Understanding Sales Automation
At the heart of sales operations lies efficiency. A highly streamlined sales process implies eliminating redundant and repetitive tasks, enabling sales teams to concentrate on revenue generation. But that’s just one aspect of it.
Efficiency extends beyond the process itself, it also encompasses the availability of information at a single click for informed decision-making. Sales Automation handholds your organization in the direction of efficiency.
How Can you Automate your Sales Organization
Sales Automation needs to be carefully executed. You must ensure everyone is moving in the same direction and working on the same cause.
01
Knowing Your Key Sales Processes
Identifying Automation Areas
02
03
Implementation of Automation Tool
Training the Teams
04
05
Data Analytics & Use
Continuous Monitoring & Scaling
06
Key Advantages of Sales Automation to Your Organization
Direct & Positive Impact on Efficiency
Sales Automation can bring down the operations cost in long run and has a direct positive impact on productivity. This can improve the customer value and also increase the output.
Enhanced Client Experience
When you bring automation in, it substantially reduces the response time to client queries. This quick turnaround pulls in the better service quality leading to satisfied and loyal clients.
Data Accuracy and Utilization
The user has the 24×7 access to the data to make informed decisions. The leadership team can utilize the data to pivot and/or enhance current offerings to their end users (internal and/or external).
Optimized Sales Teams
Bigger may not be better always. Optimization is the key to business operations. With the data at your disposal, you will always know the areas to work on or markets requires more force.
High Employee Morale
72% of sales employees believe that inefficiency is their biggest enemy. Highly efficient processes help them to focus more on closing the deals, rather than working on the data. This has an upside impact overall across the organization.
How do we solve problems
With Interloop, you gain access to an all-encompassing overview of the most crucial sales processes, along with the necessary actions to achieve success. Trust us to provide you with an exceptional solution that will take your sales game to the next level.
Knowing Your Key Sales Processes
Interloop assists in providing a comprehensive overview of key sales processes and the actions involved in those processes. This clarity is required to eliminate any bias or information left out.
Identifying Automation Areas
Based on Step 1, we work with you to identify and freeze the areas of automation for the Sales Organization. This step will cover the full sales cycle; be it the lead generation or email marketing or proposal creation or client journey.
Implementation of Automation Tool
Interloop delivers Sales Automation on the Zoho Platform which offers a comprehensive ecosystem. We will implement the required tool to automate agreed processes. This will be delivered within the agreed timelines.
Training the Teams
To establish and ensure a smooth transition, the Interloop team will conduct several user trainings. The success of automation depends upon user acceptance of the tool. These trainings ensure users understand the tool very well & start using them from day 1.
Data Analytics & Use
One of the biggest advantages here is the availability of ready-to- use data and its further use to enhance the user experience & real-time decision-making. Custom Dashboard and scheduled reports will help you to be on top of your sales information every day.
Continuous Monitoring & Scaling
Sales Automation does not end with deployment or training. It also requires regular monitoring & improvement whenever required. The data available in the tool can point towards a shift in consumer buying or deal-closing behavior. This step ensures you’re ready for changes.
Knowing Your Key Sales Processes
Interloop assists in providing a comprehensive
overview of key sales processes and the actions involved in those processes. This clarity is required to eliminate any bias or information left out.
Identifying Automation Areas
Based on Step 1, we work with you to identify and freeze the areas of automation for the Sales Organization. This step will cover the full sales cycle; be it the lead generation or email marketing or proposal creation or client journey.
Implementation of Automation Tool
Interloop delivers Sales Automation on the Zoho
Platform which offers a comprehensive ecosystem. We will implement the required tool to automate agreed processes. This will be delivered within the agreed timelines.
Training the Teams
To establish and ensure a smooth transition, the Interloop team will conduct several user trainings. The success of automation depends upon user acceptance of the tool. These trainings ensure users understand the tool very well & start using them from day 1.
Data Analytics & Use
One of the biggest advantages here is the availability of ready-to- use data and its further use to enhance the user experience & real-time decision-making. Custom Dashboard and scheduled reports will help you to be on top of your sales information every day.
Continuous Monitoring & Scaling
Sales Automation does not end with deployment or training. It also requires regular monitoring & improvement whenever required. The data available in the tool can point towards a shift in consumer buying or deal-closing behavior. This step ensures that you are always ready for any changes in time or before time.