Time is money, especially for sales. Every transaction brings more business to the company, and more transactions mean more revenue. Therefore, sales staff need to interact with potential customers, contacts and customers every day, and perform a large number of daily activities and tasks, such as product display and price negotiation, until a deal is reached.
After long hours of hard work, a lot of time is occupied by repetitive, time-consuming, and even unbearable work, which seriously affects the enthusiasm of the salesperson.
In order to solve this problem, more and more companies are beginning to use CRM systems to automate sales. So, let's take a look at how to achieve sales automation through Zoho CRM to help sales staff complete repetitive tasks, save time and energy, and free up time to track key customers.
Automatically generate leads
The first step in sales is to obtain leads, and now the Internet is the main source of leads. General customers browse your website and learn about products or services. So when a potential customer visits your product or landing page, if you can quickly obtain the potential customer's information, it will save you a lot of time in the process of lead development. Zoho CRM provides you with pre-built web forms to help you automate lead generation. Use online marketing forms to directly push potential customer information to Zoho CRM, simplifying the lead generation process.
Open'Settings→Developer Space→Web Forms', select the corresponding module, add fields and other detailed information, such as login page URL, form name, distribution rules, etc. Then publish the designed form generation code to the website. In this way, the potential customer information on the website can be automatically pushed to the CRM system.
Auto follow-up leads
For companies, follow-up leads are as important as development leads. If they do not follow up on the leads in time, they are likely to turn to your competitors.
The survey shows that 78% of buyers tend to choose sellers who respond to their needs immediately.
How to follow up on the clues collected on the website? After receiving the lead information, the sales staff generally need to send greeting emails to potential customers, introduce products or services, and maintain interaction with potential customers. If the number of leads is small, the salesperson may be able to send emails separately, but when the number of leads is large, should they send them one by one?
No need, create workflow rules in Zoho CRM lead module and select relevant email templates. As long as a new potential customer enters the CRM system, you will receive an email, allowing you to maintain a good interaction with the potential customer.
If a potential customer registers for your product, you can send a greeting email on the first day, a support and feedback email on the second day, a product update email on the fifth day, and an expiration reminder email on the fifteenth day. Keep with the customer at all times interactive. For such a complicated email sending task, you only need to set up workflow rules in Zoho CRM to automatically send the corresponding emails.
Automatically assign leads
For sales managers, how to allocate leads? Is it unrealistic for sales managers to manually allocate leads?
Through Zoho CRM, you can set lead assignment rules to evenly assign leads to sales representatives, or you can set specific rules to assign key leads to designated sales staff to improve transaction success rate.
In short, the Zoho CRM system can help you automate every stage of the sales process, create a process-oriented sales model, help sales staff save time and energy, improve efficiency, and create more revenue for the enterprise.