Sales workflow automation saves rep’s time. There’s also the benefit of reducing the margin for error and eliminating mundane, repetitive tasks for good.
Instead, wouldn’t you prefer to focus your precious time and energy where needed most: Finding more prospects, converting leads, and helping close deals?
There are seven easy ways to use workflow automation so you and everyone else in the sales team can save time and sell more 🙌:
Good prospecting by sales development representatives (SDRs) takes time. You need to find and take in information about the right prospects. It’s also time-consuming to make sure that your existing lead data is up-to-date.
Automating prospecting and data enrichment processes has been a game-changer for sales reps in the past decade. Now, there are tons of tools on the market that give you immediate access to contact details, automate list building, give you a place to organize your leads and sync your CRM with accurate data.
Some even have intent data to help connect with the decision-makers at the right time.
These are the benefits of automating prospecting and data enrichment:
Kaspr is a free all-in-one prospecting tool with data enrichment and outreach features. The Kaspr database has over 500 million B2B email addresses and phone numbers - that’s a lot of accurate data. 🤩
Use Kaspr’s Chrome Extension to pull contact data from LinkedIn profiles, company pages, or lists on people searches and much more.
As you build and manage lists of prospects within Kaspr’s web app, automate the data transfer to your lead lists in your CRM.
Start automating prospecting and data enrichment today. Get started with Kaspr free.
SDRs focus on identifying and reaching out to qualified leads, but sometimes potential prospects don’t quite make it into the pipeline because of simple human error.
Missing out on good leads isn’t something you want to happen in this market. 🤦
Use automation tools to send prospect data straight to your sales apps, including your CRMs and pipeline management software, to take advantage of these benefits:
Companies like Cloud Direct have used Kaspr to help reduce their margin for error by syncing data automatically and using LinkedIn outreach workflows.
You can also use Kaspr’s Zapier integrations to add already-established automated workflows using various tools.
Call scheduling and appointment booking can actually be an enormous hassle. It’s one of the routine tasks for SDRs, but on-target reps have a pretty full calendar. 🤷
The hassle of call scheduling is particularly true if you have a fast-filling schedule or you’re trying to schedule a call with multiple decision-makers.
The benefits of appointment booking automation include:
Appointment scheduling tools like Calendly and Chili Piper can make this process so much easier.
SDRs can create schedules that show when they’re free for calls and set how long each type of call should be. Then, they can send a link to potential customers that allows them to book appointments without exchanging multiple emails back and forth.
ℹ️ Did you know? Kaspr is also used to call prospects directly from the web app. During the call, you can create tasks and add notes. Add more value to your scheduled calls and sign up for Kaspr for free today.
Sales automation software often comes with outreach features.
The key is to use platforms that can help your team create personalized cold messages at scale. It’s not about just spamming as many leads as possible with a generic sales pitch.
These tools help your sales team connect with prospects and identify potential hot leads. Similar to ChatGPT, they are not here to replace SDRs.
The benefits of outreach automation include:
Tools like Outreach and Salesforce have outreach automation features that can help you send personalized messages to leads at every stage of the customer journey based on triggers like these:
Kaspr offers LinkedIn automation outreach, plus the ability to make calls from within the web app. Automate sending connection requests to identified prospects and subsequent first-touch or follow-up messages.
All great sales professionals must keep track of every lead in the pipeline. This bit of admin means knowing what stage of the customer journey each lead is at and when they should follow up.
Examples of tracking leads through the pipeline with automation may include:
The benefits of automating lead tracking for pipeline management include:
Kaspr and Zapier’s integration can help you sync pipeline data through multiple tools. This includes activity tracking and pipeline management software.
You can also add tags to high-intent or high-priority leads in Kaspr’s leads list for your whole team to see.
SDRs take on a ton of (essential) sales administrative tasks, including list creation, task setting, and adding contact details to individual prospect profiles. When done manually, these tasks are time-consuming and prone to human error.
Using sales automation platforms to automate admin tasks offers the following perks:
Kaspr’s web app makes it easy to add critical contact information for each prospect profile you save, including notes that your SDR wants your sales team to know. SDRs can also automate task setting to streamline lead management once these prospects are in your pipeline.
When you’re on the home stretch, your account executives (AEs) and maybe reps, too, will send proposals and contracts to potential customers.
There may be a negotiation period, but the easier it is for you to send over a great proposal fast, the more likely you are to close the deal.
Create a more robust and seamless customer experience and increase pipeline velocity simultaneously.
Software like PandaDoc, Storydoc and Proposify can offer the following benefits and features:
Still have questions about sales workflow automation? We’ve got answers. Read on. 👇
Sales workflow automation is the process of using software to automate repetitive sales tasks. Building these workflows may include tasks like adding prospects to a CRM or sending a follow-up email.
Workflow automation typically involves “triggers”, meaning a workflow is triggered when a specific event occurs.
For example, if you connect to a new user on LinkedIn, you may have an automation workflow to send them a “welcome” message immediately.
Use sales automation platforms through every customer journey stage, from prospecting to proposals.
Sales workflow automation offers these perks 🙌:
Examples of popular sales workflow automation include:
Kaspr is a powerful all-in-one prospecting tool with built-in sales automation features.
Use it to help you identify and capture information about potential prospects.
Then, automate outreach, including LinkedIn connection requests and follow-up messages. You can do this while managing your leads in one central web app. Use Kaspr’s automation tools for free; sign up now.
Join 50K+ companies to get these Kaspr benefits:
✅ Intuitive sales automation for outreach and lead management.
✅ Find, organize, and manage leads.
✅ Create custom workflows.
✅ 500M+ phone numbers and email addresses.
✅ GDPR and CCPA aligned.
✅ Integrations with popular CRMs.
✅ Custom plans available.
✅ Card-free signup.