Automate sales processes in Mexico
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Automate sales processes in Mexico
Automate sales processes in Mexico
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FAQs online signature
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What is an example of sales force automation in CRM?
Examples of SFA workflows For example, when a prospect completes an inquiry form on your website it can automatically create a new lead in your CRM. At the same time, SFA can trigger a task to be created for the sales team to follow up and for the lead to be added to an automated marketing campaign.
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What is CRM market automation?
Marketing automation is the use of technology or software to automate the various marketing activities of a business. Marketing automation tools allow modern businesses to streamline, automate, and measure the ROI of their efforts, leading to a more efficient marketing team and increased revenue.
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What is CRM automation in sales?
Sales automation is software functionality that automates the repetitive tasks that are key to building simple and profitable customer journeys. It's often included as a feature of CRM software , lead generation software , and email marketing software.
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What is sales order automation?
It's a technology that streamlines and automates the sales process from order capture to delivery. By leveraging SOA, businesses can enhance the efficiency and effectiveness of their sales teams and improve the overall customer experience.
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How do you automate sales force?
Best Practices for Salesforce Automations Understand your business process. Before setting up any automated process, take time to understand the current manual process that's being used and document it. ... Build process maps. ... Keep it simple. ... Use scheduled actions for external data.
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What is automation in technology?
What is automation? Automation is the use of technology to perform tasks with reduced human assistance. Any industry that encounters repetitive tasks can use automation, but automation is more prevalent in the industries of manufacturing, robotics, and automotives, as well as in IT systems.
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What does CRM mean in sales?
Definition of CRM: CRM stands for customer relationship management, or the process of managing interactions with existing and prospective customers during the sales process.
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What is marketing automation in CRM?
Marketing automation is the use of technology or software to automate the various marketing activities of a business. Marketing automation tools allow modern businesses to streamline, automate, and measure the ROI of their efforts, leading to a more efficient marketing team and increased revenue.
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What is automation in sales?
Sales automation is software functionality that automates the repetitive tasks that are key to building simple and profitable customer journeys. It's often included as a feature of CRM software , lead generation software , and email marketing software.
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How to use automation in CRM?
Best practices for CRM automation solutions Choose a user-oriented platform. ... Select an easy-to-use but sophisticated CRM platform. ... Make sure your CRM is mobile-friendly. ... Track multi-channel data and connect it to your CRM. ... Define a standard CRM automation process. ... Customize your automation features. ... Provide training.
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How do you automate sales processes?
Let's dive into how to automate the sales processes for your team. Define your sales processes. ... Automate prospecting and lead generation. ... Automate lead enrichment. ... Manage leads with CRM tools. ... Use еmail тemplates. ... Automatic outreach and call recording. ... Schedule calls automatically. ... Automate proposal and document creation.
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How do you automate sales follow up?
Here's a quick five-step guide to get you started: Step 1: Choose your email automation tool. ... Step 2: Create your email templates. ... Step 3: Identify your follow-up triggers. ... Step 4: Set up your email sequences. ... Step 5: Monitor and optimize your campaigns. ... 10 Recruiting Email Templates that Work in 2023.
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every time I put up a Monday morning email where I go hey shout-out to the entrepreneurs who are gonna jump in the trenches even with the anxiety that you have right now even though you're overwhelmed I believe in you don't listen to the doubters don't listen to the negative inner voice you can do this go everyone's like oh my god it's Monday and I needed that you know what you know how are you inside my head because when my business was new and when it was unpredictable by the way it's like now fifteen years old and it still has elements of unpredictability right weekend's are usually when disasters happen or start brewing and they show up on a Monday [Music] welcome back to another episode of the Empire podcast Q&A sessions I'm here with Pedro's cool Ian mm-hmm and this week's question is how do you automate prospecting on social media oh man we got so much killer content for you here beep I'm calling Facebook and Instagram the modern day call centers now because there is ways to automate this prospecting that people are doing absolutely I love it I love it all right so first of all you have both Facebook and Instagram have direct message or chat options yeah so we can get lots of leads into those systems and then we can basically just set up the right scripts to move people forward down the line so are you guys using any facebook chat in any of the programs that you have we're actually using many chat right now okay we're gonna put in mini chat to more of our funnel processes even our Empire coaching funnel right and that's just a way that you can set up the automated chat so you have you know so you send somebody through an ad directly into the facebook chat and then from there they interact with the chat bot yeah and then that you can escalate it eventually up into a human interaction yeah and for those of you they don't know what a mini chat is or a chat bot is like imagine this it's email marketing with you on steroids right it's the best value it for one let's all face it we know that Facebook wants you to keep the traffic on Facebook and they're gonna reward you for not sending people off of Facebook so one of the best ways to do that is to get them in a chat communication so you're literally gonna run ads to get people hooked on the chat bot on the chat communication to ask a question and create dialogue with you so instead of sending them to a page where they opt into something and then you do an email autoresponder series rights just do it all inside a Facebook Zuckerberg exactly exactly that and since Zuckerberg doesn't want you to send people off of Facebook he is willing to reward you by charging you less per lead right to keep them on many chat but here's the other thing as the many chat automation takes over it also operates as a email platform meaning if you want to send out a broadcast to everyone who's come on board to that many chat funnel you can and we're not talking about 20 30 percent open rates we're talking 90 95 percent open rates right because everybody opens their facebook Messenger everybody opens their Facebook messenger because it's part of the app it's part of the platform that they're already in they don't feel threatened they don't have to go and open up their emails and wonder who this person is and so you have higher interaction which translates to higher conversions yeah absolutely all right and then you can also do the same thing in Instagram so in Instagram you're going to have to request people send you a direct message or maybe they just will but then and this requires actually a little bit more manual labor is that you can have team members in your Instagram replying back and forth or you can do it yourself of course but now we know several people that are that have assistance with scripts that when you know for example if you made a video and said hey if you're interested in my coaching send me a direct message then the direct message is sent in and somebody can sit there and reply and get the information needed then then it's escalated to a phone call with the sales closer or maybe like hey Phaedrus I need you to step in answer a couple questions here to close the sale so all of that is capable to Instagram direct message as well right absolutely so don't ever think that you have to always automate through technology you can automate through humans and in fact there's a human standing to my left right there ISM is Tyler and he's right behind the camera right now but Tyler's full-time gig is to literally go through my social media platform messenger and DMS and fish out people who have a question answer their questions because you and I don't typically have the time we're trying to run our businesses to answer every single question so one I want to be helpful look so he'll answer the questions on my behalf but then he'll ask them have you ever considered working with Pedro's in a mentorship program or a coaching program or a workshop that he's running and he'll start the dialogue and they might say yeah in fact I have and they'll say well you know here's his upcoming workshop and he's converted people into our $2,000 workshops that way and then it's up to me once they come to the workshop - if they're a good fit to scale them into our mastermind right but if Y if we didn't do that we'd be leaving money on the table and also not servicing these people who have questions because at the end of the day look they have questions and yeah they want free answers but this is our way of going taking them from suspects to prospects so I'll answer your free questions and then follow up with have you thought about coaching with me right and by the way if they don't want to coach with me he'll tend to refer them to well here's a product if you can't afford the high-end coaching here's a product or a course that you might want to consider which still gets them into our funnel and hopefully starts moving them ascending them up our our financial ladder yeah absolutely and so people have been thinking oh my goodness how could I possibly just you know give somebody else you know the opportunity to answer my direct messages what would they say you know they wouldn't know what to do well here's the thing what you will do is once you answer enough questions in your direct messages you know typically the same question you're going to get all the time and if you're doing your stories right ing to my formula you're telling people what to ask and therefore it can just all be scripted just like a person getting on a sales call with somebody this can all be scripted and there's even apps out there now where you can just you know press a button and it puts in an exact answer so the person could just be going through and doing this very very quickly but essentially it's all scripts it's all scripts answering the same question just like the chat pod as well yeah anything else on that yeah one thing I want to give you credit for is the everything okay oh yeah right so when someone goes ghost on Tyler you know we learned this from you and so I'll just see like he'll go through and everyone who's gone ghost on him where he's asked like hey have you considered maybe coming to a workshop here's the link to it go read about it let me know if you have any questions and of course you can tell they looked at it because it says scene yeah but they didn't give any feedback so he'll wait a few days and then come back with hey everything okay everything all right yeah and of course it automatically triggers a response and the dialogue continues that doesn't mean that they end up buying but it's an opportunity open that door for the dialogue to continue which is really cool yeah absolutely and 99% of the time people just say oh it was really busy or you know how to do you know a weekend away you know I did get one really awkward one no one to do yeah they were like yeah I just had laser eye surgery and it went really bad and it was like oh really sorry no you got to give that person therapy right right right but 99% of the time it's gonna work out great yeah and it's just gonna get people back reengaged in the conversation and away you go correct and now even though that was a method that I've learned from you and that we basically stole from you and use we officially are calling that the bade rose DN method yeah yeah so I'm renaming it and taking full credit for if I can get the bade Rose DM method folks feel free to share that on social media that it's mine good so now I've got more stuff for you to steal because we're gonna talk about my my new methods that I've got here creating what's called a Content Factory because first of all like yeah you want to automate all the conversations and everything in there but you also want to automate all the content creation that gets people into the conversations and this is where a lot of people struggle because they're like oh my goodness how do I make all this content it seems like it's taking forever and it shouldn't not when not with the system I'm gonna teach you here so recently I had a coaching call with a woman she's in the acne world and she was like I don't know what to say and all these messages and so I broke it down like this essentially every entrepreneur we're saying the same thing almost over and over again right like you're beating the drum down with Fit Body Boot Camp lates hey it's 30 minute workouts you know you you you know ours is different than other companies for this this and this and we all have essentially five or so overriding messages right and and I know that people will listen to these messages over and over again because when I was a kid I had to go to church all the time and they say the same thing every week and people still go back so if you're worrying like oh I don't come up with a new thing I feel it's it feels like I'm repeating myself don't worry don't worry so what I do is I teach people to come up with the five most important messages that their audience needs to hear like for example my friend Greg o Gallagher Kino body has three hundred thousand followers like he beats the drama Train only three times per week train fasted do intermittent fasting lift heavy don't do cardio and then eat whatever you want basically he talks about how with the intermittent fasting you can eat you know 500 calories worth of chocolate every day on this system so yes he has those five messages so just repeat those five messages now people get a little bit hung up well okay if I repeat those five messages I'm just saying the same thing every well now we're going to do five different ways to teach those five messages so the five different ways and this is why I call it a five by five killer content grid is number one you're going to tell your story about it do you sell the grid like can i buy it right online that's magical only I can make a five by five grid right exactly what about the seven by seven good right the 7x7 grid with the monday tuesday wednesday thursday friday sorry sorry because this show is also part entertainment you must go into so friends here's a little rant we have listen when Craig is kind enough to turn on his Instagram live or Instagram videos and and Facebook and all that and literally draw a grid to showcase the seven days of the week on a piece of paper or marker board don't ask him if do you have that grid that I can buy somewhere just get a piece of paper and draw the seven boxes for the seven days of the week because over dinner and in Dallas you were telling us this and I was breaking out in a sweat because people were hung up on the grid and not on the information that you're sharing I put up four quadrants the other day and someone was like where can I get that it's just too long it's literally to you that's the crucifix it's the Jesus crucifix but the great thing is is like we know now know like that is gonna be a hot opt-in when we do make it available right so so that is that is good so anyway just by by five yeah back to the five by five so I will I will come to everybody's house and draw out a five by five grid if they need me to so just ask anyways you have your five main messages and now down the other side you have five different ways to tell these messages number one is your story what's your story or what's great story with training three times per week or intermittent fasting or all this stuff next is you can tell success stories about each one of those five categories the third thing is tie your wagon to a celebrity and basically tell a celebrity story about each one of the five messages so maybe it's you know oh you can just just go and Google what celebrities use intermittent fasting and then you can say well you know the Ben Affleck uses intermittent fasting and so therefore you should use it too and then the fourth one is talk about a myth what's a myth around the thing that you believe that everybody else believes and they're all wrong so you can talk about a myth and then finally a statistic around it so those five things will give you 25 pieces of content when you have the five topics and the five ways of telling that story so now you basically planned out your entire months worth of content and you can film that stuff very rapidly using that content creation grid mix that's you know what makes total sense and I know people are still probably get hung up on it yeah seeing the yeah but and here's what I can tell you about that it's all about the sets and reps save the yeah but but trust the process that Craig laid out because let me tell you it works for him he makes millions works for me I make millions I told you I straight-up copy from him and then I rename it and say I came up with it and then well I should I should probably sell it make money from it but I know all that said you trust the process and you do it anyway even though you're gonna yeah but it and through the sets and reps soon the creativity kicks in and you have no shortage of ideas yeah absolutely and then when you create any content remember these seven words and I've shared them before but remember enter the conversation in the prospects mind so when you're making content for Monday morning for your for your prospects even if you're filming in a week in advance think about what's the conversation that my clients gonna be having my reader my viewers gonna have going on in their head Monday morning if they're in the fitness world you know they're coming off a weekend where they gained weight and you have to address that you have to meet them where they are right now yeah that's that's so huge and every time I put up a Monday morning email where I go hey shout out to the entrepreneurs who are gonna jump in the trenches even with the anxiety that you have right now even though you're overwhelmed I believe in you don't listen to the doubters don't listen to the negative inner voice you can do this go everyone's like oh my god it's Monday and I needed that you know why don't you know because when my business was new and when it was unpredictable by the way it's like now 15 years old and it still has elements of unpredictability right weekends are usually when disasters happen or start brewing and they show up on a Monday either you we're maybe undisciplined all weekend and so you didn't kind of get ahead of the 8-ball and now that you know it's Monday morning and the eight-ball is about to punch you in the face that produces overwhelming anxiety so when I give a shout-out video to new entrepreneurs on a Monday and people like oh my god you read my mind no I read my own mind I know what you're going through I'm going through it as well and I've gone through it in the past so you've got to enter that conversation as it's happening and when you do I forget who it was but they said if you can explain someone's problems to them better than they can explain it to you you've got them as a customer I'm pretty sure I heard it first from Perry Belcher I don't know if he heard it from somebody else but I mean that guy has as many good sayings that was one of the ones that I remember from him so you do that now you've got the grid you got all these content ideas you know to enter the conversation in their head because that's gonna build the know love and trust factor when you can explain their problems better than they can and then what you do is you batch fill them all this stuff so if you look at your calendar you go hey you know what Super Bowl weekend is coming up I'm gonna hit them with a message the day after the Super Bowl that's gonna enter the conversation you know they probably ate a whole bunch of junk they stayed up late they're frustrated I'm just gonna deliver this message about getting back on track and the best way to get back on track is to click the link below we get my program you're gonna nail that one all the time so you just batch film it and then you can give it to an assistant and you know I'm an assistant now she uploads all my videos to Instagram all my stories we think that we found an app that can actually let you schedule stories in advance so now she's gonna have this all automated then the DMS will come in that'll be automated and so we've taken something that seemed like a whole bunch of manual labor using Instagram direct messaging and Instagram content and we've gotten it as much down to a film factory as possible I'm really really focused on how can I create a factory out of this and then from there how can I then reuse repurpose and redistribute my best messages so the things that generate the most leads and the most customers you either take that content and you put it on Facebook or you put it on LinkedIn or you put it on something else or you go okay this was a really great message and I did film it for Instagram so I need to film a longer version in the horizontal thing for YouTube and Facebook and LinkedIn so it better fits those platforms but you just test and track all that stuff so you know and you get the most mileage out of all the content you create you know what's great about this is you know the whole topic is social media sales automation and this is no different than what we talked about earlier which is scaling your business it's creating systems to allow your business to scale it's creating systems to allow your social media marketing to scale in an automated fashion so you it can scale without your involvement and again you're automating through technology you're automating through people your assistant and guys and gals one thing we're doing right now I mean today is what it's January 28th it's 116 Pacific time in beautiful sunny Southern California this is our second video that we're batch processing of probably five or six that we're going to do today yeah and then the team behind the cameras here are gonna take this footage and they're gonna decide how they're gonna put it out there they're gonna cut it up chop it up make it a podcast make it a YouTube video create a one-click yeah one-minute sizzle reel 15 seconds for the Instagram stories and then we're gonna be able to repurpose this and tray drive traffic to it all day long but it's not like Craig and I get together once a week and and film an episode we batch process and then they go through the process of creating automation and systems and that's that's how this thing happens yeah absolutely and then here's the cool thing is what I've realized is if you get one that's really good you can reuse it probably about four to six weeks later I mean most people think oh I got to come up with something new all the time no I've had a couple of stories that I just rerun every six weeks and it always gets the same result because not everybody's watching the stories every day plus they forget because they're consuming so much content so test and track which is kind of like the last lesson I want to give in this testing and tracking whether it's testing and tracking email open rates and click through rates and all that good stuff for testing and tracking sales conversion rates on video sales letters we all know to do that stuff but in your social media messages you also have to be testing and tracking especially if you get into the stories like I do and so we have people that are tracking and Jason capital our friend man he really kicked my butt on this but because he was saying we test you know the number of people that DM on every slide the number of people that swipe up on every slide and he got it down to a science and figured out exactly how to sell best through Instagram stories and my name is like man I got to keep up with you so if you are taking this no seriously you do have to test ok what's the message that I put in this story how many people viewed each slide how many people took the call to action that I had there then if you do this for about four weeks you'll figure out how your story should look one of the best ones are they're gonna get the sales and recently by doing this I realized I at first when I was doing my Instagram stuff I thought you know at Sunday I won't sell it's Sunday you know just I'm gonna come over the motivational peace advice and then I realized after tracking stuff I get the most views on my Sunday story and Here I am like just you know not wanting to sell on Sunday because of like some hang-up I had about you know not shopping on Sunday or something so now I make sure there's a really good offer in the sunday cuz that's the one that's actually going to be seen the most like actually 25% increase in the number of views on a Sunday story mostly because people are just sitting around looking at Instagram right that mean that makes total sense that I wouldn't I wouldn't have figured it out if I wasn't testing and tracking now so you got to watch your numbers you watch your numbers you figure out ways to automate and you build a factory there's a little bit more manual labor and some of these things compared to Facebook add to video sales letter but it's all worth it when you get it dialed in that's it folks it's social media sales automation and whether you do the automation through technology or through other people remember the key is that you're not doing it so that you can focus on the growth of your business while others focus on the lead generation of your business and you're going to pay them well to do that lead generation and together you grow as an organism thank you so much for watching this episode of the empire's show be sure to like share comment and Tagus each time you post this in your stories see ya hey thanks so much for being here for today's Empire podcast show we would love for you to do a quick little favor for us just go to iTunes and give us a 5 star rating leave a comment share it with your friends and if you're interested in growing your business faster go to cool and calm /m pyre fill out the 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