Glide

How to set up a sales funnel in Glide?

Discover the secrets to setting up a top-notch sales funnel in Glide. Follow this step-by-step guide to refine your sales process and see conversions soar. Get ready to maximize your potential.

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Overview

Configuring a sales funnel in Glide has the potential to completely change how you manage leads and track conversions. Big company or tiny startup? Doesn’t matter. Glide’s easy-to-use interface is a game-changer, letting you build sales pipelines that fit your exact needs. Follow this guide. Discover how to design funnel stages, connect data sources, and automate workflows. It helps you capture leads and move them through your sales process smoothly. Jump right in to elevate your sales strategy. Make your customer journey better with Glide!

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How to set up a sales funnel in Glide?

Step 1: Sign Up and Log in to Glide

First things first, head over to Glide and sign up if you haven't already. Once you're in, log in to your account so we can get started on building your sales funnel app.

Step 2: Create a New App

After logging in, hit that "New App" button. You'll need to pick a data source, and a Google Sheet is usually a great choice. Select the Google Sheet that has the data you want to use.

Step 3: Set Up Your Google Sheet

Now, let's set up your Google Sheet to include the different stages of your sales funnel. You might want columns like:

  • Lead Name
  • Contact Information (Email, Phone)
  • Stage (e.g. Lead, Qualified, Proposal, Closed)
  • Notes

Make sure everything's clearly labeled and organized so Glide can easily integrate with it.

Step 4: Design Your App Layout

Time to get creative! Use Glide's layout editor to design your app. Think about creating different tabs for each stage of the sales funnel. For example:

  • A "Leads" tab for new potential customers.
  • A "Qualified" tab for leads that you've qualified.
  • A "Proposals" tab for leads you've sent proposals to.
  • A "Closed" tab for completed sales.

Customize each tab to show only the relevant entries.

Step 5: Add Forms for Data Collection

You'll need forms to collect new lead data. These forms can include fields for lead name, contact info, and the initial stage. Make sure the data collected maps to the right columns in your Google Sheet.

To add a form:

  • Click on "Add Form" in the editor.
  • Customize the fields to match your Google Sheet columns.
  • Set the destination to the correct tab within your app.

Step 6: Implement Workflow Actions

Set up actions in Glide to move leads through the stages of your sales funnel. For instance:

  • Create a button labeled "Qualify Lead" in the "Leads" tab.
  • Use Glide’s action editor to set this button to update the lead’s stage from "Lead" to "Qualified".
  • Do the same for other stages, like moving from "Qualified" to "Proposal" and from "Proposal" to "Closed".

Step 7: Configure Notifications (if needed)

Keep your sales team in the loop by setting up notifications. Glide lets you configure email or in-app notifications when a lead moves to a new stage.

To configure notifications:

  • Go to the "Actions" section of your button or form.
  • Add an additional action for sending an email or a notification.

Step 8: Test Your Sales Funnel App

Before you go live, give your app a thorough test. Make sure all forms, actions, and notifications work correctly. Enter some test data to see how leads move through the different stages of the funnel.

Step 9: Share Your App

Once you're happy with how everything works and looks, share your app with your sales team. Use the "Share" button to get a link to your app or to invite team members via email.

Step 10: Monitor and Optimize

Keep an eye on how your sales funnel is performing. Use the data in your Google Sheet to analyze your sales process and spot areas for improvement. Make changes to your app based on feedback and performance data to keep things running smoothly.

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