How Does Marketing Automation Actually Work?

There are seven steps in the sales automation process: Automated guidance Lead management automation Communication automation Automated data entry Automated research Automated activity logging Automated record creation Let’s get into the details. Automated guidance With this form of automation, the sales teams receive reminders and notes from the sales automation software. This keeps the reps on-task and prevents them from missing important prospects who could be converted into paying customers. Lead management automation Speaking of converting prospects into customers, there’s lead management automation. With this step of automation, the sales executive can use rules and filters that allow them to create a more curated list of leads. Based on lead characteristics and behavior, including email opens, click-through rates, and social searches, your sales automation software can easily segment and score your leads and divide them into neat lists or ‘buckets’ to work on. LeadFoxy – Best B2B Lead Generation & Lead management automation Software. Try LeadFoxy Free Trial Today. Communication automation From sales email automation to automated voicemails, appointment scheduling tools, and personal email sequences, communication automation matters a lot. With automated voicemails, the sales reps can pre-record a message at their leisure that the lead or customer receives when they don’t answer the phone. This prevents the agent from having to come up with responses on the spot, again and again. With built-in appointment scheduling, your sales agents can work with customers quickly and conveniently to schedule meetings based on when they’re both available. The software does all the tracking, so nobody has to make notes. The software sends reminders to the sales reps and customers as well. With personalized sales email sequences, customers can keep receiving important information in bits and pieces about the product or service on sale. Then there’s sales email automation, which can automate tasks like unsubscribing the email addresses of inactive subscribers from the email lists. This helps save time and reduce bounce rates and spam complaints. Automated data entry Data entry can be incredibly tedious and time-consuming, but it’s also a duty that’s unavoidable. Well, that was before the proliferation of sales automation tools. By auto-filling sales data like prices, product details, and contact details for leads and customers, the sales automation software streamlines contact management and saves valuable hours for your sales reps every day. Automated research Sales automation software goes beyond the sales team’s human ability to shake down the web and social media for key information on prospects and customers. It uses that information to create and update lead profiles, score leads on their win probability, and identify hot sales opportunities. This helps the sales reps incredibly because it saves them time and ensures that they are constantly up to date on the latest information about their contacts and prospects. All this knowledge is stored in a central repository so it can be easily accessed by all members of the sales team. Automated activity logging Sales emails, phone calls, in-person visits: all this needs to get logged in real-time, so other reps know how far one rep has gotten with a prospective customer. Automated activity logging does all that for the agent, once again saving them a lot of time to focus more on lead generation and closing deals. Automated record creation When your sales teams scan business cards or receive newsletter opt-in confirmations, they can simply let the sales automation software create the new records and profiles. As record creation is automated, the sales reps are relieved of a major time-wasting task. They can instead focus on closing deals with hot leads that the software identifies for them. submitted by /u/New_Bat_151 [link] [comments]