It‘s about time to start working SMART

It‘s about time to start working SMART

If you are not automating bulk of your sales activities, you are wasting time and money, as well as getting stressed out about performing repetitive tasks over and over again. 🤯
Without being too verbose as everyone knows automation is helpful, let’s get straight to the list ->what CAN one automate in a sales processes? 🔥
1. You have to have templates for any email or SMS message that you sent more than once. Every time you send an email or an SMS, you should be able to grab a template and send it out.
2. Speaking of sending emails and SMS messages, you should send majority of those using automation. The best way to accomplish it, is to create workflows within the framework of your sales software, that will fire appropriate actions based on triggers you specify.
3. Are you sending contracts or other files? This has to be automated as well. Every time there is a new sale – a document should go out automatically.
4. Same goes for invoices: if invoice amount is the same every month, no point of sending it manually.
5. Do you get your money using Stripe/PayPal etc. transactions? Are they automatically entered into Quickbooks or any other accounting software? If not, this is a huge time waster and absolutely has to be automated.
6. Are you sending surveys or questionnaires based on customer or prospect behavior? Automate that process as well, based on your business triggers.
7. Is your business making social posts in multiple places? Automate! We are posting to 5+ different mediums in one swoop and we are super happy about it!
8. Are you receiving your leads from different places and they all come in different formats and you have to manually enter those? No more! Enforce one format and process all leads through email parsing into your system.
Those are just a few examples of benefits of automation. How is this achieved? Our SMART Hive CRM & Marketing tool comes with a plethora of the automations built in. It also connects to Zapier service, which makes the possibilities limitless.
#salesautomation #salesefficiency #sellsmart #CRMsolution #bestsalessoftware