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Automated Sales & Marketing Systems

 

 

 

Sales Flowcharts  

Solutions to Challenges

 

Earning Business

  Integrated Tools   Productivity   Benefits
Sales Rep Model   Shipper / Consignee - Leads   New Customer Workflow   Surveys   3rd Party Integration   Benefits to Sales Reps
Dispatcher Sales Model   6 Week Sales Cycle   Customer Workflow   Coupons   How to start automation   Benefits to Sales Managers
Automation - Qualified Leads   Buyer Journey   Lead Timing Example   Email Monitoring   Click to Call & Recording   Benefits to Marketing Managers
    Lead Scoring   Opportunity Pipeline   E-Signatures   SMS Texting   Benefits to Executives & Owners
    Mapping of Contacts   Rate Quoting   Video Tracking   Calendar Booking   Probability Calculations
    In Depth Analysis   Quotas & Gamification   Event Management   Social Collaboration   Objectives
    Daily Activity Reports   Hot & Cold Leads   Print & Mailers   Accessibility   Proven Success Methods
    Predictive Analytics           Multilingual    
                     

 

 

Our Philosophy

The volume of future customers is in direct proportion to the volume of leads being consistently nurtured in a polite, professional and respectful manner.

 

Please view the below video

 

 

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Are your Sales Reps caught in the 6 Week Sales Cycle?

 

Please view the below video


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Sales Rep System Flowchart

 

Note: All sections in the above flowchart that contain color are part of SalesDrip's Automation

 

** Compare SalesDrip's system (above) to the typical sales rep workflow shown below **

 

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Sales Rep Flowchart without SalesDrip


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Dispatcher Sales System Flowchart

 

Note: All sections in the above flowchart that contain color are part of SalesDrip's Automation

 

** Compare SalesDrip's system (above) to the typical dispatcher workflow shown below **

 

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Dispatcher Sales Without SalesDrip


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Statistics suggest that a sales rep working the "6 Week Sales Cycle" has a 7.21% chance of contacting the lead with a relevant message at the time an opportunity is present. When the sales rep stops following up to pursue other opportunities, the odds drop to zero.
 
If the sales rep were to start SalesDrip's automation on the lead at the time of qualification, statistics suggest that the sales rep would have a 21.15% chance of contacting the lead with a relevant message at the time of an opportunity. Since the automation runs continuously, the odds continue to be 21.15% every year
 
Learn more about Hyper Geometric Distribution by clicking this link.

 

 

 

 

 

 

 

 

 

 

 


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Shipper / Consignee Lead - Automation Timing

The below table shows the timing and events for a workflow applied to a non-paying shipper / consignee lead. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs.


Important Note

If your TMS has API capabilities, SalesDrip can automate the importing of non-paying shipper / consignee leads from your system into SalesDrip at preset time frames. After the data is imported, SalesDrip can be configured to automatically start the below campaign.

Days from start Event Days between events
Every 15 minutes

Import new non-paying shipper / consignee data

Add to Group

Alert Sales Rep of New Contact

Start Shipper / Consignee Workflow

0d

0 days

Email: Shipper / Consignee Introduction

Survey: Performance Questionnaire

Recipient selects "Yes" to question: "Would you be interested in receiving 10% Off Your 1st Shipment with us?"

Email: 10% Off Coupon Email Offer 

Coupon: 10% Off 1st Shipment

Email: Coupon Opt In Confirmation

Recipient clicks link to coupon

Email to Contact: Coupon Delivery

Email Alert To Sales Rep: Workflow Triggered

0d
1 days

Schedule Activity for Sales Rep: Review Survey 

1d
5 days

Check if contact has has become a customer.

Update Group.

Start Enlighten Stage Drip Campaign.  

End.

5d

After you've had a chance to review the above, feel free to email any changes that you'd like me to make.

 


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Enlighten Stage Campaign - Automation Timing

The below table shows the timing and events for a workflow applied to a qualified lead in the Enlighten Stage. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs.


Important Note

Each of the below emails contain the link "Click Here To Learn More" that points to the same Enlighten Stage Landing Page

In addition, each email contains the link "Click Here To Receive 10% Off Your 1st Shipment" that points to the same Promotional Coupon.

Days from start Event Days between events
5 days

Schedule Activity for Sales Rep: Follow up call

5d

20 days

Email: Enlighten Email #1

15d

35 days

 Schedule Activity for Sales Rep: Follow up call

15d
65 days

Email: Enlighten Email #2

30d
95 days

Schedule Activity for Sales Rep: Follow up call

30d
125 days

Email: Enlighten Email #3

30d
155 days

Schedule Activity for Sales Rep: Follow up call

30d
185 days

Email: Enlighten Email #4

30d
215 days

Schedule Activity for Sales Rep: Follow up call

30d
245 days

Email: Enlighten Email #5

30d
275 days

Schedule Activity for Sales Rep: Follow up call

30d
305 days

Email: Enlighten Email #6

30d
335 days

Schedule Activity for Sales Rep: Follow up call

30d
365 days

Email: Enlighten Email #7

30d
395 days

Schedule Activity for Sales Rep: Follow up call

30d
425 days

Email: Enlighten Email #8

30d
455 days

Schedule Activity for Sales Rep: Follow up call

30d
Restart Restart Campaign Restart

After you've had a chance to review the above, feel free to email any changes that you'd like me to make.

 

 


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New Customer Workflow - Automation Timing

The below table shows the timing and events for a workflow applied to a new customer. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs.

Days from start Event Days between events
0 days

Email: New Customer Alert to your entire staff

immediate

3 days

Email: Welcome email from CS manager

3d

5 days

Schedule Activity for Sales Rep: Send thank you card 

2d
16 days

Schedule Activity for Sales Rep: Call non-paying party to qualify. If account qualifies, enter their data into SalesDrip, send email introducing your company and start the Qualified Lead automation.

11d
20 days

Email: ”1st Shipment Satisfaction Survey” to customer

Survey: New Customer Satisfaction Survey

4d
Upon completion of survey

Email: 1st Shipment Satisfaction Survey Responder” to customer

immediate
Upon completion of survey

Email: Notification of survey completion to sales rep

immediate
Upon completion of survey

Schedule Activity for Sales Rep: Review survey results

immediate
Upon completion of survey

Schedule Activity for Sales Rep: Call customer to setup meeting

immediate
Upon completion of survey

Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer

immediate
90 days

Schedule Activity for Sales Rep: Customer Activity Review

70d
180 days

Change customer status: from “New Customer” to “Customer”

90d
end End of New Customer Track: (contact starts “Customer” workflow) end

After you've had a chance to review the above, feel free to email any changes that you'd like me to make.

 

 


 

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Customer Workflow - Automation Timing

The below table shows the timing and events for a workflow applied to an existing customer. This workflow starts after the new customer track ends. You can click the blue underlined links to view the content of each template. Any of the timing or content can be changed to suit your needs.

The two primary surveys used in this campaign are:

  1. Customer Satisfaction Survey
  2. Customer Marketing Survey
Days from start Event Days between events
0 days

Email: Customer Satisfaction Survey #1” to customer

Survey: Customer Satisfaction Survey#1

1d

Upon completion of survey

Email: Customer Satisfaction Survey Responder” to customer

immediate

Upon completion of survey

Email: Notification of survey completion to sales rep

immediate
Upon completion of survey

Schedule Activity for Sales Rep: Review survey results 

immediate
Upon completion of survey

Schedule Activity for Sales Rep: Call customer to setup meeting

immediate
Upon completion of survey

Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer

immediate
5 days after meeting

Schedule Activity for Sales Rep: Send thank you card 

5d after mtg
30 days

Email: Welcome email from CS manager

29d
45 days

Email:Promotions (customers only)” to customer

Signup Form: Promotions Signup Form

15d
90 days

Schedule Activity for Sales Rep: Customer Activity Review

30d
180 days

Email: Customer Satisfaction Survey #2” to customer

Survey: Customer Satisfaction Survey #2

90d
Upon completion of survey

Email: Customer Satisfaction Survey Responder” to customer

immediate
Upon completion of survey Email: Notification of survey completion to sales rep immediate
Upon completion of survey Schedule Activity for Sales Rep: Review survey results  immediate
Upon completion of survey Schedule Activity for Sales Rep: Call customer to setup meeting immediate
Upon completion of survey Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer immediate
5 days after meeting Schedule Activity for Sales Rep: Send thank you card 5d after mtg
220 days

Email: ”Customer Marketing Survey Request” to customer

Survey: Customer Marketing Survey

immediate
Upon completion of survey Email: Customer Satisfaction Survey Responder” to customer immediate
Upon completion of survey Email: Notification of survey completion to sales rep immediate
Upon completion of survey Schedule Activity for Sales Rep: Review survey results  immediate
Upon completion of survey Schedule Activity for Sales Rep: Call customer to setup meeting immediate
Upon completion of survey Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer immediate
5 days after meeting Schedule Activity for Sales Rep: Send thank you card 5d after mtg
270 days

Schedule Activity for Sales Rep: Customer Activity Review

89d
360 days

Email: Customer Satisfaction Survey #3” to customer

Survey: Customer Satisfaction Survey #3

91d
Upon completion of survey Email: Customer Satisfaction Survey Responder” to customer immediate
Upon completion of survey Email: Notification of survey completion to sales rep immediate
Upon completion of survey Schedule Activity for Sales Rep: Review survey results  immediate
Upon completion of survey Schedule Activity for Sales Rep: Call customer to setup meeting immediate
Upon completion of survey Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer immediate
Upon completion of survey Schedule Activity for Sales Rep: Send thank you card immediate
5 days after meeting Schedule Activity for Sales Rep: Customer Activity Review 5d after mtg
450 days Schedule Activity for Sales Rep: Customer Activity Review

89d

540 days

Email: Customer Satisfaction Survey #4” to customer

Survey: Customer Satisfaction Survey #4

91d
Upon completion of survey Email: Customer Satisfaction Survey Responder” to customer immediate
Upon completion of survey Email: Notification of survey completion to sales rep immediate
Upon completion of survey Schedule Activity for Sales Rep: Review survey results  immediate
Upon completion of survey Schedule Activity for Sales Rep: Call customer to setup meeting immediate
Upon completion of survey Schedule Activity for Sales Rep: Reminder to update CRM notes after meeting with customer immediate
5 days after meeting Schedule Activity for Sales Rep: Send thank you card 5d after mtg
630 days Schedule Activity for Sales Rep: Customer Activity Review 89d
immediate Email: tom@salesdrip.com notice that workflow extension is required. immediate
end End of Customer Track end

Unlink

After you've had a chance to review the above, feel free to email any changes that you'd like me to make.

 

 

 

 


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3.0 XML API: http://app.salesdrip.com/wiki.pl?a=4&t=15

API Sample Code (PHP): http://app.salesdrip.com/wiki.pl?a=4&t=46

Additional API topics: http://app.salesdrip.com/app2/serenity.pl#Help


 

 

 

 

 
 
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