Three sales tasks that can be automated

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To allow the sales team to fully concentrate on selling, it makes sense to have the following tasks performed by software:



1. Assignment of leads

Typically, each employee in a sales team is responsible for a specific region and therefore for specific leads . But how do employees receive the leads assigned to them? Thanks to automation software, it is not necessary to assign another employee to do this. Simply assign sales representatives a region in the software. The system will then distribute future leads according to the criteria you specify.



2. Lead rejection

There are various reasons why a Marketing namibia whatsapp data Qualified Lead (MQL) does not develop into a Sales Qualified Lead (SQL). These reasons include that the lead is outside the sales region, is already under contract with a competitor or the contact is not genuinely interested. While these factors completely rule out further work with the leads, there are other reasons that postpone further processing of the lead into the future. However, there is a risk that such leads will be forgotten over time. This can easily be prevented with the help of a suitable workflow. By using regular follow-up emails, for example, you will always remain in the contact's memory and at the same time signal interest. The HubSpot automation tool allows you to create corresponding email sequences quickly and easily.


3. Draw attention to won deals

Nobody likes to work in silence. If a contract is signed, this is a success for the sales team that should be brought to attention. You can promote a culture of recognition among your employees by using a special workflow that creatively makes won deals visible to the entire company.