How To Take Sales Automation To The Next Level

Let’s face it, analyzing leads, creating and sending follow-up emails, and building sales reports using manual methods such as Microsoft Excel can be extremely time-consuming.

While all the above are important tasks that sales reps usually perform nearly on daily basis, they can easily eat up your day, only leaving little room for other more valuable tasks like connecting with leads, nurturing them, and making sales.

Sales process automation solves this common problem by systematizing those tedious, repetitive tasks so that sales reps can get more time to turn leads into customers. Some businesses fear that they will lose the human touch and become robotic if they follow this route.

However, nothing could be further from the truth; when done correctly, automation increases the number of successful leads and ultimately boosts overall sales.

In this post, we take a look at 4 key sales processes that you can automate to save money and time.

Creating Emails

On most days, sales reps spend numerous hours hunching over their computers to draft emails to send to their leads. This is because they fear the recipients will detect a pre-written email that’s impacts their business negatively. However, the good news is that you can still maintain personalization without writing each email from scratch. To do this, you’ll need creatively done email templates.

Having pre-written emails for sending to leads when they are at specific levels of sales funnels or for specific situations will help a lot in saving time. Consider the type of emails you send repetitively to your leads and customers – welcome emails, thank you emails, check-in emails, FAQ emails – and pre-write them.

The end result is a template where all you need to fill is the name of the prospect and their location. Imagine sending a personalized check-in email to your prospect asking them how the weather is in their hometown? This will not only portray you as a human being but also enable you save lots of time.

Lead Scoring

Prioritizing leads is an essential task in any successful sales strategy. Without prioritization, you might end up spending a lot of time and resources on low-quality leads rather than valuable ones that are capable of transforming your business fortunes. When done manually, prioritization involves sifting through leads to uncover the ones that are more likely to take action. This task is incredibly important.

However, you don’t need to do it manually all the time. Consider automated tools that assign point scores to leads depending on the actions they take. These actions can include subscribing to your newsletter, making a purchase, etc. They can also be based on certain criteria like demographic information or gender.

Tools such as Velocify Lead Manager or Leadspace can assist in calculating and compiling the total points for each lead and present you with an organized list. This will enable you to focus your time on more qualified leads, and create a deeper connection with prospects that are likely to buy from you.

Building Lists/Segmenting

When creating an email list for your business, it’s important to sort your leads based on the action they take – this enables you to classify them accordingly. What’s more, this kind of segmentation ensures that your leads get exactly what they’re looking for.

When done manually, list sorting involves sifting through prospects or customers contact details to identify the best list for them. This may involve tasks such as uploading lists into spreadsheets to get all this information sorted. As you can expect, this method is never the fastest or simplest.

Luckily, with a tool like PieSync’s Hubspot outlook integration, it’s easy to automate this whole process including sending targeted emails once you have the necessary contact information of your prospects. This helps you get the most out of your email campaigns including being able to boost sales or convincing your subscribers to take recommended actions.

Collecting Opt-Ins

Many entrepreneurs take incredibly long and laborious routes to manually collect opt-ins. Some organize summits or workshops while others rely on online sign-ups for the events they create. Regardless of the manual process you use, one thing remains constant –the methods are generally time-consuming.

Why spend so much time collecting contact information while you can automate the process with a tool?

For example, you can have your audience subscribe to you newsletter to receive updates and more information from you. Using email marketing tools like Aweber or Mailchimp, you’re able to store crucial consumer data which you can use for future communications including sales campaigns.

Using these personal details, broadcast specific messages to relevant contacts in your list for appointment, reminders, or for sales promotions.

Wrap-Up

These are just some of the sales processes you can automate to help you save time and close down more sales deals. All you need is to acquire the right tools and use them appropriately to automate various crucial areas of your business. Do this to enjoy a more rewarding sales process.

 

Kyle Anderson is a freelance tech journalist whose typical day is spent scouring the web for the latest developments in the world of business tools and software. He loves any type of software that automates his life! For his pastimes, he is an avid lover of travelling, poetry, and photography.

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