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How to close more deals with sales automation software

If you happen to run a gross sales group, you’ve most likely thought of implementing expertise to streamline processes and improve productiveness. Or, chances are you’ll already be utilizing gross sales automation software program to drive gross sales.

Both manner, it’s essential to maximise the usage of gross sales automation techniques to obtain the utmost return on funding. Doing so can drive glorious outcomes to your workforce and your backside line.

Research reveals that 55% of the best-performing corporations are utilizing sales automation software to extend productiveness and shut extra offers in much less time.

High-performing corporations sometimes observe a set of greatest practices to realize the world-class outcomes they frequently get pleasure from. Following the identical suggestions can elevate your gross sales presence to new ranges of excellence.

Comply with the most effective practices beneath, and also you’ll shut extra offers, drive extra income, and assist your organization develop quicker.

Automate your information entry course of

, How to close more deals with sales automation software, TornCRM

If you happen to use an all-in-one CRM, your system additionally consists of marketing automation, gross sales automation, and customer support options.

With the usage of advertising automation, you need to use options comparable to lead generation kinds and landing pages to gather contact info from new leads. Live chat features can accomplish the identical factor.

That contact information flows robotically into your CRM and gross sales automation software program, that means reps don’t waste time on handbook information entry. This protects them immense quantities of time that may as a substitute be spent talking with and nurturing leads in the direction of conversion.

The extra private time reps can commit to all these conversations, the higher the rapport they will construct with leads. It permits them to construct belief, which can go a great distance in relation to closing a brand new deal.

Make extra calls with auto dialing

In case your all-in-one CRM permits for integrations with telephony apps, your gross sales workforce could make many extra calls to leads in much less time.

By utilizing options like auto dialing, reps can create an inventory of results in name. Then the system calls them one after the other with out the rep having to dial every one individually.

This protects a great deal of time that reps can spend interacting with extra leads. It’s all about utilizing the fitting expertise to streamline processes, and auto dialing is a key telephony characteristic to leverage.

Depart voicemail drops

, How to close more deals with sales automation software, TornCRM

Right here is one other telephony feature you can make the most of in case your system is an all-in-one CRM. Voicemail drops work like this:

  1. You pre-record a wide range of voicemails you can depart when nobody picks up your name.
  2. You’ll be able to document a voicemail for prospects, buyer check-ins, and the rest that is sensible for what you are promoting.
  3. They’re saved in your gross sales automation CRM.
  4. You make a name utilizing superior telephony, which you do instantly out of your CRM, staying on display screen the entire time.
  5. If you happen to get despatched to voicemail, you’ll see choices to go away certainly one of your recorded messages.
  6. You click on to go away that message, and it’s despatched.
  7. Then you definately return and begin the subsequent name.

Not having to go away particular person messages for every name not solely saves time to your reps, nevertheless it additionally ensures that your message says precisely what you need every time.

Take notes whereas on the decision

, How to close more deals with sales automation software, TornCRM

An all-in-one CRM with telephony integrations permits you to make calls instantly out of your CRM with out having to modify between apps or use a standard phone.

An ideal characteristic that comes with this type of bundle is the power to take notes whereas on the decision. You name your lead, and on the identical display screen, you’re capable of take notes.

They’re all hooked up to the contact document of the lead you’re calling as soon as the decision is over. It’s a part of a sequence of post-call automation options that improve productiveness and empower reps to shut extra offers in much less time.

Type higher relationships with prospects

When gross sales automation platforms are a part of a broader, all-in-one CRM, gross sales reps can entry quite a lot of details about every contact. This consists of their likes, product pursuits, previous shopping for behaviors, and the listing goes on.

Reps want to make use of this perception to type higher relationships and belief with prospects and clients who’re targets for upsell alternatives. With the fitting gross sales automation instruments in place, reps can know precisely who a prospect is and what they need earlier than they ever make contact.

This helps them set up a rapport with prospects, which ends up in extra offers closed.

Take into account this: the number one reason enterprise executives give for not shopping for a particular services or products is a scarcity of belief and respect for the salesperson they’re working with.

Salespeople have to know the goal prospect out and in, and gross sales automation software program gives this. It’s tremendous essential to leverage that perception to type higher relationships with potential clients.

Leverage eDocs and digital contracts

, How to close more deals with sales automation software, TornCRM

Sending paperwork, proposals, and contracts to prospects when in negotiations a couple of pending deal is usually a enormous time drain for salespeople.

It includes vital quantities of handbook administration and must be executed with cautious consideration to element.

With superior eDocs and electronic proposal and contract features, reps can automate the proposal and contract course of. This frees up much more time that they will spend devoting to interpersonal interactions with prospects, thus transferring them nearer to conversion.

Implement on-line scheduling

Online appointment scheduling is just about what it feels like. It’s a manner for purchasers and prospects to schedule appointments or conferences with you on-line.

The idea is comparatively easy and easy. You may have a visible calendar. You choose the dates and instances that you’re obtainable, in addition to the size of these time slots.

Your calendar has its distinctive hyperlink, and also you share that hyperlink with anybody who needs to schedule a gathering with you. They choose the time that’s most handy for them, and the assembly robotically exhibits up in your calendar.

It reduces the handbook side of scheduling and eliminates the forwards and backwards often required to discover a time that fits all events.

Use system triggers to succeed in out at simply the fitting time

, How to close more deals with sales automation software, TornCRM


If you happen to use an all-in-one CRM, you possibly can arrange automated workflows that ship reminders to reps after they have a pending job.

For instance, when somebody books a slot on their on-line calendar, the rep will get a job instantly, in real-time, to allow them to plan for that assembly.

Or, in the event you’re utilizing lead scoring, you possibly can arrange computerized alerts when a lead turns into advertising certified, so the rep can attain out whereas the lead is engaged.

It’s also possible to arrange a set off to robotically create a brand new alternative when gross sales settle for a lead and mark them as gross sales accepted in your all-in-one CRM.

System triggers assist you to streamline your gross sales course of additional.

Use system triggers for project management wants comparable to to ship alerts, reminders, and execute different duties in your system. It permits your reps to save lots of vital time that may be targeted on closing extra offers and making certain present clients obtain the assist they should generate larger ranges of buyer satisfaction.


If you happen to use software program to place in place a gross sales automation course of, your gross sales workforce will likely be liberated from having to waste time on routine, time-consuming administration. As an alternative, they’ll be capable of commit extra time to understanding what leads have to turn out to be clients.

Comply with the most effective practices above and at all times keep in mind to measure your sales metrics. With these practices in place, your workforce will shut extra offers in much less time, drive up income, and preserve larger ranges of worker morale.

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