Empower your business with an easy-to-use solution for online sales pipeline in IS standard documents

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hello hello jeff alvin here with ballen brands and today i want to show you how to use the sales pipeline in the keep crm so really cool feature in keep whether you're in keep max classic which is the originally known as infusionsoft i have a separate video for that or if you're in keep the newer keep interface i keep max or keep pro then you have built in here this sales pipeline okay so when i click on sales over here on the left by default it goes to pipeline all right now what's cool about the pipeline here is that you're able to set up first of all multiple pipelines but then you're also able to set up each of the stages that you want in here as well so by default i have just a real simple pipeline set up here and this would be like new we can call it new lead you know if we want to be a little more specific there let's do edit new lead okay so new lead qualifying contacting negotiating right something like that so it's a general sales pipeline that allows me to kind of track where each of the contacts are okay so um they're called deals this each little car is called a deal and um and then we can also automate these stages as well so really super cool feature will get a little bit more uh into those details but let's say i want to add another stage i have a new lead let's say reached out okay we'll save that so let's say i reached out to them now i'm trying to qualify them some sometimes maybe you call that reached out maybe we'll say hold appointment or set appointment right so this would be mean that we actually set the appointment then we call this one maybe appointment kept if we want to do it that way and then negotiating and then finally we could do um you know closed all right so our options here of course are oops went back a little too far there go back pipeline okay all right so now if i want to add a deal for example that's just pulling up a contact under this particular thing so these are the different contacts i have in here right and then what's the deal name so in this case we can give it a call give it a name like um we'll just call it website lead state came off deal value so like if we value all of our leads in a particular you know thing so like if it's a maybe we have a 200 consulting service right so the value of this particular lead is 200 right we have that option then i can make some general notes if i want to as well so let's go ahead and click add so you see how it has this website lead and then 200 potential value and whatnot now if i click on this it pulls up basically their information i can go to the actual shows the contacts that they are you know estimated close date i can put in there i can have notes and send you know give a quote send an invoice send an email all that next uh cool stuff that we can do there it also save the deal activity so it shows you kind of a history of what you've been doing in there so now let's say i called this particular contact and i have to click on them and then view their contact record you know get their phone number do all that call them so forth um so that's that's one thing and then um i can also then just go ahead and move to next stage so that means now i did that now i reached out and we moved to the next stage so what's cool about this is that again really easy to manage right everybody that's here needs to be reached out to everybody that's here needs this you could do this in a fulfillment platform as well maybe they're already a client we could do a new sales pipeline for example manage pipelines we've got the default one we're going to add a new pipeline we're going to call this one a project pipeline and then not started planning in progress so these are the default things i can change the names of those really quick if i wanted to but i could just go ahead and save that as well and now i'll hit save and now you'll see we have a project pipeline and then we have our default pipeline as well so we can have a sales pipeline fulfillment pipeline you know whatever we need there it's really cool all right so now the other thing that we can do is we can automate the stages like i mentioned so let's say someone comes in automatically as a new deal i can automate that stage to say when someone right when so what starts your automation deal enters the stage so when someone comes into the pipeline new lead right then i want to do this maybe it's add a tag maybe it's send a text maybe it's send an email anything i want to do there right i can do all these different things so let's just say i want i can send a notification to someone on my team if i want to do that which is really cool so a lot of different options like like i said i can add a tag if if we want to go that route so let's just say i want to send an email we're going to do an introduction or i can start with a blank email either way i can choose something that's in there as a general introduction hi so-and-so so nice meeting you i just wanted to say now in this case this is a lead we haven't met right so we'll just say like thank you for registering we look forward to connecting with you right something like that look forward to connecting with you all right so let's just say that's an example yes i want to include my signature all that good stuff right so then i can hit next and then do i want it to go out immediately when they come into the funnel or do i want it to be delayed now in some cases i might want to delay it just by like three minutes or something i want to make it look a little bit more authentic i guess right so i could do that as an option and i can click next and and it stops when the deal exits the stage now the reason why this exists is i could create a seven month or six month follow-up campaign for someone that's in here but i don't want that to keep going to them when they actually leave the stage so keep that in mind like if i'm gonna do a nurturing stage or something like that like that's that we could build right in here you know this long-term nurture until they become a client or something like that so they have this cool little stop option as well all right so we'll go ahead and publish that and now we have that option so if someone comes in to hear anybody new because i have i can see this that there's automation active it's going to send them that follow-up now i can also edit the automation and add when the deal exits the stage then it does these things right so again think of like if we close the transaction and we move them to closed i could either set up a new automation on close that says when they enter close send them this follow-up thank you blah blah or i could set up the automation on the previous one that says when you know when they leave the working stage or whatever then send them these things right it doesn't really matter which way it that only matters if you just think about how the communication is going to go when do you want it to go at what stages could someone be in you know one stage like you can't have one deal in two stages or you could actually have one particular person in two different stages so you know think about how that's all going to interact with each other but otherwise it's all built in right here like i said super easy to set up you know very easy to to configure and create some pretty dynamic and awesome marketing automation so if you have any questions on any of this by all means you can reach out to us at team ballenbrands.com