{"id":1710,"date":"2016-05-03T11:44:39","date_gmt":"2016-05-03T10:44:39","guid":{"rendered":"https:\/\/yanado.com\/blog\/?p=1710"},"modified":"2016-05-19T17:47:12","modified_gmt":"2016-05-19T16:47:12","slug":"4-ways-to-use-statuses-in-yanado","status":"publish","type":"post","link":"https:\/\/yanado.com\/blog\/4-ways-to-use-statuses-in-yanado\/","title":{"rendered":"4 Ways to Use Statuses in Yanado to Power Up Your Company"},"content":{"rendered":"

Organize your work and improve productivity with four easy tips! At Yanado, we use these methods to organize our workflow and keep teams on task. Using Yanado, you can take what you learn here, and customize these tips for your business. Let\u2019s see how it\u2019s done!<\/span><\/p>\n

 <\/p>\n

#1 Sales<\/h2>\n

There are two ways to organize your\u00a0sales process in Yanado.<\/p>\n

    \n
  1. Clone\u00a0a CRM pipeline<\/li>\n
  2. Automate sales activities<\/li>\n<\/ol>\n

    Clone\u00a0a CRM pipeline<\/strong><\/p>\n

    Many Yanado customers clone their CRM pipeline in Yanado because it\u2019s much easier for them to see it in their Gmail, rather than opening another tool (they do updates in CRM and check reports, but execution is kept in Yanado and Gmail).<\/p>\n

    Yes, you read that correctly. The Gmail integration allows you to manage your sales processes without leaving your email for another tool! This is a popular feature for a salesperson juggling multiple prospects.<\/p>\n

    In Yanado, leads are represented as tasks which can be organized into the following status columns (you should create those statuses you already have in your CRM, this is just an example):<\/p>\n

      \n
    1. Leads<\/strong> – list of inbound or outbound leads<\/li>\n
    2. Qualification<\/strong> – lists of leads ready for qualification<\/li>\n
    3. Meeting<\/strong> – lists of leads that have accepted a meeting or a demo<\/li>\n
    4. Negotiating<\/strong> – lists of leads in negotiation, indicating future closing<\/li>\n
    5. Closed<\/strong> – Party time, you made a buck!<\/li>\n
    6. Lost<\/strong> – Sadly, we can\u2019t close them all<\/li>\n<\/ol>\n

      Simply by moving leads (tasks) from one status to another, progress in the sales pipeline can be updated.<\/p>\n

      Automate Sales Activities<\/strong>
      \nThis is how you can make some real money with Yanado. Depending on the stage of your lead, you can create cadences (sales action sequences) to automatically create tasks for you.<\/p>\n

      For example, to qualify a lead you have to be persistent and perform several actions (touches) such as calling, leaving voicemails, sending emails, etc. It\u2019s tempting to forget what needs to be done and that\u2019s where Yanado kicks in to become your backup. It will tell you exactly when and what you need to do.<\/p>\n

      Action sequences (sales cadences) can look like this:<\/p>\n