Automating the sales workflow

Daniel Vincent
Daniel VincentJuly 16th, 2021
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Implementing automation tools in the sales workflow is an essential element to manage your team effectively. These tools are not designed to replace your existing workforce. Instead, enhancing your CRM system with automation can benefit your team and your clients.

In this article we will take a high level overview of automation within the sales workflow, in subsequent articles we will be taking a deep dive providing actionable examples.

The Benefits of Automating the Sales Workflow

Automating certain elements will reduce the administrative work of sales teams and give them more time to focus on sales. Here are just a few of the benefits.

Reduces Time-Consuming Administrative Costs

By implementing automation tools for your sales team, you will save them valuable time. Team members often spend a lot of time logging information and keeping track of data. While these tasks are necessary, they can be automated to speed up the process.

Removing or reducing this burden from your team will provide them with more time to focus on prospective clients through cold calling and in-person meetings. The right automation software can automatically fill in important data such as product details, contact information, and price for both leads and customers.

Ease of Saving Information

Introducing automation into your system can also ensure that no information is lost throughout the sales cycle. You can automatically save data and store it where it needs to be. No more copying and pasting or manually inputting data into different applications!

This ensures that all your sales agents have easy access to up-to-date information at all times no matter which systems they are using. Eliminating the chance for human error and wasted time will help your sales workflow run smoothly.

Accurately Qualify Leads

Without automation, team members need to qualify each lead individually, which has its own set of challenges. Agents may have their own biases when rating leads. This may cause unequal parameters when qualifying leads. Even with set criteria to qualify leads, each team member thinks differently. As a result, there could be inconsistencies in the process.

With an automated system, you can eliminate inconsistencies with a standard method of qualifying leads. Not only will you save team members valuable time to focus on cold calling and emailing, but it will also provide an accurate system of qualifying leads.

You can choose the specific criteria to qualify a lead as high value. This can include information such as the prospective client’s position in their company as well as whether they clicked on certain elements of your website. You can alter these criteria at any time based on feedback from the system of what leads convert successfully.

Higher Customer Satisfaction Rates

Customers do not like waiting to hear from companies, especially when their requests are easy to answer. Your sales team is undoubtedly busy. So, they may not have the capacity to respond to customers in a timely fashion. Automating responses to general queries and simple requests will improve customer satisfaction.

If a customer receives answers to basic questions quickly, they will come back for more and start to trust your company. Even if customer queries are too complex for an automated response, letting them know their request has been noted on the system will improve their satisfaction too. This way, you can keep your customers happy with fast responses while ensuring your agents’ time is well-spent.

The Importance of Integration With APIs

In a business that relies on multiple applications to collect and store data, it is essential to have a seamless flow of data between these programs. Your applications need to communicate seamlessly with one another. This reduces the chance of error and the time wasted on comparing or collecting data on various platforms.

This is where API software can add unique value to your business. It allows various programs to share data between multiple platforms.

Automation software, like Zapier, can help smooth out your workflow and provide your team with valuable information as soon as it becomes available. This software tracks when a new lead is detected and you can choose what action it should automatically perform next. For example, this could be to send an email to the client. It then notifies the person who should be aware of the new lead.

You have complete control over what action your system performs after a lead or customer triggers it. However, the software does it all for you automatically. You can integrate software such as Zapier with open APIs to provide more value to your business.

You can manipulate leads and start actions in your sales software based on data received by other integrated systems. This gives you a fast solution to dealing with new leads. It enables you to respond to clients automatically before your sales team reaches out to these clients. Customers value this automatic feedback as it assures them that your company has noted their query or request.

Integrations and Automation Streamline The Sales Process Without Taking Over It

Including automation in your sales process is an effective way to reduce unnecessary workloads and streamline processes. However, these automation tools are not designed to overtake the workflow or make your sales team redundant. The value of a human aspect is irreplaceable. It will always be necessary to provide your customers with a human connection.

Automation is simply there to streamline the process and enhance efficiency. 32% of marketers found difficulties when collecting and managing data. Automation can assist by reducing errors and completing certain processes so that your agents can focus on more important matters that need a human touch - like cold calling.

This is important because prospective customers want to hear from humans. They want to receive some sort of emotional connection during the sales process. Automation can’t provide this. It simply helps to notify team members of incoming leads as well as direct them on how to handle the new lead.

This provides valuable information to your team and gives them an idea of what the prospect or customer is after. They can then use their skills to close the sale and gain new customers using this knowledge.

Main Takeaway

Introducing automation software into the sales process will help assist your team and make everything easier for them. It helps to eliminate tedious tasks that, while important, take up too much time.

Automation works with your team to produce better results. It allows your team to focus on what they do best: making sales!

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Daniel Vincent
Written by

Daniel Vincent

I'm Daniel! Head of Customer Success here at Myphoner. Over the past (almost) decade, I've worked with multi-national corporations as well as a handful of start-ups to transform their support experience into something truly exceptional.

At Myphoner, I spend most of my time trying to understand our client's experience and thinking of ways to improve it. My wish is for all our clients to be enabled to unleash the power of Myphoner within their businesses.

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