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8 Ways to Use Sales Automation Within Your Business

Ways to Use Sales Automation Within Your Business

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When it comes to hiring, one of the most important investments you can make within your business is no doubt hiring sales representatives.

Not only can they help scale your revenue quickly giving your access to additional cash flow which allows you to hire across other areas but it frees up your time to focus on other areas within your business.

Unfortunately, one of the biggest time killers even the most experienced sales representatives faced is time lost on repetitive tasks like scheduling meetings, lead follow up and more.

Thankfully, with the help of technology, you can streamline repetitive workflows within your sales process saving your team countless hours in lost time while allowing you to improve efficiency within your business and hire faster

So, with this in mind, we wanted to share some of the best ways to use sales automation within your business and win back your time once and for all.

Let’s dive in!

Ways to Use Sales Automation Within Your Business

Ways to Use Sales Automation Within Your Business - Lead Qualification

Lead Qualification

Being able to generate high-quality leads that are the right fit for your product or service can be challenging and time-consuming.

Matched with having to manually qualify or search for additional data on leads can cost you countless hours of follow-up for little to no return on investment.

With platforms such as Typeform and Lusha you can pre-qualify leads by having them complete condition-based surveys that automatically segment leads based upon their feedback while Lusha can help you enrich existing lead data ensuring your lead data is always accurate.

Ways to Use Sales Automation Within Your Business - Lead Nurturing

Lead Nurturing

Remembering to follow up with every lead can be difficult when you have dozens of new leads arriving each day.

And while selling no doubt requires the human touch when it comes to closing a deal, being able to create automated workflows that take the guesswork out of it for you can save you countless hours in time and resources.

With the help of platforms like Salesmate and Pipedrive, you can build automated workflows that either engage with your leads on a time-based or event-based schedule or trigger notifications to be sent to your sales reps to follow up personally if a lead meets specific criteria.

Ways to Use Sales Automation Within Your Business - Appointment Setting

Appointment Setting

Finding a suitable time for meetings that works for everyone can be a nightmare.

With different timezones, conflicting schedules and more coming into the play it’s easy to get caught up in back and forth email threads leaving you frustrated.

Thanks to platforms like Calendly and tymeshift you can view, plan, and schedule meetings without having to worry about timezones or conflicting schedules ever again. Calendly even automatically adjusts meeting availability to the person’s local timezone and allows you to trigger email and text-based reminders ensuring an important meeting is never missed.

Ways to Use Sales Automation Within Your Business - Customer Onboarding

Customer Onboarding

Proving an easy, hassle-free onboarding process is critical to providing your new customers with a great first impression of working with you.

With the help of platforms like Paperform and Userflow you can create tailored customer onboarding experiences that make the process hassle-free for you and your clients.

Whether it’s getting them to provide brand assets for a marketing campaign, completing an onboarding checklist for your software platform or more you can personalise the experience at every step based upon their unique requirements.

You can then also trigger follow up processes once your customer completes the onboarding process using Zapier or Integromat saving you and your clients time.

Ways to Use Sales Automation Within Your Business - Payment Automation

Payment Automation

Ensuring a streamlined payment processing experience for your customers not only provides you with a healthy cash flow, but it also reduces any friction or doubts a new customer may have when purchasing from you for the first time.

By using platforms such as Stripe and Zipbooks you can streamline your payment processing and invoice creation by creating recurring invoices and offering subscription-based payment engagements so that you or your customer never miss a beat.

You can then also send this data between any one of your platforms to ensure your customer data is always up to date and accurate using Zapier or Integromat.

Ways to Use Sales Automation Within Your Business - Support Automation

Support Automation

Providing top-rated customer support is critical to ensuring a high-level customer experience even after your product or service has been delivered.

However, with so many communication channels and varying customer support demands making it difficult to ensure every enquiry query is dealt with on time you can soon have your work cut out for you.

Thanks to platforms such as Front and HelpScout you can consolidate support enquiries across all platforms into one centralised place while also creating a curated collection of support articles that help answer your customer’s queries avoiding the need to have to reach out to you for common support queries.

Ways to Use Sales Automation Within Your Business - Review Management

Review Management

One of the most powerful sales assets you can have is none other than social proof.

But remembering to follow up with each customer for reviews can be time-consuming, what’s more, how can you be sure you’re reaching out to your most loyal customers to collect a review from?

With the help of platforms like Reviews.IO, you can streamline your reviews collection and publishing process allowing your most loyal customers to share their experience with your brand so that others can discover your brand.

Ways to Use Sales Automation Within Your Business - Sales Reporting

Sales Reporting

Being able to get a birds-eye overview of your most important sales metrics in one central place not only lets you know when you need to focus your attention most, but it also saves you countless time wasted switching between multiple reporting platforms.

By using platforms such as Databox and DashThis, you can build centralised sales reporting dashboards with all of your most important metrics in one place.

You can then also trigger time-based, event-based or goal-based reminders and notifications to be sent to relevant team members for each metric using Zapier or Integromat.

And there you have it, 8 savvy ways to use sales automation within your business to help you increase your team’s productivity giving them more time to focus on what matters most, selling.

Ready to Win Back Your Sales Reps Time?

Feel explore some of the tools mentioned in our list in more detail by signing up for a free trial or schedule a free automation consultation with us today to learn more about how we can help streamline your sales process using automation.

Happy automating!

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