Sales
Automation
How Sales Automation Works
Wouldn’t it be fantastic if your sales team could focus all their time and effort on selling? Intelligent automation may be the key to making that happen. Our automation toolkit can be used across a sales department to remove repetitive mundane tasks that sales teams really don’t want to do.
In a sales department these tasks are broad and could include things like lead management, updating CRM’s or other systems, sales reporting and analysis, sales order processing, managing customer communications, contract management, pricing and quotations, customer support, sales order validation, sales compensation management, post sales activities or competitor analysis.
By automating these tasks, automation allows the sales team to work more efficiently, reduce manual errors and allows them to focus on higher value activities like building relationships with customers or generating new opportunities.
The technology we employ in automating a sales teams activity can be varied but often includes a combination of intelligent document processing (IDP), digital workflow, robotic process automation, business intelligence, document and contract management and artificial intelligence. The important thing is we work with you to understand your business and your processes. We can then help you navigate what an end-to-end automation solution would look like that would deliver you the outcomes you’re seeking.
Where Spectro Currently Lives
FAQ on Sales Automation
What types of sales tasks are best suited for intelligent automation?
Obviously, it depends on your business, your department, and the processes you have in place. However, intelligent automation is perfect for any rule based, repetitive tasks that are time consuming to carry out. For sales this could be related to processing orders, communicating with customers, identifying sales opportunities or distributing sales reports.
What are the benefits of using intelligent automation solutions in a sales department?
The main benefit we see with our clients is the freeing up of the sales team time by removing repetitive low-value adding tasks. This allows them to focus their time on other higher value activities such as generating new opportunities or building relationships.
There are other benefits though. Often our automation solutions complete tasks more accurately and quicker than a human would do. This can result in more accurate customer and sales data and improved cashflow for our clients.
Will implementing an intelligent automation solution require significant changes to my existing systems?
Probably not. Our intelligent automation solutions normally work in conjunction with existing systems like Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems such as Salesforce, Pipedrive or Microsoft Dynamics. In fact, one of the tools in our toolkit, robotic process automation is often described as utilising a digital worker in the form of a software robot. These digital workers use your system(s) to carry out repetitive, routine tasks just like a physical member of the team would. It’s just the digital workers, like Spectro, can do it 24 hours a day, 7 days a week.