Lead Generation and Automated Workflows

Problem

The sales team struggled to track leads and customer interactions, leading to missed opportunities and lost revenue. I needed a solution to streamline our customer relationship management process and increase lead conversion rates.

Solution

I transitioned the company to a CRM they could afford while using other integration tools for automation—a more efficient way to manage and fill our sales pipeline. See the link below for an example of an automated email-based lead nurturing workflow.

Automated Advance Lead Nurturing

The Nutshell CRM system along with other platforms allowed us to automate many of our marketing processes, allowing our sales team time to focus on building customer relationships. It also provided valuable insights into our sales pipeline, allowing us to identify areas for improvement and optimize our approach.

I also built a new, simplified website focusing on lead generation with call to action features.

Impact

• Increase in lead conversion rates by 30% in one year.

• More than doubled the leads generated from 2022 to 2023.

• Improved the sales pipeline and built modules to streamline the work of the sales team.

• Increase lead generation with automated prospecting tools consistently filling the marketing funnel.