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Increase Your Closed Deals with Sales Automation

Sales automation is software that automates manual, time-consuming tasks for sales teams. Create better engagements, nurture leads and close more deals.

Eric Melillo

Eric Melillo

An expert Growth Hacker helping enterprise companies scale and crush competitors using the full Inbound Flywheel & HubSpot.

For growing organizations, it's challenging to build out an effective sales strategy. It may also seem like an impossible task keep up with the endless sales and marketing tools available online.

Which tools work, how much do they cost and will they grow my business? There's good news - we've worked with all the tools and can tell you the best place to start is with sales automation.

Learn how agencies & top sales producers are crushing sales goals & generating 4x more leads. Grab your Sales Guide Now >


How to Master Sales Automation

Keep your marketing engine running smoothly by putting your processes and resources on "auto-pilot". This way you can focus your efforts on innovation, new leads, lead nurturing—or whatever your business needs most.

Here are a few simple sales automation tips to keep your business running like a well-oiled machine.

1. Respond Immediately—Every Time

Obviously, you don’t have time to drop everything and answer every email or web form request that comes in, but it’s crucial that prospects and customers receive a response right away. That’s where your CRM system and other sales tools come in.

By creating an integration between your email program and your CRM, you can send out friendly, automated replies right away when messages come in, and then respond when it’s convenient and you can put some thought into your response.

Sales automation tip: Always knowing which stage your prospects are in during the sales cycle will ensure no one falls through the cracks.

2. Don’t Disappear

Leads are hard to come by. The last thing you need is to let them slip through the cracks. With the right automation tools, you can track a lead from the first contact, attach your nurturing activities, and plan a strategy to see the lead to completion.

Sales automation gives you the peace of mind you’re on top of every lead and where it sits in the sales cycle.

3. Make Your Contact Count

Automation tools can attach pricing lists, contract addendum, sales collateral, feature updates, and more. Once you attach automation instructions to the contact records in your CRM system, it will do the work for you—all while keeping you connected with your prospects and customers.

You can also send quotes (as well as track their progress through the signing and review cycles) and send appointment requests and reminders. Don’t forget to schedule a thank you email after meetings and milestones in the sales process—automation can also take care of that.

4. Focus on the Best Leads

It may seem like a “success problem” to have too many leads to keep track of, but, in reality, it can lead to missed sales and lost opportunities.

So how do you target the best leads? With an automation technology called “lead scoring,” you can define the rules and criteria for lead types most likely to result in a sale, and target those first.

5. Pick up the Phone

There will never be a magic formula that erases the need to pick up the phone and talk to a prospect, but with the right automation in your sales software, you can tag contact attempts with a note, and be reminded when it’s time to call your contact again.

You won’t need to waste time on a prospect that will be on vacation for the next three weeks—you’ll already know when to try them again.

Identify the sales tasks that take up the most time and find ways to automate them.

6. Stop Stalking Your Inbox

Another benefit of sales automation is the ability to track the life cycle of forms and documents and send you reminders when they are completed or ready for review.

It can be frustrating to send reminder after reminder when you need someone to review a document or complete a form.

Sales automation tools do the legwork for you—and when paired with a "Smart CRM like HubSpot" will let you know when your contact takes any action like:

  • Revisits your website
  • Downloads a content offer
  • Signs up for a webinar
  • Watches a video

7. You Can Automate Asking for Referrals

One of the best, but most under-utilized sales automation tools is the ability to ask for referrals.

You may attach an incentive like a coupon or piece of content to the request, but don’t be afraid to ask your customers to tell their friends and colleagues about the great work you do.

A good automation system can use tools like mail merges and other information from contact records to personalize the request and make it feel like a custom one-to-one email.

Over to you

Be creative with your automation strategy. Identify the processes that are draining the most time and find ways to make them automatic, reliable and profitable. With the right tools, you can effectively grow your business and keep your focus on strategy—not administration.

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