Summary of Sales Automation Workshop: How to Build a Customized Pipeline With Nutshell

00:00:00 - 00:20:00

This video shows how to create a customized sales pipeline with Nutshell in order to automate your sales process. Jared from Nutshell walks through the process of creating a new prospecting pipeline and explains the qualifying and pitching stages. He also discusses the closing stage and how to adjust confidence levels.

• 00:00:00 In this workshop, Jared from the sales team at nutshell explains how to build customized pipelines with sales automation. He starts by creating a new prospecting pipeline and then goes on to discuss qualifying and pitching stages. The last stage he discusses is closing, where he explains how confidence can be adjusted.
• 00:05:00 The video discusses how sales automation can be used to build a customized pipeline, including how to assign leads to sales reps, create automated tasks, and set deadlines.
• 00:10:00 This workshop describes how to build a customized sales pipeline with Nutshell. The presenter shows how to automate emails and calendar entries to move leads from research to contact and from contact to scheduled activities. Once the pipeline is set up, the presenter demonstrates how to complete a pitch meeting.
• 00:15:00 The video discusses how to build a customized pipeline, which includes sending out a pitch and then following up with phone calls to test the viability of the prospect. The video also shows how to add a contact to the pipeline, and how to log phone calls and other activities in a timeline.
• 00:20:00 This video shows how to create a customized sales pipeline with Nutshell. The presenter schedules a pitch meeting, adds the recipient, and saves notes on the meeting. If necessary, the presenter can reopen the pipeline to send the recap template and closed calls.