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Sales Automation - How To Do It Right!

SOFTWARE DEVELOPMENT

sales automation

Table of Contents

Sales automation is a win-win for a business and its customers :
For customers with faster on-point response (what’s better than lesser waiting time!)

And

For the businesses, by digitally sticking the customers right onto the radar implying higher customer satisfaction & retention (read, competitive advantage)!
Read ahead to know how !

 

Sales automation is the revealed secret of almost every company moving to the Fortune 500 club in recent years and thus, qualifies as a ‘must-do’ for aspiring industry leaders from every industry. 
But the biggest question here is what exactly does sales automation solutions refer to? 
Many misjudge the importance of sales automation by its incapability to close business deals and that’s exactly where they miss out on the possibilities. 
Yes it’s true that sales automation has nothing to do with direct deal closing , but it does more than your manual sales team already does plus a lot more - all while minimizing errors & pulling up efficiency. Ahead goes answers to almost all the questions you can possibly have in your mind regarding automating the sales department. 

 

Get Complimentary Sales Automation Consultation!

 

What Is Sales Automation?

Sales teams are responsible for more than just closing deals and their major duties include digging through insights. That’s exactly what the broad goal should be with sales automation - handling the data that matters, following your carefully curated workflow. During the end-to-end data dealing - starting from data source scanning, extracting the useful information, through finally convincing the potent customer to make purchases - there are significant positive changes sales automation can bring. 

Here’s a quick glimpse of what sales automation can help you with:

  1. Scheduling & tracking omni-channel sales communication (emails, phone calls etc. )
  2. Building, managing & monitoring, processing & follow-up with lead records
  3. Mapping rules & criteria to segment leads
  4. Providing guidance and reminders to sales reps working on leads
  5. Sales automation refers to automating an array of activities related to sales like sending sales propositions, processing responses, handling after-sales activities & more.

You can also check out the benefits of automating Facebook for your business here.

 

Benefits Of Sales Automation

It needs no introduction that sales automation can skyrocket the efficiency of sales processes but that statement isn’t strong enough to head straight to developing sales automation solutions. Let’s have a look at its top benefits: 

Pulls up productivity & efficiency in business processes

Pulls Up Productivity & Efficiency In Business Processes

When you automate sales operations, that’s when you actually focus on selling - as the manual efforts shift from those mundane error-prone repetitive tasks to the creative sales strategy planning. Clearly, with automation taking over the routine, non-creative tasks, the productivity soars right up and so does the overall efficiency of the sales workflow.

Speaking of increased productivity, if you have an e-commerce business, check out our eBay Chrome Extension blog and find out how it can benefit you.

Hits higher accuracy under lesser time

Hits Higher Accuracy Under Lesser Time

To err. is human and even if your workforce drains their last iota of efforts into the redundant sales tasks involving bulk data and contacts, the time passed in the process, of course, will make you sad at the end of the sales cycle. Let’s face it - processing somewhat a hundred leads in a month with some tens of follow-up and then no significant conversion in a matter of a good long month - that can just not be any company’s satisfactory work done! Sales automation helps businesses to rise up from such helpless conditions - processing about 100X of leads (even more, if you want) under a similar timeframe. What difference does that make is a no-brainer - maximized accuracy and thus, enhanced outcomes.

Improved customer service by faster response 24*7

Improved Customer Service By Faster Response 24*7

Customer servicing plays a make or break factor in today’s competitive market and with manual efforts it becomes a hard nut to crack. The technological advancements have taken down the majority of the customers’ patience level by several notches and so, for them, switching brands or messing up with its reputation over social media is way easier than waiting for more than 2 minutes to get a response against a purchase query or grievance lodging. That makes it evident why sales automation in this space isn’t a good-to-have anymore - it’s a basic requirement that has a big say on your business’ bottom line. As you automate your customer service, you actually make all your customers feel heard while adding a human-touch in the process with some gamification, chatbot etc - plus, no ‘outside working hours’ excuse turning them off.

Fixes data inconsistency

Fixes Data Inconsistency

Sales is broadly synonymous with stacked files full of data, slow-loading spreadsheets with overflowing contacts and constant fear of data duplication, overlooked updates and data loss. However, the transformation from old-school sales to cutting-edge sales automation uproots all such red flags as it effectively runs routine checks on the central database storing all the data and keeps every chance of inconsistency at bay.

Filters prospects

Filters Prospects

How many leads can your team check and verify in a day? 200? 500? 1000? Well, guess how much a sales automation software can do? Limitless! With specified logic drawing the criteria with which you want to call it a lead or a miss - sales automation tools can make filtering prospects a matter of few minutes to hours depending on the number of leads you’d prefer to process in a day.

Simplify generating custom reports & analytics

Simplify Generating Custom Reports & Analytics

Reporting is a crucial part of any sales process as it shows how good or bad your strategies are performing. Custom report generation can give you a clear picture of your sales scenario based on which taking an informed decision becomes much more convenient & logical.

 

Schedule meetings

Schedule Meetings

Meetings are to the sales process what salt & pepper are to meals - a necessity! However, it gets utterly confusing & time-taking to map out the available calendar slots and schedule a meet. Sales automation can save you the struggle of doing the needful for you without keeping your lead on wait.

You may also find the below guide useful : 

  1. HR Automation  
  2. Marketing Automation 
  3. Ecommerce Automation 
  4. Real Estate Automation

 

Top 6 Sales Automation Tools You Need This Year!

Sales automation is one of those that support the saying ‘easier said than done’. While the couple of words sound easy to the ears, they certainly leave the brainstrings tangled when it comes to the planning, leave alone execution. So sharing ahead a list of 6 sales automation tools that you just can not miss out on, if you have a full-fledged automated sales process in mind :

 

top automation tools

 

How to choose the right sales automation software?

How To Choose The Right Sales Automation Software For Your Business

Sales automation systems definitely bring along an array of benefits & conveniences but only when you choose the right! Here’s how to opt for foolproof sales process automation :

 

[1] Careful Budgeting

Hit the sweet spot between over-estimate & under-estimate while setting your budget for sales automation. Start with concrete market research and get an idea first. Following that, consult your idea of sales automation tool development with an experienced development team and..
            

Get a Quote

 

[2] Stick To Your Sales Goals

When it comes to sales automation, every business has their own well thought out plan. So here, going for a one-size-fits-all concept will only do worse than any good. So have a clear vision of your sales goals first and map the plan accordingly. 

 

[3] Plan Your Features Smartly

What works good for the other business may not work for you and so, it’s important to pick features that will cater to your business interest & add up to your customers’ convenience alike. 

 

[4] Integrate With Your CRM

Customer management & sales processes go hand in hand. So if you have an existing customer relationship management system (CRM) in place, integrate your sales automation software with it for seamless functioning. 

 

[5] Don’t Have Unreasonable Timeline Expectation

The market research will give you a fair idea about the time estimate along with the budget and further speaking to the development teams who have been there, done that, will help you set a realistic timeline for your project.

 

BinaryFolks Sales Automation Advanced Tips

Sales automation is something many companies can do under the ‘best price’ for you, but at BinaryFolks we focus on ‘value for money’ and that means a few extra dollars charged for no expensive system performance interruption and guaranteed increase in profitability, saved hours & significantly lowered operational costs. Here’s a sneak peak of what we do differently to boost your sales automation outcomes :

 

Segmented email template set-up

Segmented Email Template Set-Up

Email marketing is an integral part of the sales process in today’s time and that explains why sales email automation tools have all the buzz around them. A thorough market study will show you how the ready-made systems promising sales email automation will do it the same way your every other competitors are running email marketing i.e. the usual bulk-scheduling of the same email. However, at BinaryFolks, we suggest user segmentation for email marketing so you fetch maximum results. User segmentation is where we group down your customers based on similar preferences and ask you to draft appealing templates for such groups individually. Next? Needless to say how personalization does wonders - come on, no fitness freak wants to be email-notified about that newly launched high-fat cheese spread from your grocery store (for example)! So, with segmented email marketing, you please more leads under the least time ever!

Segmented email template set-up

Pre-Recorded Voice Recording

Now coming to one tip with which ‘you’ can ace your USP at ‘U’! Automation isn’t something rare today and so, the number of ‘automating platforms’ mushrooming across the internet are overwhelming too. But going for such platforms you only end up automating the processes in a generic way, thus, discarding your digital USP. We have helped our clients build an editable custom library of pre-recorded voice messages containing the messages which have most usage in your sales process. With such human-touch curated into your automated sales flow, our clients have seen visible changes in profitlines under a year.

Call recorder & records-to-text translator

Call Recorder & Records-To-Text Translator

Remember when your sales team had a tough time balancing the pitch & noting down the response all at once? Don’t tell me that’s a daily thing even now! Or if it is, don’t forget to incorporate a call records-to-text translator module now that you are planning sales automation for your business, to make your life easier than ever while streamlining the concentration towards the pitch. The system will do its part and keep the entire convo recorded for future usage.

Bonus Tip : Build a custom loyalty management software to keep the existing base up your radar!

 

Let’s Discuss Sales Automation For Your Business!

 

Why Build Sales Automation Systems With BinaryFolks?

Driven by ex-engineers from Google, Amazon & Salesforce

Driven by ex-engineers from Google, Amazon & Salesforce

Complimentary consultation

101% Value For Money (+1 for Our Complimentary Consultation before You Spend Your 1st Dollar!)

Authentic reviews

Reviews That You Can Verify!

Safeguarding business with an NDA

Safeguarded Business With An NDA

Out of the box innovations

Out-Of-The-Box Innovations

Eye for details

Eye For Details

Questions Galore

Questions Galore (Until Your Requirement & Our Understanding are mirror copies!)

Insight-Rich Scope Enhancement

Insight-Rich Scope Enhancement

Intense Domain Expertise

Intense Domain Expertise

Close-knit feedback loop

Close-knit feedback loop

 

Conclusion

Sounds like a lot of things to take into account? 

Instead of taking up the entire responsibility of weighing pros and cons of every sales automation opportunity, you can simply start with a consultation that’s complimentary & non-obligatory. 

 

Plan Your Sales Automation Roadmap!

#business automation #bespoke software #client guide
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