Mapping Your Sales Pipeline

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Think of your sales pipeline as a roadmap to closing deals. Now you cannot automate every single step because you'll lose the overall human touch. This is why you need to clearly define each stage of your sales pipeline to identify areas for automation.

Start by defining each stage in your ceo email list sales funnel, for example, lead generation, qualification, proposal and closing. Next, have a breakdown of activities per stage like having discovery calls, sending proposals, and scheduling meetings to mention a few.

With this breakdown, analyze each activity and identify repetitive tasks that can be automated. So an example could be sending an automated email after a lead capture or assigning tasks based on lead scoring.

3. Cleaning Your Data
When you have inaccurate or incomplete data you can have many missed opportunities, and ultimately a frustrated sales team. For one, your conversion rates would be very low.

This is why an important step in maximizing automation is cleaning data. So before you activate any automation or workflows, dedicate the time to clean your existing data. Eliminate duplicate entries, standardized formats and ensure all contacts are verified.

Again, using the right CRM helps automate this step as a tool like lemlist would automatically verify contacts before adding them to your database and merge any duplicate contacts.