When it comes to sales, every interaction matters. Follow-ups, demos, consultations, and any other action your sales team takes can be the difference between landing a sale or losing a lead. On top of that, it’s also crucial to perform these actions with efficiency so you don’t leave your customers waiting.
But the world is increasingly fast-paced, and your audience has come to expect immediate responses, so how can your team keep up?
This is what we set out to answer by reimaging what sales efficiency looks like for your team. We know that if you can accomplish sales tasks quickly, then you’ll impress your audience and have more time for other important sales initiatives.
So, we’ve made some big product updates to optimize your sales workflows and help your sales department save time. Browse the changes coming to your small business CRM below, and get ready for greater sales efficiency for your business
Billing automation
Your billing process is an essential part of your sales workflow. After all, what’s the point of landing a sale if you never get paid? One way to ensure your billing stays on track is to automate it from top to bottom, and our updates can help you do that.
We’ve designed our billing automation capabilities to make sure everything runs smoothly because tracking payments and financial workflows should be straightforward — not a source of confusion.
Specifically, we have two features that can improve the billing part of your sales process:
1. Automated payment notifications: Business automation can ensure customers are notified if they haven’t paid an invoice, their card has expired, they have an open invoice, and other important payment situations.
Also, when a credit card is added or updated, or when an invoice is created or marked as paid, follow-up actions are automated and tailored to align with these key activities.
All of these updates make your interactions precise and timely while also ensuring you get paid. All of these updates make your interactions precise and timely while also ensuring you get paid.
2. Keap Pay reports: Don’t overlook the power of Keap Pay’s reports. With clear payment and deposit reports directly in your app, you have complete visibility and control over your finances.
Sales Pipelines
As you and your team are managing sales, there’s no such thing as too much clarity. You need instant insight into the latest activity so you know which deals need your attention most, and our enhanced Sales Pipelines can give you that (and then some).
Our most recent updates will provide a complete view of every deal so you can find what you need quickly and waste less time searching. This translates to a faster decision-making process and more seamless follow-ups with those in your pipeline. It also means automations are just a click away, allowing you to jump into action in seconds. It’s the perfect blend of human connection and intelligent automation.
Plus, you’ll have the ability to tailor your individual pipelines with customizable fields and increased information at your fingertips with access to contact records directly within the deal view. Take notes, update information, and track interactions — all without ever leaving the page.
Contact record
In another effort to give you all the right information exactly when you need it, we’ve updated contact records. Now, in our reimagined contact record, you can quickly access past notes, create new ones, add titles, select note types, and save all in one fluid experience that keeps you focused on what matters.
The results
The hard part is done, and the fun is about to begin when you start exploring these tools and implementing them into your sales routine. When you do, you’ll see the results they were designed to bring about: Meaningful connections with your audience, time saved, and the ability to move deals forward faster.
So get pumped because these changes will be live in your Keap business automation and CRM system in early 2025. Want more details? Find a full recap of all the product updates we announced at our 2024 Let’s Grow Summit in our recap blog.
