Three ways that automation might assist your sales force in selling more

Shaon Shahnewaz
CloudApper
Published in
4 min readDec 5, 2022

When it comes to selling, having a compelling, successful, and, most importantly, efficient team is essential. Having the necessary people skills is critical for closing the deal. A salesman, on the other hand, must be able to sift prospects and concentrate on the most promising ones while dismissing the rest. This is where the most advanced automated solutions on the market today excel. Sales seem to be an ideal environment for software that can automate repetitive processes, which is becoming more frequent in many sectors and vocations.

Many critical sales duties may be more interesting, simpler to manage, and impossible to do on a wide scale. Even contemporary sales teams must do all of these tasks. Sales process automation, on the other hand, makes them considerably simpler to complete and hence lot more efficient.

If your sales staff is pushing you to purchase automation technologies, you should investigate why. Here are three ways that sales automation may help your sales staff be more effective and profitable.

1. Reduce unnecessary sales information and consumer remarks.
The manual processes in your sales process are the finest candidates for automation. For instance, updating CRM records, synchronizing data in sales force software, initiating and monitoring phone calls, following up, and so on. You can spend less time and effort on these administrative activities than you now do.

The good news is that automation may significantly reduce the amount of data input required by your agents while maintaining the quality of the consumer information they receive.

Using automated dialers and recorders, both incoming and outgoing calls may be recorded in CRM systems. This provides sales professionals with a greater understanding of how productive their personnel is, as well as simple access to customer information that can be used to complete more transactions. They function by informing you when the call was received, how long it lasted, and what transpired.

Sales automation is more than simply making life simpler for data-saturated sales representatives. Businesses get outcomes by preventing their sales people from doing superfluous data entry labour. According to a McKinsey study, salespeople may spend 15–20% more time selling by automating data input and lead management. This may result in a greater number of signed transactions.

2. Accelerate the pace at which leads and opportunities are prioritized.
You may save time and prevent losing out on better leads if you select the appropriate ones to follow up on. To achieve their aim, salespeople must focus their time and attention on the offers that have the highest chance of closing. According to a recent Salesforce research, 9 out of 10 salespeople believe that having up-to-date information on leads helps them complete deals quicker.

You may prioritize leads using the correct intelligence solutions by calculating how likely they are to close. You may then email these to salespeople along with key lead information to expedite the sales process. Some systems also allow you to set up automatic dialing, which makes it simpler for sales employees to contact potential consumers.

3. Generate a large number of quotes and requests for bids at the same time.
Quotes and proposals are crucial components of the sales process, but they take a lot of effort and time. It is inefficient for salespeople to create each quotation by hand, particularly if they have a large number of prospective clients with varying demands. Another factor that might cause a quotation to take longer is the amount of departments involved.

Set up systems for automating sales processes so that the sales and finance departments can quickly provide correct quotations to each customer based on the most up-to-date contract information. Automating procedures like quoting and proposing also helps to reduce errors. According to McKinsey research, sales automation may help minimize the amount of human errors and shorten the time it takes to submit requests for bids by around two-thirds.

Conclusion
In general, automation is beneficial since it frees up your sales team’s time to concentrate on completing transactions rather than paperwork. When your workers spend less time on administrative activities, they have more time to focus on increasing the profitability of your firm. It benefits everyone, from your sales staff to your customers.

Contact CloudApper to schedule a free consultation and see how SalesQ can help you automate your sales force’s activities. CloudApper is one of the most adaptable and feature-rich no-code platforms, and it can create salesforce management solutions tailored to your organization’s requirements. Our specialists will determine what you need and collaborate with you to develop a strategy to help your company flourish.

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Shaon Shahnewaz
CloudApper
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Shaon Shahnewaz is a digital marketer, tech enthusiast & blogger who enjoys reading & spending time with his kid.