One of the most valuable tools in a CRM is the sales funnel. It allows you to visualize the entire customer journey from a single place. So, let’s talk about how sales funnels work in Leadsales.
What are sales funnels?
To understand how sales funnels work in Leadsales, it’s important to first understand the concept of a sales funnel in general. Here’s a brief explanation:
Also known as sales funnels or sales pipelines, sales funnels are a visual representation of the entire process that people go through to become loyal customers of any business.
The funnel includes everything from the moment a person becomes aware of the company or makes contact with it, until the purchase is made (even after).
The funnels are divided into stages, such as leads, prospects, customers, complaints, etc.
If you want to learn more about sales funnels and their importance, you can check out either of the following two links: «How to Create a Sales Funnel?» or «Why Is It Important to Have a Sales Funnel?»
How do sales funnels work in Leadsales?
As you may know, Leadsales is a CRM tool (Customer Relationship Management) focused on the management and tracking of current and potential customers. And how is that tracking done, you may wonder? You guessed it! With sales funnels.
First things first… Our software integrates directly with WhatsApp Business, which allows your entire team to have the same line of communication (yes, with the same contacts and conversations).
Once you’re registered on the platform and have logged in with your username and password, you’ll receive a QR code that needs to be scanned with your phone (and those of your team members) to synchronize them.
Remember that there are two types of accounts for subscriptions in Leadsales: administrator and user. The platform is almost the same for both, with the difference that the designated administrator has the ability to view all chats, assign them to salespeople, and send them messages.
User accounts, on the other hand, only have access to their own chats, funnel, and leads.
Funnels, Chats, and Leads
Now comes the good part… The main screen of Leadsales has, among other things, 3 different modes. Here you can choose whether to view the complete funnel, go directly to a personal chat with a client, or see all the contacts in the account.
If you choose to view the complete funnel, the page will show you all the conversations and the stage they are in. You will also see the name, number, and assigned agent for each lead.
Something very useful that sets us apart as a tool is that, contrary to the literal image of a funnel, our funnels are not pointing downward. Think of it more like a funnel lying flat.
In Leadsales, we prefer to work with a horizontal funnel to the right because we believe it is much more functional than an endless list pointing downward.
Remember that with Leadsales, you can add or remove stages that your business needs, as well as rename them. We even have the drag and drop function, so you can arrange and rearrange them to your liking. The idea is to make this space customized to your company and team.
Now, if you want to look at the chats with your clients, you will be surprised by the similarities our platform has with WhatsApp Web.
Leadsales has evolved to become a very user-friendly software so that you can master it in no time. Some extra features we have that can be helpful with chats are:
- Follow Ups: The option to schedule messages to be sent on a specific day or time so that you don’t have to worry about forgetting them.
- Notes: Add small annotations to chats with your clients that are visible only to you and your team.
- Statistics: Leadsales provides you with a monthly report of the total messages sent, the number of leads received, their status, and changes in the funnel.
- Shared Inbox: By activating this feature, users can respond to messages from all chats, not just the ones assigned to them.
- Leads: Finally, in the leads tab, you can view the list of all contacts in your account. You can assign a specific agent to each contact, move them through the funnel stages, archive or unarchive chats, and more.
If you didn’t have a clear understanding before, we hope we’ve helped you understand how sales funnels work in Leadsales.
Now that you know a little more about our company, its origins, and benefits, what are you waiting for to let us help you? Dare to organize your WhatsApp Business with us. Don’t wait any longer and schedule your demo here.