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Inside sales process

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Marketing Automation from Makesbridge: Set it and forget it! Business process automation is like having dozens of efficient staff members on the job 24/7. Makesbridge provides pre-built automation routines to run your business with minimum effort. Bite-sized automation that anyone can do. Build new Autobots and choose from ones we've created for you. In this simple sales process flowchart, you can see an example of how your inside sales team can manage new leads easily from the first contact all the way to closing the deal, using Makesbridge's innovative marketing automation features.

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Page 1: Inside sales process

Yes

Yes

No

No

Behavior/profile info stored in Makesbridge

Behavior/profile info stored in Makesbridge

Yes

Mail bot sends 1:1 email from Tier 2 Sales Rep inviting Discovery

Mass email sent to contacts

Drip from Nurture Track sent to contacts

Tag bot tags contact 'Hot Dial Discovery' [HDD]

Mail bot sends 1:1 email from relevant Sales rep every month for 24 months

Frontline Sales Rep monitors prospect's activities/web visits

Frontline Sales Rep calls/live chatsprospect, asks for discovery

Tier 2 Sales Rep observes Frontline Sales Rep’s calls, ready to receive Hot Swap

Tier 2 Sales Rep conducts Discovery call

Mini/SMB: Tier 2 Sales Rep to conduct Demo

PRO+: Tier 3 Sales Rep to conduct Demo

Agree to discovery call?

Assess

Date & Timeagreed?

Inside Sales Process

makesbridgeTM TM

Contact clickscampaign

If Contact, tag 'Disovery declined', if non contact, request email id and add

contact in MKS

Transfer call to Tier 2 Sales Rep, Tag 'Ready for Pre-sale'

PRO+: Tag 'Ready for PRO+ sales' & ask for demo appointment

Mini/SMB: Tag: 'Tier 2 Sales Rep' & ask for demo appointment

Completed Demo: Tag 'Tier 2 Sales Rep closed

Demo'

Tag 'Nonresponder - Demo'

Book appointmentBook appointment

Sign up for trial: Tag ‘Tier 2 Sales Rep closed trial’

wwwContact visitswebsite www

Non contact visitswebsite