CRM filters help you streamline your sales process. You can, e.g.,
exclude the organizations already in your CRM from your target groups to focus on finding completely new sales opportunities
narrow down your search to the companies you already have in your CRM for finding, e.g., new upsell/cross-sell opportunities
filter based on the case owner and deal status (Open, Won, Lost).
stay on top of how your existing customers are doing by combining CRM data with Triggers
You can use the CRM filters by connecting the following CRM systems with Vainu:
Dynamics 365, HubSpot, Pipedrive, and Salesforce.
How to use CRM filtering – vainu.app
Here are some examples of how you can make the most of the CRM filters.
1. CRM System
Work smarter, not harder. Focus only on new cases and exclude all the companies already in your CRM from your search with the CRM System filter.
2. Open deals
Time is money, and you want to make sure you’re focusing your time and efforts on your best cases. Sort your cases based on their potential. Select Open deals and sort your cases based on your most important ICP criteria, e.g., number of employees, turnover, industry, technologies, specific event–whatever those criteria may be. Which companies are financially in the best shape?
3. Lost deals
Maybe last time, the timing wasn’t on your side. Perhaps your offering now better fits a company’s needs? Have some of your target accounts grown a lot, or maybe implemented a technology your offering integrates with? Reopen the deals you’ve previously lost. You can filter all your lost cases by choosing the Lost deals filter.
4. Won deals
You can check out your existing client base for upsell opportunities. To see all your current customers, filter Won deals. Use the Owner’s email filter to filter someone’s named accounts.
In any questions, please get in touch with us through the chat in the bottom right corner or by sending an email to support@vainu.io.