Our co-founder Paul Sokol was invited to present on sales pipelines and automation for Keap’s daily Automation Hours.

In this free training, which covers strategy (not Tool training), you’ll learn:
* How to extract meaningful sales stages
* Common sales stage automation
* Sales manager automation

Having a pipeline is super helpful when organizing events! Especially when it comes to keeping track of the presenters/talent and vendor relationships.

#Sales #Pipeline #Automation
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We are Keap, a company with the mission is to help millions of small businesses succeed. We want to inspire entrepreneurs to keep going even when they face the tough challenges and moments of doubt.
We offer CRM, sales, and marketing automation software designed for small businesses. We help you win more business, grow your sales, and better serve your customers.

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Smart client management software designed to help small businesses turn incoming leads into satisfied clients. Keap organizes your customer information and workflow in one place. Free yourself from repetitive tasks so you can focus on delivering great service.

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QUESTION 2: How do I build a basic Infusionsoft “Opportunity Sales Pipeline”?

Video Blog URL: www.beeautomated.com

That is a big question. One that is not easily answered in a sentence. I don’t know of any free videos out there. So, I’m posting a webinar recording that I did for Infusionsoft right after ICON17 (Infusionsoft Conference 2017).
This webinar is almost the exact “Sales Pipeline” presentation I gave at the conference. At the end of the recording it’ll even give you the url to the free power point I gave to ICON attendees.
The webinar has been edited by Judi Miller from Infusionsoft to be only 30mins. Give Judes a shout out for saving us all time!!

Sales Pipeline Setup
The hardest thing about getting into Infusionsoft’s Sales Pipeline is the education around it.
I think that’s what provoked this question by Jamie.
This recording will primarily go over the basics of what a sales pipeline should do for your company, then shows you how to build it inside of Infusionsoft.
Outline Sales Pipeline
1. Setup Default Stage
Opportunity Defaults
Set Sales Pipeline Stages

2. Setup Campaign Builder
Part 1: Capture Lead
Part 2: Create Automatic Opportunities
Part 3: Stage Creation – Automation
3. Test Pipeline
*Bonus – Setup Dashboard / Saved Searches
Next Action Dates Search
Sales Pipeline Widget

What this webinar recording doesn’t cover
The Infusionsoft University used to block out half a day of education to go over this module and the webinar recording is 30mins. That being said, it is a basic setup and doesn’t dive into the reporting features.

It DOES NOT go into the nitty gritty details of scoping out your own sales pipeline stages. So if you’re ready to jump into Infusionsoft and start building, this would be a great recording for you to watch!

I also know there’s a lot of controversy about the question “Is Infusionsoft’s Opportunity Sales Pipeline the most effective way to build a sales pipeline?”. This webinar does not discuss the pros and cons of a “Tag based pipeline” vs “Opportunity based pipeline”, but will be covered in another video post.

Abe Kashiwagi and Spencer Frame

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Check out the rest of the videos https://www.youtube.com/playlist?list=PLWib63KCH1dKJfVAHID2LMzMCztpJKZSl

Keap’s Pipeline feature is a customizable dashboard that gives you a snapshot of the deals you are working on in each stage of your sales process. The pipeline tool in Keap has an easy to use drag and drop feature that allows you to move your deals from stage to stage as they progress through your sales process.

As your deals progress, the total value of all the deals in that stage is displayed at the top for quick reference.

Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

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Using a sales pipeline to track your deals will improve your sales process, Increase your revenue, help you forecast future business results, reduce wasted effort, and create a more pleasant sales experience for your customer.

It gets even better when you add the tools available in Keap to automate tasks, emails, and process reminders.

Jack will show you how to put the power of the Sakes Pipeline to work for your small business.

Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=200818&utm_content=social

Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=200818&utm_content=social

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Keap is all-in-one CRM software that organizes all your info, helps you always follow up, close more leads, automate your daily work, gets you paid, and allows you to impress your clients.

Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

Try a free trail of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=DEFAULT&utm_content=social

Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=DEFAULT&utm_content=social

LinkedIn: https://www.linkedin.com/company/keap-growing/
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing
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