4 min read

Sales automation: trending automated sales activities

Sales Automation


Sales teams do a lot of activities, from discovery calls, prospecting to detailed engagement with appropriate prospects, to pipeline and performance administration. A solution to achieving this is to invest time reflecting on what’s evolving in technology, trends, regulations, and business, and how will this be influencing possibilities for sales presently as well as in the future.





Now there is a broad range of technologies which can support sales reps in automatically performing all of these actions, or with certain mechanical support. These technologies can help analyze consumer data and communications to develop multiple sales processes.



Sales Automation features checklist


  • Goal Assessment
  • Schedule Customer Meeting
  • Contact Management
  • Document Library
  • Lead Management
  • Marketing Automation
  • Reporting
  • Track Deals
  • Database Management
  • Automate Business Process
  • Deployment Environment


Let's check out some of the trending sales automation tools you must implement in your business.


Call logging automation


With regards to sales calls, call logging ought not to be discretionary. With the correct sales force automation device, all the inbound and outbound calls can be automatically signed in your CRM, saving sales person from the trouble of manually logging calls.


Sales calls analysis


Fortunately, in the age of AI, there are savvy innovations that can perform most of the self-reflecting roles for you. Tools like Chorus and Gong carry out key bits of your talks and gives you AI-enabled experiences about the discussion. Sales conversation insight tools help you rapidly observe what points you covered in a call, what contenders you specified and sharpen the discussion to-listen share. 


Making another business call or exploring an old one? Offered the choice, you presumably go with the main option above, despite the fact that you realize that self-reflection is critical to have the capacity to enhance your business strategies.


Lead management automation


Lead remains in the database until the point that the sales manager has time to review it. The manager frequently spends such a large number of hours rotating leads manually. That time ought to be spent training reps and help settle negotiations.


To begin with, you make a standard arrangement of criteria for lead rotation. When you're happy with your criteria, you can utilize the lead rotator device inside your CRM to divide up leads as per your arrangement. 


Additionally, use an automated lead scoring framework. Attribute scores to your lead depending on your own criteria or use a framework that foretells probability to close a deal for you. When you have your scores, make perspectives of leads with eminent scores to close, and call those leads first.


Content automation


The correct content can help to closing deal rapidly. However, the sales team doesn't generally realize which content is generally important. Fortunately, this procedure can be automated as well, which is in fact in trend due to the growing understanding of the role content marketing plays in businesses nowadays. There are devices that understand which content works with particular scenarios and afterward drives valued content to salesmen when they require it most.


Such platforms can be utilized to coordinate content depending on an assortment of components, comprising of persona, industry, platform, area and that's only the tip of the iceberg.


Work process & approvals


With basic intuitive, GUI, planning and automating your business forms have never been less troublesome.


Micromanage your business procedures, for example, promotional offers, costs, merchant discounts, and considerably more through the adaptable approval framework.


Marketing automation


The principal aim for marketing automation tool is to discover the most ideal approach to sell products or services and propose targeted clients.


The real feature in marketing mechanization is campaign management. It empowers the sales manager to choose viable platforms like telephone calls, emails, advertisements on social networking sites, face to face meeting etc. to reach up to targets.


Analytical CRM


Analytical CRM supports top administration, sales, marketing, and support staff to decide the better method to serve clients. Data analysis is the fundamental ability of this kind of CRM application.


It investigates client information, originating from different touch points, to show signs of improvement experiences into the present status of a company. It encourages the top administration to take a superior choice, sales executives to boost deals, marketing administrators to comprehend the campaign adequacy, and support staff to enhance the system of help and establish a strong relationship with the customers.


Automate sales collateral repository


Did you realize that when sales rep makes quotes, a proposition they put it somewhere?


Often quotes need to make different renditions. When you mechanize sales quote formulation procedure it will likewise automate quote repository. The sales reps should approach and have the capacity to use data effectively at the click of a button. Your data library will develop and henceforth there is a requirement for a sturdier solution for tracking your archives. Automating this procedure will make it simpler for the sales reps to discover information when they want and distribute with prospects.


Email automation


As your sales representative is reaching clients and potential customers in a hurry, they don't have sufficient time to manually input information from their email into the SFA platform. The discussions you have and the client data you get is automatically stored into the SFA framework. 


One key part of email integration is that your SFA framework should be cloud-based with the end goal to take the full preferred benefit of email integration. Cloud-based SFA usually also has a mobile application, so your sales team can begin anticipating deals information directly after they get an email from a lead.


Deal management automation


The normal salesperson invests at least one hour on CRM management at regular intervals of 2 to 3 hours on trading. Mechanizing sales related tasks is an easy decision; there are a lot of devices that will record your meetings, calls, and emails, for the sales reps.


Follow-up tasks


In managing B2B sales, several calls need follow-up tasks. Many times, it’s reaching a lead’s administrator, sometimes, it’s conveying a product story.


Without logging significant follow-up tasks in your CRM platform, essential tasks may move through the holes, as a result, the sale will be missed. Employing a tool to log tasks automatically cannot just save the sales team's time yet support sales manager to guarantee that sales are moving ahead.


Territory management automation


Territory management is a really hard game. Sales Automation clarifies the procedure for you by enabling you to generate multiple territory forms. Inspect before rollout by providing you the liberty to adjust and optimize the territories after application.


Are you looking for a comprehensive sales automation tool? Ask our team about Intelligense (that is NOT a typo!)


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