Have you ever been unable to close a potential deal because you lost track of it in time? Do you spend too much time entering leads into your CRM system and maintaining the record over time? And are you just as tired of time-consuming scheduling with customers or prospects that require multiple emails to be sent back and forth? Countless such frustrating trifles in your daily sales routine not only have a negative impact on your mood, but also paralyze your sales process. Because they tie up resources that you should better invest in active sales. The good news: Many of these time-consuming tasks can be easily automated using software and AI. With the help of sensible sales automation, you can get rid of unpleasant tasks, increase your efficiency in sales and often also the satisfaction of your customers. Here are a few examples:

sales representative in Sales Automation

Automate lead management

Your CRM system is the pivotal point of many sales automation solutions. A lot of hard work flows in here manually, which can be significantly reduced with the help of simple automation solutions. For example, instead of regularly searching LinkedIn for new interesting contacts and clicking your way through countless profiles that have been known for a long time, as a premium user you can simply have the new profiles sent to you according to your preset search criteria. Combined with a clever data enhancement solution, for example the Implisense API, your CRM system is automatically filled with all relevant data for your leads – you save yourself the manual input and last but not least the research of this information. On top of that, trigger events for your contacts can be delivered free of charge on a daily basis so that you never miss a promising contact occasion again. And if you want it easy, Implisense Leads will identify the similarities between your best customers and suggest other companies that are likely to have a strong interest in your products. The only thing you still have to do by yourself is make a call.

Sales automation during customer contact

Speaking of calling: Automating customer contact using self dialers or mass mailings is usually not a very promising option. Instead, by cleverly automating the many small time wasters around you, you gain more time to focus on this core aspect of sales. For example the tracking of your contact history with the prospective customer: When you have phoned or emailed with whom, you do not have to note manually anymore. You can also have this done by software. With some services, you can even have the AI create a brief summary of the most important topics from your telephone call.

Even the scheduling with your customers and prospective customers does not need to include diverse mails. Use tools or web services that allow you to share a number of appointment slots in your calendar and allow the person you’re talking to to to simply click into one of them. This gives you more time to prepare for the call. That’s Sales Automation, too.

Automatic reporting reduces management workload

Of course, not only the filling of your CRM system can be automated, but also its interpretation. Automated reporting provides the team leader with important key figures for the efficient control of the sales department. In this way, internal processes can be further optimized on this basis.

Many little elements that will relieve you in your daily work. Create more space for active sales with the help of clever sales automation. In the end, software and AI achieve the feat of leaving your customers with more human resources. The basis for an inspiring customer experience and a genuine relationship of trust.