Sales Guarantee Consistency in Your Processes and Bolster Your Sales Team Tess Boissonneault Aug 18, 2022 5 mins read Blog Guarantee Consistency in Your Processes and Bolster Your Sales Team If you’ve ever lost a client by not following up quickly enough or spent too much time on a less-than-promising lead, you’re not alone. These problems crop up across Sales departments and can be traced back to human error and weak spots within sales processes. But there’s something else at the root of it: a lack of consistency. And that’s where we come in. Our Hybrid Automation reinforces and strengthens sales processes to ensure inconsistencies don’t occur and boosts the efforts of your Sales team. Inconsistency in sales processes is a real challenge: elements that may seem out of your control—like human error, lack of resources, and absenteeism—can result in serious discrepancies, both in terms of the quality of output and the pace of operations. Our sales Wrkflows are designed to bolster and transform existing processes so that the quality of lead enrichment, lead nurturing, deal closing, and client retention is more robust and consistent. Let’s take a closer look at how our automated Wrkflows can underpin your sales processes and empower your Sales team to provide a more reliable—and ultimately superior—client experience. Say goodbye to missing data Without any automation in place, it’s relatively easy for Sales teams to input prospects into a list, but it takes significantly more effort to create well-rounded lead profiles with up-to-date and relevant info. Automation streamlines this process significantly, resulting in high-quality lead lists without the legwork. More specifically, our Lead Enrichment Wrkflow ensures that every time a new lead is added, data about the prospect is gathered and input automatically into customer relationship management (CRM) software like Hubspot. Valuable information about contacts and their experience, as well as client revenue and funding data can be extracted from platforms such as ZoomInfo, LinkedIn, and Crunchbase and uploaded directly into sales lists. This gives Sales teams a better understanding of each lead and lays the groundwork for more reliable lead qualification. No lead left behind It’s no mystery that if a sales rep forgets to follow-up with a lead in a timely fashion, it usually means that prospect will have moved on. To really drive the point home, a reported 35 to 50% of sales go to the vendor that responds first, so having reliable and expeditious communication is crucial to securing sales. One of the biggest pitfalls of sales operations is forgotten or neglected leads. Our Lead Nurturing Wrkflow helps by tracking every lead’s journey and making sure that each step in the conversion funnel is being executed on schedule. In other words, it stops prospects from falling through the cracks and guarantees each lead is communicated and dealt with in a consistent way, whether it’s by sending reminders to sales reps to follow-up or generating and scheduling custom emails. Ultimately, our Lead Nurturing Wrkflow guarantees that prospective clients are kept in the loop and are converted into sales without a hitch. A conversion pace your Sales team can count on A number of elements in the lead conversion pipeline can slow sales processes down. Small, seemingly mundane things like emailing back and forth to find a mutual time slot for a meeting can eat up valuable time and decelerate your Sales team. Hybrid Automation streamlines these processes resulting in faster and more consistent output. Our Deal Management Wrkflow, for instance, integrates with Sales team calendars to facilitate meeting scheduling. Leads are automatically sent an invitation to book a meeting and can choose a slot that suits them best. The Wrkflow can also be customized to send reminders if they have not confirmed a meeting time after a set number of days. Our Quote and Proposal Development Wrkflow also accelerates lead conversion, automatically generating and sending custom quotes or proposals when a lead has progressed. This Wrkflow is designed to get the necessary information to your leads quickly so they can make an informed decision and onboarding can begin. Automating this step can also reduce the risk of human error and ensure that quotes are up-to-date and proposals are consistent in tone and style. In the end, having these essential but repetitive tasks automated allows salespeople to focus on higher value tasks, like communicating with potential clients and selling products or services. The key to client retention Consistency is not only central to converting leads, it’s also a key factor in keeping clients—new and old—happy with your services or products. After all, a long-term client is far more valuable than a one-time customer—they are also 6 to 7 times less expensive than the process to find new customers. Our Customer Growth & Retention Wrkflow therefore plays an important role once initial deals have been closed. This automated Wrkflow invites customers to provide insights into their experience and share their satisfaction levels. These insights can then be turned into personalized and actionable customer support strategies. Moreover, with our Deal Management Wrkflow, Sales teams can monitor existing clients and their ongoing engagement with your business. Client retention on the sales side can also be integrated with marketing activities through automated personalized email marketing. Notifications about new products, upgrades, or renewals can be automated and tailored to the client’s specific needs based on previous purchases or subscriptions. Consistency is king In the end, Hybrid Automation can support your Sales teams by promising greater consistency across the board. Sales processes, once entirely reliant on supervision from sales representatives, can now run autonomously, enabling Sales teams to focus less on scheduling, email drafting, and follow-ups, and more on selling. The result is a sales process that is more consistent in terms of output quality and time, which translates to better client experience and greater revenue potential. Want to guarantee consistent results to your current team? Book a demo with us today to see if Hybrid Automation is the right fit for you. Share This Article Facebook Twitter LinkedIn Email