Sales automation: optimizing the process

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Sales automation is a set of strategies and processes adopted to make sales processes in a company increasingly efficient.

Technology has come to innovate old standards and processes, in addition to optimizing their results. The Fourth Industrial Revolution is already happening and technology is a fundamental element for companies to enter this new model of sales automation, digital tools, artificial intelligence and culture of innovation.

The various tools on the market, be it a CRM system, a prospecting tool, a lead capture tool or a team training tool, for example, work in harmony with the other elements, providing high performance.

According to research published by Forbes in December 2019, “digital transformation and a focus on customer experience can generate a 20-30% increase in customer satisfaction and economic gains of 20-50%.” Therefore, technology in sales is a proven factor that is very promising!

Therefore, sales automation goes hand in hand Sweden telegram data with technology! It involves the application of certain actions, which make it unnecessary for the salesperson to manually monitor the entire sales process, i.e. using automation software.

It focuses on optimizing processes that do not require the seller's action to be carried out, thus helping the seller's life and leaving him to do the most important thing: selling.


Automatic sales forecasts
Forecast , in English, means prediction. The results of your business are not just guesswork. An efficient forecast is made based on data analysis, and it is on this that the company will base its entire commercial process, as well as its decision-making.

An inaccurate sales forecast can sometimes cause a lot of damage to the company. Therefore, sales automation software can create automatic forecasts based on indicators. Therefore, it becomes much easier to monitor the numbers, make decisions, and build more assertive processes.



Prioritized contact list
Not every person you talk to will actually become a customer, right? Spending hours looking for the lead that has the highest chance of closing is not practical at all. Sales automation helps you with this step by automatically prioritizing leads according to information such as company size, position, location, among others.

This way, you always know who you will focus your efforts on. This way, you avoid wasting time on leads that probably won't close. Did you know that B2B Data does this for you? B2B Data is a spin-off of Hackeando Processos, which provides qualified leads for the outbound prospecting process.

According to the company's business segments, B2B Data finds companies in specific regions and with a defined size, without the company that hired the service having to perform this manual mapping. Our spin-off offers a list of already cleaned leads.



Follow-up
Follow-up is the monitoring of the lead throughout their purchase journey. This is the stage in which the salesperson contacts the lead to understand their pain points, determine when they are ready to move forward in the funnel, and also provide after-sales support.

However, there is a right time to make each contact. Therefore, maintaining a balanced frequency of follow-ups is very important so that the lead does not give up on the purchase due to lack of persistence, or gives up for the same reason. Sales automation software can help you organize this by scheduling the next follow-ups.



Reports
Information relevant to the company, such as conversion rates, average ticket, revenue generated each month in each department, and goals, should all be present in a document. However, collecting this information and creating these documents manually is quite complicated and time-consuming. Sales automation software obtains this data automatically, making access to this data quick and easy.