+44 203 287 0899 info@solvaa.co.uk
CRM concept featuring a hand pointing at the word ‘CRM’ surrounded by male and femal client icons in a web.

Every business owner should strive for a streamlined sales process because it will help win more deals, which in turn leads to bigger profits!  This can be achieved quite easily using the right apps and software, alongside a review of business processes.   Making the processes more efficient and integrating your tech stack will make the operation more reliable and robust – it’s going to make life so much easier for everyone.


Where does the CRM fit into the sales process?

A CRM (customer relationship management) app holds the key data for your customers.  This includes details about the people, the company and the opportunities you have with them.  An opportunity is sometimes called a ‘deal’, which is a qualified lead for a potential sale.

Using a CRM, you can organise your opportunities into a structured sales funnel where there are tasks or activities at certain stages.

These activities could include:

  • Sending emails
  • Arranging meetings
  • Making calls
  • Sending documents


How can I streamline my opportunities using a CRM?

If you can automate parts of the sales funnel then there is less chance that leads will be lost or forgotten.  You will eliminate human error and create a consistent process.  Automating manual tasks will save time for the parts of the funnel which need a human touch, such as making a phone call.


Sales pipeline concept featuring a hand drawn bucket outline with the words ‘LEADS’, ‘PROSPECTS’ and ‘CUSTOMERS’ with an arrow pointing at a dollar sign at the bottom.


Using a CRM also means that you’re not reliant on a single team member for working on an opportunity.  If the data is held in a central CRM, you will have full visibility of the sales process and there will be no cross-over or duplication of effort.   If a staff member is off sick then someone else can easily pick up the reins, and you will have an audit trail of who has been involved in each sale.


How do I choose a CRM?

There are many CRMs on the market so it’s important that you choose one that fulfils your business requirements.  Your options may be different depending whether you’ve got a B2B or B2C business, although many can be adapted to support either model.

Examples of popular CRMs include:

You can often try out a software application for a trial period, which is a good way of finding out if it will suit your needs.  You can reach out on social media to see what others are using and which CRM they would recommend, although you should be mindful that they may have a different use case than you.

There are comparison sites that may help with the selection process, such as GetApp and Capterra.

We would also recommend using a CRM which can integrate with other software tools so that you can send data from one app to another.  This will save time, reduce human error from copying data manually and make the sales process more efficient.

CRMs usually include some prebuilt integrations directly with other apps, but if not then if they integrate with Zapier then you’ll be able to connect with over 6,000 software applications.


What can I automate with my CRM?

Modern CRMs usually include the option to set up workflows to automate certain tasks, which will save time so that you can concentrate on other (more important) parts of the business.

You can send emails automatically, for example, to a contact when a sale has been made.  Or you can create a new opportunity or deal when a webform on your website has been filled in by a sales prospect.

We still value the power of the human touch but recommend automating the manual tasks which can just as easily be done by a computer and saving valuable staff time for those which can’t.

Automating your leads using a CRM means that you’re not restricted by your business’s working hours; using automations means that you can respond to leads 24/7, using bots, or webforms that automatically feed data from one system to another.   You can schedule meetings with potential clients too, without needing to be at your desk.


Where does Zapier fit in?

Since most CRMs have native, in-built integrations, you may wonder whether you need Zapier too.  Zapier connects over 6,000 apps, and if you want to link your CRM to another app in your tech stack which doesn’t have a native integration then Zapier can help.

We would say that one of the boxes you need to tick with your CRM is that it can integrate with Zapier, as this opens the door to a whole world of opportunities for automation.

Things that you can do when you add Zapier into the mix include:

What’s more, if you visit the Zapier website and find your CRM app then Zapier will suggest automations for you. Here is an example for Pipedrive.  It allows you to pick or search for an app, and below that is ‘Popular ways to use Pipedrive workflows’.


Screen print from Zapier showing apps which can integrate with Pipedrive CRM.


This is great as it means you can see how other businesses are using automation, and allows you to quickly try them out using templates.  All you have to do is log into your CRM and connected apps, and you will set up a new automation within 5 minutes!


More about Pipedrive CRM

As Pipedrive CRM Certified Experts, we help businesses of all sizes streamline their processes using Pipedrive.  We’ve also written several blogs about how to increase efficiency by automating processes in Pipedrive, and connecting it to other apps, such as ActiveCampaign, Gmail and Slack.

Here is some further reading if you’d like to find out more:

Use this link for a 30-day free trial instead of 14 days.

Find out more

The possibilities are truly endless, and if you want to find out more, with examples of triggers for each app and action event then our founder, Kelly has written a book, Automate It with Zapier, which is available on Amazon.

It is perfect for guiding you through a range of automations and you can download her templates to get started really quickly. It’s available through the publisher Packt here, all major book retailers, and on Amazon, Here are links to Amazon (.co.uk) and Amazon (.com) to get yours now.

The book is perfect for new Zapier users as well as seasoned pros.

Check out our automation training programme

And finally, if you’re really keen to transform your business using automation, then visit the Solvaa Automation Academy. Our signature training programme, ‘Simple Automation Blueprint: Zero to Hero’ is aimed at anyone who wants to learn the fundamentals of business process automation from the experts – a sure-fire way to recession-proof your business.

It’s an 8-week blended learning course with on-demand videos, templates, resources and weekly group coaching sessions. And it’s more than just a Zapier course (although we do show you how to use Zapier like a pro) as you’ll learn about Process Mapping, Business Process Improvement and Business Process Management too – principles that can be applied to other areas of business too! 

Whether you are a complete novice or have been using Zapier for a while, our programme is for you. It’s perfect for individuals and teams in micro, small and medium-sized businesses, including solopreneurs, consultants and freelancers. You’ll have access to our experts and can participate in live calls where you can ask all your burning questions, as well as hands-on workshops to keep you on track with implementing your new skills. We run regular cohorts so there will be an opportunity for everyone to participate.

Our head trainer, Kelly Goss, is a specialist in business systems, process improvement and automation, and one of less than 100 Zapier Certified Experts in the world. Kelly has many years’ experience in optimising systems and processes, and implementing automations for clients and is now passing on her knowledge to students through our trademarked ‘4-Step Solvaa Automation Methodology®‘. 

Find out more via our dedicated Solvaa Automation Academy website.

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

Related Posts

Featured image for the Solvaa blog post: Exploring Pipedrive's Add-On Features with Expert Insights from a Pipedrive Consultant

Exploring Pipedrive’s Add-On Features with Expert Insights from a Pipedrive Consultant

In the dynamic world of Customer Relationship Management (CRM) systems, Pipedrive stands out with its user-friendly interface and robust functionality - a tool build for sales people by sales people. But what truly makes Pipedrive special are its powerful add-ons that...

Case study: Sales process optimisation in Pipedrive brings business health to the forefront at Farnell Clarke

“Kelly is super organised and professional—she’s on it.”  — says Frances Kay, Director and Shareholder at Farnell Clarke. Too Long; Don’t Read (or scroll) Find information quickly on how we helped set Farnell Clarke up for success with our business process...

Looking to inject some AI into your CRM? Check out Pipedrive’s smart features

In today's fast-paced sales environment, staying ahead of the curve is crucial. Traditional CRM systems often bog down sales teams with manual tasks, hindering productivity and efficiency. Pipedrive's AI-powered CRM is here to change that, offering a suite of AI tools...
Decorative image for Solvaa blog post: "How to Choose: Pipedrive's Asana Integration vs. Pipedrive Projects for CRM Project Management"

How to Choose: Pipedrive + Asana vs. Pipedrive Projects for CRM integrated Project Management

Diving into the world of CRM (Customer Relationship Management) and project management can feel like navigating a maze. You want your team to work like a well-oiled machine, right? That’s where picking the perfect tools comes into play. Take Pipedrive, for instance, a...
Decorative feature image for Solvaa blog post " Boost Your LinkedIn Sales: Streamline your sales process with Surfe and Pipedrive"

Boost Your LinkedIn Sales: Streamline your sales process with Surfe and Pipedrive

LinkedIn sales thrive on effective communication and relationship management. LinkedIn serves as a powerful tool for sales pros to engage with leads and nurture valuable connections, however, it's challenging to get your LinkedIn leads into your CRM in an automated...
Decorative image - The featured image for the Solvaa blog post "AI-tomation: How Zapier is using AI to make automation easy Part 5 - Wrapping up and looking forward"

AI-tomation: How Zapier is using AI to make automation easy – Wrapping up and looking forward

In this series about AI automation, we've been exploring how Zapier is weaving AI throughout it's product to enhance user experience and power up automation.   If you missed our previous posts, you can find them here:  Part 1: An overview of AI in Zapier Part 2:...
Image of the Pipedrive mobile app for Solvaa blog post "Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App"

Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App

In the dynamic world of sales, maintaining connectivity and organisation is paramount for success. Pipedrive's CRM mobile app presents a comprehensive solution, acting as a versatile sales pipeline and lead tracker that empowers businesses of all sizes to effortlessly...
Decorative image - a header for the Solvaa blog post "Mastering Meeting Efficiency: How Automation Can Make Meetings Better"

Mastering Meeting Efficiency: How Automation Can Make Meetings Better

Meetings. A vital yet often frustrating feature in the landscape of business. Not many people look forward to meetings (there's a reason that "This could have been an email" is now a phrase so viral you can find it on mugs, t-shirts and more), and even fewer enjoy...
Decorative feature image for Solvaa blog post "Introducing Pipedrive CRM: Why it's an Essential Tool for Modern Business."

Introducing Pipedrive CRM: Why it’s an Essential Tool for Modern Business.

In the intricate web of modern business, where customer interactions are dynamic and data is king, the adoption of effective tools becomes paramount. Among these, Customer Relationship Management (CRM) stands out as a strategic ally, revolutionising the way businesses...
Blog featured image for Solvaa blog post Using business automation software and excited to automate something new? Do these things first!

Using business automation software and excited to automate something new? Do these things first!

In the ever-evolving landscape of business processes, automation has become the cornerstone of efficiency and productivity. In this post, we'll delve into the art of enhancing your existing automation infrastructure by seamlessly integrating new automations into the...
Blog featured image: How to seamlessly weave automations into your process mapping

How to seamlessly weave automations into your process mapping

A process map is a visual representation of a workflow; they're useful for helping you identify issues and areas of improvement in your procedures. Process mapping also allows you to share and teach procedures across an organisation. Our previous post goes into more...
Solvaa blog post title image for post "New low-code features from Zapier bring automaton power to the people."

New low-code features from Zapier bring automation power to the people

Have you ever been frustrated when a Zapier app integration doesn't have the action you need? Or perhaps you have Zaps filled with webhook steps, and only the most technical people in your team know how to update or edit them? Zapier has built low-code features App...
Solvaa blog header image: Automate sales and marketing to make your holidays more jolly

Marketing and Sales Automations to Make Your Holidays More Jolly

Between Black Friday, Thanksgiving, and the holidays, November and December are busy times for businesses. Your busiest days may be yet to come, but if you want to get ahead, you need to start preparing as soon as possible. This post offers tips for automating and...
Blog title image "There's an app for that, but do you need it?"

There’s an app for that, but do you need it?

From lead management to turning on the office coffee machine, there's an app for everything these days. When a task or process is time-consuming or difficult, it can be easy to jump straight to looking for something to do it for you. It's worth taking time to pause...
The head image for the blog post showing a photo of a calendar on a yellow background. Next to the calendar is the Solvaa Automation academy & consultancy logo. Under that are the logos for the Calendly and Zapier apps.

Create a Zap for rescheduled Calendly events by adding one simple step

When you're using Zapier, it can be frustrating if the trigger or action you need doesn't exist. If you're technically minded, you may be able to build your own, but sometimes there's a simpler solution. If you're using Calendly with Zapier, you'll know that there...
A man typing on the laptop with floating email icons

Client Success Story : How Summerley Recruitment automated their email chasers and saved hours of manual work every week

We love sharing customer automation success stories with you because it shows how other businesses are using Zapier, and how a sprinkle of Kelly’s wisdom can be a total game-changer. Summerley Recruitment is a busy recruitment agency which spends the winter months...
Diary open on a page with hourly sections and a pen poised over the 9am slot.

Why planning your day in advance will help you be more productive

If your to-do list is overflowing and work seems chaotic, then it might be time to take a more organised approach. We strongly believe that planning your day (and week!) in advance will help you be more productive. You'll get more done, with fewer interruptions, if...
Close-up of a woman using a portable credit card reader, holding a receipt which is being printed.

How to automate your sales funnel and win more business

Your sales cycle is one of the most important functions in your business so it's vital that it is efficient so that you can convert more sales and win more business. We have already covered how to automate your marketing tasks so this article concentrates on pushing...
Confused businessman standing at a crossroads with options to go left for Robotic Process Automation or right for Business Process Automation.

Which type of automation tools suit a small to medium sized business?

Automation is nothing new, with the first robot invented over 100 years ago (credited to Leonardo Torres y Quevedo for inventing a machine for playing chess if you're interested!), and manufacturing businesses first adopting the use of robots in their physical...
A man's hand hovering over a laptop keyboard with the screen showing available appointment slots for a meeting.

How calendar apps can help you be more productive when booking meetings

 One of the biggest time sucks in business can be all the to-ing and fro-ing that you get when you're trying to organise a meeting with someone. You start by saying you're available on Mondays and Tuesdays, they then suggest a Tuesday, but you have a dentist...
Automate ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest