Online webinar
Automating sales pipelines
How to take the non-selling work out of the pipeline: automatic enrichment, qualification and follow-up so the team spends its time talking to people.
AUG5
16:00 - 17:00
LocationOnline (Zoom)
About the webinar
A healthy pipeline isn't the one with the most opportunities, it's the one that moves on its own. In one hour we go through which parts of the sales process can be automated today without losing the human touch: from a signal coming in to the follow-up reminder.
We'll show examples with Neety connected to HubSpot and Salesforce, and leave you a flow template to adapt to your team.
Webinar agenda
- 16:00Welcome and anatomy of a typical pipeline
- 16:10The five friction points that eat the most time
- 16:25Demo: from signal to CRM opportunity without touching anything
- 16:45Live Q&A
Speakers
Iker Galarza Rodríguez
Co-Founder @ Neety
Helene Menayo Yeregui
SDR @ Neety
What you'll learn
- What to automate and what to always leave to the rep
- How to connect external signals to your CRM without duplicating data
- A flow template to start the following week
