Since CRM is customer relationship management, with CRM automation, your team can save time while focusing on what really matters – building relationships and converting leads.
This post will guide you on how to be more efficient, close more deals and increase your business revenue by automating sales tasks with your current CRM.
What is CRM Automation?
You most likely already have CRM software within your business as there are several popular CRM automation tools like Hubspot, Zoho and Lemlist (for salespeople).
CRM automation is the process of using the CRM to automate several manual tasks within your core business functions like marketing, sales and support to increase productivity.
What to Automate in a Business Using a CRM
CRM automation can help in many different ways depending on what tool you choose. However, at the basic level, your automation should;
1. Find and manage contacts
Your CRM should be able to automatically capture, manage and update contact information like name, job title, location, company, social media profiles and even other information like preferences, where they are in the sales funnel, previous interactions and more.
For example, lemlist can find contacts from various databases, verify them and add them to your list in just a few minutes.
2. Manage leads
Automate how your leads move through your sales funnel and the accurate labels for each one. So this could include lead scoring, nurturing and bolivia telemarketing list qualification. That way, your team always knows what to say to each lead because they have the right information. Plus, they can always prioritize the most promising leads which will save time and resources.
Go a step further by automating sales tasks based on lead behavior or scoring. For example, immediately assign a sales associate to a lead with a high score and assign marketing to a lead with a low score so no opportunities are missed.
3. Automate multi-channel outreach
Set up personalized campaigns based on user behavior or activates and stay connected to your customers. Whether it’s via a cold call, email marketing, Linkedin outreach or even onboarding messages within your software, you’re sure to reach them at the right place and time.
Now, don’t simply automate the personalization to what’s the difference between spf and dkim? demographic fields. Set up personalized flows based on the channels your leads, product recommendations, pricing quotes and even proposals in your messages based on the prospect’s industry, company size and previous interactions. lemlist offers integration with popular CRMs like Pipedrive, Hubspot and Salesforce so you can import these leads faster into your preset workflows.
4. Automate other tasks
Set up automated reminders to check japan number list in with leads, hop on a call, attend an event and more. This way you never have to worry about missing anything.
5. Insights and analytics
Get valuable insights about your sales pipelines and customer interactions through automated reports that are always up-to-date. You can customize the insights you want to receive so you know what exactly to optimize for and double down on.
For example, use CRM tools that help analyze your call recordings highlighting areas for improvement and giving suggestions on how to improve future calls.