From demo call to On boarding Perfect your Sales journey with Automation
Ensuring a seamless sales journey is more crucial than ever. But how does one achieve that?
Let's dive deep into the magic of automation and see how it can refine the sales process, right from that first demo call all the way to onboarding.
Ready to take a journey? Buckle up!
The Traditional Sales Journey - Challenges and Bottlenecks
Ever felt like the sales process was dragging?
You're not alone. Traditional sales methods, sans automation, can often be riddled with:
Lengthy follow-ups.
Lost leads due to forgotten callbacks.
Inconsistent onboarding processes.
All these glitches don't just strain your team—they can impact your customer experience and conversions. And we all know a happy customer is key!
The Power of Automation - An Overview
Think of automation as your invisible sales assistant—ever present, never tiring, and perfectly consistent. Automation, in the sales context, involves:
Scheduling demo calls.
Sending timely reminders and follow-ups.
Seamlessly transitioning leads to the next sales stage.
With the right tools, you can create a sales process that’s not just faster, but also more efficient.
Transforming the Demo Call Experience
Here's where the magic happens. With automation:
No more double-booked slots.
Automatic reminders ensure you never miss a call.
After the demo, auto-emails can provide further resources, ensuring potential clients have all they need.
This keeps the experience smooth and professional—impressing potential clients every step of the way.
Seamless Transition to Onboarding
First impressions matter, right? The onboarding process is that critical first step in your relationship with a new client. Automate it to:
Provide timely information.
Ensure all paperwork is sent and received promptly.
Give clients access to resources without any hiccups.
Happy clients right from the start? Yes, please!
Let me share our automation process at Anima Automation
The way our prospect starts their journey
SDR outreach
Email campaign
Lead gen bot/ automation
Ads
Blog and more
Once meeting is book
Tags are associated to the outcome of the call
Notes are sent to all participants
AI writes email based off call (creating a personal first email)
When the contact meets this condition, specific actions are set in motion:
Contact's lifecycle changes to "qualified".
A webhook is triggered.
Information is relayed to Zapier.
Feeling overwhelmed? That's understandable, and we've only covered half of the process!
From here:
The webhook gathers all the necessary data.
Fireflies AI sends outlined action items from the sales call via email.
Stripe creates a customer profile and a payment link.
Other specified tasks from the sales call are relayed to a Google Sheet.
The first onboarding email is dispatched, and the contact is updated on the CRM.
But that's just the beginning...
Information from the CRM is relayed to a document creation app, documents are sent to the client along with a calendar link, email responses are monitored, meeting reminders are automated, and upon payment receipt, the sales lifecycle status automatically updates to "customer". Then, an email detailing services and packages is sent to the client.
One simple click saves 1.5 hours, allowing your team to allocate resources more efficiently. Now, you can center your focus on revenue-generating tasks.
Automations, tailored to your unique business needs, can revolutionize and expedite your company's growth.
Key Benefits of Automating the Sales Journey
Let’s recap:
Efficiency: Do more in less time!
Enhanced Customer Experience: Happy clients lead to better retention.
Consistency: Deliver the same high-quality experience, every single time.
Getting Started with Sales Automation
Eager to jump into the automation train? Here's how:
Assess your current process: Where are the hitches?
Choose tools that fit your needs (hint: we might know a few 😉).
Train your team and ensure a smooth integration into your existing systems.
Book time with an automation expert
Automation isn’t the future—it’s the now. From enhancing the demo call experience to ensuring consistent onboarding, automation is here to supercharge your sales journey.
Remember, it's not about replacing the human touch, but about enhancing it, making each interaction even more meaningful. 🌱
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