A sales rep’s life becomes so much easier and efficient once he or she has sales automation running smoothly. Sales automation enhances relationship with existing customers and prospects, keeps track of leads, organises documentation – all the while saving precious time.
An automation software like Infusionsoft helps guide prospects through the sales process in a seamless way. It releases emails automatically, and not the generic ones but those that are relevant to where the client is in the sales process. This automation ensures that relevant and timely communications are sent without the need for the sales rep to check on his notes. This gives a clearer picture of what’s forthcoming and what needs to be done to improve the sales process.
How what automating the sales pipeline look like?
The movement through each stage is triggered by automated emails and tasks. For example, the contacting stage involves calling up the prospect. If the sales rep is unsuccessful in his first attempt, a follow-up email is sent automatically.
When sending automated emails, try to make them look personal. Remember, automated emails work best when they don’t look automated.
An automated sales pipeline will deliver many benefits. Firstly, leads will no longer slip through the cracks as sales reps can accurately track their progress. Secondly, sales reps can be more efficient when they no longer have to search through old notes and emails. For management, an automated sales pipeline provides reliable data that can identify bottlenecks that hamper the sales process. If, for example, leads disappear after the Contacting stage, it raises a red flag that must be attended to. In the bigger picture, sales automation improves relationship between sales reps and prospects and this will positively impact conversions.
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