What is SalesForce automation?
Salesforce automation (SFA) is a tool that automates the sales process. The automation usually focuses on repetitive, administrative tasks that, while important, can be time-consuming for sales teams to perform. By letting sales force automation software take care of these tasks, sales reps can spend their time on more productive parts of their job: selling.
Increasing competition, longer sales cycles, fragmented lead data, and expanding sales reps together can be a woeful situation.
64 percent of a salesperson’s time, more than five hours out of an eight-hour workday, is spent not selling.
Shocking?!
Where and how do they spend their time then?
Reports suggest that, on average, two-thirds of a sales rep’s time is spent on non-revenue generating tasks. If the sales team is not spending time on the things they are supposed to do in this hyper-competitive marketplace, it can be costly. Rather than spending time on sales, they are forced to deal with a jumbled database, mundane tasks, and demand generation, sifting through siloed profiles, and repeat customer advocacy, manually.
Manual tasks, which were the order of the day back then, are increasingly proving to be a huge bottleneck towards simplifying and improving critical business processes. Technology is the enabler of business process automation (BPA), and it can automate workflows to the point where human intervention is unnecessary. Image source– https://www.act.com/
In fact, the research firm Aberdeen Group determined that best-in-class adopters of sales force automation systems saw their deals increase in size by an average of 27%.
Why do organizations need Zoho Sales Force Automation?
Many small, medium-sized and large businesses face the challenge of keeping their sales force aligned, informed, and engaged to the omnichannel customer base through contact management feature giving a 360-degree view of customers, with fragmented digital platforms. SFA in Zoho CRM helps your sales team log communications, manage, leads, and sometimes build marketing campaigns. It has a feature of workflow automation that helps you be more productive by handling the routine tasks for you.
The two major challenges that an organization’s customer-facing teams face are meeting the customer’s expectations and staying ahead of the curve.
Zoho Customer Relationship Management Sales force automation (SFA) software drives sales force performance and profitability by giving you everything you need to sell smarter.
Zoho SFA has helped many small to larger business organizations in increasing business win rates by automating business functions. If increasing sales win rates, reducing the sales cycle duration, enhancing sales rep’s productivity, and improving revenue are the features you are looking for in your priority list- then Zoho CRM’s sales force automation should be your one-stop halt. Salesforce automation in Zoho CRM can help your team improve productivity by minimizing the time spent on repetitive non-revenue generating tasks and allowing more time for closing deals.
Zoho SFA makes it simple to perform:
- Lead Generation & Qualification
- Sales Pipeline Analysis
- Sales Stage & Probability Analysis
- Competitive Analysis
- Real-Time Sales Forecasting
Here are the reasons you need to consider when deciding to include Zoho Sales force automation for your business-
1. Help regain lost opportunities-
Zoho SFA tool not only manages the follow-up for precise business interaction with the customers but also makes sure that you do not miss any sales opportunity. The software does this by sending reminders regarding each potential business deal.
Sales reps can create, track and manage a wide range of sales activities for their leads and accounts.
This will further help you to enable your sales reps to focus more on growing the number of sales and improving quality communication with the customer base.
2. Regain the vision of Forecasting and Intelligence-
In traditional methods of managing leads and the sales processes, you miss out on the important factor of vision of forecasting and intelligence to maintain the customer relationship with the leads and potential customers.
It becomes difficult to determine the status of interactions with leads are going on, whether the particular lead will convert or not in the future, and predict future sales based on past sales data.
But, Zoho Salesforce automation helps companies and organizations to manage their clients and customers in a much better way. Data-driven insights allow sales managers to set more realistic targets and run profitable campaigns. Forecasting in Zoho CRM provides real-time insights to track sales and helps organizations fine-tune the sales processes and monitor the sales pipeline. Followed by this, they will be able to provide a better quality of products and services to customers. This matters the most because the organizations and businesses are dependent on closing the sales with potential customers.
3. Manages poor prioritization-
How are the sales team supposed to understand which tasks are on the priority list and on which they need to invest the best of their time? Many organizations get a good number of sales lead but face the issue of quality leads. You don’t need your sales team to work on the cheapest quality leads, the only thing that you need to make sure that each resource should be used in the most optimal way.
4. Sets employee accountability-
As there is a saying “what gets measured, gets improved”.By the use of Zoho CRM, it helps you to track individual sales within the company and gives a detailed breakdown of the performance of employees. You can increase the ability to run the reports and see which steps of your processes which types of customers you succeed with.
5. It Helps In Collaboration and Data Sharing:
Zoho SFA lets you share the data with your colleagues and employees means that they get a chance to see where the company is headed to.
Make necessary changes and adjustments is essential as it enables the employees to have a clear vision of the company’s objectives and long-term goals.
Thus allowing all employees to be on the same page as the company’s managers and objectives can be.
This last point defines the ability to share the data with your team members.
Conclusion: The First Step to implement Zoho CRM Sales Force Automation Software.
Well, the first step for any organization is to determine which Sales force automation software is right for their company, which you have hopefully determined from the above description. Once you have made up your mind to move forward, you need to configure Zoho CRM software.
Everyone knows that the customer is a cornerstone of any business. Sales automation software in Zoho CRM allows you to continue creating new customers and generate more business from your existing and potential customers.
Every sales team is different and can have different needs and requirements. So it is important to think about the unique needs of your business. Transform productivity into business growth with Zoho sales force automation.
