Livespace CRM

It could be argued that there’s never been a better time to work in sales.

Those of us who still recall the rolodex, or cold-calling or Glengarry Glen Ross, will likely also remember the shortcomings of the tech available at the time - the clunky computers, the dial-up internet and of course, you’re A.B.C.

![giphy](//images.ctfassets.net/f2ysq090txql/5p2DspWQTuOiqmccWG6aWO/4801928c2fe6c6cb7321544bd2af7319/giphy.gif)

Happily, the antagonistic A.B.C mentality has been pushed to the wayside. Instead of salespersons thinking in terms of what they need to ‘do to a client’ in order to make a sale, teams are now looking to see how they can ‘Always Be Helping’ – and automation is helping do just that.
 
Today’s sales teams certainly have the technological edge, but this brings with it, a whole new set of problems. How to keep up with all of your applications? How to keep connected when you have a demanding job, demanding clients, and deadlines and targets to meet?

Thankfully, advances in sales tech and sales automation has helped reduce the amount of time we spend on repetitive, mundane tasks and helped free up our sales teams to do what they do best: connect with prospects.

A cornerstone of near every sales stack, and the easiest place to begin with automation is your CRM (Customer Relationship Management) system. Here are 6 simple areas you should be automating:

### Automate Your Email
Despite the numerous communication tools we use, email is still an effective way to reach people. More than just a marketing tool, email templates and scheduled campaigns can be invaluable in helping sales teams manage their pipeline. 

Creating email templates and automating your tasks and follow-ups, allows you to give the right contact, the right information, at the right time, meaning you spend less time pitching or checking calendars and more time nurturing leads. And whether you send 10 or 100 emails per day, having the ability to track open rates, click rates etc. can prove vital.

### Automate Your Booking Process
The back and forth of scheduling a demo call can be incredibly frustrating for both parties, so why not automate it. There are numerous scheduling calendars and booking diaries available (both free and premium). Create an individual dairy booking link for each team member, and then simply add that link into your email templates, signatures etc. 

### Automate Your Lead Scoring
When configured correctly, automating your lead scoring will help you understand how important any given customer is to you. When working with existing customers, segmentation will help you identify the customers, who generate most profit and differentiate them from those, who may seem important, but in reality, consume a lot of your time and energy for a relatively small profit. The value of the customer does not necessarily equal the value of the sale. 

Knowing which customers are most important to you (and to your bottom-line), can help ensure you dedicate your best people to their service or acquisition. 

### Automate Your Follow Up Tasks
Whether it be summarizing your meeting, sending a proposal or asking for feedback, follow-up tasks play a big part in B2B sales processes. Using a tool to automatically set and log your tasks can not only save your team time but also help managers monitor how and when deals are being moved forward. Using a B2B sales CRM, you can tie tasks and follow up actions directly into each step of your sales process, ensuring key actions are never missed.

### Automate Your Pipeline
All of the above actions are all geared toward bring qualified leads into your sales funnel, so that you can begin moving them seamlessly through your pipeline to become a new client. So, it seems only natural that your prospects should also move automatically from one stage to another.

Configure the individual steps in your sales process so that as specific actions are completed, the prospect moves to the next stage in the funnel. This will provide reps a clear set of steps and actions to complete in order to win their deal, whilst allowing managers a helicopter view of the entire pipeline and where each prospect is at.

### Automate Your Reporting
Spending an hour or more per day to manually create reports and filters your team’s results will take up precious time. 

Why not simply add your team targets or their monthly/quarterly scorecards into your CRM, and generate reports at the click of a button?  Track everything form how many people and companies were, how many calls made or appointment booked to how many emails were sent.

A B2B sales funnel hosted in a [CRM system](https://www.livespace.io/en/) with hard numbers, leads, and sales automation, makes for a powerful tool in projecting and managing the growth of a company.

Not to mention, it’s far more actionable than an Excel spreadsheet.

By continuing to look for ways to automate your processes, you’ll find that you’re able to work smarter, spend less time on repetitive, time consuming tasks and more on connecting with customers ultimately driving you toward effective, repeatable & scalable results.

__This blog was written as a guest blog post by Graham Richardson ([Livespace.io](https://www.livespace.io/en/))__

Instead of salespersons thinking in terms of what they need to ‘do to a client’ in order to make a sale, teams are now looking to see how they can ‘Always Be Helping’ – and automation is helping do just that.

6 Sales Actions You Should Be Automating

![livespace](//images.ctfassets.net/f2ysq090txql/40gWnKMjssyoEWCumMWKu4/190ab8ab2d85fb13aa50f0ac67d71724/livespace.png)

## About Livespace

[Livespace](https://www.livespace.io/en/) is a new generation CRM for B2B sales and client service teams. The software company offers sales process automation and a proven methodology to help your agency get more leads and up-sell to current customers. Livespace improves the quality of the collected data, facilitates teamwork, and boosts sales results.

Now you can sync contacts between Livespace and these apps:

<Widget type="piesync-widget" left="livespace" />

## About PieSync

Most apps are not natively integrated. That means you have to work out a way to get contact data from one app to another. A lot of businesses use the time-wasting import/export method, but it your apps is never really up-to-date.

PieSync integrates your contacts bidirectionally between your favorite cloud apps in real time. This means you will have access to the most up-to-date client information in all your apps, no matter where you are or who entered the data. You never have to manually transfer data again! 

This unique 2-way contact sync creates a connection between your CRM, Marketing Automation, Customer Care, or Cloud Accounting apps. 

PieSync's Intelligent engine is constantly checking for updates in both apps.  If there are any changes in one app, you'll have it automatically up-to-date in the other app in real time.

## Create complex automated workflows

You can pick how you want to sync by deciding which fields to merge, which categories in each app should be in sync and much more! Create complex automated workflows with [PieSync's rule-based sync](https://www.piesync.com/blog/introducing-intelligent-syncing/?utm_source=launch&utm_medium=blog&utm_campaign=livespace&utm_content=related):

![Livespace-Intelligent](//images.ctfassets.net/f2ysq090txql/8oYrOQ1Pqgegoqk6CKwyK/c1dcf228ebff573227ecddc71f87fc48/Livespace-Intelligent.png)

PieSync identifies and syncs the typical fields such as email address, phone number, address, etc.

![Screen Shot 2018-05-17 at 11.05.44](//images.ctfassets.net/f2ysq090txql/3kyGCUPrE4c40yoCIiOKwo/53bcbb5e9d588ad1c9fc0bfc0624c2d4/Screen_Shot_2018-05-17_at_11.05.44.png)

You can also define which field goes  where thanks to the [Custom Field Mapping](https://www.piesync.com/blog/announcing-our-biggest-update-to-date-custom-fields-and-customizable-field/?utm_source=launch&utm_medium=blog&utm_campaign=livespace&utm_content=related) option.

<Button href="https://www.piesync.com/livespace/?utm_source=launch&utm_medium=blog&utm_campaign=livespace&utm_content=try-1" text="Try it now!" />

## Other Benefits

**5-Minute Setup**

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations. 

**No installation or download required** 

The entire syncing solution exists in the cloud. You don’t have to install or download any additional software. 

**Add Teams**

You can add your entire team to your PieSync account. This means everyone can access the most up to date data when they need it most. 

**Multiple plans to scale your business growth**

We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan. 

**Avoid Duplications**

PieSync hates duplicates just as much as you do. We eliminate duplicates by matching contacts based on their email addresses.

## Learn how to sync your Livespace contacts 2-way through PieSync: 


<Embed src="https://www.youtube.com/watch?v=Xxsf57GoaqQ" />


Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/livespace) to get extra information about this connection. So what are you waiting for?

<Button href="https://www.piesync.com/livespace/?utm_source=launch&utm_medium=blog&utm_campaign=livespace&utm_content=try-2" text="Start your free trial now!" />

![G2Crowd-2018-Spring](//images.ctfassets.net/f2ysq090txql/4s1aQQxEda80660kaUAqEg/6086cec6c849fb31d91235f709da54b0/G2Crowd-2018-Spring.png)


Sales

Fresh news: From now on, you can sync your Livespace contacts 2-way with other apps!

Robly

Drip

BombBomb

MailerLite

GetResponse

![LinkRoundUp--July2018](//images.ctfassets.net/f2ysq090txql/6V3pegIWTSww8QIy6CKcqG/6e203c5f1c9569a602be260351efae39/LinkRoundUp--July2018.png)

July is almost over, but before it's gone let's recap the best email marketing blog posts and news of the month. Our sources? Top email marketing experts! Here's our selection: 

### [MailerLite - How to design a winning newsletter header](https://www.mailerlite.com/blog/newsletter-header-design)

The Email header is the first thing that most people see when they preview or open your email. The right newsletter header design can be the secret weapon for making a great first impression on your readers. But how to design a winning header? In this blog post, our friends from MailerLite shared five guiding principles for designing effective newsletter headers and other amazing tips you can start using right now.   

### [GetResponse -Grow Your List from Day One with the GetResponse List Building Program](https://blog.getresponse.com/list-building-program.html)

No matter your level of list building or online marketing experience, establishing and then continuing to grow your contact list is an unavoidable factor in growing and maintaining your business. The experts at GetResponse created a "List Building Program" with free video lessons and complementary downloads to help marketers deal with just that. Check out all the details about this free program here. 

### [Drip - Drip’s Visual Email Builder Is Here and It’s Going to Melt Your Face](https://www.drip.com/blog/news/drip-visual-email-builder)

Here we have some amazing news! Drip did it again! They built "the Visual Email Builder that marketer dreams are made of." The new function gives you precise control over how your emails look and feel. Some of the builder’s best features are an easy content editor and a handy “undo” button. Learn all about Drip's Visual Builder and see it in action!

### [Robly - Are Your Emails Putting People to Sleep? Here’s How to Fix it](http://roblysupport.com/marketing/storytelling-in-email-marketing/)

Are your emails putting people to sleep? Oops! Then you better learn how to use storytelling to write amazing emails! Robly's email marketing experts tell us all about it. They also collected a bunch of resources to learn more about how to make your emails irresistible. Take a look! 


### [BombBomb - Learn Video and Learn Email in the BombBomb Academy](https://bombbomb.com/blog/learn-video-email-bombbomb-academy/)

Are you a BombBomb user? Then you can explore the available courses in the BombBomb Academy! Each one of the 9 lessons is designed to help you learn video and how to use email to improve your business results. The lessons blend high-level strategy with hands-on, how-to instruction on tactics. Here you can check out the course list, an introduction video and other practical information to get you started.  

<RelatedPost slug="email-marketing-best-practices" />


Email Marketing

Here are the Best Email Marketing blog posts and news of July!  

Livespace is a new generation CRM for B2B sales and client service teams. Sales process automation and proven methodology helping your agency to get more leads and up-sell to current customers because their software improves the quality of the collected data, facilitates teamwork, and boosts sales results.

livespacecrm

GetResponse is an integrated online marketing platform that features high-performing tools, including: email marketing, landing pages, marketing automation, webinars, and more. Many integrations with e-commerce, analytical, and CRM services are available. Platform testing is available in a [30-day free trial](http://www.getresponse.com/).

getresponse

Supported Apps

GETTING STARTED GUIDE : How to set up a new connection? . ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics. . GetResponse is an integrated online marketi…

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Livespace is a new generation CRM for B2B sal…

Livespace

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Recent Livespace CRM & GetResponse Blog Posts

6 Sales Actions You Should Be Automating

Fresh news: From now on, you can sync your Livespace contacts 2-way with other apps!

Here are the Best Email Marketing blog posts and news of July!

Help Articles related to syncing Livespace CRM & GetResponse