Prospecting

Prospecting is an excellent place for you to use sales automation. Automation helps you reach the right leads for your business and capture them. You can even use similar automation tactics to help you find employees for your company, too!

To help you find clients, you can use these tools to produce a list of valuable leads for your business. Your sales reps provide the criteria for the right type of leads, and your automation tool will help you connect with leads that fit the profile.

This can help you make initial contact with interested users to ensure you engage them as soon as possible.

When your sales team reaches out to new clients, they often spend time digging for information to learn more about the clients to see if they’re a good fit. Your sales reps save time finding information about different clients when you automate your sales process.

They don't need to spend time digging through information to find the right candidates and learn about them so they can figure out if they're a good fit. Automation makes it easy for you to know who is interested in your business and connect with them immediately.

Contact creation

After you have your pool of prospects, you must decide who is likely to convert. People are considered likely to convert when they take certain actions, like filling out a form or visiting a page for a long time.

With sales automation support, you can weed out people unlikely to convert and focus your time on those who likely will.

With automation, your team can set up filters to automatically create records for people who meet your criteria for being a lead.

Let's say your criteria for being a lead is that the person had to watch a video on a specific page and hold a particular position at their job. When you use automation, you can set up these perimeters so the program will pull people who meet this criterion.

Your sales team doesn’t need to spend time weeding through each individual’s profile to see if they fit the bill. Instead, you can automate this process to help your sales team know your leads and start working on making them become customers.

Email automation

Email automation is one of the most popular forms of sales automation companies use. You can send mass amounts of personalized emails to prospective leads. It helps prevent you from sending mass, generic messages, but also saves you time on creating individual customized emails.

Reporting

You want to create a comprehensive report on all the information your sales reps gathered. This reporting can take hours per day as you document important information and insights.

With support from sales automation, you can spend less time generating reports. Sales automation will automatically help you create email reports that you can send to your executives and sales reps. It will help you gather all the information and make sense of it.