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The Sales Review

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5 Sales Tasks You Should Already Be Automating

Posted by Jose Sanchez on Jan 29, 2015 1:59:20 PM

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Sales teams can save themselves a lot of time by automating common tasks they do each day. Fortunately, there is now plenty of software that makes sales task automation easy, from the basic monitoring of inventory to taking care of crucial marketing needs like managing your social media networks. Here are five sales tasks that every sales team should already be automating.

1. Content/Client Monitoring

Software programs have made it easier than ever to monitor both relevant content and your clients without having to conduct any time-consuming searches. Some experts say it will change how sales professionals define a productive day. With Google Alerts, you can set up notifications for different activities you are monitoring, such as whenever your client’s name appears in the news or when an article about a relevant subject is published. Sites like Feedly.com let you find and follow sources of information that are of interest to you so you can have a single feed of relevant info every time you open your browser.

2. Social Media Updates

Business 2 Community reports that over 40 percent of B2B marketers publish content either daily or multiple times per week. Software platforms can help you automate this hefty workload so that you aren't constantly posting content between multiple social networks throughout your day. For instance, Hootsuite and Buffer both let you enter tweets and Facebook posts, as well as schedule times for them to be published, so that you can take care of your weekly social media campaign in just an hour or two. Of course, you'll still want to monitor it to respond to any comments, but the bulk of the work will already be done.
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3. Lead Nurturing

Every modern sales team knows that leads don’t always turn into sales immediately. They require some nurturing to ensure the lead actually buys your product. Tools like Yesware and CoPilot help salespeople automate the time-consuming task of tracking down each lead and keeping in contact. The software lets you set up tracks that automatically manage your relationship with each lead. You can decide how often to email them, what emails to send and other details that can help you ensure that a lead turns into a sale. Businesses that use marketing automation to nurture prospects experience a 451 percent increase in qualified leads.

4. Mass Emails

Of all email subscribers, 52 percent spend 10 to 60 minutes browsing marketing emails during the week. That's a huge market to tap into. Email platforms like Mail Chimp allow you to set up groups, such as prospects, leads or past customers, and write mass emails to can send out in one big batch. You no longer have to search through data to find contact info or decide what content to send to whom.

5. Contract Signatures

If you’re on a social selling team that deals with contracts, it’s time to get on board with contract signature management tools like Echo Sign and DocuSign. These tools securely and effectively allow you to send and electronically sign documents. Don’t waste any more time, energy, or money waiting for paper documents to be sent back and forth.

Whip your sales team into shape by getting on board with these easily automated sales tasks. The sooner you get sales automation in place, the sooner you will see more leads turning into sales, and the more time you'll have on your hands to brainstorm further ways of seeking out prospects.

Jose Sanchez

Jose Sanchez

About the Author

Jose focuses on creating incredible content and a unique experience for Sales for Life’s audience. He is a seasoned professional with 10 years of work in B2B marketing and cross-platform content with a design edge.

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