What is Sales Automation? Top Tools for Sales Automation

Sales is an in-demand industry. For a salesperson, it is all about time to be able to translate it into more sales. However, that does not mean giving up their personal time to make it happen. Then how does a salesperson achieve bigger things than its competitors?

It is by learning sales automation. With the right training about the right tools, you will be able to get ahead of the competition. Optimum utilization of capable tools is what you need to learn to be able to succeed in any field.

Sales automation can be competently compared to a digital assistant. It aids salespersons in managing the mundane and repetitive tasks that need to be done to ensure a smooth and organized workflow.

In this blog, we will take you on a journey to understand what is sales automation. And the only way to gain in-depth knowledge is to get to know the top tools to make it happen. So, without any further ado, let us begin to understand what this term entails.

What is Sales Automation?

Sales automation is the use of software to eliminate manual, repetitive tasks. These tasks are automated, allowing the sales team to divert their focus on closing more deals. There are different tools and technologies used that make it possible. The ultimate goal is to generate more revenue.

The connection between sales and marketing teams is automated. This helps keep both ahead of the curve and water client relationships to health.

Various sales process activities such as closing deals, nurturing clients, and bidding are streamlined with sales automation. Sales acceleration is supported by sales automation to ensure that qualified leads and real opportunities do not slip over.

If you want a sales automation software to become even more powerful, then the best thing to do is to combine it with marketing automation.

Features of Sales Automation

Automation can be looked upon as an assistant who handles all the recurring tasks without being reminded again and again. This timely execution of mundane tasks leaves the scope for the salesperson to focus more on what needs their attention.

Here are some features of sales automation to know about –

1. Guidance – the sales teams are constantly given reminders about their upcoming tasks. These automated reminders ensure in moving forward of the deals are a good pace. The chances of anyone missing an opportunity are low since this personal assistant keeps a track of upcoming tasks or events.
2. Communication – sales automation covers a wide range of things including appointment scheduling tools to emails and chatbots. Customers are looking for rapid responsiveness that can only be provided by a salesperson when using the right means and tools. Thus, no matter how busy the salesperson is, the customer will still receive book appoints, engaging chatbot content, and emails.
3. Research – searching for new potential clients is extremely important in this field. With sales automation, you will be automatically able to perform research activities on public information. It keeps scanning all new records and data for any insightful information.
4. Lead Management – you can now automatically analyse the behaviour of your lead to eventually score, prioritise, and organize them to be assigned to the sales rep best fit. This task would take hours to finish manually but only mere minutes through a software program.
5. Activity Logging – see the progress of any sales rep by keeping a track of their activities. These include information about the phone calls made, the meetings scheduled, and the emails sent. Keeping an eye on the steps that have been taken and what else is left to achieve will keep the salesperson motivated. This standardized procedure can help them get better goals.

Benefits of Sales Automation

Automation tools can be best described as a financial investment. It might not bring about the best results at the very beginning. However, once their true potential in the business is decoded, it can do wonders. Thus, before you get invested in sales automation, here is what you should know about its potential.

Here is a list of some of the benefits that companies experience after implementing a valid sales automation strategy –

1. A Clean Sales Workflow – when sales automation tools are used for accurately and quickly performing tasks, the result is a repeatable, streamlined sales process. The result is a positive customer experience. This also aids in hiring new sales talent.
2. Fewer Chances for Error – while it is not impossible to forgive mistakes, it is important to keep in mind that they can prove to be costly for the business. These sales automation tools ensure that all repetitive tasks happen on time and always. The chance for error is minimal.
3. Better Knowledge of Customer Behaviour – customers and leads are always going to interact with your company and that is also the best time to monitor and record it all. This is done automatically with sales tools so that no information is ever missed.
4. Optimize the Skills of your Salespersons – it is important for the sales rep to know how to build relationships with the customers. However, it is not possible if they only keep spending their time doing mundane, repetitive tasks. With sales automation tools, they can focus more on optimizing their skills.
5. Easily Hire Efficient Sales Rep – every growing organization requires efficient sales reps. The process of knowing when to hire a person with what capabilities is made easier with automation in place. Having a clean, streamlined sales process in place aids companies know when what talent is needed.

Top Tools for Sales Automation

Some sales tools tackle one problem while other tools focus more determinately on others. There are a lot of things that one needs to cover in the process of sales. Here is a list of some of the top tools for sales automation that are all the rage right now.

Get trained and certified in either to ensure a bright future in this field.

1. Salesforce –

Salesforce is a popular cloud-based software company. It offers various tools to businesses to aid them in finding more prospects, delivering a better level of customer service, and closing more deals.

It is a highly chosen CRM tool used worldwide for support, marketing, and sales teams. This tool makes space for businesses to better use cloud technology for connecting with customers, potential customers, and partners.

There are dozens of benefits enjoyed by companies that make this platform a part of their system. Salesforce ensures better tome management, offers high level of accessibility, leads to increased revenue, and offers greater customer satisfaction. But these benefits are only the tip of the iceberg.

With Salesforce training and certification in Jaipur, you can enjoy a bright future ahead. Enroll now with the best institute in India to ensure a career full of achievements and success.

2.  Zendesk Sell –

Zendesk Sell is another intuitive and effective sales automation software platform that aids businesses of all sizes and nature. It helps them increase their profits by offering various automated sales tools that cut both cost and time at every step of the selling process.

Any sales team that is looking for a streamlined workflow that allows the scope for movement from leads to conversation to conversion can go for this.

It offers multiple automation features including sales calls, contact management, lead and pipeline management, reporting and analytics, meeting scheduling, etc. Thus, companies are taking interest in choosing this CRM platform as well.

3. Mailchimp

Mailchimp is one of the most preferred automated sales email tools for small businesses. It works flawlessly with Zendesk Sell and thus, most companies choose to use them together. Mailchimp enables you to create visual customer journeys automatically, send welcome emails, and use SMTP or API to send transactional emails.

Users also get an AI powered creative assistant to generate mesmerising branded custom designs, all within the content studio.

Conclusion

Sales automation tools are taking over the world with a storm. Businesses know that they need these impeccable tools to ensure they save time on monotonous tasks that can easily be taken over by the tool. When such tasks are automated, a lot of space open ups with the possibility of filling the gap with important, sales-oriented tasks.

While there are hundreds of tools in the market that are being used, Salesforce is one of the best. Originally a sales automation tool, it has now expanded its roots to marketing and other aspects of business processes as well.

Get started with training and certification in this platform to enjoy a career that is bright and full of opportunities. With expert training at Grras Solutions, you can reach big heights. Get hands-on training for practical experience and learning in the field. Open doors to big potential with the best today.

Automation tools are the tomorrow of every organization. No company wants to spend their money and time doing tasks that are repetitive and can easily be waved off to such platforms. Hence, gaining prowess in leading automation tools will help you find success too.