When your business starts to boom, high volumes of data flow into the sales funnel. Though it is a great sign- it is a difficult task for your sales team to manage the volume manually and convert them. Also, some leads can slip away through the cracks in manually attending the sales funnel. Human errors are natural but for your business, it can hurt with growth.
A HubSpot study revealed that salespeople can devote one-third of the day to talking to prospects. In the remaining working hours, they have to spend their time writing emails, entering data, researching leads, attending internal meetings and scheduling calls.
But if you use the following 10 strategies to automate various tasks, the sales team can proficiently manage a high-volume sales pipeline, and close more deals- being more productive.
Sync Leads From Other Apps To Automation Tool
Succeeding in managing a massive sales pipeline requires you to collect all the leads from various sources at one place. No matter how you are generating your leads- it should be readily available in the CRM system for your sales team.
The more you delay importing the data to the CRM software, it will directly affect conversion rates. Using an integration platform you can sync all the leads information from Facebook Lead Ads, Google Sheets etc to the CRM. Leaving your sales team to focus on selling instead of manually importing and exporting contact data.
Auto Enrich CRM Lead Data
A sales trick you should never underestimate- personalizing your message depending on your client’s persona touching their pain points. Of course, you should not forget to follow up to build a lasting impression. But is it an easy task to get all the information to craft the right personalized messages? Yes, you can receive the contact information of the leads manually through your sales team- but it is time-consuming. All these efforts from the team are not worth the time lost.
That’s why setting automation to integrate CRM tasks with your lead-enriching tools can make it easy for the team. You and your team can know more about the leads and segment them into different persona types. You won’t have to trouble your leads to fill out lengthy forms.
Auto-assign Leads Among Your Team
Let’s be honest, one lead differs from other leads to varying degrees. When you utilize the automated lead assignment feature, you can distribute the workload evenly across the sales team. Also, based on expertise, you can ensure that the right leads reach the right sales rep. When you set the lead assignment rules based on the experience of your sales reps or team- sales process efficiency increases.
Set Up Lead Scoring In Your CRM Software
The main aim of your sales team is- to make the leads conform as customers. Therefore, the sales reps can get the most out of the right lead when they are most likely to make a purchase. But what parameters can you use for lead scoring? Company location, lead designation, website activity, company size, email engagement and revenue are a few parameters to check. You can determine lead scoring rules in the CRM to prioritize and qualify the right leads.
Create Various Opportunities For Quality Leads And Follow-up
At this point, you probably have identified your quality leads. Now is the time to create opportunities for them through the CRM. It will allow you to track their current state in your sales cycle and forecast revenues with accuracy. After creating new opportunities, you need to create follow-up tasks for each of the opportunities you offer. Follow-up is an important reminder for the sales reps to take note of.
When you have your CRM, you can create opportunities and tasks automatically- without manual labour.
Send Notifications About New Opportunities
Do you know with CRM automation you can send notifications on new opportunities? This automation process hits two bull’s eyes depending on who receives your notification. First, the sales team realizes that their first-response time decreases. It allows them to stay alert when a new opportunity arrives in the CRM system. Second, automation boosts company morale as they get notifications of new business opportunities.
Sync Tasks Between Your CRM and Other Apps
Are you using multiple project management apps for your organization? Do you want to copy all the CRM-initiated tasks to the main task list? Then you want to sync the tasks between your CRM and the primary list. With this automation procedure, your sales team can keep all in the loop without performing repetitive tasks. When an organization maintains a shared task board throughout the teams, this automation strategy saves the day.
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Use High-Intent Activity At the Opportunity Stage
When it is about sales, timing plays a crucial role. The most important time for the sales team to grab your prospective client’s attention is when they perform a high-intent action. But what are high-intent actions? High-intent actions are digitally signing a contract, booking a meeting or quickly requesting a quote. It’s high time to level up the customer experience game of your business.
Also, you can set up an automation strategy to mark opportunities as won when customers sign digital contracts. When you are using a good quality CRM like ConvergeHub, the possibilities are endless.
Sync CRM-related Events With Other Calendars
You can create events with your CRM system. But the events must reflect on all other calendar apps of your enterprise- like, Office 365 or Google Calendar. The automation strategy of syncing CRM events with the other calendar saves you from doing the task manually. As all of your calendars are in sync- it ensures your sales team not missing any meetings.
Sync Your Customer Purchase Information To CRM System
After your sales team closes a deal, it’s time to move to take the next steps- upselling and cross-selling. As you take these next steps- the lifetime value of your customer increases. However, the strategies can work well only when you know the purchase history of your customers. That’s why you want to sync the information from your payment apps to CRM. It will allow you to identify new sales opportunities.
By implementing all the CRM automation strategies, your sales team saves almost 7-8 hours every week. They can utilize their free time on what they do best- interacting with leads and closing deals with them faster. In return, your business grows to a new height.