Why use sales automation?

There are many responsibilities that all staff in a business have to handle each day. This is true for businesses of any size, whether you have a handful of staff, or several large teams.

For any business, finding ways to work more effectively or improve current procedures is an ongoing process. Sales automation can be one way you can do both at the same time, but why should you consider using it?

Help staff work more efficiently

There are many duties that staff will handle each day. Crucial administrative tasks such as updating and amending lead information, for example, are particularly important duties for staff. With many leads to handle at any one time, this can take up a significant part of the working day.

Automation will take a lot of this administrative burden off your teams, which lets them spend more time and effort generating and nurturing new leads.

Sales automation platforms can also generate daily reports for your staff, which lets them know their priorities for each workday. This could be a helpful way to increase staff motivation with a sense of friendly competition. Staff performance could automatically be tracked and charted each day. This data could then be put into a weekly or monthly report which gives managers a holistic view on staff performance.

You could, for example, track which employees are generating the most revenue, which employees handle leads most successfully, or which teams are performing the best each week. It might also help you identify opportunities for training to help certain staff members work more effectively.

Forecasting and clarity

While automatically tracking sales data and performance of your staff is useful to help staff work efficiently, it can also provide your business with another key benefit.

Tracking sales information automatically gives you a much clearer picture of exactly how much revenue is coming into your business at any given time. However, automation tools can take this information and create graphs and projections on what your future income might be based on current statistics and performance.

This forecasting can be really useful when it comes to knowing when you can expand your teams or branch out into other business areas, for example. You’ll get a better feel for exactly how well your business is doing in terms of bringing in and converting leads, and how well you’re likely to do going forward.