Sales Automation: Organize, Track and Save Leads Easily

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If you need targeted communication, you will appreciate our sales automation strategy. Automation allows your sales team to communicate with many customers while still maintaining personal, one-on-one relationships. Automated services also help to organize leads and build long-lasting relationships with your current customers and potential clients.

 The sales automation platform can be customized just for you using a variety of processes and tools. What can you do with such a platform? Here are some options to get you started: 

  • Organize sales leads
  • Track leads correctly
  • Save time.

How to organize leads

Any company can obtain leads but for turning them into real revenue, one should effectively track, manage and develop the relationship with clients that is to organize sales leads. However, sometimes, the process of organization sales leads can be really tough. Sales representative, lacking tools for easy, efficient calling, have to dial all leads manually which decrease their productivity and, as a result, have a negative impact on the general revenue. 

For this purpose, you have to obtain sufficient software in order to provide your employees with a program that captures information about each interaction with leads. One of such solution is Voiptime. We enable you to dial leads directly from sales automation CRM with just a single click. You can even customize our notifications in the dashboard to ensure your workflow runs as smoothly as possible. With Voiptime notifications, your agents will always stay on top of their tasks.

"Technology that automates dialing helps sales representatives dial 40% more leads daily." The Bridge Group.

How to track leads

Lead tracking is a process of following up with the prospect who has an interest in a product/service. Key processes your sales agents need to track:

  • Lead status
  • Business cases
  • Deal stage
  • References
  • Time for the next action.

The Voiptime Cloud Calendar is the best way to track the sales pipeline. Managers with full access can check it regularly and update it for groups and users with our sales pipeline management software.

Time-saving services

While some sales reps still write each email by themselves, other smart workers use sales automation services as templates. Writing a new email to each individual client is unproductive. You can prepare templates for various stages of the sale process so that your agents need only insert names and details immediately before sending.
Sometimes we all make notes that we forget about, but you don’t want to lose track of your lead status information. With Voiptime, supervisors or other agents can always catch up relevant information written down by their colleagues. By using our mailbox tracking tab in the client's card, one can easily see all the emails and the interaction with the client. As an administrator, you can set up the rights to add, delete, make, edit and access these comments. Try our sales automation software today to save time and money. 

Tanya Gonchar

Expert in call center process automation, Head of Marketing at Voiptime Cloud. Interested in customer service, B2B sales, marketing, business analysis.

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