First of all, it is worth understanding the definition of the term “business process” and what can be attributed to business processes.
A business process is a list of specific actions and procedures that employees perform to achieve a specific goal. Each stage in a business process is a separate task performed by a specific employee responsible for it.
The list of processes that can be automated is constantly growing…
Entering deal or customer data
Distribution of potential clients between managers
Moving deals through the sales funnel
Notifications when something noteworthy happens to a deal
Creating tasks for managers
Setting up and sending email chains, etc.
All of the above processes — and even more — can be automated using NetHunt CRM . But more on that later.
Benefits of business automation
It’s no secret that automation is not the easiest of tasks. Employees can be skeptical about new programs and hesitate to use them. However, despite this, more and more companies are focusing on automating their business processes, because business automation has a number of advantages.
Standardized processes
As a business grows, the number of leads and customers naturally increases , and so do the number of tasks and processes, as well as the people involved in those processes. This can lead to confusion and misunderstanding within the team when multiple people are performing the same processes, or, conversely, when some processes in the chain are forgotten.
Even one such incident can lengthen the overall process time, leave a bad impression on potential or current clients, and ultimately lead to you losing valuable deals and profits. Especially when it happens regularly!
However, don’t panic too soon. You can easily avoid this sad scenario by automating the most repetitive processes in your overseas data departments. You can analyze this path, identify key trends, and improve it if necessary.
There are actually more benefits to a standardized sales process than you might imagine…
Sales managers understand what they need to do for each potential customer
New employees are quickly involved in the process
You gain insight into where you can digital transformation: the challenges and opportunities of a changing business environment improve your sales process
You can clearly forecast your income
More free time for employees
Whereas before automation, employees had to perform every step manually, now the system will do all the administrative work for them, freeing up more time for employees.
Higher employee productivity and efficiency
If your employees have freed up their working time (we have already argued above how automation frees sales representatives from boring routines), their productivity will increase. They will be able to devote their free time to more profitable bfb directory tasks, such as researching the benefits of their own service or product, studying their target audience, building strong relationships with customers, etc.
We also cannot ignore the fact that process automation helps reduce employee stress, as it allows them to spend more time having a pleasant conversation with colleagues or over a cup of aromatic coffee.
Fewer errors and a more reliable database
When managers fill out a CRM system and enter data manually, there is always a human factor and the possibility of errors or typos. By automating the process of creating leads and entering data, you minimize the number of such errors. The data will be added automatically from the source from which you receive the lead.
What sales processes can be automated using CRM?
A CRM system is an ideal software for automating sales processes. After all, it is more convenient and reliable to use the same program in which you maintain a customer database for automation. In this case, there is no need to aggregate and synchronize data from different systems for analysis and spend extra time on this.
Below we provide just a few examples of processes that you can automate tomorrow and feel the benefits in an instant .
Lead generation process
Sales begins with finding potential customers — people who might be interested in buying your product or service. Finding potential customers is traditionally not an easy task. However, with special tools that automate the process, it becomes much more lively. You can automatically search for the right customers from various sources.
Personalized cold email marketing
Through social networks that are integrated with CRM
Feedback forms on websites
Automation of feedback forms on the website
In this screenshot, we see how the automatic creation of a customer card in NetHunt CRM is configured after filling out a form on the website. All data from the form automatically enters the corresponding fields in CRM.
Automatic emails after registration
There is a direct correlation between the speed of your response to a new lead request. Your final conversion rate. The sooner you send the first email to a customer after they register for a product or fill out a form on your website. The higher the chance that the customer will be loyal to you and eventually pay you money. A quick response is always a positive first impression.
Unfortunately, it is not always possible to process the flow of leads and send emails manually. However, this process can be automated.
You can send automated emails to potential customers that look personalized and will inspire trust.
A series of cold emails to potential clients
Cold emails are still an effective way to generate leads and build a customer base. The effectiveness of cold emails depends on many factors: how accurately you have selected your audience. How well your email is written, when you send the email, and so on.
But it is absolutely certain that follow-ups, or follow-up emails , that you send after your first cold email increase the number of responses. According to InsideSales, 50% of sales occur after 5 follow-up emails.
It’s quite difficult to remember who, when, and which email to send by hand.
Set up an email chain once and spend your time on higher priority leads. Those who will provide you with a response to any email.
Here are some of the benefits you get when you automate outreach:
A higher percentage of responses to your emails
Better brand awareness and conversion rate
Shortened sales cycle
Advanced segmentation capabilities based on potential customer behavior
The ability to identify bottlenecks and improve the potential customer journey.
Cold Letter Series Automation
Distribution of leads between sales managers
NetHunt CRM has several options for distributing leads. Of course, you can manually assign a responsible manager to each lead as you see fit. In addition, NetHunt can distribute leads between managers automatically. To a specific manager if the lead meets certain criteria. For example, from the Real Estate industry, or from a specific country.
Automating this process provides various benefits to the sales team:
Reduces communication time.
Optimizes the sales funnel and assigns leads to responsible managers based on pre-defined rules.
Personalizes communication from the start.
