Automating what you are promoting isn’t just a nice thing to do; lately, it’s an absolute must. Why spend pointless time handling administrative duties or other repetitive tasks when your time is healthier spent talking to prospects and clients or just working to develop what you are promoting?
With a plethora of on-line tools at your disposal, adding automation to your sales, advertising and customer support process may be simple.
Automate Sales Processes
Ideally, the only folks your sales team talks to are the people who are already qualified, know exactly what they need, and are ready to sign a contract. In reality? Your sales team all-too-usually spends their valuable time talking to prospects who’re just kicking the tires, not ready to make a commitment.
By automating some aspects of your sales process, you may assist the team get closer to that ideal. One option is adding a pricing calculator to your site. This lets the prospect pick and choose the extent of product or service as well as compare features and benefits. They’ll be able to find out if they even have the budget to hire you, which makes the sales call geared towards the benefits of working with you slightly than specializing in the cost.
A terrific example of a pricing calculator is on HubSpot’s revamped site, or within the free 401(okay) quote estimator on Summit CPA.
Automating the sales observe-up process means sales spends more time speaking to and closing the leads that are truly interested.
One other way to release your sales group is to set up a service to automate meeting scheduling. Your sales crew dreads having to go back and forth with their prospects through e mail, looking for a time for a meeting.
Ask your group to arrange the blocks of time they’ve available, integrate with their calendar, and voila- prospects can pick and select which time works best for them. This makes the process of speaking to sales effortless; your prospects (and your workforce) will appreciate it.
Finally, automating the follow-up emails for sales means they don’t have to spend all day chasing leads, however moderately speaking and closing the leads that are truly interested. Establishing a device like HubSpot CRM’s Sequences means you may have a phone call, put the lead into a Sequence and let them drive the following steps. You possibly can provide reference material, case studies and other helpful info in subsequent emails, and set up another call to shut the deal.
Automate Marketing Processes
Marketing is by far the biggest supply for time-saving automation ideas. It begins off with automatically segmenting your list in your marketing tool. You possibly can create lists based mostly on contact file data and see your Marketing Certified Leads, Sales Qualified Leads, and people leads who are in your system but won’t ever purchase- all at a glance. You can also see, relying on your types, what they’re concerned with, what their biggest need is, and after they’re seeking to resolve their problem.
Primarily based on those above lists, you’ll be able to set up Workflows or drip campaigns to e-mail leads over time and point them within the direction of sales. Someone considering considered one of your companies might not be interested in another service; you wish to be able to send them content material relevant to their interests instead of mass-emailing them all. You should use Workflows as a way for HR to manage potential new hires, and automatically change contact records based mostly on what they click on in an email.
Finally, a task that almost all entrepreneurs spend too much time on is social media. Simple automation like having new blog posts automatically put up to Twitter or Facebook could be simply set up. Tools like Edgar can help you arrange buckets of matters and publish data automatically based mostly on a schedule you set up.
Automate Customer Service
Supporting your customers put up-sales is the only way you’re going to keep them round for the lengthy-haul- and everyone knows it is higher to maintain an current customer than to discover a new one. When prospects or clients have questions, answering these questions in a well timed and thorough manner is paramount.
You possibly can automate a few of this process by using methods of support: help tickets and data bases. A number of project administration tools also have a assist ticketing technique in place, whether it is just sending a simple electronic mail to a Trello board or a full-fledged system like Salespower or Teamwork Desk. Whatever you employ, make it straightforward to your customers to get their questions in front of you and out of your e mail inbox.
Having a data base means widespread questions that come up all the time could be changed into a valuable resource for new customers. You possibly can remodel support tickets into information base items as they arrive in, building that resource with every support request.
And finally, making a feedback loop for client assist means getting quantitative and qualitative feedback, instead of relying on intestine-feeling. Perhaps there’s somebody on your team who’s wonderful at retaining customers and you just did not see it, or maybe somebody is dropping the ball and it’s essential have a chat.
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