⚡️ Sales Conversion
Purpose
Manage and facilitate the sales process from lead generation to deal closure.
Scope
- Convert Sales Qualified Leads into deals applying ICP filters
- Track newly created opportunities daily
- Initiate follow-up activities for deal pipeline management
- Monitor weekly follow-up activities by type (Connect, First Meeting, Second Meeting, Closing)
Responsibilities
- Chief Revenue Officer (CRO): Follow opportunities and sales pipeline.
- Sales Teams: Leverage interactions data to engage with Sales Qualified Leads and generate new opportunities.
- CRM Managers: Ensure accurate data flow and integration within sales tools and platforms.
- Data Analysts: Analyze sales data to provide insights for improving sales strategies.
Metrics
- Response Rate to First Message: Percentage of initial sales messages that receive a reply, indicating the effectiveness of the initial contact approach.
- Interest Rate After First Message Reply: Percentage of replies that express interest in proceeding further, assessing the quality and engagement level of the initial interaction.
- Sales conversion rate: Percentage of opportunities that convert into actual sales, reflecting the efficiency of the sales process.
- Sales cycle lengths: Average time taken to complete a sales process from first contact to closing the deal, showing the overall efficiency of the sales operations.
Inputs
- Sequence of tasks from Opportunity to Closing with associated pace
- First contact: 26/02/2024
- Meeting 1: +10 days
- Meeting 2: +10 days
- Meeting 3: +10 days
- Closing date: First contact + 30 days
- Emails: List of email addresses to received daily notifications
- People seniority, People Department, Organization Staff Range, etc.: List of columns from CONTACTS table to apply filter on. It could be to include or exclude values
Outputs
- DEALS table: Manage sales opportunities.
- ACTIVITIES table: Manage follow-up activities link to deals.
- Sales Assistant Report: Use the tables to calculate metrics and generate assets like charts and files for ad-hoc analytics (csv, png, html).
- Sales Assistant Plugin: Use the report assets and integrate them into the chat and the search engine for end-user consumption.
Workflows
Sales Opportunity Creation
- Create opportunity: Trigger deals based on ICP filters from CONTACTS table and create deals.
- CRM Integration (Custom): Integrate new deals into your CRM system. Available for HubSpot and Pipedrive.
Task and Follow-up Coordination
- Automated Task Creation: Automatically generate tasks for each stage of the sales process (e.g., follow-up calls, meeting scheduling) upon the creation of a new opportunity. Use AI or rules-based triggers based on interactions data and sales stage progress.
- Dynamic Task Prioritization: Use interactions score for prioritizing tasks based on urgency and potential impact on the sales pipeline. This system should allow sales teams to focus on high-value activities and opportunities.
- Personalized Follow-up Strategies: Develop personalized follow-up strategies for different segments of Sales Qualified Leads, based on data insights. Tailor communication style, content, and timing to increase engagement rates.
Customization
- CRM Deal creation
- CRM Activities/tasks creation with first connection message
- Add LinkedIn conversations to CRM
Roadmap
- March 2024 - Add HubSpot integration to abi core model
- March 2024 - Add Pipedrive integration to abi core model
- April 2024 - Synchronize conversations on LinkedIn to HubSpot
- April 2024 - Synchronize conversations on LinkedIn to Pipedrive
- June 2024 - Integrated minutes of meetings to deal notes in HubSpot and Pipedrive from Operation Assistant.