
Name: Alex Patton
Title: Director of Marketing & Analytics
Website: Customer.io
Location: New York, New York
Tech Stack: Customer.io, Close, Zapier, FormKeap, Slack, Mode Analytics, Segment, Google Tag Manager
Manual business processes are killing your business. Not only do you waste money by paying your talented team members to mindlessly and repetitively enter data into spreadsheets.
Business processes are killing your business. Not only do you waste money by paying your talented team members to mindlessly and repetitively enter data into spreadsheets.
Business processes are killing your business. Not only do you waste money by paying your talented team members to mindlessly and repetitively enter data into spreadsheets.
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Data & Reporting
The Curse of the Manual Processes
Cloosiv's lean sales team became paralyzed by process as their prospect pipeline and client list matured. Without automation, the sales process was a “jump in and do all the heavy-lifting by hand” free flow, they:
- Contacted and profiled individual coffee shops they found on Google Maps
- Entered contact information for prospects into Google Sheets
- Emailed leads individually
- Added info into Google Sheets
- Relied on calendar events for follow up calls
Ultimately, they had no way of tracking their progress. They were unable to see when emails were opened and had no continuity between their outreach campaigns.
This disorganization meant the sales team missed follow up calls, were unable to qualify leads, and they couldn’t close deals efficiently.
Finding a Cure to the Process Blues
To improve their process, Cloosiv’s CEO, Tim Griffin, made moves. He looked into a bunch of CRMs and weighed the features of functionality of each.
Ultimately, Griffin decided that Close was the most obvious path toward streamlining and organizing their entire sales process.