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64% of marketers lack the time or personnel to do marketing how they’d like. How much time and resources does your company pour into lead generation monthly?
To grow your revenue base, you must identify new leads, convert them into paying customers and build loyalty. These goals may seem daunting, but they are achievable when using sales automation. Automation is the best way to get results at the lowest cost and is a huge time-saver. You can do more with less work and achieve outstanding results by automating tasks.
This article will look at lead generation, how lead generation automation works, and how to build lead generation strategies with Pipedrive.
What Is Lead Generation?
Lead generation attracts strangers and converts them into someone interested in your company’s product or service. It involves emails, events, mailings, blog posts, and other materials that spread the word about your brand. Every company leverages some form of lead generation to acquire customers.
What Is Lead Generation Automation?
There are different options when it comes to generating leads for your business. It could be through social media, email marketing, referrals, etc. Automating any of these tasks gives you the upper hand as you can do the same thing with less effort and more efficiency – this is what lead gen automation is all about.
Lead generation automation refers to software programs that automate manual tasks for generating leads for your business. It requires setting up lead generation systems that target relevant prospects, capture their contact information, and deliver this information to salespeople who can nurture them into qualified leads.
Lead-gen is important because it turns strangers into qualified prospects more likely to buy from you. The more leads you have in your sales funnel, the greater your chance of making a sale. About 80% of marketers who use lead gen automation see an increase in the number of leads generated, with 77% recording an increase in conversion.
Lead generation automation aims to help you capture as many high-quality leads as possible at the lowest cost per lead. Even though implementing lead automation software requires investment, it starts to pay off soon. Your operations become more efficient, and you can do things you would have never done manually, like lead scoring.
Why Automate Lead Generation With Pipedrive? What Processes Does it Automate?
In your quest to understand what lead generation is, the chances are that you’ve come across mentions of Pipedrive. Pipedrive is one of the best-known CRM and sales automation software out there. But why is it recommended that you automate lead generation with the help of Pipedrive? Well, there are several reasons.
Top Six Reasons to Use Pipedrive
1. Generate More Leads
The best way to generate more leads is to automate your lead-generation process. The software can do more tasks than your sales team, increasing your reach. At the same time, when you automate, your business operations become more efficient, and you can focus on high-value activities that software cannot replace, like face-to-face communication with people.
Pipedrive’s pipeline system is designed to support your goals and help your business accelerate growth. Focusing on deals instead of contacts, Pipedrive lets you engage more people curious about your offer. It also ensures you have essential statistics to make informed business decisions about your lead-generation strategy.
2. Qualify Leads Automatically
When it comes to sales, time is money. So your sales team needs to spend their time reaching out only to those prospects who are more likely to make a purchase. Lead qualification allows you to filter out people who aren’t ready yet and focus on those interested in buying your product or service.
Pipedrive lets you qualify leads automatically with ease. For example, it can determine which prospects are most likely to convert into customers based on how they interact with your emails or website and automatically move them into your pipeline (so they’re easier to follow up with).
3. Prioritise Leads
You might have a lot of leads coming in every day, so it’s essential to identify the valuable ones. With Pipedrive, you can automatically prioritise your leads using the software’s deal and lead labels. The tool lets you assign colour-coded labels to each deal to help you organise your data and categorise them as qualified or unqualified. This way, you don’t waste time on unqualified leads.
4. Increase Conversion Rates
A high conversion rate is crucial to any business that wants to be successful and profitable. Many companies consider this their ultimate goal and invest much time and effort to boost conversions. But it takes more than just a desire. According to 2021 research by Ruler Analytics, 37% of marketing leaders say lead generation is their biggest challenge.
But by automating your lead generation process with Pipedrive’s automated lead generation, automated emails, and personalised email templates, you can attract more customers and ultimately increase your conversion rate. People who smoothly go from one stage of the funnel to another and get tailored offers are more likely to complete the necessary actions.
5. Enhance Your Deal Value
While every business faces unique challenges, most, however diverse, share one common goal: to increase revenues. Hence they need to enhance their deal value. The higher the deal value, the more money they can make.
Pipedrive, a sales pipeline tool, lets you organise and track the sales process. You can move deals through the funnel from the lead stage to closure. Marketers who use Pipedrive see an increase in the average value of their closed deals by 21%.
6. Close Deals Faster
Pipedrive’s sales platform has a unique interface that allows you to see your deals moving down the pipeline. You can drag and drop deals, set reminders, and customise every pipeline stage. Thanks to this, you don’t miss deals and can detect who is about to convert to nudge them into action.
Pipedrive is your best option for CRM that automates lead generation and sales. It is the first CRM designed for salespeople by salespeople. Now, you can easily set up the automation of your lead gen stages to gain a big picture of the sales process and focus on closing deals.
Processes and Workflows Pipedrive Can Automate
Automation can save you time and money and increase your business’s efficiency. Consider automating these lead generation processes using Pipedrive:
In Pipedrive, you create a pipeline for every type of deal that you want to track. For example, if you have different products or services, each can have its pipeline. A pipeline shows all stages using visual representation from the initial contact with the lead to closing the deal.
Pipedrive allows you to apply coloured cues to your pipelines so that you know what to do when a deal reaches a particular stage. For example, if a deal reaches a stage where it’s almost complete, the colour reminds you to contact the customer.
Email management is the biggest time-waster in the modern workplace. However, the problem with emails is that you cannot avoid them.
But what if you could save time on email processing without skipping it altogether? That’s what email automation is all about. In Pipedrive, you can automatically send emails when a deal reaches a particular stage in your pipeline or when the task is due.
For example, if you’re trying to close more deals, one of the best ways is to follow up with prospects who haven’t gotten back to you yet. You can send them automated emails based on their latest activity or inactivity.
Organising calls, meetings, follow-ups, and tasks are part of the lead generation process. But even with these daily routines, there’s room for automation!
You can automate the following activities:
- Email follow-ups
- Sales call preparation
- Sales meeting preparation
- Follow-up calls and emails
- Deals’ status updates
- Customer data collection
- Information updates
Your Deal Progress
Never miss a chance of closing a deal with automatic reminders, so your team can sell faster than ever.
You can automate the process of moving deals through your sales pipeline. Every time a deal reaches a new stage, Pipedrive can let you and your team know about it, keeping everyone in the loop on time. It gives you a clear view of what is happening in your sales cycle and where things are slowing down or speeding up. You can even use this information to send emails to your customers according to their stage in your sales pipeline.
Why Your Business Needs A Strategy To Implement Lead-Gen Automation Properly
In the past, sales used to be easier. You could buy ads in magazines, put up posters in your neighbourhood, rent a booth at a trade show, and hope that customers would find you.
But as the internet evolved into an interactive, full-blown sales channel, it became possible to reach out to potential customers directly – not just through advertising but also by collecting their information and following up with them individually.
Marketing automation started with simple tools for managing contact lists and sending emails. But thanks to big data and artificial intelligence, it’s now possible to automate most of what happens between the moment someone first interacts with your business online (becomes a lead) to conversion. Yet, the blessings of technology make the lead gen process more sophisticated and challenging. Therefore, it requires a strategic approach.
While creating lead generation strategies, it’s essential to plan the implementation of automated lead generation. Software implementation is a multi-step process that takes lots of effort and experience. You cannot pick any sales automation tool and connect it to your systems. Even a great solution like Pipedrive requires technical, marketing, sales, and business analysis skills. It has dozens of capabilities, and you won’t use all of them. Hence, it would help if you had a strategy to understand what features are necessary, how you can integrate them with your current software, and how to set up automated workflows to make them reliable and smooth.
Things You Should Know & Do About Pipedrive Lead-Gen Automation Workflows To Build Your Strategy
If your competitors have already implemented lead gen automation, you should figure out how they did it. This comparison is called benchmarking. You analyse what processes other companies automate and how they do it with Pipedrive to choose the best approach for your company.
To complete benchmarking for Pipedrive lead gen automation, you may analyse some case studies available online. You can also use competitors’ services to understand what processes they automate. These findings will help you build an automation strategy for your company relying on the best industry practices.
If you don’t know how to run benchmarking, consider hiring consultants for Pipedrive lead automation. Companies like Automaly have completed workflow automation for other businesses and can share their experience with you.
Setting Automation Goals Based On Your Overall Lead Gen Strategy
Another critical step to creating a lead generation workflow is to decide your end goal. This will guide you on what processes to automate and how.
If you’re looking for a quick way to get leads from people who’ve already engaged with your brand, a more direct approach would be best. For example, you can send an email immediately after someone fills out a form for a free trial of your product or service.
On the other hand, if you’re targeting someone who isn’t familiar with your brand yet or has minimal engagement (like someone who downloaded one of your ebooks), you’ll need to take it slow and nurture them through the sales funnel. You can start by sending them emails with relevant content until they are ready to convert.
Metrics For Pipedrive Lead-Gen Automation
You have a ton of data at your fingertips, thanks to Pipedrive. But what are the key metrics that you should be tracking to measure the success of your Pipedrive lead generation strategies?
You should know:
- How many leads did I get?
- How many of those leads turned into sales?
- How much money did I make from those sales?
- Where did the best leads come from? (Where does lead come from? Which of your channels are the most effective?)
- Which automation workflows were most effective at turning prospects into customers?
Tracking the right metrics will help you know whether your lead gen automation efforts in Pipedrive are paying off.
Automation is gradual, so don’t expect to automate everything immediately. Hence, you must decide which operations are the most critical for your business and must be optimised first.
Prioritisation of tasks allows the creation of an automation strategy with clear stages and timelines. You know what to do next and go step by step.
Lessons Learned & Improvements
The most important thing about lead gen automation is that it’s not a set-it-and-forget-it tool. Marketing automation workflows are like any other marketing tactic. You have to test and improve them over time.
If something’s not working or the numbers are poor, fine-tune your process until it runs smoothly. Learn from the results you are getting and make tweaks where necessary.
How Automaly Can Help With Your Pipedrive Lead-Gen Automation Strategy & Implementation
Companies are looking to automate as much of their sales process as possible. Automation can be an excellent way for your business to grow faster, but it is also a complex task requiring planning and collaboration. Thankfully, with the help of Automaly consultants skilled in Pipedrive, creating lead-generation strategies has never been easier.
Automaly can help your business utilise Pipedrive to get the best result in generating leads. As an automation specialist Pipedrive Premier Partner, we assist clients with everything from Pipedrive setup and workflow automation to lead generation strategies. Thanks to our experience with companies across multiple industries, we are equipped to cater to unique needs.
We will provide a dedicated automation consultant to work with your team and achieve your goals through Pipedrive automation. You will also get training and benefits like an extended Pipedrive trial for partners.
Book a Process Power-Up to learn more about what we can do for you.
It’s well-known that sales professionals spend most of their time on non-revenue-generating activities. Automation tools can make them more productive.
Automation helps streamline workflows by eliminating tedious and manual tasks like lead acquisition and nurturing. It saves you time and frees up your reps to focus on building relationships with your prospects.
Automated lead acquisition software is a must if you’re in eCommerce or simply looking for ways to grow your business. It’s a low-cost way to scale your business and increase your bottom line.
Want to know how to automate lead generation? Book a meeting with Automaly to get help with the setup.