Workflows/Pipeline Automation
💡 Ideas
"WHAT DO YOU THINK ABOUT THIS? PICTURE IS A RAPID DESIGN, NOT THE FINAL VERSION"
- what kind of analytics would make sense for you here (or no analytics)?
Problem:
- difficulty to have a clear process when it comes to engage leads
- lots of back-and-forth to engage leads
- people don't have time to figure out how to build sales CRM or social selling processes
Solution:
- workflow/pipeline automation mode
- templates for newbies to advanced
- possible to automate the sales pipeline depending on certain actions
USE CASES:
- building processes for your sales teams or yourself
- building simple to complex sales pipeline automation depending on your needs
Arnaud Belinga
9 months ago
Activity
79 votes
Categories
CRM
Campaigns
Social Selling
Feature
Some pipelines could have some default advancing.
e.g. 2 LI comments. Could add another step for 1 LI comment and when a comment is added to the lead through Breakcold, it advances forward.
Same with DM sent.
1 3 months ago Reply
Such a needed feature! Would love to see this in Breakcold and have a complete workflow inside!!!
2 3 months ago Reply
What's the ETA on this btw? - This'd save a lot of manual labor
0 5 months ago Reply
This needed badly!!
1 7 months ago Reply
I like this view... similar to HubSpot's UI. I like the idea of being able to have a campaign that incorporates both engagement actions, step forward automation and conditional logic.
1 8 months ago Reply
9 months ago
Additional comment:
Byof Live
We need a way to integrate a form script code so that I can transfer my leads into Breakcold from the moment at sign up
1 9 months ago Reply
Additional comment by Pablo:
Import Leads into Pipeline Stages after Cold Email is Sent
It would be nice if we could integrate the contacts that have been emailed into a specific pipeline stage to then follow up once the email is sent.
1 9 months ago Reply
Additional comment by David:
It would be great if we can do the following 2 things automatically
1) Schedule tracking / untracking. E.g. track this lead for 14 days
2) Move the lead from one stage to other in X days. I guess what now is being done with reminders, but this can be laborious especially because it doesn't seem like tasks can be created in bulk.
Use case: I import 30 leads, I want to track and engage with them for 14 days. They are added to my stage "engage" but after 14 days I enroll them into a new stage (maybe I want to send them InMail or automated LinkedIn cadence with other tool).
1 9 months ago Reply