Questions

We are SaaS - built a integration* for CRM like Pipedrive. We have some trial users , but we need to structure our sales process. What’s the best way to start since we do not have marketing strategy too and no team yet.

I've been waiting for a question like this since this is exactly my area of expertise (look at my profile to learn why).

It's a bit difficult to give you specific action items to follow since your question is a bit vague/missing some context.

Building out a sales process starts on the marketing front because that's where you generate leads. Sales too can help, but cold calling only accounts for 1% of a company's revenue (not a lot).

Do you do any FB ads? You should generate leads by driving traffic to your app via FB ads. You should offer your product for free for 6 months to drive a lot of traffic. Allow people to sign into the software for FREE for 6 months as long as their credit card is on file (that way you can auto charge them after 6 months).

Then you need to have a CRM that captures these leads and salespeople to call these inbound leads. You need to have a process in place for them. They should call a lead 7-14 times before putting disqualifying them.

I would love to learn more and maybe shed some more light if you'd like to speak.


Answered 5 years ago

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