Aside from all the work involved in managing a client portfolio, our sales processes often generate a host of administrative activities. While these are necessary for the operation of our company, they change the focus of our work. In addition, they minimize the amount of time we can spend doing what we do best: selling.
But it doesn't have to be that way. Workflow automation can be the tool that frees up a lot of administrative work for your sales team. The best part is that you won't have to take the risk of not doing it anymore.
What is a workflow?
A workflow is the study of the sequence of processes, operational activities and information exchanges that must be carried out in order to complete a task.
To explain it in a simpler way, a workflow is the way in which you do a job, from start to finish. It is separated into stages and steps that must be carried out. It must be done in a sequential manner to ensure that the results are of quality.
An example of a sales workflow could be as follows:
The prospect signs up for a free trial by filling out a form.
Contact information is automatically fed into a CRM .
The seller reads the contact information.
Makes a call attempt.
Record the results in the CRM.
Schedule the next sales activity.
Send a follow-up email .
What is an automated workflow?
Automating a workflow involves using technology to run parts or all of the work process for you. It is intended to minimize the workload or risk for the people involved. It is also intended to ensure that tedious but necessary tasks are always completed.
Interest in artificial intelligence and innovation in sales overseas chinese in worldwide data automation is nothing new. Max Altschuler, CEO and founder of Sales Hacker inc , pointed out the impending impact of artificial intelligence on sales. He did so while speaking to Pipedrive in late 2016:
“The emergence of artificial intelligence to support sales has become a real thing. But it is there to support, not replace. I am not sure people fully understand it. Those who do will see great results.” —Max Altschuler, CEO and founder of Sales Hacker.
A workflow improved by sales automations
Sales processes take time to perfect. But it's easy to see how automation can help you and your team. You'll be able to improve the way you manage your sales process and close more deals with less effort.