One Click to Triumph: How Automation Saves Hours and Boosts Sales
Let me tell you about a particular client. Does this sound like your experience? You initiate your sales call, present your spiel, and BAM! You've closed the sale. It's thrilling, isn't it?
That's what I thought until they explained their process to me:
An initial personal email is sent recapping the call, detailing action items, highlighting the value propositions that appealed to their newly acquired customer, and outlining the onboarding steps.
Followed by contract creation and dispatch.
They gather invoice information via email, then create the invoice.
After which, they send the contract document to the client and wait for a response.
They send an outline of services and packages.
Finally, they schedule the onboarding call.
Considering the estimated time spent:
Document retrieval: 30 minutes
Email writing: 15 minutes
Data collection: 30 minutes
Time spent with the customer: 30 minutes
Let me guide you through how I saved this sales team over 8 hours a week with just one automation, and thats lowballing it.
The Trigger
What's a trigger?
It's when a specific action, either initiated by a human or based on a preset condition, prompts a set of defined tasks to be executed. In this scenario, the trigger is when a lead enters the sales lifecycle stage labeled "Qualified".
The Workflow
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.
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Conclusion
The transformative power of automation isn't just about cutting down the hours. It's about improving the quality of every interaction, every process, and every sale.
By automating the mundane and the repetitive, your sales team is empowered to do what they do best – building genuine relationships, understanding client needs, and closing more deals.
The future of sales lies in striking a balance between human touch and machine efficiency.
Think about the larger picture.
If one automation can save 8 hours a week, imagine the ripple effect of multiple automations integrated throughout your business.
We're talking about potentially hundreds of hours saved, which directly translates to increased revenue, heightened team morale, and more time to innovate and grow.
However, remember that every business is unique.
The key lies in understanding your specific needs and pain points and then tailoring automation solutions that fit like a glove.
Don't just follow trends; build an automated system that complements your company's vision and ethos.
A Special Note to Our Readers:
Our team at Anima Automation is passionate about empowering businesses like yours.
We don’t just sell solutions; we craft them to resonate with your brand’s unique voice and vision.
Your success story is the chapter we want to add to our journey.
Want a firsthand experience of the change automation can bring? Let’s talk. Dive deeper, ask questions, and let's sculpt the future together.
Take a step towards the future, embrace the magic of automation, and watch your business soar to new heights. Remember, every hour saved is an hour earned.
Let AI be the wind beneath your business's wings.
automation screen shot - How Automation Saves Hours and Boosts Sales with anima automation
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