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How to Improve Your Sales Processes by Applying Automation

Since time immemorial, human beings have always tried to look for ways to make their life easier and improve their productivity. In business environments, this can be seen in the thousands of tech innovations that are available today to help eliminate as many manual processes as possible.

Are you looking for ways to enhance your business sales numbers and boost revenue and profits? You might want to consider implementing tech to automate key areas of your business.

Automation allows you to focus on commonly neglected areas such as customer-business relationships and your online presence which ultimately boost sales.

In this post, we share five sales processes that can benefit the most from automation.

Lead management

Every business has that ideal audience that it targets for its products and services. Among them are people who are genuinely interested in its offerings while others, not that much. If you’re looking for effective ways to separate these two categories, you may want to consider implementing appropriate automation tools.

With tools like customer relationship management software, you can easily analyze the activities of your target audience by looking into their shopping preferences and other interactions online. Having this information will assist you identify those that might be willing to buy from you so you can focus your sales resources on them.

Strategy formulation

While running a business you’re constantly employing a wide range of strategies hoping that they will facilitate quick realization of your goals. Automation can improve formulation and execution of those strategies in a number of ways.

For starters, some sales and marketing tools can easily conduct a SWOT analysis on your website including its point of sale, customer management, and marketing processes among others. This helps you to identify areas of your sales that need some improvement and those that you need to keep up with. Importantly, you also discover the major threats facing your sales strategies and going forward, formulate ways to overcome them.

Other areas in sales strategy that automation improves include business portfolios and critical question analysis for establishing an organization’s purpose and objectives.


If you operate in a competitive market, it’s highly likely that you’ve come across competitors who rule the market despite their offers. In most cases, these brands have invested heavily in their presentations and promotions which makes it hard for customers to drop them despite the existence of greener pastures. Automation can assist you to come up with superior presentations and help you improve your sales materials to attract more customers.

For example, you can use tools like Microsoft PowerPoint to design beautiful slides that inform prospects on what your brand offers within a few glances. Others like animation tools can help you create marketing content that enhances curiosity among prospects to try out your product.


As your business continues to grow and your customer base increases, maintaining consistent communication with clients can be quite challenging. But it doesn’t have to be this way with the right automation tools and other resources.

Remember, when your customers feel neglected, they begin to doubt your authenticity and this can negatively affect their loyalty to your brand.

Automation offers you all the right tools you need to communicate with customers at various stages of interacting with your business. For example, email autoresponder tools like MailChimp and Constant Contact can assist with sending targeted messages to leads and existing customers. You can even use them to analyze your customer profiles, conduct A/B testing, and track prospects that convert from email campaigns. If you prefer making calls, you could use call recorders to store all your calls and use them as references to improve your future interactions with customers.

Sales reporting and forecasting

Any business that takes its growth and development seriously has to generate sales reports and forecasts regularly. These reports shed light on the performance and the health of the business in a given period. On the other hand, forecasts facilitate setting up of goals and giving directions on what to do in a business going forward.

The good thing is that reporting and forecasting, like most other sales processes, can be automated easily. For example, you can use a tool like Microsoft Excel to generate performance charts and graphs from your business’s sales data. This tool uses sales statistics and summarizes them into visual representations you can use to formulate effective business strategies.

Others like Smart Demand Planner help you measure factors affecting sales including marketing prices and economic performance. With such tools, you can find out how your sales will fare in the future and consequently plan accordingly.

Which automation strategies are you employing in your sales process for effective results? We’d love to hear your feedback.


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