written by
Nizamudheen V

6 Sales Tasks to Automate for Sales Success

Articles 4 min read

There are numerous tasks a sales person should accomplish daily, in order to get new customers. Out of which simple straightforward repetitive and diurnal sales tasks can be automated, to ease the workload of salespersons and make sales more efficacious. Broadly the activities of sales reps are divided into two categories i.e. selling and non-selling. A recent research study finding was that all sales reps spend only 53% of their time on core-selling activities.

Photographer: LinkedIn Sales Navigator | Source: Unsplash

Unskilled and admin related tasks, where in propria persona contact with customer is not required, can be automated. Companies are investing in technology that progressively enhances the sales. Automation of sales tasks is postulated based on the industry and company.

Automation of sales tasks will relieve your sales rep from drudgery of unproductive tasks.

Certain sales tasks to be automated for better sales results.

Scheduling Meetings With Clients

Scheduling meetings might look reasonably simple, but it requires lot of intellectual and intelligent certitude. Much of the time, it depends on convenience and exigency of the customers. To get the appointment, ceaseless follow up with the customer is required, without losing contact. Predominantly regular emails, sms, voice-mails and calls are used for this purpose.

Automation and Meeting Intelligence can make scheduling meetings easy by offering the prospect a choice of alternate time slots based on your availability and customers affability. Once the suitable time is selected by the customer, the appointment is earmarked and your calendar is automatically updated.

Managing Sales Pipelines

Manually it is challenging to monitor all the prospects, visits, customer details and plan the next meetings. It is beyond human capacity to manage the daily visits manually and memorise all the customer details.

In the manual artifice of managing customers, in spite of sales strategies, presumably it can result in missing crucial sales process steps.

Automating your Sales Pipeline can assuage these foibles by giving complete command over the sales process.

Transcribing Meeting Process

Meetings between customer and the sales rep is very crucial and important from the business perspective. It is also equally consequential to record the meeting agenda. It is tedious but vital for future relationship, correspondence and sales. It’s incredibly time-consuming and inappropriate to scribble down notes after every single conversation.

Automation will transcribe the conversation of the meetings, allowing the sales reps to focus on the meeting and not worry about anything else. Meeting Intelligence feature can also act as performer tracker of sales person.

Recording Calls Outcome

Sales persons make several outgoing calls and also receive myriad of incoming calls. It essential to record the development and outcome of each call as it will be impossible to remember all the call details. The best way is to note the details after each and every call. This affable praxis can really curtail the selling time of sales reps, yet it’s vital to keep an accurate record of all the calls. In the manual tussle, occasionally follow-up calls are missed or forgotten, and sometimes a good lead simply goes unnoticed.

With automation the sales reps save lots of time and probability of not missing call details with the assistance of call logging tools. It also gives opportunity for the management to analyse the quality of sales conversation of the sales rep.

Prioritising Leads

Prioritising the leads in real time is another sales task that is essential for sales success. Without prioritising, there will be likelihood of overlooking the high-quality leads whilst focusing on low-quality leads.

Sales person spends lot of time going through the calls, spreadsheets to prioritising the leads manually. Automation will save time and uncover your most engaged leads. This gives opportunity to the sales person to follow up your qualified leads.

Sales Force Automation Tool will also assign the leads to the sales rep based on the availability and the distance from the customer’s place. It daily generates the route plan with the timings and customer details.

Personalise Pre-Written Emails to Save Time

It takes lot of time in writing the emails to the customers. The valuable and productive time of sales persons is dissipated siting front of the computers.

With automation, personalised and pre-written emails can be sent to clients at selected time. This saves lot of time and labour.

Sales beacon

Toolyt, as leaders in Automated Sales Force Solutions can make your sales process easy and seamless. Toolyt can automate the sales tasks as per your company and industry requirement. It guides you through entire sales process. It tracks and transcribes your relationships with the customers and competitors. This user friendly mobile App is always with you when you need it most.

Toolyt is an extension of CRM system suitable for any industry. Intrinsic alters and reports to the Management will give the prevision of the industry, happenings and preparedness for better sales strategy.

Toolyt can be integrated with any existing system you are using at present.

Toolyt is used by World's leading firms across 20+ countries. It gives a divine meaning to sales team, it is not just sending mails and messages, it is far beyond that. Being a part of Toolyt, is first step towards success.