What is sales Automation for the beginners – Vanizya Automation


Many of the tasks in your sales process are monotonous, but you know you must perform them in order to keep the cycle running. Sales managers have one set of responsibilities, while sales people have a different set.

Apart from being potentially boring, these time-consuming tasks deplete the time and productivity of all those who must accomplish them. Sure, everything would come to a halt if you didn’t do them, but many of them don’t even require human interaction.

Sales automation software automates all of these time-consuming procedures that must be completed every day, week, or month, as well as tasks prompted by a specific occurrence. This increases the efficiency of everything (and everyone) and has a direct correlation to the sales team’s revenue, and don’t forget about human error, which sales and marketing automation engines fully eliminate.

Sales & Marketing automation
Vanizya – Business Automation Software

What does it mean to automate sales?

Sales automation is a sort of software that automates time-consuming, manual tasks so that you and your sales team can concentrate on closing deals and getting paid.

Sales automation can be used for a variety of purposes:

  • Automation of follow-ups is possible.
  • Keep track of how much money you’re making through your sales funnel.
  • You can swiftly train new sales team members using a repeatable and scalable approach.
  • Send proof of purchase and payment reminders to customers to avoid uncomfortable

Also Read : Sales Automation- why it’s an effective tool for the businesses

When combined with marketing automation, sales automation software becomes even more effective, allowing you to gain more time while growing your business.


Other activities that might be automated include sending relevant material to interested
prospects, assigning duties to particular sales reps or teams, forwarding missed calls to a different person, and keeping management informed about what each rep is doing.

Lead Distribution

The sales automation engine distributes leads based on zip code, city, state, product of
interest, salesperson closest to you, and any other parameters you choose. This is a critical feature for field-based sales teams, as leads are assigned promptly.

lead management Software
lead management for better conversion

Lead Conversion

Any company’s goal is to convert the produced lead and get the most out of the potential customer. If there is a chance of negotiating with the lead, there is a chance of creating an account for that client. To summarise, whenever a lead has the potential to be converted, its information is transformed into a contact or account. It is typically a laborious procedure, but you canautomate it to save time and resources while converting potential clients quickly.

Also Read : Things you should know to grow your business in 2022 – business growth strategy

Sales Alert

Your sales automation engine delivers an alert to your sales team when your leads do a
sales-specific action, such as spending 5 minutes or more on the checkout page. You can send salespeople notifications based on your preferences. The alert can be delivered to a phone number or an email address.

Automated Reporting

Hundreds of reports can be automated by sales managers to provide inside knowledge
about their sales process. What number of calls were made, how many follow-ups are
pending, what is in the pipeline, and what is the sales forecast for the next several months?
You can also automate your field sales reports, such as the distance travelled and meetings held. The mobile app allows you to track them in real time.

Appointment Booking

One of the most important aspects of being well-organized is properly arranging
appointments, offering customers flexibility while not putting the owner in a bind due to
missed appointments. Salesforce, a robust technical CRM platform, makes the entire
appointment booking procedure methodical. It gives the potential lead the time and date that the appointment is available, making it more convenient and personalised to their needs. It should be your objective as a business owner to deliver value-added services to your potential clients, and automating the appointment booking process makes their life easier.

Customer Support usiness Business Automation

Customer support automation is a type of customer service that aims to eliminate the need for humans to respond to questions and inquiries. A company should spend more time developing practical solutions rather than wasting money on customer support personnel.
We say this because as a firm grows, it will need to hire more employees to handle customer service. This isn’t the best solution, especially since a good solution automates the entire process. Proactive messaging, self-service resources, and simulated discussions are the best ways to accomplish this.

Event Management

Many readers may find this unusual, but event planners may now automate the intricate
event management process with the use of smart technologies. It is common knowledge
that arranging an event necessitates nonstop effort, and there is always the added strain of completing the event properly and according to the client’s specifications. The event planner can use the automation software to automate registrations, client feedback, and even advertising efforts to attract additional attendance. To carry off a well-planned event, simplify the process for yourself and make the nitty-gritty far more bearable.

email marketing
Automate your email sending

Benefits of Sales Automation include:

As we’ve already examined the various areas that can be automated, you may have realised that automating your sales operations has several advantages. We’ll break down the benefits in more depth so you can get a better understanding:

Follow-up on Leads in a Sustainable Way and Convert Potential Clients into Customers  Automatically

Following up on leads, like any other physical task, takes rigorous attention to detail and
a steady supply of energy. When doing follow-ups manually, there’s a chance you’ll
overlook certain profiles or scribble down incomplete information. This is a matter for
concern since, as a business owner, leads are critical to growing your company, and if
you don’t handle them properly, you risk losing out on potential customers. When you
automate the process, you can rest guaranteed that the leads will be turned into
accounts that contain all of the client’s pertinent information.

Also Read : how these 7 ways works to find a million $ startup idea

Sales Processes Structure and Overview

Your sales management will become much more systematic if you implement an
automation solution. As a consequence, you’ll have a more simplified approach with all
of the relevant information in one location. Automation also aids in the analysis of your
performance, identifying areas where you may be falling short, and determining how
you may improve your strategy. Additionally, automation allows you to identify specific
difficulties that you may be experiencing, as opposed to manually doing so, which may
result in data being missed.

Enhancement of customer service

Customer service is an additional service that you supply when you own a business. And
if you execute it properly, your clients will put their trust in you. When you do it
manually, you may require devoted customer service workers on hand at all times, and if
your company expands, you may need to hire more people. This is expensive, so we
propose using an automation platform that will automate chats and have message
templates available, so you won’t have to walk clients through the same procedure
every time they ask a question.
Apart from that, the systems have a certain level of uniformity because everything is
now automated, there is no data loss, and you get the information you need whenever
you need it.

What Sales Automation Doesn’t Include

Sales automation isn’t an excuse to be lazy, nor is it a licence to react to every activity at random. You still have to finish the transaction and communicate with qualified leads, but you don’t have to deal with the tedious activities of handling excel sheets, passing leads to different teams, and setting cell phone alarms.

Sales automation, therefore, will not enhance your sales statistics automatically, but it will make you smarter with intelligent signals and allow you to focus on more important things. You’ll have a better chance of selling if you focus on the likely-converters rather than digging through thousands of actions manually.

Increasing the number of man-hours, you put in

You’ll have a maximum of 120 man-hours a week in a business with a single boss and two sales people who all work 8 hours a day, 5 days a week. If each individual spends two hours per week generating reports and four hours per week identifying the top leads, you’ll save 18 hours per week, for a total of 102 hours.

You’ll gain 18 hours back by automating those activities, which is a considerable increase in the amount of time sales professionals can spend talking to hot prospects and closing deals. Revenue automation does not guarantee increased sales, but it does allow you to spend more time closing deals.

At the end of the day, there will always be a larger company doing the same thing as you, but with more employees. You may not be able to afford to hire more salespeople or managers, but you can easily give everyone on your staff more hours each week to work with.

Business Automation Software
Grow your business using Vanizya Automation

Boost your sales team’s performance.

When you start to comprehend your leads’ actions and intentions. It’s much easier to nurture and follow up with them in the proper way without bothering them. You have that ability with sales automation. It advises you the path to choose and when to take it. Any salesperson will find thismaterial extremely useful.

You may even predict their next move by showing them answers to challenges they were just about to encounter. You’re on the right track to increasing sales with customer care like that – preventing problems before they happen.

Check out Vanizya Automation if you want to automate your sales process.

Final Thoughts!! 

Entrepreneurs and small-business owners should use sales automation since it has various advantages that help to create a highly organised process. To become as efficient as possible, you may improve lead generation and conversion, improve customer service, and save money and time.


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