Introduction to Sales Automation

Sales automation gets rid of a lot of the boring and time-consuming tasks that sales reps, managers, and other people on your teams that bring in money have to do. In essence, it's the missing link you never knew you needed but suddenly can't live without. But what type of automation should you choose? Robotic Process Automation (RPA) is powerful but rigid and expensive to implement. While Application Program Interface integrations, or API integrations for short, are easier to implement but limited when the process you want to automate becomes more complex. But what if there was another way to use automation to improve your sales processes? A hybrid way.

We have invested so much time in simplifying the adoption of automation at Wrk because we want to ensure that Sales leaders can spend their time empowering their team to even more ambitious goals rather than trying to manage a complicated platform. Our Hybrid Automation Platform—the world's first, by the way—contains a perfect mix of industry-best automation technology all in one place. This means our Automation Platform doesn't merely connect your data; it delivers the work you need, when you need it—giving Sales leaders and their teams the one thing we could all use more of: focused time to tackle higher-value tasks.

Benefits of Automating Your Sales Processes

Increase the productivity and performance of your team with Wrkflows that focus on automating steps such as enriching your lead list and nurturing your existing lead lists.

Maximize your team and company's collective efficiency by helping to manage your sales data and collect missing information on your clients.

Enable your Finance and Management team to accurately predict growth and scaling for the upcoming year by delivering consistent results and projections.

Ensure clear communication by providing a dashboard available to all members with access to our Automation Platform.

Decrease the response time with automated responses, quotes, updates, and touchpoints that go beyond a chatbot. This can increase your retention and customer satisfaction rates.

Stretch your budget further by delegating tasks to our Delivery Platform—freeing up time for your team members to close more deals, without sacrificing quality or consistency.

Pitfalls to Avoid with Automation

Just like there are significant upsides to sales automation, there can also be counterpoints if the automated process is misused. Not all tasks should be automated.

Prospects, in particular, prefer not to be pushed through automated steps and instead want a personalized approach. In fact, if you look just at emails, adding a personal name versus a generic email address can increase your open rate by up to 35%!

The more time you have to tweak and personalize the email, the more likely you are to start to build a relationship with your prospect (and, ultimately, close the deal).

Most people don’t want to feel like they are just another prospect on a long list of leads. Writing them an email with empathy and compassion will likely make them feel more compelled to respond. Think about this every time you’re cutting corners and copy/pasting an email to several people at once. It doesn’t go unnoticed by your client or prospect and it's easy for them to feel like they aren’t important. This will significantly decrease the odds of them wanting to work with you.

For more ways to level up your email strategy, check out this blog.

Human Element in Automation

Certain tasks will still require and benefit from your team members' direct input. The best approach is to find the perfect balance between your current team and automated steps and processes. The fear of being completely eliminated from the sales cycle is easily debunked. We simply empower your team, and delegate tasks to our one-of-a-kind human + technology approach—in other words, Hybrid Automation.

Humans can think outside of a box that automation comfortably operates in.

Exploring Hybrid Automation and Sales Processes

To keep all your sales tasks organized and visible, Wrk developed our Automation Platform. Our platform does not simply connect jobs via different API integrations, nor does it simply transform your data from one format to another; rather, it delivers the work you require.

Finding the Right Platform for Your Needs

All this is brought together effortlessly with an easy-to-use Automation Platform, designed so your team can focus on what matters most and so you can scale without losing quality or having to add significantly to your budget.