Automating your enterprise will not be just a nice thing to do; these days, it is an absolute must. Why spend unnecessary time dealing with administrative duties or different repetitive tasks when your time is better spent speaking to prospects and clients or just working to grow your small business?
With a plethora of online instruments at your disposal, adding automation to your sales, marketing and customer service process can be simple.
Automate Sales Processes
Ideally, the only individuals your sales team talks to are the people who are already qualified, know precisely what they want, and are ready to sign a contract. In reality? Your sales team all-too-usually spends their valuable time talking to prospects who are just kicking the tires, not ready to make a commitment.
By automating some facets of your sales process, you may help the staff get closer to that ideal. One option is adding a pricing calculator to your site. This lets the prospect pick and choose the level of product or service as well as compare features and benefits. They’ll be able to determine in the event that they even have the price range to hire you, which makes the sales call geared towards the benefits of working with you slightly than specializing in the cost.
A great instance of a pricing calculator is on HubSpot’s revamped site, or within the free 401(k) quote estimator on Summit CPA.
Automating the sales follow-up process means sales spends more time speaking to and closing the leads which might be actually interested.
Another way to release your sales group is to arrange a service to automate meeting scheduling. Your sales crew dreads having to go back and forth with their prospects through email, looking for a time for a meeting.
Ask your workforce to set up the blocks of time they have available, integrate with their calendar, and voila- prospects can pick and choose which time works greatest for them. This makes the process of speaking to sales effortless; your prospects (and your workforce) will recognize it.
Finally, automating the observe-up emails for sales means they do not should spend all day chasing leads, but rather speaking and shutting the leads that are truly interested. Organising a software like HubSpot CRM’s Sequences means you possibly can have a phone call, put the lead into a Sequence and allow them to drive the subsequent steps. You may provide reference materials, case research and other helpful information in subsequent emails, and arrange 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 advertising tool. You’ll be able to create lists primarily based on contact file info and see your Marketing Qualified Leads, Sales Qualified Leads, and people leads who are in your system but will never buy- all at a glance. You may as well see, relying on your forms, what they’re interested in, what their biggest need is, and after they’re looking to resolve their problem.
Based mostly on these above lists, you possibly can set up Workflows or drip campaigns to electronic mail leads over time and point them in the direction of sales. Someone all in favour of one in every of your companies might not be curious about one other service; you want to be able to send them content material relevant to their pursuits instead of mass-emailing them all. You need to use Workflows as a way for HR to handle potential new hires, and automatically change contact records primarily based on what they click in an email.
Finally, a task that most marketers spend too much time on is social media. Simple automation like having new blog posts automatically put up to Twitter or Facebook can be simply set up. Instruments like Edgar will let you set up buckets of subjects and submit information automatically primarily based on a schedule you set up.
Automate Customer Service
Supporting your clients submit-sales is the only way you’re going to keep them around for the lengthy-haul- and everyone knows it’s better to keep an existing buyer than to find a new one. When prospects or shoppers have questions, answering these questions in a well timed and thorough manner is paramount.
You possibly can automate some of this process by using methods of help: help tickets and information bases. A number of project administration tools also have a help ticketing technique in place, whether or not it is just sending a easy e-mail to a Trello board or a full-fledged system like Salespower or Staffwork Desk. No matter you use, make it simple on 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 on a regular basis might be changed into a valuable resource for new customers. You can transform assist tickets into knowledge base gadgets as they come in, building that resource with every help request.
And eventually, making a feedback loop for consumer help means getting quantitative and qualitative feedback, instead of counting on intestine-feeling. Possibly there’s someone in your staff who’s amazing at retaining prospects and you just did not see it, or maybe someone is dropping the ball and you’ll want to have a chat.
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