Experience the Benefits of Sales Pipeline Automation in Australia

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[Music] hi guys cam Roberts here we're walking you through the sales pipeline showing you the different Services when they're completed and the different Services when they're bought now when a service has been completed it's very important that the sales people use the sales pipeline correctly and put those people into the relevant parts of the sales pipeline where that particular service has been completed now what we're looking at here is the back end of the sales pipeline automation so we've built a sales Pipeline and based on each stage move automation may or may not happen Okay so depending on each individual stage there may not be sometimes it's for tracking so we just put these in for tracking however in other times like these products these Services being completed we're asking for a Google review however all of this is back in and automation that the sales people will not use I'll show you in a minute the front end automation which sales people live in each day and that's how they operate and the back end supports their sales processes in the business and the way they run their customers through the business so the back end part the back end sales pipeline automation actually streamlines the sales process automates some of those repetitive tasks in a business and allows you to get on with business do what you do really well and that is serve your customers without having to worry about those worry about those repetitive tasks but I just want to show you the back end so we've got two parts of the back end one is automating the sales Pipeline and tracking people as they land in the back end campaign of the sales Pipeline and two and that is sending out the reminder sequences so as the sales people move people into the sales pipeline when they book a service because you've got four different types of services we want that and you don't have four different um service bookings stages in a sales pipeline because it doesn't make sense they're all a service right we just want to make sure that when people are booked in for a service we fire that off with a tag okay so let's start with the back end first let's start with the Finish Line first let's say someone has completed a service that they've had the service completed they've done their um they've got their thing done right well they're going to get a Google review request email which is this one and all of this was taken from the copy done by our copywriters right so have a look at that and then you know it's all been set up really nicely uh got all the details subject lines everything's all set up and we've got the sms's going out as well so fully automated with the sms's everything's aligned with the copywriting that we've done you can see here this one relates to 4.2 12 month cut and polish reminder and all of these are in the right places in the sales pipeline so these are the Google reviews right when a products when a service has been completed and these are the service books so as someone gets a service book what happens is we've got to make sure that the sales pipeline tags tags that contact so in this particular case service booked Ryan is the category ceramic coating is the tag so as that particular service is booked your sales pipeline will just need to quickly are your sales people will quickly need to just tag that contact what that does is that it sets up an automated process to remind them right Services booked Waits 11 months and then tells them hey Now's the Time after 11 months to get back in and get some more work done so those automated reminders are there you know because it's been 11 months Now's the Time to book your ceramic maintenance and top up okay and that's based on the services being booked now what we do is after 10 months we also remove that tag because otherwise if we don't remove the tag then when someone read books back in in their second year this won't the system won't fire off so it's really important that the sales people use the tags but they won't have to remove the tags the tag removal is done automatically by the system and that's the great thing about using something like a smart Behavior campaign like this right so it's all been built out we've got the sms's going as well right so everything's been automated so it's going to be a really beneficial for streamlining your business as I said taking away those repetitive tasks in your business so four different categories there service book cut and polish same sort of thing the reminders are in there as you can see depending on the copywriting that was done and supplied and approved then we've got service interior protection interior protection and the last one new van purchased so it doesn't matter what the products are they're all segmented we've just got to make sure that the sales people follow those up right and so what happens here is when those tags are applied so just make sure all the services are in here so there's the last one there cut and polish show any of these surfaces that are booked and I'll just make sure there's none no more there right so that's all of them so anytime it's a service is booked that's going to tag off a finished goal of people in this in this campaign and just as a backup it will also remove the seven tags as well but they were already removed but again it's just for backup okay so we just want to make sure that there's a backup there just in case someone accidentally added the tag again okay and that removes the tag and that means next year when they come around again you know your sales people can apply that service tag and the whole thing will work nicely again and the people can enter once again okay so here we see the front end of the sales pipeline this is where the um sales people will be using it so if I select the contact let's look for me if I've got a contact in there nope so I'll create a new one cam test work email okay and just go save right so that's the contact you can give the deal a name just mute test you can put a deal value on there depending on how much you think it's worth put some notes in there if you want there's the deal okay so now Chem test is in this qualified area here now if um one of those things has been completed see psip HDR as cam gets that particular task completed um obviously you've got a few different uh sales Pipelines stages here so my recommendation would be that if we take this test here and let's say that Cam's booked for this particular service here right sits in that until the service has been booked but because the HDR has been booked we've got to make sure that you know as you book the service you also tag the reminders so in this particular case you would make sure that you add a tag to this particular contact okay so really important now one when we look at the contact if we go to that particular contact there just look at the tag under here and then we add the service books so if we look for service right let's say it's high gloss restoration and then add that to can now what's going to happen is it took less than 30 seconds to do that chem's going to be added to that particular campaign at the back end okay and then from here we can go back to the sales pipeline oh you could also click back to the sales pipeline from that particular contact as well right now once cam has that particular service done it's been completed obviously you can move them over to wherever you want them to go next and then what's going to happen is Cam's going to get that Google reminder automated Google review reminder send it out automatically as well because it's being completed there now obviously you can leave them there but I like to you know obviously delete the stage once it's done if if you want because they might come back and do another one next year but that's okay see it says if you delete this deal all of the history and notes will disappear but don't worry it won't affect the associated contacts that's why I always recommend making all the notes in the contact and not the deal but it's entirely up to each business because what happens is if you've got repeat customers that flow through your sales pipeline it's you can certainly leave the deal stage in here but if they come back every year or every six months then there's duplicate deals for the same person so my recommendation is to just once this has been completed have someone come through at the end of every month just as a best practice go through all your end stages in the sales Pipeline and just go okay this person's he's had that done I can see that you know it was done over a month ago time to delete this deal and you go great delete deal delete it you would know by a month that's passed that they would have got their Google reviews reminders already right and Away you go next time Cameron comes in restart the whole process book him in again apply the right tags and Away you go so that's it or let me know if you've got any questions about sales pipeline sales pipeline automation or how to streamline your business [Music] [Applause]