11 Sales Processes Businesses Should Automate

sales automation orlando agency

September 17, 2019

Not long ago, salespeople had to spend more than half of their time on tedious tasks like taking notes, logging calls and prioritizing leads. Sales automation now allows salespeople to spend more time actually selling. There are a variety of sales processes that businesses can automate to increase sales productivity. Your business doesn’t necessarily need to automate all of these sales processes depending on your needs and pain points, but it’s still helpful to see the opportunities sales automation can open for your business.

1. Reduce email time.

Sales automation tools have email templates, scheduling options, and funnels that can cut time spent on email significantly. Furthermore, using sales automation for email can improve quality control as some sales reps are better writers than others.

2. Improve lead prioritization.

With sales automation, reps can prioritize their leads based on a variety of factors like time sensitivity and funnel stage which can help reduce mental fatigue and increase productivity.

3. Reduce voicemail time.

There are voicemail automation tools that allow salespeople to send a recorded voicemail with just a click. This can save your sales team many hours spent leaving manual voicemails.

4. Store and organize notes.

It’s crucial that salespeople take notes and keep records of call outcomes. There are tools that automatically log call outcomes which allows managers to see how their team is performing and the quality of leads.

5. Track call logs.

Some sales automation tools can automatically track every outbound and inbound call to save your sales team the trouble of manually logging calls.

6. Schedule appointments.

Salespeople can easily schedule appointments by offering different times that they’re available. All the prospect needs to do is click on an available time to schedule an appointment.

7. Match leads to the right salesperson.

There are advanced call routing features that can automatically direct inbound callers to the right salesperson which can be based on the time of the call, the salesperson’s skills and experience, and other factors.

8. Build lists.

Building lists in sales automation software allows you to search for relevant leads by a variety of criteria such as company size, industry, job titles, and more. By automating leads lists, your sales team will be better able to reach the right contacts.

9. Create follow-up tasks.

Following up (often multiple times and different ways) is typically required for securing a sale, whether it’s calling the lead or sending a follow-up email. By creating follow-up tasks in sales automation software, salespeople can keep track of tasks and remember to perform them. Not only does this save them time, but it also helps managers oversee the sale’s progress.

10. Send relevant content.

Close the deal faster by sharing relevant, engaging content to leads. With sales automation software, you can match content to leads based on different factors like industry, location, sales funnel stage, and more.

11. Improve document signing.

Make document signing a less time consuming and frustrating process by using electronic signatures (commonly referred to as 'e-signatures'). Not only is it convenient for both leads and salespeople, but it also shortens the sales cycle.

Sales Automation For Your Business

The right solution allows your sales team to be more productive and increase revenue. Sales & Marketing Technologies can improve your sales funnel and advance your prospects through sales automation and customer relationship management software.
Call us today at 407-682-2222 or contact us online to schedule a free consultation to discuss sales automation solutions to meet your sales goals.

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