Salesforce is Already Automating for You

The Salesforce Cloud already allows for automation in business processes with Lightning Flow. You can build, manage, and run the ideal automated flows and processes for your business. In terms of marketing automation, Salesforce's Pardot can help with pipeline generation and meaningful connections. Functions like these mean automation is even more accessible than you thought.

Sales Automation is for Small Business Too

Who is sales automation for? It's not only large corporations that can benefit, but also small businesses that may find that with smaller teams and tighter budgets, automation helps go further. Industries like Enterprise Software, Business Advisory, Corporate Banking, and Asset Management particularly benefit from automated services.

Automating the Sales Process is Easy

By now, we know that automation works. Forbes just published an article saying that we should even automate corporate gifting to save time and resources. To automate the sales process, it's important to consider what tasks can best be enhanced and what types of tools are needed to do so.

Lead generation, email campaigns, and prospect tracking can all be turned into automated processes that are revamped by automation tools. The best way to integrate these tools could be as simple as taking advantage of the full Salesforce Cloud or other CRMs.

Automate Prospecting to Find Better Leads

Identifying potential customers, or even detecting hidden revenue opportunities, is a lot easier with automation. Take the time to set a filter through certain criteria once and potential customers will continue to come through. This kind of sorting, if done manually, could take hours each week. Instead, automate the process and let the results come to you.

Go Further with Your Leads

By integrating automation into your CRM or using a service like Aptivio, prospecting goes even further. Aptivio uses artificial intelligence to detect hidden or missed revenue opportunities and figure out the best window of opportunity to engage business buyers. And even more, an automation technique like predictive lead scoring can further elevate the sales process by qualifying all the leads found in automated prospecting.

Automating Communication Can Be Done Successfully

Using sales automation wisely means knowing when and where to use it—and not. Written communication is an important part of the sales process, from greetings to follow-ups to reminders, each plays a part in cultivating a positive client relationship. And if done correctly, each of these manual emails could be automated.

Be Wise About Automated Messaging

Make sure to assign the best times to send these automated messages and find ways to include personalizations for each client to feel more genuine. Features like Salesforce Einstein now take advantage of artificial intelligence with natural language processing, meaning every word and phrasing can be optimized.

Knowing What to Say with Automated Communication

Salesforce's Einstein Language helps figure out how to say what you want, but figuring out what to say can be even more important. To do so, try using tools like Aptivio's Daily Briefs that keep teams up to date on client interests, important news, lawsuits, corporate events, and critical job changes.

Can Sales Calls Be Automated? Yes

Even our phone calls can be artificially enhanced now. It's called conversation intelligence tools. They'll transcribe and analyze conversations so sales reps can confidently move forward making more calls instead of dwelling on past ones. Automation tools like these can be integrated into current CRMs and other premium subscriptions.

Connect with Clients while Automating

A feature like Aptivio's Buyer Connect helps sales teams engage faster, a key benefit of using sales automation for communication. It automatically resolves emails, phone, and office information for your opportunities instantly. You can schedule a demo to learn more about Buyer Connect.