With technology getting better with every passing day, it’s no surprise that businesses are now adopting it to boost operations. For example, most are automating their day-to-day sales processes using a combination of sales software, digital tools, and artificial intelligence. The aim is to free up time by focusing less on administrative tasks and more on selling. This is particularly vital if you’re looking to increase productivity, enhance data accuracy, manage leads in a better way, and streamline the quality of sales tasks.
With so much to gain, here are five strategies you can use to improve your business sales automation process.
Automate your contact management
Having a customer relationship management tool has to be one of the best business decisions you can make if you’re considering to automate your business. For starters, this software helps you to easily manage your contact lists including those of buying customers and leads.
In addition, most reputable CRM tools can automatically create and edit your contact records based on certain pre-specified criteria. For example, if lead Y watches a product video in the marketing stage and decides to purchase, the CRM can automatically mark the person as qualified. Based on such information, your sales department can take over and begin the selling process.
Use tools to enrich leads
One of the most effective ways to enhance your sales process is to collect as much information about your leads as possible. The process which is popularly known as lead enrichment entails gathering user data based on their activities on the web – whether on your website or elsewhere online such as social media. This process helps you figure out what your customers and leads want so you can create suitable solutions they will love.
For effective lead enrichment, you need to integrate sales automation software like Salesforce and ActiveCampaign into your sales process. These tools help you gather the information you need about web users to ensure you’re targeting the right audience for your sales and marketing campaigns.
Employ email automation tools
Communication in business is vital, whether you’re dealing with prospects or existing customers. There are many ways you can communicate with people in your business including phone calls, text messages, and emails to name just a few. While phone calls can be an effective method, it can prove quite tedious and time-consuming.
Email is a lot more efficient especially if you have a large number of contacts to reach. All that you need to get the best out of this method is to implement the right email automation tools that facilitate mass communication.
Some of the best tools support customization of messages before they’re sent to individual customers. This way, you can manually add details specific to the recipients and have the tools add common details such company info and the message you want to relay. This helps you save a lot of your time and other sales resources.
Using email automation, you can streamline how you process and send your invoices, create debit and credit notes, and transmit cash memos to existing customers through email.
Integrate order management software
In any sales environment, order approvals need to be punctual to save on time and space. Luckily, you can integrate order management software to handle this process for your business. Essentially, these tools manage and approve sales orders automatically without necessarily requiring your input. This makes it easy for the fulfillment teams to process orders and begin the shipping process as soon as they receive them.
Another reason to consider investing in an order management system is to enhance how you send delivery updates to buyers. Whenever a customer initiates an order, this system monitors every step from purchase, to fulfillment, shipment, delivery, and finally feedback. Others will even provide additional information like how much is remaining in stock so you can take the necessary actions.
Add sales call reviewers
When it comes to running a business, self-reflection is always vital especially if you’re seeking to level up any process or improve your revenue. In the case of sales, you can begin by analyzing any calls you’ve made to leads and existing customers to identify possible areas of improvement. Using tools like sales calls reviewers, you’re able to see how good your sales calls are as well as what you can do to improve them for better conversions.
Services like Chorus, Wingman and Avoma can extract pieces of your client conversations that are key to sales. For example, they can pick names of competitors that came up during these conversation, action items you suggested to a client, and popular topics of interest to your business as suggested by your customers.
How are you automating your business to boost sales? We’d like to hear your feedback.