3 Sales Workflows You Can Automate Right Now

When we think about the average salesperson’s day, it typically looks something like this: countless internal and external emails; endless research and prospecting for new business; anywhere from 10 to 100 cold calls – and that only scratches the surface. Sales professionals have an important responsibility to build relationships with new customers and drive revenue. In fact, 71% of organizations say closing deals is their number one priority for their sales teams, as it should be. But there’s a problem: they can’t focus on this if they’re inundated with administrative duties like answering countless emails and pushing paper quotes and approvals. Enter: workflow automation. By automating document management and other repetitive processes, workflow automation allows sales teams to keep their focus lasered in on their number one priority – crushing quotas. But the question is, what tasks can actually be automated? Here are 3 examples of sales workflows you can automate right now:

Price Quoting

What’s one of the biggest time constraints in sales departments? You guessed it—excessive administrative tasks, like generating proposals and getting price quotes approved and signed. In fact, Salesforce reports that the average sales rep only spends about 36% of their time actually selling, and the leading cause is inefficient internal processes that leave them drowning in administrative work day after day. Automating the price quoting process enables sales reps to spend more time building relationships and providing customers with a better purchase experience. By developing quotes digitally for online review and approval, sales representatives can monitor the approval process in real-time and automatically edit the documents based on electronic feedback. This allows the sales rep to move quotes through approvals faster and close deals quickly. In turn, the clients gain a clearer picture of pricing strategy, while sales representatives get to focus on executing more quotes, faster.

Contract Management

The contract lifecycle consists of many repetitive tasks that slowly move the document to multiple internal signing parties before it can be sent to the potential client for signature. It’s a painstaking process, and if ineffective, it can waste up to 9.2% of revenue each year—not ideal for any business owner looking to maximize profits. So how does contract automation help minimize these losses? By automating the entire end-to-end process. It keeps the contract in motion from its first touchpoint through to completion, with visibility into the progress of the document at each stage until it’s ready for client signature. OnTask, for example, offers digital signatures to create a paperless, legally-binding digital contract process, with no need for an additional signature vendor.

Partner Agreements

Establishing strategic alliances is a powerful way for organizations to enter new markets and drive business. However, building the relationship is just the first step; you still have to formalize a partner agreement afterward, which, thankfully, can be automated. Automation reduces dense and confusing paperwork into a task that is not only easier to manage, but is less overwhelming for the partner to complete. By digitizing the partner agreement process, each agreement is automatically routed to the appropriate signing parties; this eliminates the need for partners to play detective and figure out who the document should be routed to next. And for sales departments, this is a great way to make a solid first impression and free up more time to focus on building the relationship. Continuing with slow and stale processes won’t give your sales team the results you’re looking for. Instead, turn to the hailed hero for sales operations: workflow automation. It’s easy, it’s fast and it’s the champion you need to close deals, crush quotas and generate revenue —and these three processes are the perfect place to start.