How To Use a CRM Is Not a Skill Exclusive To Sales Professionals

Using a CRM and sales pipeline should be in every creative’s tech stack. If you don’t know how to use a CRM, it’s okay, you don’t have to start using it right away. However, in this article, we are going to show how helpful it can be to have such a tool as your disposal. It can literally save you time.

Why Do You Need Sales Automation For Your Business?

If you run a small to mid-size creative agency, having a CRM with sales automation in place could potentially save you hours from boring admin tasks. It’s just like having a virtual assistant by your side, taking form submissions, processing them and automatically scheduling Zoom or regular calls. After that, all you need to do is put forward your best work during that call and try to close the deal.

Can I Use My Email Marketing Platform To Do This?

That depends on the email marketing platform. However, a true marketing automation platform provides far more features than just email marketing. In addition, an email marketing platform doesn’t have a proper CRM, where you can setup a sales pipeline.

Let’s Put That Virtual Assistant To Work!

In this video lesson, we are going to show you how setup a sales pipeline in ActiveCampaign. That’s the foundation for the whole process of automating your lead generation funnel, so let’s get started!

How To Create a Sales Pipeline

Creating Your First Sales Automation

Create Your First Automation

Make Your Leads Setup Appointments

Turn Calendly Into Your Virtual Assistant

In addition to the video tutorial above, I decided to include a screen shot of the email the lead receives when they book a Zoom call with you:

Screen shot of email received by lead booking an appointment via Calendly

On your end, Calendly will automatically set up the appointment in your Outlook calendar:

Close The Deal!

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About Me

I’m a Toronto Web Designer, specializing in WordPress. I’m also an Email Designer, designing and coding templates for Mailchimp and Campaign Monitor, as well as any other email marketing platform using HTML email. If you need help getting your email campaigns optimized for mobile devices, as well as getting better insights from each deployment, then we definitely need to talk. Oh, I also love coffee, so you’ll see the occasional espresso-related blog post from time to time.

Get In Touch!

Need help making marketing automation work for your small business? Let’s talk.