Infusionsoft Tutorial: How to Automate Sales Opportunity Management

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Do you use sales reps to close deals? Would you like to gain more visibility into their activity so you can improve their performance?

bi-ultimate-marketing-automation-guideWith a marketing funnel, automation is fairly straight forward. You create the funnel, and then your new subscribers flow through it. If you’d like to watch a video that shows more detail on funnels, check this one out. (to experience the Bright Ideas funnel, become a subscriber here)

So if the funnel automation is pretty straight forward, what about the part where your sales reps actually start to engage directly with your leads? How are you supposed to maintain consistency and ensure that nothing falls through the cracks?

This is where things can get a bit trickier to manage if you don’t have a well defined process in place. Without a process, each of your sales reps may be guiding a lead through your sales pipeline is very different ways and this type of “wild west” approach makes measuring and improving nearly impossible to do.

Using Infusionsoft to Automate Sales Opportunity Management

Thanks to Infusionsoft, managing sales opportunities need not be as manual or inconsistent a process as you might think.

In fact, with a little forethought and creativity, you can actually ensure that there is a consistent process for how all your sales opportunities are managed!

Automate Sales Opportunity Management

In the video below, I’m going to show how exactly how this can be done using Infusionsoft.

Helpful Hints

When creating a sales opportunity skeleton, ensure that you don’t get so focused on adding in the details that the overall process becomes unusable for your sales team.

Instead, focus on creating a skeleton that will allow for the customization needed, while still giving you the insight into your rep’s activities so that you can identify areas where improvement is needed.

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  • This was a helpful video my friend. Interesting as I’m building my agency and thinking through new customer / prospect journey.