Sales Automation - Can It Be Done?

June 14, 2021

Yes, it most definitely can! True sales automation can be achieved, though most sales and marketing leaders don't know how or don’t have access to the tools they need to facilitate it.

It can seem daunting to automate all or some of your sales process, but imagine finding yourself with 25%, 35%, or even 60% more productivity on your sales team. How would that impact growth? How much of your administrative time would that free up? What would you do with that time? Sell more? Sleep more? (I was going to say, ‘work out more’, but let’s be realistic…)

How to Prepare for Sales Automation

The reality is that with a little bit of initial organization, a lot, if not all your tasks can be automated. With the overwhelming majority of sales being follow-up, this is increasingly important. Here are a few examples that come to mind about how you can begin identifying where sales automation could fit into your processes.

If you know that you’re going to send an email right after you’ve finished your sales presentation, and then send a follow up text a couple hours later thanking your prospect or client for their time. You may want to send another email the next morning, asking if they had any questions about your presentation or would like to proceed with your proposal.

If you have defined this sequence of events, or what we like to call ‘Action Plans’ or others call workflows, your process can be automated with relative ease. Sales automation really becomes easy to implement when you have standardized your sales process - which is crucial for growth as well.

Sales automation usually involves automated sending or creation of pre-written emails for most companies. This is a pretty good start, but it doesn’t often engage in a meaningful way.

How Use Automation and Still Break Through The Clutter

Why not add an automated phone call? Or even an automated text? Did you know that there are more than 205 billion emails sent every day? That’s about 29 emails for every human that walks or crawls this earth! Oh, the clutter!

Did you know that text messages have a 98% open rate compared to only 20% for email? If you’re not using texting in your communication methods to help sell to your clients, you may want to reconsider. This is especially important as Millennials text 45% more than Gen-Xers, who text 81% more than those 50 and older.

Whether it is through texting, emailing or even old-fashioned phone calls, sales automation is becoming a must in any sales landscape for any business. We simply can't afford to pay people to do menial tasks that technology can automate. Especially as businesses try to grow and thrive with tight personnel budgets, the only sustainable solution (working harder isn’t a viable long-term option) is through marketing and sales automation. That’s where ClientTether comes in.

Because our team has been selling with and without automation for decades, they can help you determine the best approach at automating your processes, where to keep high-touch, personal communication, and where you can completely automate work.

Assuming we help you automate your sales and marketing processes, you'll need to start figuring out what to do with your extra time.

I find myself writing blog posts… something I never could have done before ClientTether.

Happy Tethering!