Optimizing the Initial Sales Process
One example of how Pipelines allows us to overcome the main challenges in the Sales process highlighted above is by connecting Quickbase with Marketo, a marketing automation software and lead database, Salesforce, a CRM.
Let’s have a look into a step by step procedure of how Pipelines help solves the issue of inconsistent lead management and slow quote processes.
The process of solving for inconsistent lead management and slow quote processes is interconnected. In our example process, leads gain points as they take actions, like viewing web pages, and are sent to sales when they have enough points. Then, they are assigned to a sales representative in Salesforce based on ability and whoever is working the fewest number of opportunities.
At the same time, the lead from Marketo is created as an opportunity in Salesforce and given an identification number. Quotes are then created when a deal reaches the appropriate stage.
Through Pipelines, users are able to approve requests from leadership that are auto–signed in your CRM. Pipelines not only makes lead management and quote processes more efficient by routing leads to sales representatives in a timely manner, but also enhances customer relationships by preventing delays in the quote processes through auto approvals.
Lastly, addressing the problem of unreliable forecasts – with Pipelines’, companies are able to automatically update fields based on a schedule that they set. Users can set conditions in search criteria, such as quote approval status, and the system will run a search at the designated time.
Whether you have a 3rd party tool you are using or Quickbase, the process of quoting differs from company to company. Pipelines provides businesses with a flexible solution to create processes that cater to their unique workflows.
By leveraging Pipelines, you are able to integrate different channels,connect disparate systems, transform the way your data is used, uncover new insights in real-time, and continuously perfect the processes that make your business unique.