How To Automate Your Sales Process and Save Time

The sales process can be expensive and time-consuming, but it doesn't have to be. Learning how to automate your sales process is as simple as 5 easy steps.

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Keep reading to learn more about how to automate your sales process and what it can do for your business.

Why Automate The Sales Process?

Before we get into how to automate your sales process, a more important question is, “Why should I?”

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We can all agree that the sales process is complicated. Managing leads can be a never ending quest. Worse yet, the process comes with dozens of routes to take depending on your prospective clients and their interactions. 

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Studies have shown that nearly 20% of sales representatives spend over 2 hours a day on manual data entry. That’s 10+ hours a week of data entry and room for human error. Automating these processes will improve efficiency and decrease mistakes. 

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Are you ready to learn how to automate your sales process and save time?

5 Easy Ways On How To Automate Your Sales Process

There are plenty of ways to automate your sales process, but the best way is to focus on replacing time-consuming tasks that aren’t value-productive.

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For example, your sales reps spend two hours a day manually sending marketing emails and two hours a day actively making sales. Automating the marketing emails will allow your sales reps to focus on driving sales and developing customer relationships.

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If you’re ready to learn how to automate your sales process, here are 5 easy ways to get started.

Lead Scoring & Prioritization

Prioritizing leads can save sales reps a lot of time. Not every lead is going to convert to a sale, even if they get plenty of attention from your sales team.

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That’s where lead scoring comes into play. You can assign scores to different actions and tally them up, making it easy to see which leads deserve priority.

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For example, a lead who visits your pricing page receives 10 points, and one who opens a marketing email receives 2 points. The lead who checked your pricing is more likely to buy than the one who opened the email. With lead scoring results in hand, your sales team can focus on the leads that hold the most sales potential.

Emails & Follow-ups

Sending the right email to the right person at the right time can be the difference between making a sale and losing one. After all, would you trust a company that sent you the same marketing email twice in a row to handle your business?

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Using a CRM, you can easily automate parts of your email marketing process, like initial contact and follow-ups. Instead of replacing your current workflow, it should work alongside it. 

Scheduling

How much time is your sales team spending on scheduling meetings and calls? Scheduling a meeting via email might be the most tedious part of e-communications. The endless back and forth leads to meeting dates being pushed further and further out. 

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Simplify the process by adding a scheduling tool to your website. Leads will be able to see your team’s availability and schedule without assistance. 

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You can even automate reminders and updates to make sure everyone is on the same page!

Lead List Building

Developing your lead list can be time-consuming, but it doesn’t have to be. Automating your lead list building can help your team focus on maintaining lead list integrity. 

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With an automated lead list-building tool, you can input your necessary criteria. For example, if your business focuses on writing materials for other companies, your criteria could include preferred industries and ideal business size.

More Qualified Leads

Once you have your lead list, your team can build off of it. Fleshing out lead profiles and ensuring all the information is correct before reaching out can be incredibly valuable.

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Like other tasks we’ve discussed, automating this process is simple and time-saving. Lead enrichment tools can scan online sources to help your team build more extensive and accurate lead profiles.

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Your team can then focus on verifying the information the tool provides and connecting with your leads.

Automate Your Sales Process Now

Your sales process can be complicated, but it doesn’t have to be. What other tasks could you automate as you learn how to automate your sales process? 

Now that you have an idea of how to automate your sales process check out Automated Revenue's website to learn more about how we can help you save time.

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