Workflow automation offers a number of solutions so you can build a more scalable sales process. These platforms offer intuitive dashboards, intelligent routing and more streamlined workflows so your sales team can focus on closing more deals in less time. Here’s how:
Larger Customer Volumes
As humans, we’re only capable of handling a finite volume of work. That’s why it makes sense to leave much of the tedious sales tasks—like data entry and paperwork—in the hands of workflow automation.
According to a survey by IDC, business leaders state that 36% of staff time is spent on administrative tasks. In the same survey, these business leaders also state that fixing the “document disconnect” could result in 36% increase in revenue. Why? Because with workflow automation, your sales representatives are able to handle a larger volume of customers without having to worry about tracking documents, follow-up reminders and manual nurturing.
Simpler Document Management
Contrary to popular belief, sales workflows don’t just start and end with signatures. There are many internal approvals—particularly with quotes, sales, negotiations and contracts—that have to occur before transactions are finalized.
Sound messy? With paper processes, it certainly can be. But workflow automation offers signature tools that can take care of that end-to-end process with overall greater pipeline visibility—and it can be integrated with CRMs for even better management. Sales managers, rest assured: workflow automation keeps rogue, 10-year-old sales documents at bay, ensuring that all the quotes, contracts and necessary forms are the most up-to-date.
Scalable Lead Nurturing
The larger your customer volume, the harder it becomes to nurture each one individually. Fortunately, with workflow automation, your sales team can outsource their tedious paper-based tasks and focus on customers base without having to worry about losing engagement.
Workflow automation will not only help your sales team effectively nurture qualified leads, it will also send reminders for sales representatives to follow up with the right documentation, right when their prospects need it. And this attention to nurturing pays off: According to Forrester, marketers see an average 20% increase in sales opportunities from nurtured vs non-nurtured leads.
With workflow automation, it’s possible to scale and streamline your sales processes without losing the “human” element. By tracking performance, enabling sales reps to handle larger customer volumes and automating the customer onboarding process, workflow automation ensures that your sales representatives focus their time on what truly matters: Closing deals and boosting sales ROI.