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Sales automation could be the key to boosting your business in 2021. Sales automation software can help you to take the guesswork out of your sales and marketing process, make your business more efficient, increase profit margins, and more.
Read our guide below on sales automation software and the benefits it could bring your business.
What do sales automation tools do?
There are a wealth of different sales automation tools to choose from. Each sales automation software provider will have varying features and integrations. However, in general, the software is designed to:
- Automate administrative tasks, e.g. data collection, sending emails etc.
- Build lists of prospects
- Manage the sales pipeline
- Schedule appointments
- Create reports
At Automaly, our recommended sales automation software performs all of the automation tasks you expect, plus it comes with automated prospect generation. This frees up your sales teams’ time to focus on more important tasks and grow your business.
What does the sales automation process involve?
Sales automation is all about saving time, and this encompasses a wide range of tasks. However, the sales automation process will typically take the following form:
- Creating and customising your sales pipeline
- Creating, scheduling and managing sales activities
- Reviewing your top-line statistics on your sales deals
- Creating and managing sales journeys to convert your leads into paying customers
- Monitoring your website to see if your goals are being achieved
- Creating sales & email templates
This will help you to ‘trim the fat’ in your sales process and minimise wasted time and resources that could be better spent elsewhere.
Which sales automation tools are best for your business?
You’ll need to assess your business’s current needs to find the right sales automation tools. Are you a small business with a compact team? Are you looking to switch sales software providers and make your business more efficient? This will help you to find the right automation software for your organisation.
There are some essential sales automation tools that all businesses can benefit from, including:
- Email marketing automation
- Automated B2B prospecting
- Scheduling software
However, to take your sales and marketing automation to the next level, you could use advanced tools such as buyer intent data, social remarketing, website visitor tracking, etc.
Benefits of sales automation software
Whether you’re a small firm or a large international corporation, you can use sales automation software to boost your business in 2021. Here are some of the benefits you could experience by implementing automated sales software:
1. Enhanced lead generation
With the help of the right software, you can collect hyper-relevant, hot leads and boost your chances of sales success.
At Automaly, our sales automation platform monitors the web for buyer intent signals on the internet to find businesses and individuals already searching for your product or similar competitors’ products. This helps to boost your chances of securing leads that will convert.
2. Increase ROI and revenue
It’s simple, saved time = saved money. The less time your sales team spends on menial tasks, the more time they have to spend focusing on your customers and securing those all-important conversions.
Your sales software should also be able to create data-driven forecasts based on future opportunities so you know exactly your current and future revenue.
3. Fewer mistakes
A manual sales process leaves plenty of room for mistakes, and depending on the severity, these can be costly and time-consuming to fix.
On the other hand, implementing sales automation software uses tried-and-tested technology, AI and more. This can help you to minimise the risk of human errors occurring.
4. Improved staff morale
Research compiled by Forbes found that sales reps spend less than 36% of their time selling. The rest of their time is taken up by admin and other non-revenue generating tasks.
The non-sales tasks can be tedious, time-consuming and taxing for sales staff, which can knock on morale. Automating these tasks will give your team more time to focus on more fulfilling tasks and improve overall motivation.