Sales system automation is the process where manual and routine sales-related operations are replaced with automatic processes using specialized software tools and services. Sales system automation enhances the efficiency and quality of sales department operations, accelerates and optimizes processes, reduces error risks and losses, and provides timely and valuable analytics.
Sales system automation includes several aspects such as:
- Automation of customer base management and processing using CRM systems (Customer Relationship Management), which store, track, and analyze all customer interactions, manage deal histories, schedule tasks and reminders, segment and filter leads, and integrate with other business platforms and services. For example: WiseRepCRM.
- Automation of customer communication using automated mailing services, sending personalized messages to customers via email, SMS, mobile push notifications, messengers, and social networks. Chatbots are also used to interact with customers, answer common queries, collect contact information, recommend products or services, and transfer to live operators. For example: Unisender for email campaigns, WhatsApp Business API for WhatsApp bots, @botfather for creating Telegram bots.
- Website lead generation automation using widgets that create additional contact points with customers, stimulate actions, collect contact information, increase conversion rates, and boost sales. Examples include quizzes, online chats, contact forms, callback forms, cost calculators, tests, and surveys.
An example of sales system automation is WiseRep CRM, a mobile and web application for promoters and other field personnel that efficiently manages and monitors their work in retail outlets. WiseRep CRM helps gather and analyze information on product availability and orders, monitor prices and competitors, organize employee training and certification, create photo reports, and other data collection forms. WiseRep CRM also integrates with major business platforms such as 1С, SAP, Bitrix24, Microsoft Power BI, and others.
WiseRep CRM offers several application versions tailored to different types of field personnel: WiseRep PRO, WiseRep SUPER, and WiseRep PRO CLOUD. Each version has its own set of features and capabilities adapted to client needs. WiseRep CRM is a reliable and convenient solution for enhancing the efficiency and quality of work for promoters and other field employees.
Sales system automation with WiseRep CRM offers numerous advantages for various levels of a company:
- For CEOs and top managers, sales automation provides up-to-date sales analytics for making management decisions and planning business and operational activities.
- For marketing directors, sales automation provides detailed reports on marketing channels, analyzing which ones generate more leads, adapting marketing strategies, and optimizing advertising budgets.
- For sales directors, sales automation allows analyzing the sales funnel, tracking and managing deals at all stages, managing employee time, improving service and customer loyalty, and increasing the number of closed deals.
- For sales managers, sales automation improves job performance through time planning and notifications, eliminating routine tasks, and using free time for cross-selling.
