What is sales automation and why do you need it?
Reduce the number of repetitive tasks Make data entry secure and ensure no contact data is lost Stay online 24/7 and assist your customers at any time of the day Schedule calls and meetings automatically Launch lead nurturing campaigns Grab leads from various sources Tons of repetitive work, which can be soul-crushing to sales representatives, can drive talent away Your client database might get lost or stolen (happens a lot to SMBs) Data entry is a huge chore Low lead generation due to lack of proper lead generation and capture Lack of lead nurturing leaves prospects uninterested and cold Lose out to competition that tied all the loose ends already
Step 1. Automate lead capture
Emails as a lead source
Is there more?
Facebook Lead forms Messengers and the Salesbot (more on these below) Twilio SMS (for texting!) API (aka build your own lead source)
Step 2. Automate your phone calls
You connect your VoIP telephony You can make and receive calls to connected numbers from Kommo Once a call is made, the call recording is automatically added to the Lead card For further convenience, your sales rep is offered to write down notes after the call Queue numbers in a call list and keep the phones ringing
Step 3: Make awesome email campaigns
Step 4. Streamline sales team operations
Automatic movement of the lead to another stage Add or remove tags Create or close tasks Change lead card fields Send a form