Overloop makes it easy to set up rules-based workflows, where you select events that trigger new events. Workflow automations are a great way to cut down on repetitive tasks which are nothing but time-killers for your salespeople. We touched on this briefly above, but it’s worth really explaining again.
There’s also an email finder Chrome extension, which is also available through Overloop’s API. An email verifier checks why an email has been ignored, in case it’s no longer active or even if it was incorrect. There’s a bulk email finder, which also de-duplicates the contacts and emails in your list. You can search for specific people by first or last name when you know the company they work for. Overloop has a tool to find the email of anybody online. No matter how great a conversationalist you are in your emails, you can always use new emails to have more convos and create more deals. You can also track your email engagement, seeing when someone opens your email and if they’ve clicked the link inside it. Email syncing lets you connect your regular email account to Overloop (like Gmail). As email marketing software, you get your templates to build great-looking email campaigns, and these templates can be modified and saved. Overloop CRM has a massive slew of amazing features to transform your email into a powerful inbound and outbound selling machine. Document management is even more crucial as more companies allow remote and stay-at-home working. This lets team members work together on docs, and everyone will be aware that they are working on the most up-to-date version. Sometimes referred to as a content management system, or CMS, when you are dealing with teams, it’s a good idea to keep all documents in one place that is easily searchable. Added functionality is there for sales reps to actively manage their time and deadlines. You can add notes and files to tasks, and then see everything in an activity timeline. Task management lets you set up your to-do list whether it's making a call, sending an email or taking an action. Salespeople are probably the most motivated people in business, but that doesn’t mean they can’t benefit from CRM tools to manage their productivity levels. Pipeline management also shows you stats on deal profitability and deal rot, which is when a deal doesn’t progress in a while, nudging you to take action or move on. When you create deals, you can add notes, documents or specific tasks. The stages are customizable, and you can set up real-time notifications when a deal changes its status. It has the functionality of a kanban board, meaning you move deals across stages from left to right until completion. Deal and pipeline managementįirst off, there’s a great simple visual dashboard for keeping track of all your deals in the sales pipeline. And what would conversations be without a live chat tool, which Overloop also offers. On top of this, Overloop has web form features with over 1,000 pre-defined fields. You can easily set up outbound sales sequences. We call this marketing, though at Overloop they tend to use the word “conversations.” That’s because this is not your old-school advertising game, but a form of inbound marketing which is more modern and personable, like a conversation. What’s more, importing contact data from spreadsheets, and exporting that data for 3rd parties, is a snap with CSV files. With these you can make detailed lists or “smart segments” which allow for personalized messaging. Group your contacts by company or organization, or add custom fields for further grouping and filtering.
Not only does it help with the organization of your contacts, but it can also help you with lead generation, that is, finding new contacts to hopefully inject into your sales pipeline. Here is a list of some of the main features of Overloop CRM:Īll CRM tools revolve around customer relationships and for this Overloop has got you covered. It has a special set of tools which let sales reps transform their email into a powerful lead generation and deal management system. Its main focus is on inbound and outbound conversational marketing and selling.
#Waterval overloop software#
Today, Overloop is a near-total CRM software and sales engagement package. The original idea for Overloop was simply a Google Chrome extension, allowing salespeople to gather contact information like email addresses off company websites from directly inside their Chrome browser. Overloop CRM got off the ground back in 2015.
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