Expect a serious cost hike if you want to pay month-on-month
- The process of converting a lead to a deal or opportunity leaves a lot to be desired
- Zoho
The initial cost is $12 for each user on a monthly basis.
The maximum cost is $45 for each user every month.
Customer support is available through live chat, phone, email, and the knowledge center.
The data storage limit for each user varies depending on the plan selected, ranging from 20MB to 10GB.
A free version is accessible for a trial period.
Analyzing the features of Zoho for Sales Teams step by step.
Have there been any past sales?
Is sales forecasting available in all paid plans?
Proposal management is offered as part of Zoho’s ‘Professional’, ‘Enterprise’, and ‘Ultimate’ plans.
Is lead scoring available on all paid plans?
Is payment management possible? Yes, but you will require ‘Zoho Subscriptions’ as an additional product integration. This integration allows you to charge customers either once or at regular intervals, but it incurs an additional cost of up to $199, depending on your business size.
Advantages
- Cheaper plans are generous in terms of features
- Purchasing an annual subscription nets you a 20% discount
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- Low customer approval ratings suggest Zoho is a little too simplistic for many sales teams
Best easy-to-use CRM
Pipedrive is available on the web as well as on iOS and Android devices.
If you are looking for user-friendly sales CRM software, Pipedrive is a wise option. Although the platform is highly adaptable, its main objective is to assist salespeople in making sales. There are not many marketing or service features included to divert your attention.
Pipedrive’s interface is designed to be easy to navigate, with all menu items located on the left side of the screen. Additionally, there is a search box at the top for easily finding specific items, and each page has an expandable menu that allows for quick additions of deals, activities, leads, and more. One of the menu items specifically is dedicated to your mailbox. Once you connect your email provider, you can send emails directly from the inbox or contact record. This feature also enables you to track opens and view email history. In addition, Pipedrive allows you to sync your Outlook or Google Calendar, manage your availability for meetings within the app, and create a link to share with contacts. Lastly, another useful feature is Smart Contact Data, which retrieves known social and work information for contacts with just a single click.
In order to make calls using the app, you will need to buy call credits in blocks (with five free hours provided monthly). These credits will be used to pay for the accumulated charges based on the duration of each call made every month. Calls can be initiated from the list view of People or individual records and have the option to be recorded. Once a call is completed, select an outcome from a list and proceed to the next one. All call activities are recorded in a contact’s timeline, including the recorded conversation.
Pipedrive has a couple of sales-related add-ons, namely LeadBooster and Web Visitors. LeadBooster offers live chat, chatbot, forms, and prospecting features, all of which can assist representatives in connecting with potential customers. Prospector provides information on companies and contacts, allowing users to search by size, industry, keyword, and other characteristics that align with their target buyers. With the use of a tracker code inserted into a website’s code, Web Visitors supplies real-time data on visiting companies and the pages they browse. Additionally, it identifies specific visitors already in the system.
The AI-powered Sales Assistant offers suggestions on prioritizing tasks during the day. Automations provides ready-made templates for sales tasks like follow-up emails and tasks. For instance, it can create activities when a deal advances to a new stage, send a sales manager a Slack message, or schedule a call. Pipedrive has recently upgraded its Automations feature to function as a marketing automation tool, allowing users to set up triggers and events based on actions such as clicking on a link in an email.
The reports contain forecasting, deal duration, conversion, won deals, and average value, while the goals monitor weekly activities and revenue. The ability to customize reports allows users to include specific conditions from each data field, providing a high level of detail. Both standard and customizable dashboards are available for monitoring the aforementioned metrics. In addition, Pipedrive offers around 300 native integrations with third-party apps like Zoom, Slack, Trello, and QuickBooks through their marketplace, allowing for seamless connectivity.
Pipedrive’s Zapier integrations offer various possibilities, such as adding new people to Mailchimp as subscribers, adding new deals to a spreadsheet, and sending Gmails when new deals are added to a stage, among others. This can enhance automation power.
The price of Pipedrive starts at $14.90 per month per user. Additionally, there are add-ons available, such as LeadBooster, which costs $32.50 per month per company, and Web Visitors, which costs $41 per month per company.
Best CRM for automating online transactions
Ontraport is available on the web, iOS, and Android platforms.
If your business engages in online selling, whether it be products, services, or memberships, Ontraport provides numerous features that can seamlessly incorporate the complete customer journey. These features encompass all aspects, starting from marketing and transactional sales/payment processing to cross-selling, utilizing coupon codes, and extending to post-sale follow-up and nurturing.
Getting accustomed to Ontraport can be a bit challenging due to its uniqueness in comparison to the other CRMs mentioned in the review. For instance, when selecting “New Contact” or “New Deal,” the entire screen appears with numerous fields and sections. It might be unclear which information needs to be completed, and there is no save button available, just a back button to exit. However, after inputting a single piece of information (e.g., first name) and utilizing the back button, a record is immediately generated.
In terms of its capabilities, the platform provides potential touchpoints that can be seen from a contact record, including campaign history and actions, purchase and membership history, credit card information, subscriptions, and coupons. Additionally, you have the ability to email, text, create tasks, and process credit card transactions directly from a contact.
To generate deals (which are accessible with Plus plans and higher), simply follow these steps: navigate to the Deals tab and select New Deals. Next, complete the necessary information. On this page, you can easily integrate contacts, insert the anticipated win percentage, apply a weighted value, specify an amount, and proceed. Your personalized Kanban pipeline board will then exhibit individual cards for every deal, exhibiting the cumulative and weighted value for each stage.
By utilizing one of the vendor integrations provided by payment gateways such as Authorize.net, PayPal, or Stripe, it becomes possible to establish a payment gateway that allows for manual and automatic payment processing. Ontraport, for instance, offers the option to develop a personalized membership site, receive payments, and provide member content.
We started by creating a webinar registration using one of Ontraport’s systems. First, we made a landing page for signing up. Then, we added a series of automated reminder emails to encourage sign-ups. Additionally, we included another series of reminders to notify contacts about the upcoming webinar. On the day of the event, we also sent a text message reminder. The entire process took approximately 30 minutes, and the provided steps and examples made it difficult to make mistakes. After saving, you can review your automation visually and make any necessary edits. The campaign statistics can be accessed by clicking Performance on the same page. This basic example only begins to reveal the vast capabilities of Ontraport.
The marketing suite provides both pre-built and customizable automated campaigns to engage customers. Using a visual drag-and-drop editor, the builder allows you to establish triggers, actions (emails, texts, postcards), and filters using “if/then” branching logic to personalize the customer’s journey. Moreover, all campaigns can be monitored for statistics, including conversion rates, monthly recurring revenue, lifetime value, and contact interactions.
In addition to payment gateways, there are various other third-party integrations such as eCommerce platforms (e.g., Shopify, WooCommerce), video, voice/text, forms, memberships, shipping fulfillment, webinars, and more. Sales reporting mainly focuses on eCommerce transactions including sales by product and by subscription. Dashboards provide tracking for conversion rate, average time between two events occurring, the overall value of something among contacts, and the average value of a numeric among contacts.
The price of Ontraport starts at $84 per month per user. Please note that there is also a $24 per month version available, but it has limited CRM capabilities, such as the absence of pipelines.
Best CRM for customer prospecting
Nimble is available for Web, iOS, and Android platforms.
Nimble enhances the organization and the efficiency of prospecting sales teams with its Prospector engine, contact action lists, and social tracking feature. Additionally, a playful interface adds to the enjoyable user experience.
Nimble offers extensive guidance, especially at the beginning, which makes it difficult not to start promptly and get up to speed swiftly. The dashboard provides a concise overview of crucial daily reports, such as deals, tasks, activities, email tracking, and social engagement known as Signals. When you’re ready to explore further, the menu includes these same items. Although Nimble has recently introduced a few fresh reports, this aspect remains a drawback for the application. These reports include projected deals and revenue, deals won and lost, deal progress, funnel conversion, and opportunities categorized by stage. It would be advantageous to have a customizable reports feature that permits tracking of collected data, such as activities or business types.
The menu on the contact screen displays action-oriented lists at different contact stages: recently viewed, added, and contacted; marked important; and stay in touch. These lists allow for easy identification of who needs to be contacted or taken action on during the day. For instance, if your sales manager has forwarded contacts from yesterday’s webinar, navigate to the Recently added tab, where you can further divide them into more specific lists. You can segment them based on attributes such as title, city, keywords, influence groups, and other factors that help you locate contacts that closely resemble your buyer personas.
When you add a contact, Nimble will suggest LinkedIn and Twitter accounts. It will ask you to confirm the correct accounts if there are multiple options. It also pulls in all related information, such as work experience. This information is then displayed in a smart summary, which gives you an overview of your contact’s bio, work, and areas of influence. It also includes general interests that could be useful when trying to start a conversation with a contact. The contact’s social feeds are displayed in the record, allowing you to monitor and interact without leaving the screen. In the Signals section, you can view all your social activities, including Twitter and Facebook streams for you and your contacts. This includes comments, mentions, likes, and any pending posts that you have scheduled. In the contact record, there are newly added lead fields, including a rating (1-5 score), source, status, and type. You can use these fields to filter when creating contact lists.
The Prospector extension retrieves information about the company and contacts in the sidebar when you visit a site. This includes contact information, company details (such as size, year founded, industries, and keywords), as well as Twitter and Facebook profile information. By clicking, you can add a company and check if there are any existing connections linked to it. Similar to contacts, all social activities will be shown in the record.
Nimble has introduced a new feature called Workflows, which enable users to automate tasks such as sending messages, scheduling activities, logging notes, and performing other functions. By incorporating Workflows into your business operations, you can enhance efficiency and prevent tasks from being overlooked.
The starting price for Nimble is $25 per user per month, and includes 25 Prospector credits per month. Additional 100 credits can be purchased for $10.
Best CRM for sales management
Nutshell is available for use on the Web, as well as on iOS and Android devices.
Nutshell is a CRM designed to prioritize sales needs, offering features that aim to simplify and enhance the efficiency of sales managers and representatives. These features consist of tailored customizations to align with your sales process and audience, efficient team and territory management, as well as diverse reporting options to evaluate various data points.
As a manager, you have the ability to customize numerous notifications such as new leads, watched leads, activities, tasks, and mentions. This allows you to stay updated on your team’s work. You can also personalize pipelines according to your preferences, determining confidence percentages, days overdue in a deal stage, and automatic closings for overdue deals. Additional useful features, specific to your company, include fields for competitors, industries, and markets.
You can assign and organize leads for your team by creating territories based on the geography assigned to your reps. These territories can be created using area code, city, state, and postal code. Additionally, lead distribution can also be based on industry, market, and sources.
When a contact is added, the system will automatically search for the corresponding LinkedIn profile and connect it with any other social accounts. It will also include your employer and import your job profile. The ability to schedule tasks and other activities allows you to mention team members using the “@” symbol. Additionally, Nutshell’s plans offer unlimited contacts and data storage.
If your business has multiple lines of business, such as products, services, or resellers, you have the option to create separate pipelines for each line based on your sales processes. By automatically assigning leads to the appropriate pipeline based on territory or market, you can ensure that deals are organized and visible to the correct representatives. Additionally, you can create tasks for every stage of a pipeline as part of your sales process and schedule automated emails for follow-up.
The stock reporting includes information on sales value, average value, losses, and new leads. This information can be pulled based on territory, assignee, or source. Forecasting is also available for pipeline, quota, and projected sales. If you need to measure data that is not available in the pre-built versions, custom reports can be created with various filters based on the fields completed by your team.
Nutshell’s marketing platform enables users to create and send drip email campaigns to specific audiences. Users can choose the starting point of the campaign, such as when leads are lost, and design an email. Additionally, users can set a goal, such as tracking if a link in the email is clicked. Users can also schedule a delay for sending the next email. The platform tracks the performance of all campaign emails, including opens, clicks, and bounces through Engagement. A new feature of the platform is the capability to track website visits, pages visited, and the visitor’s source. This information is linked to the contacts and displayed in their records.
The price for Nutshell starts at $16 per user per month, with the option of adding a marketing add-on for $5 per month, which allows for 100 contacts.
Best CRM for managing a business
Apptivo is available on the web, iOS, and Android platforms.
Apptivo is a suitable and affordable choice for companies that need to handle various business functions, such as sales, procurement, expenses, invoicing, marketing, and contracts, using a single application. Despite its slightly outdated user interface compared to other CRM options, Apptivo offers high customization capabilities, enabling you to tailor it to your specific business needs.
Apptivo, reviewed here, is not considered the most user-friendly CRM due to its extensive range of business functions and limited in-app descriptions for these functions. However, it does have a reliable self-support center and reputedly responsive customer service. Without further ado, let’s proceed.
To begin, you may want to consider customizing the homepage and the six main apps. Simply click on Customize My Apps located at the top, and proceed to rearrange the menu items or conceal them under a sandwich dropdown for a more organized appearance. Afterward, each individual app can be personalized in terms of layout, fields, and sections. Access the Settings option at the top, and a comprehensive list of choices will appear on the left side. By utilizing a drag-and-drop widget, you can design the layout for each app, including determining the number of columns for each section, adding data fields and tables, and naming all of these elements.
Once you have contacts, customers, or companies created in the CRM, you can easily link them to other business functions. To see existing associations, click 360 View in the record. Alternatively, you can select one and click Create. For instance, if you choose Estimates, all the relevant information for that customer will appear. If you have already created services or products in Product Management, you can effortlessly add line items and costs by conducting a simple search. In case they have not been created yet, you can add them on the spot in the estimate. This will automatically generate an item number and include it in your inventory. Additionally, you have the option to add a SKU, price, cost, sales commission, manufacturer, and inventory details to keep track of supplies.
With just a few clicks, the estimate can be easily converted into an invoice, order, or project. Within the customer record, there is also convenient access to view or create available features from all the apps. Furthermore, the record displays related customers, contacts, and leads, allowing for the scheduling of appointments, tasks, emails, and other actions.
After linking your bank account (or PayPal, Stripe, Authorize.net, etc.) to the Apptivo app, you will have the ability to effortlessly gather customer payments and oversee business expenses. Furthermore, utilizing your Apptivo portal, which is generated automatically in your application, you can grant customers access to features such as invoices, orders, projects, and other functions within the app.
By using the Supply Chain suite, you have the ability to incorporate suppliers, handle orders and inventory, as well as handle the processing and monitoring of shipments. In regards to orders, all necessary information, such as the shipping address, terms, contacts, and currency, will automatically appear based on the customer’s details. It is possible to generate packing slips, select the desired shipping method, and convert the order into an invoice with just a few clicks. Within the suite, you can view all your completed shipments, as well as orders that are awaiting shipment, along with other categories like booked, closed, back order, and partially shipped.
Pre-assembled sales reports consist of opportunities, funnels, contacts, activities, territories, and markets. Additionally, you have the option to personalize your reports to capture any specific data point you are recording using fields. The financials suite offers expense reports for employees, as well as tracking capabilities for customer payments, receipts, and invoices. Furthermore, revenue and taxes can also be closely monitored.
The price of Apptivo starts at $8 per user per month for the paid plans.
Best CRM system for inside sales teams
Close the application on the web, iOS, and Android platforms.
CRM software like Close simplifies the process of communication and decision-making for inside sales teams. They are able to perform essential tasks such as sifting through contacts, making calls, and sending email follow-ups with ease. With Close, these core functions can be completed efficiently by just clicking a button, resulting in increased productivity for the team.
When you subscribe to any of the Close plans, you will receive a phone as part of the package that comes with free monthly calling credits, texting, and the ability to send emails directly from the web app. All plans, except for the Starter plan, offer unlimited contacts and unlimited custom fields. The phone plans are provided by Twilio, but the setup and billing are handled through your Close app to ensure simplified management. You have the option to rent phone numbers at a cost of $1.15 per month per number, and you are then responsible for paying the rates for outbound and inbound calls, which are $0.014 per minute and $0.0085 per minute, respectively. Alternatively, you can transfer an existing number with an existing plan. The rates for SMS messages are $0.01 for both outgoing and incoming messages. Additionally, you can include an existing number, such as a mobile number, to make outgoing calls.
The Power Dialer is designed to efficiently make calls to a large number of leads. It automatically calls through a Smart View list, and when a call is initiated, the corresponding contact record is opened in case someone answers. After the call, if there is no response or when the conversation ends, the dialer notifies you that the next call is starting. If you are still in the process of making notes in the record, the dialer will pause. Additionally, you have the option to manually pause the dialer if necessary. Other phone features provided include call recording, call coaching, and the option to use pre-recorded voicemail messages. You can also easily send texts and emails from the record, with all communications being tracked in real-time on a timeline. An inbox is available to view and manage all incoming calls, texts, emails, and tasks, and it allows you to filter and respond to them based on completed and future activities. Please note that separate rates apply for texting.
Close has a unique approach where they consider leads as companies rather than contacts. This means that you will create a lead (company) and connect contact(s) to that lead in a few simple steps. In order to accomplish this, click on the plus sign located next to Leads in the menu. Proceed to enter the name of the company and the contact’s name, and you will be redirected to the lead record where you can include additional contact and company information.
The purpose of Smart Views is to provide sales reps with guidance on who to call and when to follow up. These views are categorized into different groups such as leads to call, leads never contacted, and contacts with no communication for over 30 days. Close emphasizes that the aim of these lists is to eliminate the need to make decisions like whether to call a person or what to say. The lists are customized based on statuses (e.g., in a trial), optimal calling times, and various filters to display only the most relevant leads. For instance, we have created a list of contacts to call who did not answer before and have opened at least one of our emails. Once the list is generated, you can use the Power Dialer to call them automatically or manually call each contact directly from the screen. Additionally, you have the option to send them a bulk email or a pre-made email series.
The Close Price is available starting at $25 per month per user.
