Future of Sales - Empathy Driven Automated Workflow Software
This article gives you the benefits of automated workflow software in sales departments and the use cases of how it helps.
Workflow automation is a process where mind-numbing, repetitive, tedious, error-prone tasks are automated to reduce human intervention. Automated workflow software transforms manual business processes into a self-run software program. This software reduces manual tasks, saves time, and boosts productivity.
What Departments Use Automated Workflow Software?
- Finance - To manage expenses, claims, invoices, payments, credit control, bank reconciliation, financial reports, financial planning, financial analysis, budgeting, debts, and taxes.
- Legal - To review contracts and client-intake forms.
- Information security - To monitor cyber threats, manage cloud ecosystems, and mitigate security threats.
- Human Resources - To digitize payroll, employee onboarding, training, employee resignation, leave requests, employee performance, clocking time, and attendance.
- Marketing - To run campaigns, promotional emails, surveys, and feedback. Also, for audience segmentation, client behavioral analysis, monitoring websites, and securing leads.
- Purchasing - To streamline vendors, inventory pricing, and capital approvals.
- Operations - To monitor maintenance requests, allocate workforce, manage complaints, and implement product ideas.
- Sales - To identify prospects, manage customer relationships, deal follow-ups, phone calls, customer response, track documents, sign contracts and generate leads.
Benefits of Automated Workflow Software in Sales Departments
The following are the benefits of using this software in sales departments.
1. Save Time
Workflow management software helps optimize redundant tasks. They have a series of workflows with elements such as sales outreach templates, sales campaigns, personalized cold emails, and client response tracking features to ease your job and save time. You can use the predefined features from getting your prospects and managing them to delivering the client's requirements. Automating minimizes your work and saves time. A 2021 survey indicates that 94% of the workforce indulge in repetitive and time-consuming tasks, out of which 65% find that automated software can aid in streamlining their day-to-day activities, saving time, and increasing productivity. Another study indicates a 14% reduction in sales administration time was obtained due to sales automation.
2. No Worry About Mail Follow-ups
It is essential to respond and do regular mail follow-ups to prevent your potential customers from leaving your sales to funnel at any point. You may be involved in sales planning, order management, or post-sales activities and miss out on follow-ups, which can eventually hamper sales. Manually tracking multiple clients is a daunting task and can cause errors. The automated workflow software creates personalized and scheduled follow-ups at every stage of your client's journey. You can sequence automated follow-ups at your convenience, engage with your prospects and nurture leads.
3. Hassle-free Content Creation And Management
Valuable and trustworthy content connects you with potential clients. You should plan content, discuss with the marketing team, promote it on social media handles, conduct audits, and find opportunities to improve. The entire process is time-consuming and involves a lot of effort and bottleneck situations. With automated workflow software, you can collaborate with creators, editors, and stakeholders in one place. You can create multiple contents using a content calendar and perform bulk actions like checking plagiarism and grammar errors in a single go. You can track and manage content progress using workflow status. The workflow in the software also allows you to send content for approval and share it on social media handles.
4. Easy Scheduling of Meetings
Sales personnel market a product/service to many customers. To schedule meetings, your prospect should wait till you reply or call back. If they don't talk to you on time, they become frustrated and choose to quit. Your busy schedule can hamper the relationship with your potential client. If your prospects have access to your calendar, they can schedule meetings by looking at each other's leisure hours. An workflow automation software integrates text messages, web chat, and calendars, enabling you to share meeting links with your prospects at preferred times.
5. Better Reporting
When you deal with multiple clients, you are susceptible to performing error-prone reporting activities. Automated software can minimize human errors in reporting. You also gain insight into sales analytics to alter the sales strategy. Moreover, using RPA (Robotic Process Automation) makes report generation and distribution quick, standardized, and error-free.
Use Cases of How It Helps in the Sales Department
There are multiple use cases all along the sales value chain. The below list of use cases helps to tame your sales process.
1. Sales Strategy And Planning
Automated workflow software helps to gather market intelligence data and identifies the target audience. It gives insight into territory planning and customer profiling and devises suitable sales strategies.
2. Automating Sales Interaction
A bot-driven engagement methodology can enable on-time customer interaction. Automating provides hassle-free and prompt messaging to clients. Your prospects can reach you with just a click.
3. Lead Distribution
When you get multiple leads, there is a possibility that leads go unattended. Due to ineffective lead distribution, you lose them to competitors. You can set up a lead assignment rule through workflow management tool to sort leads depending on age, geography, and source and assign them to different sales reps. You can categorize the type of leads and allocate time. The workflow notifies the sales rep of the lead assignment. Also, the workflow triggers mail notifications with the wait time and informs your leads.
4. Nurturing Opportunities
Prospect journey workflows can automate customer communication and notify the sales team. They help you segment your prospects, study their interest, and trigger emails from time to time, showing how they benefit from the product/feature. Automated nurturing identifies communication gaps that could impair relationships with customers, thus impacting sales. You can get automated engagement reports and plan lead nurturing campaigns.
5. Sales Discount Approval
The sales approval process is time-consuming because you need to ask permission from various stakeholders. You can automate a workflow with different buffers where discount sales get auto-approved below a certain threshold, go to the next approval level, or get rejected.
6. Onboarding Clients
An automated workflow to onboard, collect client information, send contracts, and collect e-signatures leads to error-free and faster process completion.
7. CRM Integration
Automated workflow software provides omnichannel support for emails, calls, and chats with your prospects. CRM integration boosts customer satisfaction and uplifts your sales revenue.
8. Email Scheduling
When you identify a new prospect, you need to send an alert to your management, send supporting documents to clients, invite for meetings, welcome/onboarding emails, etc. The workflow enables automatic email scheduling at every stage, sending out mail alerts and reminders on a timely basis. Additionally, you can schedule predefined emails for onboarding and payment for all your clients.
9. Predefined Proposals/Approvals
You can design a workflow that standardizes proposal templates and send them to your prospects for immediate action. Predefined templates reduce the workaround time as well as standardize decision-making.
10. Processing Sales Orders
Processing orders manually is a daunting task where you need to monitor what goes wrong, where it goes wrong, and how to resolve it. Instead, you can receive order requests through Robotic Process Automation from multiple clients, manage inventory, generate invoices, and track SLA and product reviews with a well-designed workflow. You can expedite sales orders without errors.
Summing It Up
Incorporating automated workflow software into the sales department can make a real impact on time and productivity. A survey suggests that one-third of the sales cycle can be automated. You can standardize sales processes, centralize sales support, use Robotic Process Automation for lead generation, ease sales interaction, do customer profiling, optimize follow-ups, and much more.
If you lost a deal as you missed follow-ups or overlooked a sales issue, workflow automation can identify the missing follow-ups and trigger notifications on critical issues. With automated workflow software, you need not spend hours drafting emails to your prospects or figuring out a good time to schedule meetings. Conducting surveys, taking feedback, and improving customer response are eased with the use of automation.
If you require an App integration software solution, ZapUp by 500apps is your answer. The software offers unlimited workflows for everyday activities and helps you streamline the sales cycle. In addition, you get real-time updates and manage all your sales activity in a single log. This software provides a built-in bot path for your business process automation without real-time coding. This tool allows you to make robust drag-and-drop flows that save time on manual sales process execution and boost your productivity. With automated workflow software, you can exchange data within one application and map it to similar fields in other applications.
While humans will control the future of sales, machines will contribute to providing optimal service to customers; automated workflow software can help salespeople with mundane, error-prone tasks to boost productivity.
What Makes the Best App Integration Software?
Integrate data flow between two or more apps without any coding
Use unique visual connector in the industry to connect two apps
Create custom zaps with triggers and actions
Eliminate the need to program or code and simplify the app integration process
Connect 200+ popular apps and services in one place
Automate business processes based on predetermined events
Track integrated apps to identify errors, and optimize performances using real-time logs
Create unlimited zaps to simplify complex manual workflows
Unbelievable pricing - the lowest you will ever find
Everything your business needs - 50 apps, 24/5 support and 99.95% uptime
Join the SaaS Revolution
All-in-One Suite of 50 apps
Unbelievable pricing - â¹999/user
24/5 Chat, Phone and Email Support
Email Finder Author Finder Email Validator Email List Email Hunter Email Checker Email Lookup Email Extractor Email Address Finder Email Scraper Find Emails CRM Software CRM Sales CRM CRM Software Enterprise CRM Software Cloud CRM Software Sales Enablement Workflow Automation Retail CRM Call Center CRM Real Estate CRM Sales Tool SDR Software Sales Engagement Platform Sales Qualified Leads Lead Management Tool Sales Tracking Sales Automation Outbound Sales Sales Prospecting Follow Up Leads Lead Management Call Center Software Call Center Software Outbound Call Center Auto Dialer Software Dialer Call Monitoring Automatic Call Distributor Answering Machine Detection Cloud Contact Center Software Virtual Call Center Call Management Time Tracking Time Tracking Employee Monitoring Time Tracker Time Tracking Software Timesheet Employee Time Clock Employee Tracking App Timekeeping Tracking App Time Clock App Applicant Tracking System ATS Applicant Tracking System Application Tracking System Applicant Software Recruiting Software ATS System Applicant Tracking Applicant Tracker Recruitment Software Candidate Relationship Management Systems Video Interviews Assessment Management Recruitment Software Video Interview Virtual Interview Coding Interview Interview Tool Online Assessment Employment Assessment Test Position Management Hiring App HRMS Software Human Resource Management HRMS Software HR Software Payroll Software Human Resource Software Employee Onboarding HRMS HR System Employee Management Document Management AI Writer Lead Enrichment AI Email Writer Sales Pitch Writer AI LinkedIn Outreach SEO Email writer Backlink Email Writer LinkedIn Chrome Extension Opening Line Writer Lead Generation Linkedin Search Prospect Lead Generation Sales Generation Data Enrichment CRM Integrations Technology Search Search with Email Integrations Website Search OKR Tool KPI OKR Task Management Performance Review Employee Performance Evaluation Employee Review Performance Management System OKR Goals MBO Email Notifications Learning Management System LMS Elearning Enterprise Learning Management Professional Development Employee Training Learning Management System Learning Platform Asynchronous Learning Training Management Knowledge Management Chatbot Chatbot AI Chatbot Customer Service Chatbot Online Chatbot Create Chatbot Messenger Chatbot Chatbot Software Website Chatbot Software Survey Bot Bot Builder Help Desk Software Ticketing Tool User Experience Help Desk Software Ticketing System Helpdesk Ticketing System Feedback Management Service Desk Software Support Ticketing Software Helpdesk Support Software Customer Service Ticketing System Live Chat Customer Service Software Live Chat Software Live Chat App Live Chat System Website Live Chat Live Chat Tool Web Chat Software Live Chat Support Software Customer Service Tool Live Chat Service Customer Feedback Customer Feedback Survey Customer Feedback Management Software Feedback Management Tool Customer Satisfaction Survey Software Customer Feedback Management System Client Feedback Software Survey Analysis Feedback Survey Software Feedback Management System User Feedback Software Customer Onboarding Customer Success Management Onboarding Process Workflows Customer Retention Customer Journey Onboarding Checklist User Segmentation Personalization Customized Templates Popup Builder API Platform End To End API Management Unified API Control REST API Management Web API Gateway API Documentation API Management API Integration API Development Unlimited Projects API Gateway Single Sign on Authentication Software Application Management Password Management SSO Configuration SSO Single Sign-On Access Management Easy Set-Up Single Login Secure Login App Builder App Builder Platform Low Code Application Platforms Low Code Development Build Your Own App Low Code App Software Drag And Drop Builder Custom Application Low Code Platform Low Code No Code Bespoke Software App Widgets Custom Widget File Picker Playground OAuth Keys File Manager Website Monitoring Reporting Web Application Monitoring Website Monitoring App Monitoring Performance Monitor App Baseline Analysis Location Insights Alerting System Reporting Wireframe Tool Design UI UX Project Management Mock Designer Wireframe Designer Website Mockup UI Prototyping Image Library Project Management Real-Time Updates Design UI UX Website Builder Website Builder Webpage Builder Website Creator Landing Page Creator Website Maker Blog Builder Ecommerce Website Builder Website Analytics Website Development Landing Page Builder Email Marketing Email Marketing Software Bulk Email Sender Automated Email Email Campaign Systems Email Automation Software Autoresponders Email Blast Service Email Marketing Email Marketing Automation Drip Campaigns Social Media Management Instagram Post Scheduler Social Media Analytics Social Media Management Social Media Planner Social Media Calendar Social Media Scheduling Social Media Listening Social Media Monitoring Social Listening SEO Tool Keyword Tool Link Building SEO Optimizer Website Audit On-Page SEO Broken Link Checker Rank Tracker Website Grader SEO Competitor Analysis Website Recording Website Analytics Click Tracking Usability Testing Website Monitoring Mouse Tracking Visitor Recording Session Replay Conversion Funnels Website Recording Website Visitor Tracker Website Personalization Lead Generation Tool Popup Maker Lead Generation Software Popup Builder Website Personalization Software Lead Capture Software Popup Builder Lead Capture Tool Lead Generation App Website Personalization App Content Planner Content Planner AI Writer Social Media Content Planner Ai Content Writer Social Media Content Calendar Content Generator AI Blog Writer Content Marketing Software Social Media Calendar Social Media Planner Push Notification Push Notification Push Messages Push Notification Service Push Service Push Notification App Custom Notifications Mobile Push Notifications Push Notification For Website Push Notification Tool Push Notification Providers Image Personalization Email Marketing Template Countdown Clock Personalization Software Personalized Software Countdown Clock Countdown Timer In Email Personalization Tool Personalized Images Personalized Videos Conversational Chatbot PPC Management Keyword Research PPC Management PPC Marketing Keyword Finder Keyword Generator Shopping Ads Adwords Reports Keyword Research Tool Keyword Suggestion Tool Team Chat Team Chat Software Collaboration Software Team Collaboration Team Communication Online Collaboration Collaboration Tool Teamwork Collaboration Virtual Communication Team Collaboration Software Business Phone System Virtual Phone Numbers Virtual PBX Toll Free Numbers Business Phone System IVR PBX Small Business Phone System PBX System VoIP Phone Cloud Phone Video Conferencing Video Conferencing Video Call Recording Virtual Conferencing Software Virtual Meetings Virtual Meeting Platforms Virtual Conference Platforms Online Conference Platforms Video Calling Software Cloud Meetings Video Conferencing Software Email Provider Email Software Software For Emails Hosted Emails Email With Domain Custom Email Address Email Hosting Business Email Address Email Encrypted Custom Domain Email Project Management Software Project Management Task Management Project Planner Project Management Tool Task Management Software Project Planning Software Project Management App Task Management App Project Management System Project Management Software Form Builder Form Builder Survey Builder Order Forms Web Forms Form Maker Form Creator Form Designer Survey Maker Survey Creator Custom Form Appointment Scheduling Appointment Scheduling Software Appointment Scheduling System Meetings Scheduler Appointment Scheduling App Online Appointment Scheduling Online Scheduling App Appointment Scheduler Appointment Booking App Calendar Scheduler Online Scheduler Robotic Process Automation RPA Tools RPA RPA Automation Robotic Automation Software Data Scraper Web Scraper Robotic Automation Website Scraper Business Process Automation Robotic Process Automation Business Process Management Workflow Management Business Process Modelling Business Process Automation BPMN BPM Software BPM Tool Business Process Management Workflow Software Workflow Automation Business Process Mapping App Integration Workflow Software Workflow App Workflow Automation Process Automation Application Integration Data Integration Tool Workflow Management Software Data Integration Software Workflow Tool Marketing Automation Electronic Signature Signature Maker Digital Signature Software Digital Signature Pdf Signer Esign Online Signature Signature Creator Sign Documents Online Electronic Sign E Signature