Automation to Boost Sales for K12 Managers: The Ultimate Guide

Sales automation may be the answer to all your selling woes. Seriously.

Have you ever lost a deal because you forgot to follow up on your client or lead in your CRM? Have you overlooked an issue in your sales process for an alarmingly long time? Do your teammates call leads in alphabetical order instead of choosing the best one to tap? Then end up wasting time going back and forth with a prospect figuring out a good time to meet? Does your staff waste half an hour digging through your files to find the specific deck they needed? If you can relate to any or all of the above, you need a sales automation software. This blog will introduce you to the sales automation platform that helps boost productivity. Also, it will discuss the diverse sales automation tools that will benefit your team.

What is sales automation?

Sales automation tools help with the automation of manual, labor-intensive, time-consuming sales tasks. Actually, it uses software, a web platform, artificial intelligence (AI), and other online tools. It aims to manage or own responsibilities that sales reps and managers do on a daily, weekly, or monthly basis. It will be advantageous for your business, sales department, and ROI in various ways.

‍Sales Process Automation

‍Sales process automation is the automation of various steps in your sales process. Through automation, your sales reps can concentrate on connecting with and selling to your potential customer. It automates repetitive, administrative tasks. At the same time, it also streamlines and standardizes your sales process and identifies gaps to improve upon. Sales automation software makes your sales process simplified. It results in freeing up time to enable you to spend prospecting and nurturing leads. That’s why it is an important asset. 

‍Sales Automation CRM‍

Sales Automation Customer Relationship Management (CRM) is one type of a sales automation platform. This is particularly important because it acts as the wheel’s center that supports and moves tasks in the right direction.

For instance, Integromat can help you easily organize, track, and nurture your leads and customers. The CRM itself has automation tasks such as logging prospect activity, sales outreach, and contact data and information collection. At the same time, it feeds data into the other sales automation tools and applications your team uses.‍

Sales Automation Software tailor-fit for Sales Reps‍

Sales reps have a multitude of daily responsibilities and sales automation software will particularly help them perform better. Here are some integrated automation features typically available:

Social Media Sales Automation

Are you consistently running the same searches on your LinkedIn Premium or Sales Navigator account? Through automation, you can customize your software automation tool to filter-based criteria. You can also choose to get email alerts and organize your emails daily, weekly, or monthly. This way you’ll regularly receive a prequalified list of prospects without spending too much time on admin tasks. Also, sales automation platforms like Integromat pull details from your prospect’s CRM records, social media profiles, and company info. So it’s easier for you to segment them and send a tailor-fit sales email at a single glance. Now there’s no need to open up too many tabs to discover what they post on social media. You don’t have to search your prospect’s current vendor or even the last landing page they converted on. And since knowledge is power, it will be easier for you to successfully connect with them and earn their trust.

Recurring Administrative Tasks 

Recurring tasks such as prospecting and meeting confirmation may take a lot of time. At the same time, sending follow-up emails by creating email templates will help you be more efficient. You simply write master versions of the emails you regularly send to prospects. Next, save the templates and set a trigger in your workflow. Afterwards, create an email campaign personalized to the prospect. Then finish off with some unique details to make your messages seem human. Creating this campaign with an automation tool will automatically send emails accordingly to your potential clients.

Are you still doing admin tasks like adding new contacts to your CRM manually? Then there’s a much better way to do this: automate it! Through sales automation tools, you can set up workflows with your marketing software. It will automatically create and edit records based on certain criteria. It can also help you easily determine which qualified leads are and which aren’t.

Some sales automation platforms act as a tool that seamlessly connects your apps. Plus, you can get away from a ‘tennis rally’ email conversation with a prospect. With an appointment and meeting scheduling tool, you can go right from persuading them to see a product demo. Thanks to new conversation AI tools, you can quickly see summaries of all your sales calls that are both transcribed and analyzed.

Specific CRM Tasks

Also, you can automate sales proposal drafts and quotes by integrating your emails and customer profiles in your CRM. This way, when you create a quote, key details like customer information, product details, and price are automatically keyed in. And you can set up an automated internal workflow in your CRM for your legal team to check the contract. As a result, the right stakeholders can sign off before it’s sent to the potential buyer. 

Reporting

Are you still manually creating reports? Then you should use sales automation platforms! This will help you create reports and screenshots or attach them to emails. It automatically sends a daily stack ranking to your team and a weekly revenue report to the stakeholders.  You can also benefit from sales automation tools to assign leads automatically. By creating criteria within the CRM platform, for example by geographic territory, company size, or a combination of criteria. 

Ready, Set, Automate!

With sales automation software on your side, you can accomplish more. It has the capacity to help you be a better sales manager. As for ROI, let the results speak for themselves.

Now, it’s high time to look for a sales automation solution that reduces your lead cycle and generates sales quickly. Take a quick tour of Integromat and sign up for a plan that suits you best. Get one month of the Basic plan and Integromasters workshop for free.