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MenuHow can I organize our sales process in SaaS self service?
Have trial users and some outbound contacts - we do a process for each?
I Have many contacts, how can i design funnel and sales cycle well for future growth? Can I divide all them in : Leads> MQL>SQL> Trial user> But if a lead come directly in Trial Phase (integration platform)?
Answers
To response to this question one needs to understand various other aspects of your offering , your market , your current team strengths, current stage of growth of the product as well as your current problems. I have been a SaaS sales leader for couple of products and have built and mentored these Sales Organisations. Let me know if I could help
My first question is, what CRM are you using? Salesforce?
You need to create a funnel that illustrates new lead (hot or cold) all the way to paying client.
So if you're in SaaS, I also assume you have some sort of demoing of your software.
A pipeline can be, new lead > prequalied > demo given
or
new lead > following up > prequalified > demo given > paid subscriber
You need to define what a demo given is, what a prequalified lead is etc. If you need help, let me know.
I have run digital campaigns for similar products in the past.
It depends on a few factors. It is better to define the user journey properly and create a sales funnel accordingly.It will be easier to see possible overlaps and how the funnels can be integrated or split.
If I have more details about the intended action for each step, I might be able to help further. Can you share more details?
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