Every sale begins in the presales phase.
This includes generating and qualifying leads, and communication between you and the potential customer before a salesperson or consultant steps in.
We will increase the number of customers who are or should be interested in you. We will then prepare them to be approached by your dealers.
Throughout the entire process, we prioritize customers who are expected to place higher-value orders.
With the help of AI and your historical data, we calculate the probability of a successful deal and add the necessary steps to close it.
Creating a list of potential leads based on your historical data.
Gathering more information about potential leads and scoring them. Based on the scoring, leads are prioritized for the sales team.
Before reaching out, lead nurturing takes place – an automated process where you introduce yourself and allow the potential customer to choose whether they are interested and in what. This saves the sales team the most time.
No more random searches for potential buyers of your products and services.
This approach is not only inefficient but also time-consuming and, therefore, expensive. Lead generation ensures a continuous flow of new opportunities based on your data. The system identifies similar companies where you have previously succeeded and gradually adds them to your CRM for further qualification.
The volume of new opportunities can be adjusted based on the salesperson’s capacity - in an ideal scenario, they focus on closing open deals while engaging with newly qualified leads, ready for their call.
After generating potential buyers for your services or products, additional information is gathered from publicly available databases—such as company size, number of employees, or revenue—as well as details about key decision-makers. Additionally, modern information sources, whether free or paid, can also be integrated.
This is followed by filtering and prioritization based on historical data. At this stage, the salesperson still does not engage with the contact. Everything happens automatically in the background.
The goal is to provide potential customers with relevant and valuable information that gradually leads them to a purchasing decision. This strategy is especially important in B2B marketing and when selling more complex or high-value products and services.
Sequential email campaigns are commonly used. Based on the responses to these campaigns, the following communication with the client is adjusted accordingly.
Only when the customer shows interest in more information or is ready to make a purchase does the salesperson take over. At that point, the process transitions into the sales phase.
Snadné a efektivní CRM od obchodníků pro obchodníky. Automatizujte celý obchodní proces na jednom místě.
Nadstavba vašeho CRM, kterou využijí vaši zákazníci i zaměstnanci.
Simplified search on LinkedIn. Search, synchronize, and enrich contacts in your CRM.
Detailed information about all Czech and Slovak companies. Over 4 million entities and 750,000 phone numbers.
Německá rychle rostoucí firma nastavila Pipedrive podle zkušeností ze starších CRM systémů. A to se jí stalo málem osudným. Dáváme jim pomohlo otočit celý stav a během krátké chvíle celý systém přenastavit k vyšší spokojenosti a hlavně lepšímu škálování i do budoucna.
REAS spojil zájemce o prodej nemovitostí s nejlepšími makléři díky propracovanému CRM systému a platformě REAS.cz. Přečtěte si, jak jsme pomohli vytvořit transparentní a efektivní trh nemovitostí.
Benefit from our experience. You don’t have to spend hours testing different tools, processes, and approaches. We’ll make sure you start closing new deals as soon as possible.
Presales activities include all tasks carried out before the actual sale of a product or service. These activities involve identifying and qualifying potential customers, preparing and presenting offers, conducting product demonstrations, providing technical support, creating customized solutions, and preparing for tenders.
Presales focuses on preparing and supporting the sales process, while sales focuses on closing deals and selling the product or service. Presales activities help create opportunities and prepare potential customers for purchase, while sales activities turn those opportunities into actual sales.
Presales activities are crucial for successful sales because they help identify customer needs, create valuable offers, and build trust. High-quality presales activities can significantly increase the chances of closing a deal and improve the overall customer experience.
We will get in touch with you, review your processes, and show you how successful companies do things. If you're interested, we'll guide you through the next steps and assist with your entire digital transformation process.
