May 30, 12 pm EST

How to move from spreadsheets to CRM


Workflows takes the hard work out of working hard

Sales automation is a modern day sales saviour from laborious data entry and repetitive tasks, giving your business time and money, relinquishing embarrassing errors, and boosting employee productivity.

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So, what exactly can you automate?

| Lead capturing |

1. Immediately capture webform leads and pop them in your CRM

Say a potential customer visits your site and fills out a webform. NetHunt CRM immediately scrapes all that glorious data and pops a shiny, new record in your CRM dashboard. That’s their first name, last name, email address, company name, phone number, landing page, referring page, newsletter subscription, and more straight in your inbox and ready to rumble.

input name input name input name input name input name

| Lead nurturing |

2. Set drip campaigns to nurture leads

Use NetHunt CRM to create automatic email sequences and engage prospects, leads, and customers. Fire out thousands of personalised emails at the perfect, chosen time... without lifting a finger.

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| Data entry |

3. Automatically link email conversations
to client profiles

NetHunt CRM logs email interactions with customers and leads, each time you engage with them, all by itself. Keep your contact records up-to-date in real-time; have relevant, valuable information about where a lead is up to all the way through the sales process.

records screen

| Sales automation |

4. Have an algorithm move a lead to the next stage based on the lead’s response

For example, NetHunt CRM automatically changes lead's Stage from ‘New’ to ‘Negotiating’ when a lead responds to your drip campaign. When this happens, a rep is assigned the relevant task which should be carried out, based on the stage that the lead is moving into.

Stage: presentation icon plus Update 1 field icon plus Stop

| Notifications |

5. Set alerts and stay in the loop for when something happens

Our users can configure notifications to be sent immediately or at a scheduled time once a desired criteria has been met. NetHunt CRM notifies teams or managers whenever something attention-worthy happens with a lead, customer, or deal.

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| Workflow automation |

6. Control your sales workflow

There are certain tasks that a sales team needs to carry out through each individual step of the pipeline. In NetHunt CRM, you can configure the automatic creation and rep-assignment of these tasks whenever a deal moves from one stage to the next. Imagine a new deal has been added to your sales pipeline. NetHunt automatically creates a pre-defined set of tasks for this deal: qualify this lead, schedule a call with them, or complete any other user-set task that suits your sales process.

Send email via Estimated delivery time Schedule campaign

| Data entry |

7. Automate data entry

NetHunt CRM saves oodles of time, giving salespeople back the 17% of each day they spend on data entry. Automatically add relevant details to contact’s profile when creating it from emails, LinkedIn, Intercom conversations or Facebook chats.

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Gmail and NetHunt CRM: the perfect pair to skyrocket your sales

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