CRM tricks to win the long term nurture

Most leads aren't slow, they're just early

A contact who says "maybe next spring" is not a dead lead. They're a lead with a date attached. The job of a CRM is to hold that date for you and bring the person back at the right moment. Use Sequences - long term automated follow up plans - to stay front of mind, or set a recurring task reminding you to reach out to a contact at a given frequency.

Useful data at a glance

Curious who in your sphere you talk to most or least frequently? What about who you haven't spoken to in the longest? Do you track your exact conversion rate between the number of leads you speak to compared to how many you meet in person?

Well, with Sequent, you don't have to. All of it's done automatically for you, sortable right on your main database page in table view or pipeline view. Use these tools to figure out what's working best and what could be tweaked to streamline your business.

The new newsletter

Newsletters take a lot of time to stay on top of. Instead of publishing a live newsletter, create a Sequence that sends pre-selected email templates on a given interval. This way, your sphere will still receive weekly/monthly/etc "newsletter" emails, but once you have a handful of templates you can reuse them for new contacts by just signing them up for the same Sequence which starts them from the beginning.

Smart stage changes

Tired of features in other CRMs being more of a nuisance than anything else, throwing in features that need your constant attention to provide any value? In Sequent, your sphere contacts' lead stage will be updated contextually once you have a conversation with them, set an appointment with them, and start and close a deal with them. You'll never need to micromanage your sphere's stages again to stay organized.

Never fall behind again

It can be easy to let follow-ups slip through the cracks while you're busy working on active deals. Sequent's Agenda view smartly groups all of your upcoming CRM and transaction tasks and events into one panel, with overdue tasks highlighted in red.