Streamline your Sales Pipeline Automation for Healthcare

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hey folks from a salesperson's perspective you probably know that lead management is a complicated process there is so much going on information you need to enter all the time you need the leads moving along the sales pipeline oh and don't get us started on timely follow-ups and tasks for other members of the team so much on your plate and so little time and what a relief it is the fact that you can cut a lot of corners without losing anything in the process automation is the answer and ammo crm digital pipeline is just that the digital pipeline is an automation tool that can be configured in a lot of different ways think of it like a salesperson's lego set it allows you to lead the potential client through the sales pipeline with minimal human interaction it also helps your company to contact your leads at the perfect moment warm them up when they move through the sales pipeline reduce the number of rejections and increase the overall conversion rate it will ultimately save you a lot of time and a lot of headaches indirectly it will also save you a ton of money what digital pipeline actually does is warm up the leads and move them closer and closer to the purchase automatically you build the necessary steps required for your business to close a deal and it will work of its own kick back and see the magic happen to mention some of its functionality here's what you can do with it send emails automatically on behalf of the sales manager send texts to a variety of messengers also automatically lead and track the prospect through the sales pipeline without any manual input subscribe leads to mailing lists run facebook ads turn off the ads automatically once the lead is closed because why should we spend money advertising to someone who has already bought from us get notifications about each particular event in the crm sent to the responsible manager right oh let's start at the very beginning the lead section the digital pipeline can be accessed by pressing the setup pipeline button in the upper right corner here we can set up everything we need up here you can see all the stages of a given pipeline the sales pipeline generally speaking is your sales process and every stage highlights a particular part of it from the very beginning of lead acquisition and up to the successful sale and beyond by the way you can easily create multiple pipelines each with different automatic actions in place for instance say someone's buying a car a potential customer should book an appointment with the dealership and come see the ride they want to try out that's a sales stage pretty much each business has a number of stages all different all important but there is one thing in common the journey from the beginning to its logical end that is a sale or a sad case of not landing a sale as soon as you create your account in ammo crm there will be a number of basic sales pipeline stages it's your run-of-the-mill super basic sales process there is a particular stage the incoming leads designed for all the incoming queries that you're not sure of being a genuine prospect not yet anyway it's also used to filter spammy messages and whatnot it would be the first stage of your pipeline if you set it up so this pipeline stage cannot be deleted or removed since it's important for the system to function once you accept an incoming lead it becomes a proper healthy lead and then it is moved to the contact stage now these are folks we're going to try and do business with you can see that in the default setting the negotiation on offer stages are the next logical steps every sales pipeline has two stages that cannot be deleted but they can be renamed these are closed one which is self-explanatory and closed last for every lead that didn't make it to the shore at the closed one stage you decide if your lead is now a regular customer and upgrade them to a customer in ammo crm it's useful if you're dealing with subscription type businesses or repeat customers you can connect this lead to an existing customer or create a new one in the closed lot stage you can select an interesting setting it's called reason for closed lost leads so every time a lead is lost the salesperson will have to provide an account of why it happened we'll switch it on here because it's handy and it will help us gather information for future use after all maybe they will become our customers later after a cool promotion or something similar the reasons for closed loss can be no answer viable if we cannot contact the client more than three times during the week expensive useful if the rejection happened simply because of the price and the client found a cheaper alternative to our product no longer interested when the client changed their mind about buying unfortunately this is a common occurrence the decision was postponed if the client postponed the purchase decision for two or more months sad but there's always a chance we'll get them next time creating a new stage apart from these two stages you can build a sales pipeline that fits your needs absolutely any way you want you can add new stages by pressing the plus button in the desired location within the pipeline in our case here let's slap another qualifying stage in and name it interested editing and deleting stages click on a stage to edit it you can rename it and change its color scheme moving stages from one end of the pipeline to another is also super simple drag and drop the stage to its desired location [Music] and if you need to delete it there's the little red bin in the lower right corner of your screen of course you'll probably need more than one sales pipeline and we're happy to oblige you can create more sales pipelines by clicking on the pipeline name in the upper left corner when you do that you can see the list of pipelines already in the system press the plus button to make a new one or the pencil icon to change the pipeline name or delete it now the fun begins let's explore the left part of our digital pipeline which is called lead sources so the first thing you should do is enable the incoming lead stage once you do that it's going to be your first pipeline stage we've covered its use just a little bit earlier in this video but once again it's used as a first step to qualify leads and separate them from junk and spam duplicate control oh yes because there is nothing worse than dealing with the lead database full of duplicate entries naturally it's configurable big data at amocrm we've got quite the machine learning algorithm capable of sifting through every bit of information and making a match this feature helps recognize the duplicates automatically without any input on your end tracking pixel crm will recognize duplicate leads through its digital footprint match email addresses with the leads as long as the lead has the same email address it won't be created again match phone numbers with the leads same drill as with the email address matching if there is a match a lead will not be made you can choose pipeline stages that will be searched for duplicate leads so it's possible to find you in this process once a duplicate lead is detected you can decide what to do with the conflict in data remove it or merge it we'll choose to update the most recent lead because we like it all nice and neat you can also add an automatic task after merging the incoming lead stage is pretty much useless unless you have a lead source that means you need to connect at least one lead source and here's how it's done simply click add source and choose the one you've got or better yet choose everything you've got another cool feature you can make really good use of is called lead scoring with this help you can easily track the leads readiness to make a purchase simply select the range of values that indicate the prospect's desire to buy and see where they're at note however this feature is available only on the enterprise subscription plan the big thing we'd even say the biggest thing is automation they're called triggers in ammo crm and they can do so much for you we'll cover every single one of them in detail in another video because there really is a lot to unpack here but at a higher level these actions can help you set up a sales bot send emails change lead pipeline stages and much more all of these can be triggered under specific conditions you decide upon yourself here's a list of conditions you can use for every particular trigger tags responsible user sale source or utms let's create a test one say we want to set up an automatic greeting for every lead that texts us in social media to do that we need our trusty sales bot to help you get a jump start with the sales bot we've got a number of cool templates useful for a variety of situations so that you can start using them right away the welcome bot templates seem to be a real nice fit for our case so let's go with one of these done and done now we have to place our brand new sales bot in the digital pipeline for that i'm moving to the leads section pressing setup pipeline and adding the sales but trigger under the incoming lead stage i can set the desired condition since i'd like this trigger to be active for social networks i select the sources instagram and facebook i select the welcome bot leave it the way it is and press done now my friendly bot will greet my incoming leads for me now when the lead moves to the interested stage we want to send a price list to their email once again here's our trigger here are our conditions saved and ready any lead that comes to this stage will receive an email with a price list straight away finally we're about to close the lead so that involves an invoice why don't we automate that as well let's select the correct trigger here that being a follow-up there we go all done and thus you know how the digital pipeline in ammo crm works although what you've learned is still at a basic level next up we discover the automatic actions and the true potential behind ammo crm's automation capability don't wait just head into the next video see you there and thanks for watching [Music] foreign