Now that you have a single customer view, it's time to make your funnel work for you. With automation, it’s easier to scale your sales efforts and maximize results.
Here are a few sales automation workflows you can build in Brevo:
Lead generation campaigns [TOFU/MOFU]: Create lead capture forms and landing pages with the drag-and-drop editor. Then save lead data right in your CRM. If you have several pipelines, save new leads to the right contact list automatically.
Automatically add leads to contact lists in Brevo
Lead generation automation in Brevo
Nurture campaigns [TOFU/MOFU/BOFU]: Launch automated email sequences for any scenario. Trigger nurture campaigns based on various events, such as a new signup, reaching specific qualification criteria, or oman mobile phone numbers database a particular action on your website.
Automated confirmation email n Brevo
An automated email campaign in Brevo
Lead qualification and segmentation [MOFU/BOFU]: Use lead scoring to identify the most promising prospects. Assign point values to customer actions, such as visiting pricing pages or requesting a product demo. Then segment leads based on their scores.
Automated lead scoring in Brevo
Lead scoring automation in Brevo
Automated deal creation and pipeline management [BOFU]: Based on qualification criteria, automatically create deals in Brevo Sales Platform and assign them to sales reps.
A workflow for automated deal creation in Brevo
Brevo's workflow builder allows for multi-step campaigns with branching logic. This gives you the flexibility to create highly personalized automations at every stage of the customer journey.
6. Align your sales pipeline with the sales funnel
First, what’s the difference between a sales pipeline and sales funnel? A sales funnel represents how your potential customers move toward the purchase stage. A sales pipeline focuses on the actions your sales team takes to guide them through the funnel.
Another key difference is when the prospect enters the sales pipeline. In inbound sales, a lead often moves through most of the funnel before qualifying as a sales-ready lead and entering the pipeline. In outbound sales, a lead might enter the pipeline much earlier in the funnel.
To track qualified leads and guide them toward conversion, you need to create a sales pipeline that mirrors the later stages of your sales funnel. Good news: you can do this in Brevo, too.
Create a new sales pipeline in Brevo
Creating a custom sales pipeline in Brevo
Start with the default pipeline or create a custom one to reflect your sales cycle. Then set up a workflow for automated deal creation. That way, qualified leads flow to your pipeline without any manual effort.
