The biggest hurdles your sales team needs to overcome in order to achieve success are mundane and time-consuming that only serve to slow them down. Things like distributing leads, sending welcome emails and follow-up messages, escalating cases, and general data entry take up far more time than it should. If your business, like many others, is short on both time and resources, then this is purely unacceptable.

While these processes are important, they take up valuable time in which your sales staff could be selling and fostering stronger customer relationships. With Zoho CRM’s impressive sales force automation features, sales processes can be easily automated to free up valuable time for your sales team, letting them focus their time and effort on what really matters.

Improved lead management and distribution

Zoho CRM makes lead management easier than other CRM solutions, automatically separating leads from sources including your website, live chat, social media channels, and more. Lead scoring features allow your sales team to prioritize and focus on the strongest leads for faster conversions. Once your team has identified strong leads, Zoho CRM distributes lead across your sales team through predefined assignment rules that will distribute leads based on sources, geographic locations, or other important parameters that will determine which sales team member is best suited.

Zoho CRM also allows sales managers to select individual sales members to receive a lead, or ensure that leads are assigned equally through an automatic round-robin pattern. If none of Zoho’s rules work for you, ion8 can create custom lead assignment functions such as a weighted round robin, which means you can do things like send leads over a certain dollar value to your best-performing sales reps.

Welcome emails and follow-ups

Without quickly engaging leads through things like emails and follow-ups, you risk losing their interest at the very first hurdle. The more leads your company is able to generate, the more welcome emails your sales team has to draft. Zoho CRM makes a painless experience for your sales team, allowing you to eliminate the mundane busy work by creating email templates that will save your staff from repeated copying and slightly modifying emails every time a new lead is generated. Zoho CRM workflows can automate welcome emails, automatically sending out emails when new leads are sent to your CRM.

Follow-ups with leads are another crucial process for salespeople – without following up, your company risks losing a disengaged lead to another more active competitor, or simply to lack of interest. Zoho CRM lets your team close deals faster by letting you see deals that are closing soon and have not yet had any sort of follow-up email or phone call. Macros can be used to respond to leads sooner by automatically generating short follow-up messages and reminding you about relevant calls and meetings.

Automated sales routines and workflow rules

Zoho CRM lets your team members automate sales routines and workflows, cutting out time consuming data entry processes that only slow you down. Sales routines like scheduling tasks, updating customer fields, and sending emails can be automated either instantly, or at a later date to meet your team’s needs. Workflow automation also allows you to establish workflow rules that will automate processes like sending emails to customers and following up with leads. Each workflow can accommodate up to 10 conditions, increasing your team’s ability to automate time consuming steps in the sales process.

Macros mean less data entry

Routine sales activities like updating customer records, creating tasks, and sending emails can quickly take up a large chunk of your day. Zoho CRM gives you the option to use macros, which can be used to trigger events that complete these time consuming tasks, completing them all with the click of a button. Multiple actions can be triggered through the use of a single macro, helping you keep records up-to-date, and ensuring that promising leads don’t slip through the cracks.

ion8 is an all-in-one agency featuring a team of experienced designers, digital marketers, consultants, integration experts, and more. Our team is ready to take on projects of all sizes, ready to improve your company’s sales funnel, unify your workplace technology and communications, and deliver consistent and high quality brand messaging and marketing efforts. For more information about everything ion8 can do for your business, contact us today.