The goal of this project is to design and implement an automated sales process and create a seamless workflow from lead generation to post-sales activities. It requires integrating various tools and leverages AI technologies to enhance efficiency, productivity, and customer experience.
Consultant Requirements:
Proven experience in B2B sales process automation.
Expertise in CRM systems, AI tools, and workflow integrations.
Strong project management skills.
Excellent communication and training abilities.
Project Duration:
2 weeks
Project Objectives:
Automate lead management and follow-up processes.
Integrate CRM with project management and other sales tools.
Utilize AI for automation and intelligent follow-ups.
Streamline / automate demo scheduling, trial initiation, contract and invoice sending.
Automate customer onboarding and support workflows.
Implement automated re-engagement, upselling, and win-back campaigns.
Expected Outcomes:
Increased efficiency and productivity in the sales process.
Improved lead management and follow-up.
Enhanced customer experience through automated onboarding and support.
Data-driven insights for continuous improvement.
Project Management and Reporting:
Daily progress updates and meetings with stakeholders.
Detailed project management documentation and reports.
Scope of Work:
1. Assessment and Planning
Review current sales processes through rapid interviews with sales and customer success teams.
Analyze current workflows, tools, and pain points.
Define automation requirements in collaboration with key stakeholders.
2. CRM and Tool Integration
Configure and optimize Pipedrive CRM.
Integrate Pipedrive with ClickUp.
Set up necessary integrations with email, calendar, and communication tools.
3. Lead Management Automation
Develop and implement a lead scoring system.
Create automated lead qualification and assignment processes.
Provide AI-powered email drafting assistance for SDRs.
4. Sales Process Automation
Automate demo scheduling and follow-up processes.
Implement trial activation and monitoring system.
Develop automated check-ins and engagement tracking during the trial.
Automate meeting scheduling for post-trial discussions.
5. Contract and Payment Automation
Implement automated contract generation and invoicing systems.
Develop subscription activation triggers based on payment.
6. Customer Onboarding and Retention Automation
Create automated welcome and onboarding email sequences.
Implement usage monitoring and automated upsell/cross-sell triggers.
Develop automated customer satisfaction surveys and feedback collection.
7. Analytics and Reporting
Set up a comprehensive sales analytics dashboard.
Implement automated reporting for key sales metrics.
Create a system for continuous process optimization based on data insights.
8. Training and Documentation
Develop user manuals for all implemented systems.
Conduct training sessions for the sales team on new processes.
9. Final Review and Handover
Conduct a final review of the automated systems.
Ensure all objectives and requirements are met.