Boosting sales is the goal for every business. Sales growth is equivalent to business growth. But obtaining the desired sales goals is not easy.
In the omnichannel environment, leads are coming from everywhere. Thus, it is a challenge for businesses to collect and manage leads. Moreover, it is a struggle to find qualified marketing leads and nurture them before they turn cold.
You need a sales automation solution to help you manage and t rack leads in real time. Automation can reduce manual intervention and make lead management an easy task.
But there are various sales automation solutions, strategies, and hacks available that might confuse businesses. So, to clear some fog, we have this complete guide to sales automation.
Let’s learn ways to boost your sales using automation.
What is Sales Automation?
Sales automation uses multiple software, artificial intelligence (AI), and other digital tools to automate manual, time-consuming sales tasks. It aims to manage sales representatives and managers' daily, weekly, or monthly responsibilities.
Sales automation benefits your company, sales team, and bottom line in various ways, such as:
● Boosts your sales reps' productivity and performance
● Boosts your efficiency
● Improves the accuracy and speed of your sales process
● Ensures your sales leads don't fall through the cracks
● Streamlines the quality of your sales tasks
● Reduces response time, which can increase customer satisfaction
● Keeps sales data consistent across your sales organization (like a small sales team or budget)
What is the Sales Automation Process?
The sales process automates multiple stages in your sales process so that your salespeople can focus on selling to prospects and customers rather than administrative tasks. It also ensures that your sales process is efficient and consistent.
Your sales process is a precious asset. You've set it up so that everyone can follow an iterative process. Sales process also makes it simple to identify areas for improvement. Sales automation software only strengthens your sales process by improving the quality of specific tasks and freeing up time and energy for prospecting and nurturing leads.
Solutions Required to Automate Your Sales Process
Sales automation involves several steps—from managing to tracking leads. Thus, you need multiple solutions to automate your sales process. Here are the vital sales automation tools:
Most people think of CRM (customer relationship management) software as a tool that helps them improve their relationships with prospects and customers.
However, customer relationship management differs depending on which department you speak with. For example, a support team may use a CRM to manage customer tickets, while marketing teams may use it to analyze how consumers respond to online campaigns. In sales, a CRM is used to streamline pipeline management. As a result, you can safely store databases of customer information and drive more sales with a sales CRM tool.
Sales Lead Tracking Software
Sales lead tracking is a tool that all ows you to keep track of sales leads and their status in your pipeline. It may also generate reminders, alerts, and tasks to monitor leads' progress through your funnel. In addition, sales lead tracking software assists your sales representatives in prioritizing and pursuing the most valuable leads.
A lead tracker can help any company with more than one lead in their pipeline at any given time — which is almost everyone. It isn't easy to keep your pipeline organized without one. A salesperson may fail to return a phone call. A manager will have more difficulty developing a pipeline forecast. Your development team may find itself pursuing the same leads.
Sales Lead Management Software
Lead management is the rhythmic process of qualifying, analyzing, and nurturing incoming leads to convert them into new business opportunities. Leads from different channels enter your lead management system in a typical sales process, and sales-ready leads are converted into deals. Thus, if you want to make the most of prospects interested in your product or service, you must have a lead management platform.
Customers and experts have consistently rated TrackOlap CRM as the best lead management solution . Thanks to our comprehensive sales lead management software for businesses of all sizes and types; your sales reps can convert more leads in less time and with less effort.
Features to Must Look In Your Sales Automation
Looking for the best sales automation tools? Then, ensure your software has the following features:
You must find a simple sales automation platform to integrate with other platforms. It will significantly streamline the work process. For instance, your outreach tool should be simple to integrate with CRM software.
Data enrichment function
It is always preferable to have additional information about your prospects, such as the company's size, industry, job title, social media links, current technology, etc.
When you have enough information on hand and mention it to the prospect, you will appear trustworthy. Some sales automation tools assist you in filtering data from various sources so that you only have relevant and up-to-date information at your disposal.
You should use a lead scoring tool if you want the sales reps to focus on the best deals. The software will assist in determining which leads you should prioritize first and how qualified they are.
Automated follow-up reminders, forecasts created based on prospect needs and trends, and reports broken down by product, lead source, and other metrics will streamline your sales pipeline.
5 Ways to Use Sales Lead Management Software to Grow Your Sales
Once you get the best sales lead management software, use these strategies to drive maximum sales qualified leads from your pipeline:
#1. Process all leads through sales CRM
A CRM can help you set the groundwork for a successful sales automation process. For example, you can track information such as email address, customer type, purchase history, current sales pipeline stage, etc.
The right CRM can add value throughout the lead management process. Just make sure that all your leads are routed through your CRM for the best results. With everything in one place, you can quickly determine which reps are crushing it and which are experiencing bottlenecks. Alternatively, track deal progress and strategize how to proceed with cold leads.
TrackOlap is the ultimate client management and sales automation CRM solution. It provides everything a sales team could want to maintain customer relationships and generate leads.
Sales reps can use TrackOlap to easily organize their tasks and track interactions with clients and prospects as they use automation tools to optimize their sales processes and generate more growth for their company.
#2. Simple reporting system
CRM software makes many aspects of your sales team's lives easier. This includes tracking sales activity. Our mobile CRM apps, for example, journal activities automatically.
It includes the number of sales calls made in a given day and the time spent setting up calls or lunches. Our tool makes it easier for your sales team to enter critical information. The time they save can then be spent selling.
With sales reps actively using the CRM system, we have assisted clients in eliminating the time-consuming and error-prone task of creating call reports. Sales management can now access activity reports on the fly. There will be no more late-night data entry by the sales team for management reporting. With daily use, activity and changes are automatically recorded.
#3. Do account segmentation
Larger clients may entail additional resources from your sales team. This could imply dedicating more resources to attracting them first and then continuing to provide service throughout the relationship.
Account segmentation based on key data points allows for quicker grouping. For example, some prospects might not require as many hands. Alternatively, you may have learned from experience that some prospects are more of a long shot, so you don't want to expend the same amount of effort.
Buyer personas will keep people focused on your business's ideal buyer profile and types. A good sales CRM software allows you to see how your sales resources are allocated at a glance. This makes it easier to make informed decisions about team deployment.
#4. Track your sales automation process
Do you have a step-by-step process or another sales system to keep your team on track regarding following up on leads and closing sales? Have you considered how the process relates to the buyer's journey?
Selling time can be reduced by using a process similar to buying. However, if you want to ensure your sales team follows it strictly, a CRM system can help you. It can be as simple as a checklist, or it could have evolved into multiple stages and steps within each stage that automate emails, create To-Do lists, or alert management if too much time has passed.
Salespeople may have followed all the steps, but you now have a way to double-check.
#5. Keep your managers in the loop
In addition to monitoring your sales team, CRM software informs your sales manager. These tools enable the sales department's manager to keep track of which deals are in the works. But, more importantly, it keeps track of which deals are in what stage, including which is about to close or have already closed.
In a nutshell, it enables your sales manager to keep a finger on the pulse of the entire sales process. Then, if something is moving too slowly, the sales manager can redirect and coach the individual to better actions.
The Ultimate Sales Automation Tool: TrackOlap
TrackOlap sales automation can boost your productivity and efficiency while saving you weekly hours. As a result, you can devote more time to closing deals and less time to administrative tasks.
So, Book a free demo session with ou r team today and amplify your sales.