How To Add Automation To Your Business Processes
Automating your online business isn’t just a nice thing to do; these days, it is an absolute must. Why spend unnecessary time dealing with administrative duties or other repetitive tasks when your time is best spent talking to prospects and shoppers or just working to grow what you are promoting?
With a plethora of online tools at your disposal, adding automation to your sales, advertising and customer service process can be simple.
Automate Sales Processes
Ideally, the only people your sales workforce talks to are the people who are already certified, know precisely what they want, and are ready to sign a contract. In reality? Your sales group all-too-typically spends their valuable time talking to prospects who are just kicking the tires, not ready to make a commitment.
By automating some points of your sales process, you possibly can help the crew get closer to that ideal. One option is adding a pricing calculator to your site. This lets the prospect pick and choose the extent of product or service as well as compare features and benefits. They’re going to be able to determine in the event that they even have the funds to hire you, which makes the sales call geared towards the benefits of working with you relatively than focusing on the cost.
A great example of a pricing calculator is on HubSpot’s revamped site, or within the free 401(ok) quote estimator on Summit CPA.
Automating the sales observe-up process means sales spends more time speaking to and closing the leads which might be really interested.
One other way to unlock your sales workforce is to arrange a service to automate meeting scheduling. Your sales group dreads having to go back and forth with their prospects via e-mail, looking for a time for a meeting.
Ask your staff to set up the blocks of time they have available, integrate with their calendar, and voila- prospects can pick and choose which time works finest for them. This makes the process of speaking to sales effortless; your prospects (and your staff) will admire it.
Finally, automating the observe-up emails for sales means they don’t need to spend all day chasing leads, however slightly speaking and closing the leads that are actually interested. Organising a tool like HubSpot CRM’s Sequences means you may have a phone call, put the lead right into a Sequence and allow them to drive the subsequent steps. You may provide reference materials, case research and different helpful information in subsequent emails, and set up another call to shut the deal.
Automate Marketing Processes
Marketing is by far the biggest source for time-saving automation ideas. It starts off with automatically segmenting your list in your marketing tool. You’ll be able to create lists based mostly on contact record info and see your Marketing Qualified Leads, Sales Certified Leads, and people leads who’re in your system but won’t ever purchase- all at a glance. You may also see, depending on your types, what they’re enthusiastic about, what their biggest want is, and after they’re seeking to remedy their problem.
Based mostly on these above lists, you may arrange Workflows or drip campaigns to electronic mail leads over time and point them within the direction of sales. Somebody interested in considered one of your companies may not be eager about one other service; you want to be able to send them content relevant to their pursuits instead of mass-emailing them all. You should utilize Workflows as a way for HR to manage potential new hires, and automatically change contact records primarily based on what they click on in an email.
Finally, a task that the majority marketers spend an excessive amount of time on is social media. Simple automation like having new blog posts automatically publish to Twitter or Facebook may be easily set up. Tools like Edgar can help you set up buckets of topics and post info automatically primarily based on a schedule you set up.
Automate Customer Service
Supporting your prospects submit-sales is the only way you’re going to maintain them around for the long-haul- and everyone knows it’s higher to maintain an current customer than to find a new one. When prospects or purchasers have questions, answering these questions in a timely and thorough manner is paramount.
You’ll be able to automate some of this process through the use of methods of support: support tickets and data bases. A number of project administration tools also have a assist ticketing method in place, whether or not it is just sending a easy e mail to a Trello board or a full-fledged system like Salesforce or Groupwork Desk. Whatever you use, make it straightforward on your clients to get their questions in entrance of you and out of your e mail inbox.
Having a knowledge base means frequent questions that come up all the time will be turned into a valuable resource for new customers. You may rework support tickets into information base gadgets as they arrive in, building that resource with every support request.
And at last, creating a feedback loop for consumer assist means getting quantitative and qualitative feedback, instead of relying on intestine-feeling. Maybe there’s somebody in your staff who’s amazing at retaining customers and also you just did not see it, or maybe someone is dropping the ball and you must have a chat.
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