Table of contents:
- What exactly is CRM sales automation?
- Pipedrive Sales Automation: Why Select Pipedrive for Sales Automation?
- Top 5 Pipedrive Automations You Need to Set Up
- Pipedrive Sales Automation: Examples of Workflow Automation & Tips
- How Automaly Can Help With Your Pipedrive Sales Automation
|Human error is a leading cause of mistakes in a sales process, and as such, it can be easy to slip up. You may have lost deals after forgetting to follow up with prospects or waiting too long before engaging with your customers. We all fail from time to time. But what if there is a way to prevent these errors through sales automation?|
Almost a third of sales tasks and operations can be automated. These processes happen regardless of your actions, and you don’t have to control anything. The user gets an email at the right moment. You automatically show them customised content based on personal data. You reach them via social media within the shortest time, etc. Automation brings better sales results for less effort.
This article looks into general sales automation and how a growth consulting partner like Automaly can guide you through Pipedrive, the top CRM system for sales automation.
What exactly is CRM sales automation?
As the name implies, CRM sales automation uses software solutions to automate the sales process, from prospecting and lead generation to closing deals. It frees up your time to do more strategic tasks, like building customer relationships or enhancing customer service. When done correctly, CRM sales automation can be a powerful tool to help improve your close rate and drive more revenue.
CRM sales automation can include automating email communications, managing customer data, and tracking sales progress. CRM sales automation helps sales teams be more productive and efficient, reducing the amount of time spent on administrative tasks and allowing them to focus on selling.
Many different CRM sales automation tools are available, and choosing the right one for your business can be a daunting task. It is important to consider your business needs and what features you require. Some of the most important factors to note include:
Once you have considered these factors, you can narrow down your options and find the right CRM Sales Automation tool for your business. This article will explain how to use Pipedrive as one of the top CRMs. Yet, you can consider any other CRM software that meets your needs.
The CRM Sales Automation Process: 5 Steps
A CRM, or customer relationship management system, is a software application that helps businesses manage their customer data and interactions. This software streamlines the sales tasks throughout the entire journey. Doing this allows sales reps to work more efficiently and sell more products.
In a complex, dynamic world, each business should have its unique sales process, so it’s crucial to establish a CRM sales automation approach that fits your company’s needs. But first, there are a few things to consider when developing a CRM sales automation process:
Once you’ve answered these questions, you can start building a process that suits your needs best. There are many ways you can do that, so take your time and find the right one for you.
Generally, we like to think of CRM sales automation as a five-step process. The five steps are: managing leads, automating communications between the customer and the sales team, generating quotes and sales orders, tracking sales activity, and analysing sales data.
Step 1. Manage Leads
The first step in any sales process is generating and managing leads. Lead management involves collecting and tracking leads, then sorting them into sales-ready and non-sales-ready groups. Since the process is tedious, CRM sales automation software can help you do this faster and more efficiently.
Step 2. Automate Communication Between the Customer and the Sales Team
Once your leads are sorted and ready, you want to automate communication between them and your sales team. Doing this can save time and improve customer service. Automated communications can include automated email responses, automatic updates to sales reps about customer activity, and automatic notifications to customers when their order is shipped.
Step 3. Generate Quotes and Sales Orders
You will have to generate quotes and sales orders for your customers at some point in the sales process. Doing it manually can lead to costly errors. Automated solutions can help you generate these quotes and sales orders accurately and on time. Automated quote and sales order generation may include automatic creation of sales orders from quotes, automatic generation of purchase orders from sales orders, and automatic creation of invoices from sales orders.
Step 4. Track Sales Activity
Up to this point, you’ve only laid the groundwork for future sales and marketing activities. Tracking key sales activities such as customer interactions, sales goals, and actual product sales can help you better understand your sales process and identify areas for improvement. Sales tracking is a continuous process that should last as long as your business exists.
Step 5. Analyse Sales Data
Last but not least, analyse every piece of sales data to understand your customers and the entire sales process even better. This step lets you see whether your sales and marketing efforts yield the expected results and change something if necessary. At this stage, analysing sales data can include sales trends analysis, identifying the top products on the line, and determining the effectiveness of your sales efforts.
Benefits of CRM Sales Automation
With a solid CRM sales automation process, you can boost your sales growth and improve your sales processes. Here are the benefits of CRM sales automation:
The bottom line is a well-organised CRM sales automation process enables sales reps to sell more products and services. By automating sales tasks and processes, sales and marketing teams focus on what they do best – closing more deals.