Streamline your customer service with our sales automation process flow for customer service

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what is sales automation here are the quick tips to implement sales automation in your company and even if you're a small company or large enterprises whatever it is this steps is easily applicable for you and you can be able to implement it at ease now make sure to watch the complete video so that i will be giving you a tool a free tool so that you can try it out with sales automation and then you can see whether it works for you or not now before going to the video make sure to subscribe and follow our channel to get all sales automation is nothing but anything that helps you in reducing the manual work of your sales team it is as simple as that that is nothing to get confused or think in a very different way for example when a new lead is getting received in your email from your website now you have to either send a mail to your sales executive or you have to forward it to your sales executive via whatsapp or sms now this is a manual process now what if i can tell you with the help of sales automation you can be able to allocate all the leads automatically to your executives when a new enquiry is received and it can do a lot more like it will automatically send a welcome email or sms to the lead who has made the enquiry now all these things you have to do it on a manual basis but if you use sales automation with the help of the right tool it will really help you to take your business to the next level and it will surely help you to save at least one hour of your time as well as your team members time every day that's how easy and powerful it is now here are the four quick steps to automate your sales process number one get the right tool so how to get the right tool so i can give you some suggestions and as i mentioned earlier you can also try out with solid performance crm which is having the complete automation function which i'm going to talk about in this video as well as you can watch future videos related to automations now what you can do is you can do all kinds of automations related to sending email sms whatsapp delayed email nurturing everything with the help of solid performance crm now even if you are choosing any other tool you need to make sure that you are selecting the right tool for that i always suggest you to try out with you know a trial of 7 or 10 days even before subscribing for a product that will really help you in making a decision whether that tool is the right tool for you or not the next important thing in sales automation is the process flow you have to prepare the process flow for example whatever activities you are doing already in your company now you are going to automate this so you are going to check what are all the things that you can automate like as i told earlier whether you can send automation to immediate enquiries whether you have to allocate all these leads to your sales team in case if you're going to allocate it to your sales team how is it going to allocate on a round-robin basis or it's going to allocate to one particular person or how it is now all these processes you have to get it ready before implementing it in the sales automation system now once the flow is ready and you are checking with the tool what you have selected which is the crm and the crm is having already all the functions then the next thing what you are going to do is you are going to set up the automation now setting up the automation it might take some time for example if you are going to send them a lead nurturing emails with a sequence of maybe around 10 emails with the time period of one week for every email right now that means you have to create 10 emails 10 full-length emails with contents it will take some time but you have to spend your time dedicatedly to make this happen because once this is done then there is no need for you to do anything else so as you planned in the process you need to make sure that this is taken care in an effective way so that it will really help you in your business growth in the future and that is nothing you have to do manually in the future now once the automation is performed you are going to test whether this automation whatever you have created is working fine or not beat any crm i highly recommend you to test it before going live because sometimes what will happen there might be a small unwanted character it will get added in the mail content which will actually affect your reputation so make sure to test it before going live that's it you can forget and the automation will take care automatically now these are all the four primary steps which you need to do again only three steps the fourth one is you are just going to forget it that also i'm adding it as a step so that you will actually forget if you choose the right tool now as i mentioned before in the description below i have shared the link to solid performance crm where you can set up a free trial set up all these automations upfront test whether if it is working fine for your company and business and if you take the cost of solid performance crm it is highly affordable and it will really help you in your business growth so thank you so much for watching this video make sure to subscribe and follow our channel so that you will get updates regarding all future videos thank you