Sales automation is the process of using software to automate tasks and workflows related to sales. Sales automation tools such as CPQ software or estimate calculators can help your business to grow by freeing up time for sales and marketing teams and allowing them to be more effective in their work. It can also help increase your revenue by making sure you follow up with people who are interested in your products or services, and filling your pipeline with qualified leads so you can spend your time “Doing” and less time “Selling”.
Automation Is The New Standard
Automation of standard tasks is one of the megatrends that has been shaping the global business world. Cross-functional research by the McKinsey Global Institute (MGI) reveals that approximately one-third of sales and sales operations tasks can be easily automated with the technology of today. Thus, sales is poised to be one of the most promising functions in terms of automation potential.
Why Should You Go For Sales Automation?
Closing a deal requires extensive effort on multiple levels. Your sales team spends substantial time understanding a customer’s requirements, making notes, logging data, and following up. There are endless meetings, phone calls, and emails with several prospects. The situation becomes more daunting as the number of prospects and customers mounts.
Additionally, there are tasks which are repetitive and eat into a significant chunk of your sales team’s time, like generating job estimates, construction estimates, lead qualification and filling your sales funnel. There comes a point when it’s just too challenging to handle everything manually. This is where sales automation can be a lifesaver.
Advantages Of Sales Automation
Sales Automation’s many benefits include the following:
- Enhances accuracy and hastens the process of sales by streamlining all sales and marketing tasks
- Increased productivity and performance of the sales team through better focus on valid leads
- Allows you to measure the success of every campaign and adjust accordingly
- Ensures that all your potential clients receive the same quality of service
- Helps to ensure that your sales prospects don’t fall through the cracks
- Keeps all your sales reporting consistent across your organization
In this age of technology, using tools to automate jobs is the smart thing to do. Automating tedious sales tasks using software like construction estimators or automated quoting tools like Sinapi, has saved many businesses from dealing with stressful manual situations. By working smarter, you and your team know that you’re working towards better productivity and higher revenue.