Aligning marketing and sales teams is essential to efficiently track the customer journey. Integrating CRM with a marketing automation platform allows relevant information about lead engagement to be transferred automatically, making the sales team’s work easier.
For example, by integrating Agendor with ActiveCampaign , data such as the lead's origin and level of interaction with marketing content are recorded directly in the CRM. This gives the sales team a more complete view of the customer's profile, helping them to carry out more strategic and personalized approaches for each stage of the sales funnel.
6. Automate repetitive processes
Automation is one of the key benefits of digital leads for commercial real estate transformation. Manual processes, such as sending follow-up emails or updating lead statuses, can be automated to free up more time for your team to focus on higher-value activities. For example, you can automate sending reminders to follow up with leads, scheduling meetings, or sending thank-you and next-step emails when closing a sale.
7. Monitor results and make adjustments
It is important to remember that digital transformation is an ongoing process. As new tools and methods are implemented, it is essential to monitor the results closely and make adjustments whenever necessary.
Use real-time data to identify what’s working well and what can be optimized.
For example, you can track sales KPIs like conversion rate, time to close deals, and volume of qualified leads to measure the impact of digital transformation.
What are the challenges of digital transformation in B2B sales and how to overcome them?
Digital transformation in B2B sales can bring numerous benefits, such as reducing manual tasks, increasing efficiency and personalizing approaches to customers.
However, the implementation process also presents some challenges that may hinder its full adoption.
Understanding these obstacles and finding effective ways to overcome them is crucial to the success of digital transformation in sales teams. Below are the main challenges faced and tips to overcome them: