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.

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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:

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