This guide by Zoho provides two useful learning exercises; a better understanding of the sales process and how to implement automation of it within your CRM.
You might have heard the old saying, “time is money.” This adage couldn’t be more true than in the fast-paced world of sales, where every won deal generates mroe business for the company. More deals mean more revenue, and sales reps have to be on top of their game every single day to make sure that happens.
Salespeople certainly don’t have it easy though. They interact with hundreds of leads, contacts, and customers every day while also performing a host of regular activities and tasks. This could range from following up with leads they met at a trade show, visiting those leads, showing them a product demo, prospecting with contacts, negotiating with them and finally closing deals.
Wouldn’t automating these reptitive task make y our job much easier and let you mantain your focus on closing more deals?
The following topics are covered:
- Introduction
- What can you automate in your sales process?
- Automate Lead Generation
- Lead generation from website
- Lead generation from social media
- Automate Lead Assignment
- Assign leads through round-robin method
- Assign leads by source
- Automate Follow-Ups
- Create workflow rules
- Engage constantly with prospects
- Follow-up promptly with leads
- Automate records submission for approval
- Automate a lot more with Functions
- Streamline your Sales Process
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