In 2025, areas such as automation, personalization, and data will become essential components of any effective sales funnel.
By the way, at the moment there are more than 5 types of sales funnels that are adapted to specific business tasks and strategies:
- classic linear funnel. Applicable for B2B and B2C;
- multi-funnel;
- email funnel;
- failure funnel;
- upsell and cross-sell;
- dealer funnel;
- remarketing funnel.
The Importance of Digitizing Processes
The stages of the sales funnel include planning, digitization and control.
Digitization means the implementation of a CRM system, with australia accountant email lists which you can integrate the sales funnel into a single system .
As our experience shows, many people doubt the necessity of digitalization, especially if it seems that everything is working well anyway.
However, let’s take a look at what a digital sales funnel might look like.
The image below shows the automation of the remarketing funnel key features of obs studio stages and the business process scenario of a dental clinic “-30% on professional hygiene for patients who visited the clinic more than 3 months ago”, its goal is to increase conversion and LTV.
Please note that business processes are first built and only then automated.
So, the diagram shows how robots and triggers can be used to automate each stage of the funnel based on the patient’s response, including both immediate and delayed processes.
Among the instant ones, for example, registration for a service, a recorded refusal (cancellation of registration), disabling the reminder when registering after the first message.
Deferred processes include constantly updating the remarketing list, launching mailings at a specified frequency, reminding patients about their visit, and requesting feedback.
A mandatory item is campaign analysis: after the activity is completed, the CRM collects data to evaluate the effectiveness, notifies those responsible that the report is ready and they can start working gambling data and making adjustments (if necessary).
Image from the author’s archive
This automation helps reduce the need for manual labor, increase conversion, and effectively work on customer retention.
Insight: when automating, all processes should be named according to the final action result, for example, “patients are segmented”, “mailing list launched”.
This is necessary to understand which stage has already been completed and where you are now.
It turns out that sales funnel automation is:
- unification of actions into a single system, which reduces bureaucratic costs;
- planning and digitalization. CRM integrates sales channels and automates tasks for complete control over the customer journey;
- clear and correct naming of stages (“invoice sent);
- Optimization of efforts. Robots and triggers reduce routine tasks, freeing up employees for key actions;
- technologies for growth. AI and chatbots are a decent support for the first line. They are quite capable of answering frequently asked questions from customers;
- Business value. CRM automation increases conversions and ensures sustainable growth.