Sales teams have been increasingly turning toward automation to bridge the gaps in their current sales processes. In fact, 45% of companies have already started to use automation for sales, with many other companies planning on adopting it shortly. Sales automation growth contributes to your overall company growth. So when your sales automation helps you scale, your entire company can scale.
So why are companies turning to automation to support their growth? Because sales automation makes some of the most tedious sales tasks simpler: it can vet your leads, record customer interactions, and measure engagement in one single, automated process. With automation, sales process steps can be drastically improved, freeing up time for teams to tackle creative tasks that lead to growth. Keep reading to learn all about how sales automation can maximize your team’s growth and sales successes.
What is sales automation?
Put simply, sales automation is the key to unlocking the fullest of your sales team’s potential. Automation is the boost that makes it possible to scale each step of your process. Designed to spur growth well into the future. That’s why we’re sharing 5 proven strategies for success, so your team can increase your leads for years to come.
5 proven strategies to increase your leads and support your sales automation growth efforts:
Let's get started in deep-diving into the best strategies to help with your sales automation growth.
1. Prioritize your leads with automated lead scoring & eliminate data entry
The first step to increasing your leads is by effectively prioritizing them—and lead scoring doesn’t have to be complicated.
Lead scoring gives sales teams the power to identify how engaged a prospect is, so they can shift their focus toward qualified leads, based on reliable data.
It’s as simple as enhancing the quality of your data with Wrk’s Lead Enrichment Wrkflow. This Wrkflow automatically retrieves key insights about leads, equipping teams with the information they need. It includes details about demographics, funding, revenue data, and more. This allows you to produce quotes, product information sheets, and anything else that can be used to close the deal. Regularly updated lead scores allow Sales teams to ensure that high-quality leads aren’t left behind, and helps them qualify those leads based on the latest engagement data.
With an automated Deduplication Wrkflow, your team can also retrieve missing data, create new contacts, and keep their notes in one place. When the entire Sales team is on the same page, they can divide and conquer and close deals without accidentally repeating steps.
2. Automate your lead nurturing
Automation not only frees up time from tedious tasks, but it can also be used to improve your team’s lead nurturing process.
The Lead Nurturing Wrkflow gives your Sales team the power to automate a significant amount of their research so they can quickly populate personalized product sheets that resonate with sales prospects. When leads are classified, relevant use cases are identified, and Google Slides are automatically populated, follow-up with interested leads suddenly becomes seamless.
Sales teams that are gearing for growth can be confident that implementing this automation strategy will maximize the efficiency of the lead nurturing process and increase your leads.
- Email/outreach automation
While “automation” can sound impersonal, it can keep the sales process steps frictionless, while leaving room for a personal touch.
Wrk’s Email Marketing Wrkflow can populate personalized emails to keep your prospects engaged, communicate the best use cases, and start building connections based on high-quality insights. With email automation, relevant details about a lead can be automatically populated based on their profile. This makes it possible to develop a personal connection at first contact, without the manual effort or missed opportunities.
- Quotes and product update automation
Finally, by automating lead nurturing, your sales team can share quotes with interested prospects once that step in the email nurturing sequence has been triggered. The quote and product information is automatically updated based on enriched data from the Lead Enrichment Wrkflow. This ensures that prospects are approached with the information they value most and at a cost that makes sense to them.
3. Implement a CRM that works best for your sales process
Wrk also allows you to connect every step of your sales process to the CRM that works best for your team, preparing them to meet KPIs consistently.
By implementing the right CRM, team members across departments are able to remain updated on the latest progress of each deal. This ensures that lead scores stay relevant and that every member of the team is on the same page.
Automated workflows can also keep each lead’s information up-to-date. It will also auto-populate everything from company name and job titles to the level of engagement with your product.
With your entire sales team working off the same, up-to-date data, they can prevent mixed messaging and duplicate communication. They also reduce the effort spent on unfit leads and dedicate more bandwidth toward those that are.
The reality is that consistent communication, or lack thereof, can make or break a sale. Using a CRM makes it easy to keep newsletters, product updates, and mailing lists fresh with the latest data. This guarantees that your sales team can focus on closing deals that require the human touch and keep leads informed at every step of the process.
4. Automate your billing and invoice process
Sales automation can also make sure you don't tie up your sales team in tedious billing and invoicing tasks. It can also make sure qualified leads don't fall through the cracks. It's also for your internal processes. Think of when you want to submit an invoice. Imagine if you completed that process automatically. Let's say you take a client for a coffee. You can send your expenses directly and they don't even need to be digital.
Back to your lead processes. Once you populate a lead in your CRM and your email automation workflow is already in action, your Sales team will lean on the Quote & Proposal Development Wrkflow. The Wrkflow will direct prospects to the next steps in the sales process. Whether it is scheduling a follow-up video call or sending over the final contract, you can keep leads informed and guide them to the end of a deal.
5. Pick the right chatbot for you for 24/7 availability
Last but not least, sales automation can help your team seize every opportunity to increase your leads, whenever they arise.
Integrating the right chatbot can keep you at top of mind.
Chatbots can meet prospects where they are. They help sales teams, tackle questions, resolve doubts, and build relationships, even after they’ve signed off for the night.
24/7 chatbots also keep customer communication consistent. Setting up predetermined responses means that there’s less room for miscommunication and human error. It also guarantees faster response times to keep leads engaged and learning more.
The Quote & Proposal Development Wrkflow can even work behind the scenes. It can populate data from the chatbot conversation. You can then follow up with leads via email with quotes and additional product information. This guarantees that you're only working on relevant information and not repeating anything.
These automation strategies save time and energy so your sales team can focus on growth.
Contact us today for a quick 10-minute check-in with the Wrk team.