A Deeper Dive- Robotic Process Automation and Sales

In our last blog post, we talked about how businesses can automate their sales process.  Today we will dig a little deeper.  Here are 3 examples of how automation (RPA-Robotic Process Automation) can help free up your sales teams’ time so they can spend less time behind the desk and more time out there selling.

Customer information is essential for maintaining a successful relationship. However, manually collecting and entering this data can be time-consuming and tedious. Fortunately, there’s a solution: bots! Bots can quickly and easily extract customer information from emails, business cards, and contact forms, and then automatically add it to your CRM. Not only does this save sales reps from having to do the work themselves, but it also ensures that all the data is properly tagged and segmented for easy reporting.

Sales people spend so much time trying to set up meetings.

If you’re like most salespeople, you spend a fair amount of time setting up virtual meetings or calls with prospects. You’ve got to find the right time for every call, and you may lose a few prospects to competitors, especially if they’re efficient in making appointments. Here’s where automation can come in handy in scheduling meetings; the bot will analyze your calendar, find available slots and present these open dates and times you will be available to have a meeting (while considering the time zones for the parties). You can send the available dates and times to your prospects, and they can choose the best time for them accordingly. Using automation also helps in preventing frequent email exchanges and helps salespeople plan meetings effectively. So why not give it a try? It might just save you some time…and help you land more deals.

Anyone who’s ever been in sales knows that the key to closing a deal is understanding your prospect. You need to know what they’re looking for, what their budget is, and what objections they might have. And in order to get that information, you need to do your research. This can be a time-consuming process, but luckily there’s a solution: automation. With automation, you can quickly gather all the data you need about your prospect so you can have everything you need at a glance. This includes information about how they’ve interacted with your website, what details they provide themselves, and even their business or company details. So no more hours spent researching prospects! Automation will help you close more deals in less time.

RPA can help sales people with mundane tasks like data entry.

With all of the tedious, time-consuming tasks they can take on, who wouldn’t want a little robot helper? And when it comes to sales, bots can be an absolute game-changer. By taking over mundane tasks like data entry and lead capture, bots free up your sales team’s time so they can focus on more important things…like, you know, actually selling stuff. But that’s not all! Bots also help streamline  your sales processes and keep your database updated in real-time and  running smoothly.  So if you’re looking for ways to step up your sales game, bots are definitely the way to go.   

Marcus Blair

Marcus Blair

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