Describing your new automation in Brevo
Posted: Sat Dec 07, 2024 3:29 am
This is where lead scoring comes in. You can use this data to automatically score your leads and add them to a more targeted contact list for personalized nurturing.
Good news: you don't have to manually track email engagement or calculate scores for each individual lead. Your sales automation platform can do it for you.
First, you’ll need to define the following:
Expected outcomes: What actions indicate a lead is engaged (email opens, website visits, content downloads, etc.)?
Scores: How much value do you assign to each type of engagement?
Next actions: At what score does a lead get added to a specific list, receive a particular type of communication, or get assigned to a specific rep?
After answering those questions, you can build a new workflow or continue the existing one.
Sales automation example — lead scoring in Brevo
A lead scoring automation workflow in Brevo
Automated deal creation
When a lead is qualified and ready to move forward, this is list of lebanon cell phone numbers where the real sales process begins. For some, it may actually be the first touchpoint with the lead (e.g. when the marketing team handles initial lead acquisition and nurturing).
Either way, you need to set up automated deal creation within your sales software. This keeps hot leads from falling through the cracks. It also lets you launch into your targeted sales plan at the perfect moment.
Note: To automatically create deals in Brevo, you need to create a sales pipeline first (or use a default one).
When ready, create a new automation instead of overloading the existing one. This keeps things organized and easy to update later. Give your automation a clear name and description. Make it clear what it does and why.
Sales automation example — automated deal creation in Brevo
Next, design your flow: specify the entry point. Click “+” and go to Perform a CRM action > Create a new deal.
Automated deal creation in Brevo > Create a new deal
Automatically creating a new deal in Brevo
Give your deal a name, choose the pipeline, and choose a specific stage. The resulting workflow will look like this:
Brevo's workflow automation builder — create a deal
Brevo’s workflow automation builder
Pipeline management
Now, when a contact meets the criteria specified in your workflow, the deal will be created and they’ll get to your pipeline:
Good news: you don't have to manually track email engagement or calculate scores for each individual lead. Your sales automation platform can do it for you.
First, you’ll need to define the following:
Expected outcomes: What actions indicate a lead is engaged (email opens, website visits, content downloads, etc.)?
Scores: How much value do you assign to each type of engagement?
Next actions: At what score does a lead get added to a specific list, receive a particular type of communication, or get assigned to a specific rep?
After answering those questions, you can build a new workflow or continue the existing one.
Sales automation example — lead scoring in Brevo
A lead scoring automation workflow in Brevo
Automated deal creation
When a lead is qualified and ready to move forward, this is list of lebanon cell phone numbers where the real sales process begins. For some, it may actually be the first touchpoint with the lead (e.g. when the marketing team handles initial lead acquisition and nurturing).
Either way, you need to set up automated deal creation within your sales software. This keeps hot leads from falling through the cracks. It also lets you launch into your targeted sales plan at the perfect moment.
Note: To automatically create deals in Brevo, you need to create a sales pipeline first (or use a default one).
When ready, create a new automation instead of overloading the existing one. This keeps things organized and easy to update later. Give your automation a clear name and description. Make it clear what it does and why.
Sales automation example — automated deal creation in Brevo
Next, design your flow: specify the entry point. Click “+” and go to Perform a CRM action > Create a new deal.
Automated deal creation in Brevo > Create a new deal
Automatically creating a new deal in Brevo
Give your deal a name, choose the pipeline, and choose a specific stage. The resulting workflow will look like this:
Brevo's workflow automation builder — create a deal
Brevo’s workflow automation builder
Pipeline management
Now, when a contact meets the criteria specified in your workflow, the deal will be created and they’ll get to your pipeline: