Automation sells like a hot cake these days. Minimizing human interference thereby increasing efficiency across diversified business processes, so to re-define success; automation of process is the only way-out.
Page Contents
- Make sure that the web-based leads are contacted immediately
- Begin automating follow-up calls on email campaigns
- Call fast by calling directly from the CRM dashboard
- Ensure that missed calls do not turn to missed leads
- Send voice messages to all in your contact list at once
- Utilize sticky agents to build relationships with leads
But, The First Question That Arises Over Here is – Why Automate?
Innovation and efficiency are a boon that the era of digitalization has showered on us. This has happened since every business nowadays tries to reach the same set of customers with the same aggressive strategies, so to stand out from the generic crowd try and invest some time to experiment and learn some new tricks.
Now, the question is- whether it is possible for SMB organizations to efficiently automate tasks?
Many SMBs do hire business consultants in order to get necessary insights on Automation but how far it is possible to achieve?
Well, to be precise, sales automation for SMBs is not only highly recommended, but it is extremely convenient to do the same.
Next-gen SMBs are digitally sound. Accessing the advanced tech solution won’t be a big deal unless there’s a financial crunch. Most importantly, with the pandemic having its adverse effect, digitization and remote operations have become household terms. In recent times, automating the processes becomes a business imperative to maximize ROI.
Here’s how you can automate your easy to use CRM software’s workflow for business growth:
1. Make Sure That The Web-Based Leads are Contacted Immediately
In this era of digitalization, leads that are generated organically or through advertisements from the web are like assets that no brands should miss out on. Nevertheless, this often gets tricky owing to the fleeting nature of this whole process.
In reality, leads that come online mostly look for an answer to solve their purposes. Therefore, if any brand and business do not pay heed or attend to the web-based lead’s questions, some other company will do so and win the lead.
Like the old saying “hit the iron while it is hot” goes, a brand needs to attend to web-based leads when the lead needs them the most. The urgency of the situation remains at its peak right the very moment leads enter the system, which might slowly subside with time.
Research on this web-to-lead generation process has shown that leads that have been attended to instantly be 20X more likely to convert than those that are not.
This is because it is not hard to understand that the chances of the leads purchasing your offerings are highest when they are the ones who have approached your brand with a need.
However, you need to have a very intuitive and proactive CRM system that uses Sales Force Automation (SFA) as an integrated tool and employs an efficient human workforce to ensure that the web-based leads are immediately communicated. This opens the route to successful conversions in most cases.
2. Begin Automating Follow-Up Calls on Email Campaigns
Automating follow-up calls on email campaigns can be a great way to accelerate your growth. Email campaigns can be done for a product launch, a meeting, a demo, or even for just creating awareness among the consumers of your offerings. There are firms, that hire separate agencies to plan and formulate strategies for email campaigns.
Now, it is never going to be all that easy despite all that you do to make an ideal lead open your email as religiously as you would want them to do.
The reason behind this shortfall of your assumptions is not always the lack of a good product or the death of an active campaigning process. Rather the real cause is the hectic lifestyle of the digital crowd that the lead is also a part of nowadays.
Therefore, it’s important that your email campaigns are painstakingly followed up by the salespeople who can persuade the potential leads to respond and pitch for immediately.
However, brands should always remain cautious about the time and effort any busy lead invests in them and so in the email campaigns. To streamline the process businesses need to provide informative and clear data without diverting or misleading the leads.
Now, there are a plethora of Salesforce Alternative CRM platforms mostly used by SMB organizations that come with integrated email campaigning functionalities. These software platforms allow the users of the CRM to check on a regular real-time basis on certain trivial details such as which leads have opened their emails and also many other crucial details.
Ensure, that the email campaigns are reported in those easy-to-use CRM platforms. You can also check out which people in your contact list have opened the email. What’s more! By pushing all the contacts from the CRM database into dialing software, you can actually achieve more. Allow sales representatives to dial up each number and then connect them to a representative automatically
3. Call Fast By Calling Directly From The CRM Dashboard
Moving and shuffling actions between different windows is not only time-consuming but is also an extremely inefficient process. This is because doing so can hamper any human sales representative’s productivity scores who have to deal with multiple calls every day.
Hence making use of the CRM software’s dashboard as a compact single contact window and making calls from there is one of the most time-saving ways to boost any small business CRM platform’s productivity.
Moreover, when interactive calling software is integrated with a CRM, users can also avail facilities like mute, hold, call transfer, etc., right from the CRM platform’s homepage. Most of the time, business consultants are hired by SMBs to get expert guidance on how to choose the most efficient CRM.
4. Ensure That Missed Calls Do Not Turn Into Missed Leads
Most of the latest CRM software platforms are designed in a manner so that they are capable of capturing incoming leads 24/7 as the digital world never sleeps.
This facility of the CRM software is a cutting-edge business growth tool. It relieves you to get a holiday or not be preoccupied with attending to someone else on the line.
So what happens to these calls that you have missed?
Does it mean it is okay to lose the precious lead by assuming that they must have moved elsewhere?
The answer is absolute- no!
You must ensure that your employees attend to all calls and leads that your CRM receives unless a lead says otherwise.
Hence, your CRM system should be able to recognize if the call is from a number within your CRM database, create an automated workflow to attend to such calls, and thereby ensure you do not miss out on any lead opportunities by raising a ticket and sending an alert into your inbox.
5. Send Voice Messages To All in Your Contact List At Once
There can be times when you want to remind all your contacts of specific dates, it could be for an upcoming webinar or the last date for registration or payment.
Now in times like these, your CRM can be of immense help by using a configurable IVR (Interactive Voice Response) to structure a message and then broadcast it to everyone in your contact list with just one click which proves to be highly effective as it saves a lot of time and effort on the part of your employees.
6. Utilize Sticky Agents To Build Relationships With Leads
Finally, there can be several instances when a prospective lead in your CRM database just wants to touch base or get in touch with their specific or preferred sales representative.
This can always happen because of the trust benefit provided by the sales rep to the lead. It is accepted even today as one of the most successful sales management.
Final Takeaway
So how can you make this connection happen? Many SMBs prefer hiring seasoned business consultants with industry knowledge.
But, keep in mind that sales automation is a simple automated workflow that can help guide a lead to the assigned sales representative when they call as any modern CRM for small and medium businesses can easily map a ticket number provided to a lead and the call can be diverted to an appropriate agent when that ticket number calls back in due course of time.
