Get Started with CreamSoda

Running a sales team can be pretty tough. It's not just about keeping your contacts organized; you also need to make sure you are adding enough leads regularly, your leads are getting assigned on time, and your sales pipeline is flowing smoothly. To get the best results from your sales team, you need a really good sales process.

Now, here's the game-changer – CreamSoda Sales Management CRM. Our tool has an easy-to-use and friendly interface that gets you and your team up and running in no time. We've designed a workflow to handle all aspects of your sales cycle and customer data in one central hub. The best part? It's fully customizable, so as your team and processes grow, CreamSoda grows with you. Let's dive into the goodness!

With CreamSoda Sales Management CRM, your life is about to get a whole lot easier! Our easy to use and friendly interface will allow you to hit the ground running in no time.

We've set up a workflow that will allow you to manage all aspects of your sales cycle and customer data in one central place. This product is fully customizable to fit your exact needs. You can change it and adapt it as your team and processes grow. Let's dive in!

Step 1: Connect your Email

To help organize your contact interactions and to measure the performance of your email marketing campaigns, your sales team can link their Microsoft and Google Workspace accounts in CreamSoda. This unlocks a bunch of handy tools for sales and marketing. Picture it like a toolbox for handling lots of client relationships! You can send and receive emails, track who's opened your email or clicked a link, jot down notes from meetings, keep track of events, and more – all neatly organized in one timeline.

And here's a cool trick: Use the bulk email feature to quickly send out highly targeted and personalized emails to leads with less than three clicks!

Step 2: Create Custom Fields

Every business has unique data that’s crucial to its operations—whether it's knowing a customer’s annual revenue or identifying the key decision maker. With CreamSoda, you can create custom fields to capture this specific information, beyond the default fields provided.

Custom fields allow you to tailor your CRM to match your business needs, making it easier to organize, filter, and manage your sales process. Whether it’s for deals, contacts, products, or offers, these fields give you the flexibility to record what matters most to your business and ensure it’s readily available throughout CreamSoda. 

Step 3: Mirror your Sales Process

CreamSoda's Deal Pipelines are essential for visualizing and managing your sales process. They offer a clear, step-by-step map of your customer's sales journey, helping you stay on top of deal issues, forecast revenue and identify potential roadblocks early on. 

You can effortlessly mirror your own sales process within the CreamSoda platform, ensuring that your CRM aligns perfectly with how you do business. Additionally, our automation features allow you to streamline your workflow by automating most of your administrative tasks, freeing up your time to focus on closing deals.

Step 4: Import Your Contacts

Kickstart your workflow by importing contacts into CreamSoda. This can be done in multiple ways:

• Manually add them using the Create form
• Automatically add them through Lead Forms
• Import them from other tools using Excel sheets
• Automatically add them from Google Contacts or Microsoft Outlook address books

This flexibility ensures a seamless integration of your contacts. Now, let's move on to the next step.

And that's it! Your CreamSoda account is now fully set up!

How to use CreamSoda

Qualify your Leads

Once contacts are imported, your sales reps can efficiently reach out and qualify leads. Leads that are not currently attached to a deal automatically gets a #Cold hashtag, while those tied to an active deal get a #Warm hashtag. Leads that turn into customers are automatically tagged as #Customer. Upon qualification, reps can add a #Qualified hashtag. Your reps can also:

• Enrich leads data with custom fields tailored to your business
• Segment leads using tags
• Create lists for focused outreach
• Quickly determine a lead’s past interests and purchases
• Measure pipeline performance using lead source

Your reps can also take advantage of the Sequence automation to:

• Enroll leads into drip campaigns
• Create follow-up tasks for your sales representative
• Move deals through your sales pipeline

They can also send targeted and personalized emails to leads using the bulk email feature.

Generate Leads

Lead Forms are powerful tools that can significantly boost your sales team's ability to generate leads. By capturing essential visitor information through customizable and embeddable forms, you can effortlessly gather contact details, booking requests, consultation inquiries, and more.

With CreamSoda, you can create powerful Lead Forms that not only capture essential visitor information but also double as landing pages, giving your sales team a versatile tool for generating leads.

These forms can be customized for various purposes—such as contact forms, booking forms, or consultation requests—and then shared via a dedicated link or seamlessly embedded into your website.

By integrating these Lead Forms into your sales process, you can streamline lead generation, ensuring that your team has all the information needed to convert more prospects into customers. 

Monitor your Deals

When a potential customer shows interest in one of your offers, it's time to create a deal and link that lead to it. These deals become visible on the sales pipeline board of your choice. Now, with this board, you wield the power to effortlessly track the progress of every deal your sales team is currently handling. At a glance, identify where each deal stands in the sales cycle, pinpoint deals needing attention, those with upcoming tasks, and those due for follow-up.

Streamline Activities

Take control with CreamSoda by creating tasks, scheduling meetings, or sending emails to your prospect – all with a single click. This streamlined process ensures your team stays organized and on top of their game.

 

At CreamSoda, we thrive on making your life easier, and that's why we introduced deal cards. Simply click on any deal card, and voila! You get an all-in-one, easy-to-navigate view, making deal management a breeze. Thanks to CreamSoda's intelligent integration, the association of contacts, offers, and companies to your deal happens seamlessly. This means you can access all associated information about a contact, company, and the current deal from one central location. Curious about how much a customer paid for similar products in past purchases? It's just a click away. Experience the ease of monitoring and managing your deals efficiently with CreamSoda!

Track your clients' activities

CreamSoda helps you keep track of everything when you're working with clients. It's not just about emails; you can also see what happens in meetings, phone calls, or any notes your team takes. Each time something happens, like a meeting or a call, CreamSoda puts it in a timeline so you can easily see everything in one place.

All these actions show up on the Events page, like a big calendar, making it super easy to know what's coming up. It's like having a smart organizer that keeps everything in one view. And guess what? If you link your Google Workspace or Microsoft account, these activities can even show up on your calendar automatically. Cool, right?

Measure and Optimize sales performance

Understanding where your sales are headed is crucial for any team. A precise forecast is like a compass, guiding you to assess whether you're on track to meet your goals, enabling strategic adjustments if needed. CreamSoda steps in with comprehensive reports, offering a snapshot of the bigger picture.

Here's what CreamSoda brings to the table:

• Sales Forecasting: Predict where your sales are heading.
• Process and Pipeline Evaluation: Identify any hiccups in your sales process and pipelines.
• Marketing Performance Measurement: Gauge the effectiveness of your marketing campaigns.

And that's not all – CreamSoda introduces an intelligent sales assistant. This assistant not only tracks your overall sales goals but also automatically assigns individual sales targets to each team member. It monitors performance, identifies weaknesses, and provides personalized advice to boost sales effectiveness.

 

Have questions? Reach out to our team anytime; we're here 24/7, ready to assist and ensure your success.