Is Your Sales Team Ready for Automation?


Automation is the hottest new trend in business, but how do you know if it’s the right move for your sales team? Deciding whether or not to automate is a big decision, and you might be hesitant to implement it in your organization if you’re unsure what your needs are. We’re here to help you figure it out: if you answer “yes” to any of the four questions below, it may be time for your sales team to start automating.

Is your sales team constantly bogged down with administrative tasks? Studies have found that only 39% of the average employee’s workday is dedicated to their actual job duties. So what are they doing the rest of the time? Sending emails, searching through endless stacks of documents, and completing repetitive tasks that waste valuable time and resources. On average, companies lose 20-30% of their annual revenue to these inefficiencies. When you put these processes on autopilot, it takes most of that clerical work off your sales team’s plate so they can actually do their jobs and focus on higher-return ventures (like assisting customers and making sales!)

Does your sales team often work remotely? Remote work has numerous benefits, which is why 43% of U.S. employees now spend at least some of their time working remotely. However, when all employees aren’t able to be face-to-face in the office, collaboration can grind to a halt. Automation can help you get things moving by making team collaboration fast and simple. Easily pass along edits and get documents signed, no matter where everyone involved is working from. Say goodbye to an endless chain of project drafts and emails that make it near impossible to find the most updated version. With automation, your sales team can make real-time edits, find exactly what document they’re looking for, and add or request legally-binding signatures from their own devices at any location.

Are new leads not being converted to revenue? A disconnect between marketing and sales is common within organizations because these departments often work in silos. In fact, a recent study found that only 17% of new leads are actually converted into revenue—meaning there’s a lot of potential profit your business is missing out on! Automated workflows make it easier for departments to break down communication barriers and work together to satisfy a potential or current customer at any stage in the buying cycle. All your departments will stay on the same page thanks to reminders and notifications when a task needs completion. When you’re able to convert more leads into paying customers, you’ll increase your bottom line and ROI.

Is it taking too long to close deals? If your contract process is drawn out and disorganized, you’re not alone: 64% of companies report that unclear contract approval processes result in stalled deals. It’s time to take control with contract automation, which makes it easy to manage, redline, and send contracts to the right party all on one secure platform. Clients can then give their legally-binding signature quickly, from anywhere. Don’t make the mistake of sending the wrong version of a contract, missing an important edit, or losing a client because of messy processes. Contract automation allows your sales team to spend more time collaborating internally and actually build relationships with your new clients, instead of chasing down that latest draft or missing signature.


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Now that you know some of the warning signs that may signal it’s time to start automating, you can make an informed decision for your sales team. Ready to automate? Still unsure? Ask us more.