Streamline the sales cycle with Salesforce and Dynamics

Optimize your entire sales process with a solution that turns your CRM into the sales team's best ally, from prospecting to closing deals. Increase productivity, send more and better emails, and enjoy an incredible user experience.

Does this sound familiar?

The full-cycle salesperson carries out two processes: 1: Lists of companies and leads must be generated according to the market and buyer persona defined, a first contact must be established with the leads to qualify them and, finally, a meeting must be scheduled. At the meeting, we find out if there is an opportunity and, if so, we try to close a deal. Leads (and companies) can be generated through: lists (already in Salesforce, Dynamics or external), LinkedIn, or other external databases, both online and excel files. 2. Convert first meetings with prospects into contracts. That is, managing and closing sales opportunities. Eventually, there are also positions where account management is included, i.e., renewals and growth with new opportunities.

Key elements for prospection

Minimize contact time

If the lead has been generated by Inbound, minimize the time between form completion and contact call.

Create and review contacts from LinkedIn

If I am looking to generate accounts and leads, it is essential to be able to create them in Salesforce or Dynamics from LinkedIn, being able to see if they already exist, what status they are in and who owns them.

Increase contact probability

In general, we usually work between 2 and 4 leads per company, depending on the size of the target company. This increases the probability of contact.

Multi-channel outreach

Once the account and leads/contacts have been created, start a multi-channel contact process (phone, mail, LinkedIn and WhatsApp messages) that maximizes the probability of contact, ensuring that a minimum number of times are insisted upon.

Maximize relevance

In case of contact, follow the appropriate script according to industry, buyer persona, etc. to maximize the relevance of the message. And have the necessary content to answer any question.

Improve qualification

Ask qualification questions, so that the quality of the lead can be inferred and contact and profiling data can be completed.

Easier meeting closure

Close the meeting, being able to view your own or the vendor's calendar (if someone else is conducting the meeting). Complete the administrative tasks necessary to formalize the closing of the meeting.

Key elements for opportunity follow up

Prepare for meetings by reviewing past communication

Prepare for the meeting. To do this, take context from the account and contact, reviewing all previous communication. Especially the call/message where the meeting was closed. Also, the account/profile usually has LinkedIn and it is key to review it, see how they describe themselves and read the latest updates.

Contacting other people in the same account

It is very common to look for other contacts in the account and, in particular, other contacts with whom the seller has had a relationship in the past. The objective is to understand the organization in case there is interest in establishing more contacts.

Qualify opportunities

In the meeting the contact is qualified with the objective of determining if there is an opportunity or not, based on the criteria established in the sales playbook.

Organized pipeline

It is essential to maintain a well-organized pipeline of opportunities where each one is at the right stage, always with well-defined 'next steps'.

Complete forecast information

The pipeline must allow the forecast to be calculated. Therefore, the fields 'amount', 'expected closing date' and stage must always be updated. It is very important to have access to content that can be sent to answer any questions or internal customer process.

This is how we optimize your CRM.

We give you the innovation you need to power your Salesforce and Dynamics. Increase productivity and get better data to make good decisions.

60% Increase in productivity

Navigation speed in Salesforce and Dynamics
is ten times faster. Account, contact, lead, and opportunity views display all past activity with a single click.
Integrate LinkedIn into Salesforce and Dynamics. Send messages, visit profiles, create accounts, and more without leaving the social network, while all your activity is logged into your CRM.
Activities are systematically recorded in your CRM. Tasks are automatically organized and prioritized. The agent will always know what needs to be done.
All activities you perform are systematically logged in Salesforce or Dynamics, including notes and field updates.
Access incoming activities such as calls, emails, LinkedIn messages, or WhatsApp messages in a single inbox where you can respond with a single click.

Decrease in Training Time by up to 80%

Guided assistance for tracking contacts and opportunities through pre-configured cadences. Agents will know when and whom to contact.
Automatic data collection and field updates. Agents will know what to report and when to do it. Content suggestions based on customer profiles.
Depending on the context, Bloobirds suggests which documents or messages to send.

Ensure consistency in follow-up by 95%

Utilize cadences to establish the follow-up plan. Cadences generate follow-up tasks. View scripts and content while making calls and sending emails.
They can be segmented by customer type, product, or any Salesforce or Dynamics variable. Automatically report the activity with our AI.
Identify contacts without future tasks assigned. Keep your pipeline organized for optimized tracking.