to create and assign tasks
Create tasks and allocate them to salespeople. Set the task owner, due date, and add notes for each, then assign it for each prospect and contact them directly.
Add a task, organize the tasks by assigning owners and make sure that timelines are fulfilled efficiently.
Add tasks for various projects. Contact prospects, and track the status for each task. Keep your entire team updated & conatct prospects accordingly.
Assign the tasks according to their importance, keep track of which ones you've completed. This feature allows you to stay on top of what's essential.
Check on the status of tasks, and finish them on time, then move them to the completed list. To prioritize better, you can also filter and view all overdue tasks & finifh them first.
Here are the additional features to look at
Utilize Sales Cadence to automatically deliver the right message to the right prospects at the right time.
Create tasks to engage prospects and effectively manage sales cycle for each prospect using Prospect Management. Use the qualified list to place prospects in the sales cycle.
Optimize sales cycle for each prospect by scraping details of prospects effectively using Bot Crawler. Use the information for pushing prospects in the sales pipeline.
Create tasks for your teams to engage prospects and set the next task for each prospect using Account Customization. Use the accounts to visually display the tasks ahead.
Represent your complete sales pipeline of current opportunities by using an automatic dialer to make calls & fill the potential gaps, work in progress and blockages in the sales pipeline.
Visual Cadence Builder is used to automate sending emails & making calls using scripts to contact prospects.
Task management feature helps in allowing users to create tasks, set due dates and reminders, assign them to appropriate sales reps to contact prospects.
Email Templates allow you to create custom emails for each task and send to prospects according to their position in the sales pipline.
Save your leads from OutReachly to your favorite CRM software in few clicks, streamline your lead generation with CRM Integration
Get an ovierview of the forthcoming tasks using Intuitive Dashboard and set a visualily inquisistive chart board.
Represent your complete pipeline of current opportunities by using Kanban Board to see the are potential gaps, work in progress and blockages in the sales pipeline.
Sales Development Reps Software (SDR software) is used by sales teams to reach out to leads, prospect them, and determine whether they are qualified leads.
Get a single interface to plan, execute, manage & measure customer interactions with a sales engagement platform using ways to fasten the selling process.
Sales Automation is used to automate repetitive, manual tasks for you and your sales team to focus on closing sales and increasing business.
Lead management Tool is used to gather & organize lead information from many sources, handling interactions, tracking, recording online-offline interactions.
Sales tracking monitors all factors of sales like how deals go through the pipeline, the length of the sales cycle and how many leads are followed up on.
Outbound sales is defined as the process through which sales representatives make outbound sales calls or use other sales channels to contact prospects.
Sales Follow up initiates a pitch to encourage prospects to take action & common ways to follow up are via personalized telephonic conversation or email.
Sales Prospecting involves identifying potential customers, creating a database of prospects, and communicating with leads to convert them into customers.
Sales Qualified leads are those who can become a potential customer to you, based on criteria and identifying information that they have freely provided.
Follow up Leads are the ones who are interested in the business but are not yet tapped & can be contacted via calls or emails helps close deals systematically.
Lead management is the process of identifying, nurturing, and converting leads into customers. It's a crucial part of the sales process that can make or break your business.
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