Product feature: How Smart Views will keep your salespeople from drowning in tasks

Product feature: How Smart Views will keep your salespeople from drowning in tasks

Sales Blogs

Sales / Sales Blogs 1528 Views 0

“Can I routinely create comply with up reminders?”

This is likely one of the most incessantly requested questions we get right here at

That’s why we needed to inform you about Smart Views. Sensible Views is a function that’s distinctive to our CRM and our clients use it to remain on prime of their pipeline. Sensible Views inform gross sales reps who to comply with up with and when to comply with up. All this, with out using checklists and duties.

Let’s check out how Sensible Views work and the way they assist our clients forestall issues from falling via the cracks.

Why duties suck for routine actions

Comply with-ups are routine actions. Most individuals at present are nonetheless utilizing duties for routine actions of their CRM as a result of they don’t have an alternate or a greater means of doing it.

Duties, whereas they will get the job accomplished, include plenty of downsides.

  • They’re menial: Duties require guide effort. You’ll find yourself creating the identical duties time and again even when the duty is the very same factor.

    For instance, if it takes a mean of 10 follow-ups to shut a deal, creating the identical activity referred to as “Comply with up” for each single lead means a variety of time wasted on creating the identical activity 10 occasions per lead.

  • They get cluttered up: One instance of a routine motion is looking a prospect after you haven’t reached them. In case your prospect doesn’t reply, you must manually change the date to set a reminder to name them once more, which clutters up tomorrow’s to-do record.
  • They’re distracting: In the event you create a activity each time you'll want to name somebody again, ultimately you may be flooded. You’ll begin neglecting the duty as a result of prioritizing dozens of the very same process in a significant method takes up pointless mind capability.

Let’s say you need to comply with up together with your leads at the least each seven days. As an alternative of making duties upon duties, you'll be able to arrange a Sensible View that exhibits you all Leads you haven’t interacted with within the final seven or extra days.

The Sensible View under has been saved as “7 days in the past” and exhibits all Certified leads that haven’t been contacted by way of telephone or by e-mail within the final seven days.

Sensible Views are dynamic lists and can pull in leads as quickly as they match the search standards. Which means each time you lose contact with a prospect for greater than 7 days, they may present up on this record, regardless of what number of occasions you lose contact with them.


Automate your workflow with Sensible Views

As an alternative of manually creating duties, Sensible Views routinely inform you who to comply with up with, when.

  • They’re easy: Sensible Views mechanically pull in Leads that require follow-ups.
  • They make you extra productive: Sensible Views let you not should continuously take a look at each particular person activity.

Eliminate your duties and begin utilizing Sensible Views to empower your reps, save time and spend your time in additional significant methods—closing offers.

When to make use of duties and when to make use of Sensible Views

Duties are good for undertaking distinctive actions. For example, calling somebody again at a particularly requested time, or getting again to a prospect who had a selected inquiry.

Our Duties function additionally integrates together with your calendar so to get an summary of duties that want distinctive motion and obtain notifications.

Use Sensible Views for

  • Routine actions. E.g. reaching out to chilly leads. A Sensible View is just created as soon as, so there’s no have to create duties again and again. As soon as the Sensible View is about up, it can routinely generate an inventory in your reps to succeed in out to.

Use Duties for

  • Distinctive Actions. Duties are arrange for distinctive actions reminiscent of sending over a proposal or following up with somebody at a particularly requested time.

Watch the video under the place Kevin explains tips on how to create a workflow in utilizing Sensible Views.

Not utilizing Try it for free for 14 days. No bank card required.