If you’re a business owner, there’s a good chance you’ve heard of SalesPilot CRM. But what is it? Is it worth your time and money? Today, we’ll look at what SalesPilot CRM is and how it can benefit your business.
What is SalesPilot CRM?
In short, SalesPilot CRM is an inbound and outbound sales tool that helps businesses close more deals and increase their revenue, whether you are relying on traditional sales or selling online. It does this by automating repetitive tasks, such as sending follow-up emails and scheduling appointments, so that salespeople can focus on their pipeline and selling. In addition, SalesPilot CRM provides users with real-time insights into their sales data so that they can make more informed decisions about their strategy.
How Can SalesPilot CRM Benefit My Business?
There are a number of ways in which SalesPilot CRM can benefit your business, such as:
Increases Efficiency by Automating Repetitive Tasks
SalesPilot CRM is a tool that helps business owners automate their repetitive tasks. It does this by integrating with the tools business owners already use, such as their email client, calendar, and to-do list. Once SalesPilot CRM is installed, it will automatically start tagging emails, scheduling appointments, and adding tasks to your to-do list. This frees up your time so that you can focus on more important things.
Another way SalesPilot CRM increases efficiency is by automatically following up with customers and clients. For example, if you forget to follow up with a customer after they make a purchase, SalesPilot CRM will automatically send them a follow-up email so that you don’t have to worry about it. This ensures that your customers always feel taken care of and reduces the likelihood of them taking their business elsewhere.
Finally, SalesPilot CRM also offers customizable workflow templates so that you can automate complex processes with ease. For example, if you regularly need to Send out invoices → Schedule payments → Send out receipts, you can create a workflow template for this process and SalesPilot CRM will take care of the rest. This saves you from having to manually carry out each task every time an invoice needs to be sent out, which further increases your efficiency.
Helps Salespeople Focus On Their Pipeline
In today’s business world, the sales process can be complex and time-consuming. It’s important for salespeople to have a tool that can help them manage their pipeline and stay focused on their goals. SalesPilot CRM is a great option for salespeople who are looking for a way to streamline their workflow.
SalesPilot CRM is a cloud-based software solution that helps salespeople manage their pipeline and stay focused on their goals. The software provides a visual representation of the sales pipeline, so salespeople can see where they are in the process at all times. Additionally, SalesPilot CRM offers a variety of features that streamline the sales process, including:
- Lead management: SalesPilot CRM makes it easy to track and manage leads. With the software, you can quickly see which leads are hot, cold, or inactive. You can also set up lead scoring, so you know which leads are more likely to convert.
- Opportunity management: SalesPilot CRM makes it easy to track opportunity progress and calculate win probability. This information is valuable when forecasting future deals and evaluating which opportunities are worth pursuing.
- Activity tracking: SalesPilot CRM’s activity tracking feature ensures that no deal falls through the cracks. With activity tracking, you can see which deals have been contacted recently and how often they’ve been contacted. This information is valuable for prioritizing follow-ups and ensuring that all deals are being worked effectively.
- Reporting: SalesPilot CRM’s reporting capabilities provide valuable insights into your sales process. With reports, you can see which activities are driving deals through the pipeline and which deals are getting stuck along the way. This information is valuable for tweaking your sales process so you can close more deals faster.
- Provides real-time insights into sales data
- Helps businesses close more deals and increase revenue
Is SalesPilot CRM Worth the Time the Investment?
From accounting to marketing, every business needs a CRM to succeed. A CRM system lets you track your customers and your sales, so you can focus on giving your customers the best possible experience. There are a lot of CRMs out there, but is SalesPilot CRM worth the time and money? Let’s take a close look at SalesPilot CRM to see if it’s the right CRM for your business.
SalesPilot CRM offers several different pricing plans to fit the requirements and needs of businesses. Plans ‘can’ start at $97 per month for a small business that wants to DIY their entire process and begins escalating fro there from three, four, and five figures, depending on whether the business requires HIPAA Compliance, consulting services, design services, your own domain for email, call tracking, API integrations, etc, etc, etc. Most clients opt in for the services to help them get up and running quickly and more efficiently, allowing them to begin marketing faster, and generating leads quicker.
SalesPilot CRM Features
SalesPilot CRM offers a wide range of features that are designed to help businesses grow and succeed. Some of the most popular features include:
- Contact management – track your customer’s contact information in one place
- Deal tracking – keep track of your sales deals so you know where they are in the sales process
- Lead capture – automatically capture leads from your website so you can follow up with them
- Email integration – sync your email with SalesPilot CRM so you can keep track of all your email correspondence in one place
- Customizable dashboards – create custom dashboards so you can see the information that’s most important to you
SalesPilot CRM is a feature-rich CRM that offers a wide range of features for businesses of all sizes. It’s priced competitively and offers a free trial so you can try it before you commit to it. If you’re looking for a CRM that will help you grow your business, SalesPilot CRM is worth considering.
Whether you are in Healthcare, a Roofer, a fitness studio, or other type of business, if you’re looking for a tool to help you streamline your sales process, SalesPilot CRM by Mixed Media Ventures, is worth checking out! The software provides a visual representation of your pipeline so you can always see where you are in the process, and it offers a variety of features that make it easy to track leads, manage opportunities, track activities, and report on your progress. These features are valuable for making sure no deal falls through the cracks and for identifying areas where your sales process could be improved. So if you’re serious about improving your sales performance, SalesPilot CRM is definitely worth considering!
If you are interested in learning more about SalesPilot CRM, take the time to book a brief 20 – 30 minute discovery call with us here.