Worries that automation is tough to implement and no much less of a problem could make on-line companies miss out on some outstanding alternatives.
Automation has lengthy been used to hurry up time-consuming handbook processes, serving to companies turn into extra scalable, productive, and – above all – worthwhile. However in the present day, it has superior by gentle years, ushering in a model new period of options which can be each smarter and cost-effective.
So, in the event you’re considering of leaping on the automation bandwagon, don’t suppose twice. Listed below are the highest 5 best methods:
1. Automate Your Pre- And Put up-Gross sales Processes
Automation helps implement higher communication amongst group members by enabling a wiser strategy to managing leads and gross sales. Instruments like Zapier are an excellent instance. They mix pre-sales and post-sales actions in a single platform, permitting you to handle every part in a single place.
Let me clarify. Zapier is a web-based automation instrument that hyperlinks completely different apps and providers collectively to allow two-way communication between them. This opens up an infinite world of capabilities for you.
For example, you possibly can join your gross sales and CRM programs collectively to realize a 360° view of your small business efficiency. Likewise, you possibly can combine your Slack workspace with Zapier or different comparable instruments like Automate.io to attach it with apps that aren’t immediately suitable with Slack.
To be particular, it offers you the flexibility to routinely:
- Notify your group when a sizzling lead enters considered one of your gross sales pipelines
- Save sure recordsdata and experiences to your Google Drive
- Ship Gmail emails as Slack messages
The record is actually infinite. To place it in a phrase, gross sales automation imparts important affect in your backside line by giving your salespeople extra time to shut offers than monitor prospects.
2. Energy Up Your Digital Calendar
There’s nothing extra irritating than enjoying telephone tag with a possible buyer. Or sending a number of emails one after one other to determine a time that works properly on each ends.
Fortunately, there are a selection of on-line reserving instruments out there that will help you plan your appointments and conferences in an environment friendly and seamless method. One such instrument is Calendly.
Calendly routinely syncs along with your calendar to examine your availability and permits individuals to schedule conferences with you. To spruce issues up a bit, you possibly can add Zoom to the combination. Connecting your Calendly account with Zoom (utilizing Zapier or an analogous service) will, itself, add a hyperlink to your conferences. This fashion, you wouldn’t be left ready when it’s time to fulfill.
3. Establish Gross sales-Prepared Leads
Lead technology is the guts and soul of any gross sales group. As a result of with out leads, there’s no enterprise and thus no alternative for progress. Whereas there are many methods to seize leads, in accordance with HubSpot, 74% of corporations use lead technology types, similar to Typeform.
Not like extraordinary types that include only some fields like title and e mail deal with, lead technology types include customer-specific fields. Not solely that, however being interactive and user-friendly, they encourage guests to take motion.
Nevertheless, not all interactions are value your consideration. Or, to place it otherwise, not all leads enter your gross sales funnel with a shopping for intent. Therefore, it’s essential to categorize leads primarily based on the standard and degree of their curiosity.
Manually, this course of is time-consuming, tedious, and vulnerable to human error. What companies can do as an alternative is join Typeform with their Slack workspace. Zapier or every other automation instrument can serve the aim.
It would routinely classify and categorize type submissions when sure standards are met, and your gross sales group will probably be notified through an instantaneous Slack message. It would additionally automate the method of storing recordsdata from stuffed types by importing them to Dropbox, Google Drive, or your most well-liked cloud storage service.
4. Streamline Electronic mail Deliverability
In terms of retaining in contact along with your audiences, there’s nothing that may change e mail advertising. Whereas there are a selection of functions out there that will help you ship bulk emails, easing the work to some extent, automation raises the bar up a notch.
Right here’s how: You possibly can combine an e mail automation instrument, similar to Mailchimp, with Typeform to sync knowledge between the apps and construct highly effective workflows. For example, you possibly can create Mailchimp e mail templates for every stage of the gross sales course of. The automation instrument will take prospects’ data from the types and ship them “totally custom-made” emails primarily based on the place they stand within the gross sales funnel.
5. Automate Your Workflows
Repetitive duties make staff disengaged and fewer productive. They don’t usually contain a lot work, however when you must share the identical assembly hyperlink along with your group day by day, enter the identical private data in numerous contracts each week or so, and file monetary experiences each month, these small chores mount up — and take away important time from work.
Automation adjustments the sport by taking good care of such duties and letting staff be extra productive in direction of the work that requires elevated consideration.
There are a selection of instruments out there to automate the aforementioned duties. For instance, Zapier’s Schedule instrument will help ship weekly assembly hyperlinks in Slack. Nintex can routinely generate paperwork for you, and Zoho can streamline expense reporting. You possibly can join these instruments collectively through an automation instrument, and it’ll autonomously hold monitor of recurring duties for each worker’s schedule.
Utilizing challenge administration instruments that assist automation – ClickUp and Monday.com are two good examples – can even show you how to automate workflows. You possibly can set triggers to automate repeating actions in your duties, similar to rescheduling the due date or altering the assignee each time there’s a standing change.
Limitless Prospects with the Proper Investments
Automation guarantees limitless prospects for on-line companies. Simply put money into the best instruments, and it’ll empower your groups to deal with creating worth for each themselves and for the corporate.
In regards to the Creator
Austin Rotter is a branding skilled with over a decade of expertise within the trade. He’s related to hyper-growth tech enterprises, promising startups, and Fortune 1000 manufacturers, serving to them minimize by the muddle and make an affect within the digital world.