What does sales automation do for a business?

CRM will help you sell more while increasing the speed and quality of your customer service. 

  • Don’t lose a single client. Collect all customer requests (from instant messengers, social networks, website, calls, mail, etc.) and save them to the database.
  • Guide the client through the sales funnel, remind the manager about tasks and communicate from a single window or using robots and automatic mailings
  • Ggenerate sales through CRM marketing. You can use the accumulated data for further processing through marketing or to stimulate repeat sales. 
  • Generate statistics based on your business performance metrics 
  • If a manager leaves the company, information about his clients will be saved in the CRM system and another manager will be able to continue working

How to automate sales in your business

Step 1: Take control of all communications. From our experience, most companies lose the lion’s share of their clients only at the contact stage, motivated by the high workload of managers or the untargeted nature of requests. When in fact, managers simply forget to call back, lose contacts, or conduct poor communication with clients. 

The solution to this issue is the introduction of IP telephony and the integration of all communication channels into one system, which allows you to see and store the complete history of interaction with the buyer.

Step 2: Process each lead in CRM: As soon as a client contacts you, the system will immediately assign him to the right manager. The lead will remain in the CRM and will be in front of the manager until he processes this request, and the entire communication history will be automatically saved in the client card.

Step 3: Build a sales process: create a “schedule” according to which tasks for employees will be created in CRM, emails, messages on social networks, sms will be sent to the client, advertisements will be shown on social networks, etc.  Delegate all routine processes to the system to free up the manager to process new clients. 

Step 4: Forecast and manage sales based on collected analytics about 

revenue, the number of transactions, the number of leads, the number of actions of an individual seller at all stages of lead processing and own performance metrics companies. 

To get started on automation of the sales department, the manager needs to know how the sales process is going in the company now, to understand which employee is responsible for what. Thus, CRM system integrators will be able to begin developing solutions to automate this process, withformulate technical specifications (plan) for completing the work.

Automation of the sales department in a pandemic

01

Companies that decide to automate their sales teams during the pandemic have a better chance of adapting to the changing economy. This primarily applies to those industries whose profits depend on the continuous supply of goods, customer purchasing power and traffic.

02

Even for those companies that previously worked only offline, a CRM system is a safety net that will protect employees from interruptions in work due to standardization of business processes.

03

When an employee logs into the CRM system, he sees a clearly structured business process that needs to be followed.

04

By moving the client card through the stages of the transaction, the sales manager will receive tips and reminders about the next steps. If at any stage it is necessary to generate and send a document/message/send a form for payment or generate an invoice for sending goods by mail, the system itself will perform these actions according to a previously specified template.

05

This way, you do not allow the employee to get lost between processes, waste time on routine and ordering chaos. CRM, as the most organized assistant to the manager, will regularly provide a report on the workload of employees, the number of (un)successful transactions and the overall result of work.

Why choose us

We Not We offer one-time solutions. By integrating the CRM system, we update the work system of the client’s company. Our primary goals:

  • establish a smooth business process
  • minimize the influence of the human factor on the result 
  • speed up the company’s work by delegating routine processes to the system
  • provide the manager with a transparent picture of the work of the entire company

We are satisfied with our work

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Our cases

Case on automation of business processes of OR BTI

OR BTI provides services in the field of real estate and land management. Contact information of the managers: founder Andrei Albinovich and director Tatyana Tanicheva.

Interested in a business automation service or need a consultation?

Fill out the contact form and expect a call from our manager within a few hours.