Here at Keap, we don’t just want to give you an automation and CRM system. We want to deliver the strategy and support to help you make the most of it and reach your goals. And that starts with making sure each of your team members knows where to begin in the software and which features will be most helpful to them.
In this blog, we’ll get the ball rolling by showing you four ways your sales manager can jump into Keap with features that were designed to help them save time, optimize sales workflows and increase conversions.
Pipeline management
Why: Keap’s Pipelines feature was designed with sales managers in mind, and it’s been a customer favorite for a long time. Pipelines give you a centralized place to view all your sales metrics and your entire funnel at a glance. You’ll be able to easily see how your sales team is doing, browse what you have in process and move leads around as they progress directly within the dashboard with our drag-and-drop functionality.
How: Take a look at your sales process and determine the stages you’d like to monitor closely. Then, you can head to your app and create a custom pipeline that will display your stages (and the leads in them) at a glance. You can also use one of our templates if you prefer.
You and your team can take a deep dive into how to set up Pipelines with our self-paced, free Keap Academy course. Log into your account and let our automation and CRM system experts show you the way.
Lead follow-up
Why: Reaching out to fresh leads quickly can make all the difference in maintaining momentum and moving them through your sales funnel efficiently. However, your sales team doesn’t have unlimited time or resources to touch base with every lead immediately … but Keap does.
When you start automating routine lead follow-ups and other repetitive sales processes with Keap’s small business CRM software, you and your team can spend the hours you’ll get back on other important tasks, such as working directly with prospects who are further down the funnel.
Plus, no lead will fall through the cracks and you can reach out more consistently without sacrificing the personalization prospects need. The result? Increased conversion rates, more consistent sales processes and efficient workflows for your team.
How: Keap’s user-friendly Automation Builder is where you can bring your automatic lead follow-up campaigns to life. Automate the sequences starting from the first moment a lead’s information lands in your CRM system. These follow-ups could include a welcome email, demo invitation, details on how to schedule a free call with a member of your team or any other conversion strategies you use. If your sales team is doing it manually now, they can automate it with Keap to save time. You can even set up automated task assignments for those parts of the follow-up process that require input from your team, such as consultations and demo walk-throughs.
We recently made some updates to our Automation Builder to make it even more intuitive. Read about those updates on our product blog.
Appointment scheduling
Why: A lot of sales teams don’t realize how much time they waste simply setting up appointments. But appointments are some of the most crucial parts of converting leads and making a sale, so you can’t get around them — but you can automate their scheduling process. That’s why one of the first things sales managers should do is take advantage of Keap’s built-in appointment scheduling software.
How: Set up an appointment page link that can be sent to anyone who wants to schedule an appointment. You’ll be able to integrate our scheduling tool with your calendar so it knows your availability without you having to constantly update it manually. From there, you can create automatic reminders to reduce no-shows and incorporate automatic follow-ups after the appointment to thank them for their time and provide next steps.
If you’re already using an appointment software you like, it can probably be integrated with Keap.
Learn more about how you can implement this feature for your sales team, the available integrations and more on our Appointments page. And if you have questions, browse through our Appointments feature FAQs.
Goal tracking and data management
Why: Tracking KPIs became a whole lot easier when you signed on with Keap. The reporting section in every app is a sales manager’s dream come true.
You’ll be able to access data on automation campaign performance, appointments, email stats, total sales, quote and invoice statuses, and other details that offer well-rounded insight into everything going on in your sales department.
Having custom reports at your fingertips enables you to make data-driven decisions, identify top performers and adjust strategies to maximize conversions and efficiency — all without ever leaving the platform.
How: Once you start implementing Keap’s software throughout your sales process and other departments, you can start pulling data and reports. And the best part is, you can customize everything to your heart’s content. You’ll be able to make different dashboards and reports and easily tailor them to show the information that’s the most relevant to you, your team, and your goals.
More resources to help you grow and thrive
These four features are great places to start for sales managers, but Keap has tons of other resources to help you level up your department. Make sure to check out our blog for the latest insight on sales and more, Keap Academy for learning opportunities, and the Keap Community to connect and swap strategies with other small business teams.
