Automating your small business just isn’t just a nice thing to do; today, it is an absolute must. Why spend pointless time dealing with administrative duties or different repetitive tasks when your time is better spent speaking to prospects and shoppers or just working to develop what you are promoting?
With a plethora of on-line instruments at your disposal, adding automation to your sales, marketing and customer support process can be simple.
Automate Sales Processes
Ideally, the only individuals your sales team talks to are the people who find themselves already certified, know precisely what they need, and are ready to sign a contract. In reality? Your sales team all-too-typically spends their valuable time talking to prospects who’re just kicking the tires, not ready to make a commitment.
By automating some facets of your sales process, you may help the workforce get closer to that ideal. One option is adding a pricing calculator to your site. This lets the prospect pick and select the level of product or service as well as examine features and benefits. They will be able to find out in the event that they even have the budget to hire you, which makes the sales call geared towards the benefits of working with you slightly than focusing on the cost.
An incredible instance of a pricing calculator is on HubSpot’s revamped site, or within the free 401(ok) quote estimator on Summit CPA.
Automating the sales follow-up process means sales spends more time talking to and closing the leads that are actually interested.
Another way to unencumber your sales group is to arrange a service to automate assembly scheduling. Your sales team dreads having to go back and forth with their prospects through electronic mail, looking for a time for a meeting.
Ask your crew to set up the blocks of time they’ve available, integrate with their calendar, and voila- prospects can pick and select which time works finest for them. This makes the process of talking to sales effortless; your prospects (and your crew) will appreciate it.
Finally, automating the follow-up emails for sales means they don’t have to spend all day chasing leads, but slightly talking and closing the leads which can be really interested. Organising a device like HubSpot CRM’s Sequences means you possibly can have a phone call, put the lead right into a Sequence and let them drive the following steps. You can provide reference material, case research and other helpful data in subsequent emails, and set up another call to close the deal.
Automate Marketing Processes
Marketing is by far the biggest source for time-saving automation ideas. It begins off with automatically segmenting your list in your advertising and marketing tool. You possibly can create lists based mostly on contact file info and see your Marketing Certified Leads, Sales Qualified Leads, and those leads who’re in your system but won’t ever purchase- all at a glance. You may also see, depending on your varieties, what they’re concerned with, what their biggest want is, and after they’re trying to remedy their problem.
Based on those above lists, you possibly can arrange Workflows or drip campaigns to e mail leads over time and point them in the direction of sales. Somebody keen on certainly one of your providers is probably not desirous about one other service; you need to be able to send them content material related to their pursuits 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 primarily based on what they click on in an email.
Finally, a task that the majority entrepreneurs spend an excessive amount of time on is social media. Simple automation like having new weblog posts automatically put up to Twitter or Facebook can be easily set up. Instruments like Edgar allow you to arrange buckets of matters and put up data automatically based on a schedule you set up.
Automate Buyer Service
Supporting your prospects submit-sales is the only way you’re going to hold them round for the lengthy-haul- and everyone knows it’s better to keep an existing buyer than to discover a new one. When clients or purchasers have questions, answering these questions in a well timed and thorough method is paramount.
You can automate a few of this process through the use of two strategies of assist: assist tickets and data bases. A number of project administration tools also have a support ticketing technique in place, whether it’s just sending a simple e mail to a Trello board or a full-fledged system like Salesforce or Groupwork Desk. Whatever you utilize, make it easy in your customers to get their questions in entrance of you and out of your electronic mail inbox.
Having a data base means widespread questions that come up on a regular basis may be become a valuable resource for new customers. You may transform assist tickets into knowledge base objects as they arrive in, building that resource with every help request.
And finally, creating a feedback loop for client help means getting quantitative and qualitative feedback, instead of relying on gut-feeling. Maybe there’s somebody on your crew who’s wonderful at retaining customers and also you just did not see it, or maybe someone is dropping the ball and you need to have a chat.
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