Alexa Ideas for Automating your Easy to Use CRM Workflow to Improve Sales

Practical Ideas for Automating your CRM Workflow to Improve Sales

CRM | by Patricia Jones
Easy to use CRM

If your question is: Why automate the workflow?
The shortest answer to this is: To maximize your results with minimum efforts.
Now, you may be wondering if there is any scope for such effectual automation (using easy to use CRM) within your sales team?

Yes, there is!

Data accessibility can shorten the sales cycle by 8–14 percent on average - Nucleus Research Click To Tweet

Hence, in this article let us outline a few tested and tried ideas for automation that are certain to deliver better results while reducing the workload of your sales teams.

Idea #1

Make sure that your web-based leads are contacted in minutes

Web-generated leads are precious for all businesses. Nevertheless, your sales reps must ensure that web leads are contacted within minutes after they are generated online.

This is because, according to a study published by MIT, it states that if sales reps make contact within 5 minutes after generation of the lead, the lead is 22 times more like to get converted into a hot prospect ready for buying your offering.

However, how can you be assured that your sales team will be capable of following up with every web lead so promptly?

This is where automation in a robust CRM like Salesforce or any other reputed Salesforce Alternative CRM for small business comes into play.

  • As soon as the web-to-form is filled up, the information gets collected in the CRM database.
  • Next, your easy to use CRM taps into your integrated telephony software solutions and prompts your sales reps active on the system and mobile devices.
  • If the sales rep is busy, the CRM system automatically forwards the call to the next able rep and continues to do so, until a free sales rep is capable of making the call to the given number.
  • The sales rep finds all the relevant information about the lead on their CRM system, and therefore armed with that data just need to click to make the call. This makes sure that all calls are contacted when they are hot and that too before the stipulated 5 minutes time.

Idea #2

Automate follow-up calls on email campaigns

Irrespective of whether your email campaign is about a demo, your new product launch, or a meet up, in all cases, it is really tough for leads to open your emails.

Easy to use CRM software with integrated email campaigning functionalities, help the users of the software to view who opened their emails.

Therefore, to ensure that your sales teams make follow up calls to every lead that opens their emails here is how you can automate your CRM to do it.

  • See the email campaigns report in the easy to use CRM
  • Select all the contacts that opened the email.
  • Push all the contacts into the dialing software integrated with the CRM.
  • For hereon let the dialer do its job of persistently and automatically dial every lead in the contact list and connect them to a representative.

Idea #3

Ensure that missed and abandoned calls do not become missed leads

All easy to use CRM software solutions capture incoming lead 24/7.

Now it is natural that you can miss calls during holidays, after your work hours, or when your lines are busy.

However, when you are using a CRM missed calls should not mean missing a valuable lead.

Hence, here is a workflow that you can set up easily to make sure that you never miss doing a follow up on any of your missed calls.

  • Your integrated telephony system can find any phone number that goes unanswered with the numbers in your CRM database.
  • Now if the call is from a fresh lead, you can set up your easy to use CRM system that a new follow up the ticket is automatically generated by the system.
  • An alert on the missed call can be sent by the system to your inbox, and in case there is a voice message that can also get attached to your email.

Idea #4

Send greetings, voice messages, and notifications to all in the contact lists in one go

Do your sales team members need to remind qualified leads, prospects and customers about their subscription renewal dates, approaching last payment due dates and other?

You can easily set a configurable IVR (Interactive Voice Response) message, and create a workflow using automation in your easy to use CRM that lets you broadcast the message to any or all in the contact list within your CRM database with a single click.


Essentially all of these stated ideas depend on a smooth integration between your easy to use CRM and telephone software like RingCentral, NexInteractive Dialer or Twilio Call that are most essential software solutions which can be integrated with Salesforce and all other major Salesforce Alternative CRM solutions like ConvergeHub that are meant for small businesses.

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