What is sales automation?

Sales automation software helps you streamline tedious processes that take up valuable time and give you the needed space to focus on customers, resulting in faster growth.

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Sales automation, also known as SFA (sales force automation), refers to the utilization of software with the goal of automating business duties regarding sales. This includes contact management, inventory control and monitoring, customer management, order processing and tracking, data sharing, evaluation of employees’ performance, and analysis of sales forecasts.

The software used for sales automation aims to automate manual, time-wasting duties and assignments that various members of your company have to perform on a daily, weekly or monthly basis. This doesn’t just drastically increase your efficiency and productivity, but also helps increase accuracy and speeds up your sales processes.

Why do you need sales automation?

If you want to get and stay on top of your game, you will need sales process automation as it is a crucial component in the success of any business. Amazing CRM systems can enable every single one of your sales representatives to stay consistently and equally efficient and productive by concentrating on an automated sales funnel.

CRM also gives advice on the optimal steps you should take during each individual stage of the pipeline. More than that, sales automation can utilize precise analytical tools to help you evaluate the performance of your team, and free your sales reps from manual, routine and time-wasting tasks with document flow automation.

Major Benefits

Intelligence

Take advantage of the intelligent capabilities to efficiently manage day-to-day, repetitive operations and boost overall performance

Out-of-the-box

Obtain impressive results with out-of-the-box best practice templates to grow your business faster

Low-code

Effortlessly design unique apps for your specific business needs with the bpm’online low-code tools

The advantages of using sales automation software

Sales report generation

Managing a sales team can be tough work even without all the tedious, administrative work, but what can make it even harder is having to spend at least an hour every single day manually writing reports and sending them via email. With a good CRM system, you won’t have to worry about wasting time anymore. CRM allows you to make automated email reports and send a revenue report to the director of sales every week or stack rankings to your sales team every day and much more.

Utilizing sales automation software helps you track and arrange pending payments, returns and collections enabling you to make sales reports with more ease and efficiency than ever before. With sales force automation, managers can easily see where they need to work on their sales and where they should follow up since the system will help them by identifying critical points in their strategy. Having a great report allows you to design adequate plans for the future.

Scheduling meetings

Scheduling a meeting with a client or a prospect can sometimes take too much of your time and effort since a lot of messages usually get sent back and forth without achieving an actual agreement on the same time and date. This can cause damage to the momentum of your deal, thus decreasing the chances of a successful deal and it is highly inefficient.

With a tool specifically designed to avoid these types of issues, the appointment and meeting scheduling tool, you can jump straight to a mutual agreement on a time and date by sending your prospect a link to your schedule so that they can choose what works best for them by themselves.

Sales Forecasts

Using salesforce automation software allows you to gain a clear insight into the movements of past and present sales trends as well as market swings and client behaviors.

The system can acquire, store and analyze all the data it needs to create an accurate and reliable projection of sales in the future. This allows your sales representative to have a clear perspective of the upcoming revenue and prepare themselves accordingly.

Sales Team Management

In most cases, sales managers have to spend a lot of time carefully counting sales call sheets every day or week. With sales automation software, they won’t have to worry about wasted time as the software gives them an exhaustive and detailed overview of all the metrics which are needed for accurately measuring sales revenue.

With detailed and precise metrics at their disposal, sales managers can easily and efficiently design different sales representative’ territories and minimize the danger of too little or too much coverage in a specific area. On top of that, as the client base evolves and expands, managers can redesign those territories to ensure continued productivity and efficiency.

Managing leads

First of all, sales automation software gives you the tools necessary for acquiring and tracking various leads through a wide range of different sources. It allows you to add leads from any number of varying sources into your centralized database with just a few clicks.

Moreover, the lead scoring tool uses various behavioral and demographic information to determine what the most profitable leads are, so your sales team can have a clear perspective and know what the priorities should be.

Automated lead conversions and scoring enable your sales representative to perform much better than they normally would since they have an easy access to all the lead information they need anytime. Besides that, sales reps can get notified instantly whenever a new lead is extracted from some source which allows them to immediately contact the prospect, greatly increasing chances of a successful sale.

Email templates

Personalizing emails beyond a certain point actually diminishes returns since most types of emails do not vary greatly. You can save a great amount of time by using email templates for different types of emails including prospecting, follow up emails or meeting confirmations. Simply create a master template that you can fill in with specific and personalized information and you’ll save much needed time.

Bpm’online allows you to customize any sales strategy regarding your business’s needs and goals. Built-in sales processes provided by the software give your sales team step by step guidance to achieve the most effective and productive results, thus saving time spent on training.

More than that, Bpm’online goes way beyond benefits mentioned above in order to successfully combine amazing service, marketing, and sales automation on just one platform. This helps you achieve more demand generation, more revenue, and drive your company’s growth in an unprecedented way.

Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
as well as included into The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2017 and the Gartner Magic Quadrant for CRM Lead Management, 2017; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.

Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.

CRM Magazine, the leading publication of the industry, named bpm’online the Leader in Enterprise CRM Suite and Midmarket CRM Suite categories of the CRM Market Awards 2017 by CRM Magazine. This is the third year in a row that bpm'online made it onto the leaderboard in Midmarket CRM Suite category, with impressive scores all around.

bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.

In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.

Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.

bpm’online is proud to be named the winner of the European IT & Software Excellence Awards 2013 - the pan-European awards event for IT, ISV and Telecoms channels.

Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.

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