Beyond task management and giving your team greater visibility of client & prospect engagement with marketing campaigns, day to day sales tasks can be automated in order to maximise the effectiveness of your team.
Automation can be employed within your sales pipeline in order to save time as well as nurture contacts along the sales process.
When someone submits an enquiry via your website, a personalised email can automatically be triggered to acknowledge the request, and behind the scenes a task and notification assigned to the appropriate sales representative.
Simple ‘I tried to call you’ messages can be automated when a sales person adds notes to the CRM, freeing up time to focus on more customer engagement rather than mundane admin tasks.
Businesses report saving over 47 hours a month by leveraging automation technology.
Use lead scoring to get the right prospects
Rather than having your sales team making call after call to uninterested prospects, we can setup lead scoring based on your own rules and preferences so that when a contact attains a certain lead score based on interaction with your marketing, a task can be automatically created for a member of your team to follow up. Leveraging technology to do the heavy lifting.
Leverage automation in your sales pipeline
Moving a contact from being a prospect to a customer involves multiple stages, mapping this process and adding automation helps with this journey. This could be in the form of different marketing messaging based on the stage someone is at in the pipeline, automated welcome emails when they move from prospect to customer or tasks created and assigned to different individuals within your business to complete at each stage.
Integrate with your business applications
With over 230 integrations you can connect your entire business by adding integrations that will automatically sync data across the different applications you use; for example accounts, email or telephony solutions.
Why choose us
We work in true partnership being accountable for everything we do. We do not believe in making things sticky for customers or hiding behind contracts, we simply want a relationship that works both ways. If we do not deliver then why should you be held to a contract? We are a monthly pay as you go service that you can turn off, on or scale both up or down at a moment’s notice.
Sales Automation can offer huge savings by reducing the number of sales people needed and maximising the resources you already have as well as enhancing the customer experience, which offers immeasurable value.
The simple answer is no you don’t, you can still benefit from both CRM functions and sales automation without running marketing campaigns. However they really do go hand in hand and to leverage the full potential and increase the volume of warm leads into your business, we would certainly recommend it. However, if you want to grow into the system a step at a time that’s fine too.
Configuring automation can be a little complex, but we can help you learn the system, or we can manage it for you so that all you need to do is tell us your goals, provide us with the content and we will manage all campaign configuration.