Introduction to the Hsabati prospecting module

The Prospecting module of the Hsabati platform is designed to help you manage and optimize your sales efforts. With this module, you can efficiently convert prospects into clients, track the progress of your prospecting actions, and adjust your strategies to maximize your results.

Here is an explanation of the key features of the Prospecting module and why they are important for your business.

How to convert a prospect into a client?

Converting prospects into clients is a key process in any sales strategy. This feature allows you to turn a prospect interested in your services into an actual client. Why is this important? Because it closes the prospecting cycle by materializing your sales efforts. A successful conversion relies on proper follow-up, identifying the prospect’s needs, and offering a clear and personalized value proposition.

How to add a new funnel?

Funnels (or sales funnels) are essential tools for tracking the progress of prospects throughout the sales process. Adding a new funnel allows you to customize the prospecting and sales stages based on your specific needs. By using this feature, you can tailor the prospect journey and better organize your efforts to move them toward conversion. This helps you understand where your prospects are in the process and adjust your actions accordingly.

How to add a new prospecting source?

Every business uses different sources to find new prospects: digital marketing (Meta, Google, etc.), events, referrals, and more. Adding a new prospecting source allows you to better track where your prospects are coming from and measure the effectiveness of each source. This helps you prioritize channels that generate the most qualified prospects and optimize your investments in these sources.

How to check your prospecting status?

It is essential to regularly track the progress of your prospecting actions to know if you are meeting your goals. Hsabati allows you to view detailed reports on your prospecting status, such as the number of prospects won, lost, and other key data. This information is crucial for adjusting your sales strategies and ensuring you are on track to meet your objectives.

Do you want to master prospecting with Hsabati? Check out our detailed guides: https://help.hsabati.com/