Find the perfect CRM setup for your team
Posted: Wed Jan 22, 2025 3:59 am
Before digging into the nitty-gritty, you need to figure out what CRM your sales team actually needs.
Try to break this down into your top 3 must-haves so you can set up a workflow that will make you and your team the most efficient.
Here's what lemlist's Head of Sales was looking for in her CRM:
A tool specifically built for sales teams to manage their pipeline
Okay, a sales CRM…but what does that even mean?
First and foremost, we want it to feel like a salesperson built it.
We need things like reports president email list that monitor each rep's progress, native integrations that make it easy (and free) to connect to our sales stack, and to be able to onboard new reps as fast as possible so we can get them talking to leads asap.
Connects with her funnel seamlessly so no message slips through the cracks
Here's what lemlist's outbound funnel looks like:
lemlist outbound sales funnel
As you can see, one of our key lead gen aspects is getting info on LinkedIn that will help us in our outreach stage.
We need data points such as name, professional email address, job position, industry, years of experience, etc.
But to be able to customize at scale, we dig even deeper and find buying triggers. For example, we like to target companies that are hiring because this means they are growing!
So for lemlist, one of the target buckets may be companies that are in growth mode or just announced to hire.
Targeted LinkedIn search to add to CRM
And the goal was to get the info from our searches transferred into our outreach and CRM tools so our leads can move through the funnel seamlessly.
Reporting to show the progress reps are making and how their campaigns are doing
Doing reports is not about capturing every single data point and entering info in manually.
That job would really suck.
weekly reporting meme
Instead, what we want is a clear overview of key metrics and a sharp interpretation which then gives us meaningful action points!
Try to break this down into your top 3 must-haves so you can set up a workflow that will make you and your team the most efficient.
Here's what lemlist's Head of Sales was looking for in her CRM:
A tool specifically built for sales teams to manage their pipeline
Okay, a sales CRM…but what does that even mean?
First and foremost, we want it to feel like a salesperson built it.
We need things like reports president email list that monitor each rep's progress, native integrations that make it easy (and free) to connect to our sales stack, and to be able to onboard new reps as fast as possible so we can get them talking to leads asap.
Connects with her funnel seamlessly so no message slips through the cracks
Here's what lemlist's outbound funnel looks like:
lemlist outbound sales funnel
As you can see, one of our key lead gen aspects is getting info on LinkedIn that will help us in our outreach stage.
We need data points such as name, professional email address, job position, industry, years of experience, etc.
But to be able to customize at scale, we dig even deeper and find buying triggers. For example, we like to target companies that are hiring because this means they are growing!
So for lemlist, one of the target buckets may be companies that are in growth mode or just announced to hire.
Targeted LinkedIn search to add to CRM
And the goal was to get the info from our searches transferred into our outreach and CRM tools so our leads can move through the funnel seamlessly.
Reporting to show the progress reps are making and how their campaigns are doing
Doing reports is not about capturing every single data point and entering info in manually.
That job would really suck.
weekly reporting meme
Instead, what we want is a clear overview of key metrics and a sharp interpretation which then gives us meaningful action points!