- Overview
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Introduction 2 min
- Get up to speed
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What is a sales tech stack? 1 min
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Connecting your stack: why it matters 1 min
- Build automated workflows
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Connect your CRM 3 min
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Lead outreach 7 min
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Rep notification 5 min
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Scheduling 4 min
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Closing: Automating contracts 3 min
- Wrap-Up
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Quick recap 2 min
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Course complete! How did it go?
How to sync a sales tech stack
Automate your sales process to streamline lead qualification, communication, scheduling, and closing.
If you are...
- Looking to streamline your sales process
- Searching for an automated solution to handle your marketing-qualified leads
- Curious about integrating your tech stack to facilitate sales
...then this course is for you!
In this course, you'll learn how to automate and synchronize different sales tools to improve efficiency and efficacy in your sales process. You will build and connect workflows in real-time alongside the step-by-step instructions, so that by the end, you'll have your own automated sales workflows you can start using right away.
Duration: 3-4 hours
What we'll cover:
- Connecting your sales tech stack using a CRM tool like Salesforce
- Sending automated emails to marketing-qualified leads using Zapier and Gmail
- Notifying sales reps about new opportunities in Salesforce via Slack
- Automating call bookings and notifications via Calendly and Slack
- Automating the closing process by integrating Salesforce with DocuSign and notifying the team via Slack
Click Start to begin automating your sales process today!