The types of sales activities suited to sales automation might surprise you. Kongo can help you work through the process of planning for sales automation, putting your business in the best position to sell efficiently and effectively.
Here’s how we do it.
Before we start automating, it’ll be important to take a deep dive into the day-to-day life of your sales team. The goal here is to understand how your team operates and what processes and tasks can be optimised and automated to increase efficiency.
Here are some examples of tasks we can automate:
Further to this, we can automate processes such as lead assignment to allocate new leads to sales reps, notifications about stalled leads so reps know where a deal may be losing momentum, and task assignments as deals pass certain points in your deal pipeline.
We turbocharge your sales team with sales acceleration tools such as email templates, email sequences, meeting scheduling, and snippets. Snippets are short, reusable text blocks that can be used on contact, company, and deal records, in email templates, and in chat conversations.
As part of the process, we’ll also make sure your sales team has access to important content assets like one-pagers and brochures. We’ll help create and store these so your team has all the relevant information within reach on a long-term basis.
Our long-term goals look something like this:
Automation is becoming increasingly common across all industry types, and sales is just another business division where it can make a real difference.
Automating important parts of your sales process can boost efficiency, allowing your sales team to turn their attention away from monotonous administration tasks to focus on closing more deals.