Empower your production team with a streamlined sales lead pipeline for production

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[Music] you're looking for an easy to use CRM system for your manufacturing business I'm going to show you how pipeline CRM is going to help you close more deals by helping you manage your sales pipeline be more organized by tracking your leads and managing your contacts get all the information you need at your fingertips to understand what you need to do to sell these customers again and last but certainly not least Rock your productivity with automated workflows now let's go see how to do it first let's take a look at how we can be more organized with our sales pipeline um there's a smart agenda so as I automate my workflows it'll automatically assign me events tasks to-dos based on different workflows that I have created and automated here once you sync your email all of your emails are going to show up right here and you can track it you can see who's clicked on it who's opened it deals s fing away this is another automation that pipeline CRM does we will highlight deals here that we think need some attention um that are large and scale or haven't really been followed up on in a while pipeline CRM helps you to stay more organized by helping you to manage your contact UM the company the status of the relationship with this person their title whether they're a contact or a lead if you have any deals with this lead all of the deals associated with this person whether they're the primary contact or not will be listed on their person page all right all right now let's talk about what really brought you here I'm going to show you some automations that I have set up and I'm going to show you exactly how they work uh apply sales template to deal this one is super duper easy so the sales template is something that comes standard with pipeline CRM you don't even have to set it up uh so what that is it's a series of tasks and events it's just going to remind you to reach out to call to follow up so the way that this automation works is when a deal is created and the job type is new in instead of repair or inspection do this apply a to-do template uh and then I'm going to select my to-do template here and I want the sales template and the task owner is a triggered deal owner so this essentially means when a deal is created it's going to automatically apply a workflow um whatever templated workflow that your business would like it to have I'm going to save this uh let's go back what else is here 1 million deal created or updated that's fun a million dollars is a lot of money so send a notification to manager of sales when a $1 million deal is at deal stage 20% or higher and the deal stages progress our Pipeline and our deal stages by the way are highly customizable so you can set any percentage any pipeline name that you'd like to to fit your sales process so let's take a look at how this automation works when a deal is created and any of these conditions are true so the deal stage is qualified or presentation or design uh your manager will automatically be notified um do this here is where you would structure your email and check this out this is really cool you can automatically insert deal attributes automatically into the body of the email so you can add the deal name the amount the deal stage the job type there are a lot of attributes to choose from to tailor this to whatever your sales process is or whatever it is that you want to communicate to your manager sign up for a free 14-day trial no credit card needed and as always reach out to us if you need help [Music]