Automation should make it easier for your sales team to send the ideal quantity and type of messages that your leads want to receive—no more, no less. Just because it’s easier to bombard your prospects with messages on all channels, it doesn’t mean you should.
Always respond to new leads as soon as you possibly can. But for follow-ups, use data to alert your reps when it’s the best time to contact your leads, such as when they’re browsing your pricing or feature pages.
As a team, think about the different ways your leads can engage with your company. For each example, decide how you want to respond: such as with a task to call them, or through an automated email. Consider setting up notifications to let your team know if a lead has been contacted too much or not enough, and keep looking back at your data to optimize your processes.
With sales automation, you can keep your prospects engaged and moving through your sales process, cleverly guiding them from new lead to closed won. You can take the pressure off your sales reps visualizing their pipeline in their head and give them an easy way to stay on top of all of the leads. Your reps can do less repetitive follow-up and more of what they do best: selling.
To get started with automation, make sure you have a CRM in place that gives you the framework to set up automated workflows. Next, think about which tools you can sync to save you time and increase productivity. After these first few steps, you’ll be in the best position to boost your sales by streamlining your team’s tasks and freeing up time for the important work.