Sales Automation Tools – Streamlining Processes for Efficiency

Having sales automation tools helps sales processes run smoothly so that sales staff can spend more of their time nurturing the lead through the pipeline, in the hopes that they’ll convert into a buyer.

To make your lives easy, take stock of what technology works with what you already use (eg, an automatic telephone dialer will need to be able to sync up with your customer relationship system) before you get too far into planning new sales automation.

Automation of Emails

Do You Lose Deals By Not Reaching Back To All Your Prospects After Email And Appointment Scheduling. Do You Lose Deals To Not Have The Ability To Easily Reach Back To Potential Prospects About A Call Or Meeting Request? Do You Waste Time By Not Engaging The Prospect Again When Mutually Scheduled Meeting Are Confirmed And No One Shows Up To The Appointment? If This Sounds Like Your Day, Then Follow Up Is Key If The Deal Ever Gets Anywhere At All. Automated emails with customised messages: You can keep in touch with sales leads at preset intervals via triggered emails. Emails can be fired off in an endless number of scenarios – when prospects leave their shopping cart, or if their behaviour abruptly changes, for example; they can also be tailored specifically for certain recipients – whether to onboard new ones or offer upsell/cross-sell to current ones. Surveys and thank-you notes are sent automatically, which keeps your salespeople productive – and keeps all of your prospects engaged. In fact, many tools even check the email or phone number you’re uploading to decrease the amount of fake contacts that may get into your database. Such a tool could decrease the amount of manual work that goes into the sales process by 90 per cent.

Automation of Phone Calls

Calling is the most time-consuming part of a sales rep’s job, and call automation has enormous value in that. Automation eliminates call scheduling responsibility and reduces time spent by reps entering data post-conversation, freeing up time to talk with prospects and customers directly. Automation of the sales workflow can eliminate or reduce by orders of magnitude the unforced errors (typing a prospect’s name wrong, forgetting a follow up appointment, letting a call go to voicemail, and on and on) that cost sales opportunities. An automated workflow eliminates these costly mistakes and enables the rep to invest their precious time and energy on closing sales. Imagine tools with features such as auto-dialers and call analytics; systems that integrate with other tools so you can start a call, email or update one another’s files without leaving your CRM; or call validation technology such as blockchain that ensures phone numbers and other contact information belong to real people, leading to better results, increased trust in your team and ultimately better security.

Automation of Appointments

Sales automation tools are ideal sidekicks. They can help a sales rep manage mundane administrative tasks so they can spend more time talking to and really interacting with customers to reach quotas. These tools are able to schedule meetings, send reminder emails or provide chatbots on company websites. On the revenue operations (RevOps) side of these organisations, leaders are now willing to put in more effort to up their game and provide excellent customer experiences in order to hit sales quotas. Furthermore, such tools minimise data entry and scheduling errors by reducing human errors, and also make the process of revenue operations significantly scalable. Not only that, they allow revenue operation teams to provide a simple process for clients to submit requests and book appointments. Other apparent benefits relate to employee productivity, deepening customer relationships, and driving better enterprise results. Whatever sales automation technology you ultimately select, ensure that it matches your team’s specific sales process and goals. Also make sure that it includes features that can empower your sales organisation, improve operational efficiency, and drive growth in the enterprise.

Automation of Tasks

Have you ever forgotten about a sale that slipped your mind? Wasted time arranging calls with clients by email? Sales Automation Tools could be what you need to cut out manual grinds and focus more time on high value activities like prospecting and closing deals. With sales automation software, your data is synced in real time across your tools so that you always have up-to-date records for your leads and customers – without having to worry about duplicates or other inconsistencies that can damage your organisation. By leveraging the right sales application, you can enable your salesforce team to focus on the right areas and activities that could improve productivity and performance. If your field sales teams need streamlined walk-sequencing capabilities, SPOTIO is the application you’re looking for. If it’s your marketing and customer service reps who need an effective sales application, Numerik is a great fit for you. Whether the tool will be a good fit depends on things like your sales goals, how many people are in your sales department – and how much money they make. Research all the options until you find one that helps your sales team.