Written by Sonia Baschez
Morning Brew, a publisher of business-focused newsletters and podcasts, spoke with us about two onerous processes their sales team currently performs—Sponsorship and Competitive Outreach. These processes involve lots of manual searches, data entry, and non-templated emails, similar to the kind that many sales teams use to follow up with leads.
So the Makerpad team created a few systems to automate the rote processes to allow them to spend their time acting on the information gathered from the process—instead of running the process itself. As you’ll see, this new system saves their team 10's of hours per week, and makes it easier to codify how their sales funnel works.
Morning Brew’s old, manual process: The team identifies companies they want to work with and manually searches for contacts via LinkedIn, Media Radar, Clearbit, etc. Once they’ve pulled the info into a spreadsheet, the sales team does physical outreach via email, and manually keeps track of each conversation until they receive a response.
Makerpad upgrade: As Amie shows in the tutorial below, we use dashdash to eliminate manual searches and data entry entirely from the process with a few integrations.
Morning Brew’s old, manual process: The sales team does manual outreach via email, and continues to send an email until they receive a response in 3-5 day intervals. If no response is received, they move on to a new contact.
Makerpad upgrade: Amie shows two options in the tutorial below
Morning Brew’s old, manual process: create a list of competitors’ email newsletters to subscribe to, open the emails every day to see who’s sponsoring, and add the info (name of newsletter, date, and brand) to a spreadsheet.
Email newsletters can be a valuable source of lead generation but consuming them in email form isn't ideal all of the time. With Zapier, HTMLCSS to Image, and Cloudconvert you're able to grab the HTML, turn that into an Image then upload it into a shared folder in Google Drive. This makes it easy for your team to add this into a workflow if you wanted to see who is sponsoring a competitors email newsletter for instance.
Makerpad upgrade: Tom shows you how you can easily get valuable information for lead generation instead of having to manually check each newsletter everyday.
Morning Brew’s old, manual process: The team creates a list of brands advertising in competitors’ newsletters and finds their contact info (name, email, job title, etc), then does manual outreach. (An alternative way of doing Lesson 1.)
Makerpad upgrade: Tom shows how to create a simple workflow to discover info about your competitors and pull the emails you need to contact them. All without leaving your browser!
We hope these systems help you improve your current sales workflows and bring a level of efficiency to your already existing processes. The time you save in manual processes alone should be enough to make you curious to explore the possibilities of no-code. Let us know if you set up these systems at your company and how they work out!
If you’re interested in learning more, make sure to check out our Automation at Work Bootcamp.
Written by Sonia Baschez