I’m trying to find a sales/prospecting flow that works for me. Is anyone particularly happy with theirs and can share how they do it?
I’m interested in everything:
How much time per day, or per sit down session?
How do you get leads? Tools?
How do you get leads into email marketing software? Tools?
How do you get leads into CRM? Tools?
How do you follow up? If your tool does it, which tool?
How do you write the emails or customize templates? (Taking into account all relevent CRM data)
I have looked into these questions through basic Googling but I want it from a bootstrapper’s perspective.
I currently use Zoho Mail/CRM but have not figured out how to optimize it. Will probably try to see how the flow changes if I send emails directly from the CRM.
Anyway, hoping to hear some interesting workflows.
Creating templates in Zoho CRM is not a good experience. They force an HTML email which on the receiving end looks “automated” and so will likely turn-off cold leads even more. Turning email to plain text then adds a bunch of line-breaks that need to be removed. So yeah, this will not stand… man… looking for a tool that can do Email, multiple follow ups, and CRM integration.