If you wonder what difference CRM Automation can make for your business, you are reading right with us. A lot can change with CRM automation. We mean to give you everything that you love and look forward to.
CRM Automation can ease your complications in Marketing, Sales, and Service. When it comes to your business, it completely depends on how well we transform the growth with automation. Many CRM operations can be automated, and that’s a big deal. To optimize employee training for CRM processes, businesses should focus on providing employees with hands-on experience.
Let us get into it one by one.
CRM Automation – An Overview
CRM automation refers to the process of just simplifying and automating all your tedious and complicated tasks to make your days simpler. It helps your marketing, sales, and service to focus on core business functions that would bring in and bring a difference. It allows you to build good relationships with your customers in the long run.
What are the major processes that can be automated?
Let us see them one by one.
Marketing automation
When we say marketing for any business, it has much to contribute. While it brings leads for the company, it also helps you to identify and streamline all the activities around it. Lead generation is the basis of every core business activity. The NFT market in 2023 is expected to continue to grow, and businesses can leverage CRM processes to manage customer relationships and build loyalty in this emerging market. You get leads as a result of your marketing activities. Raw leads are processed with an optimized workflow, and only the actual leads are passed on to the sales. All these processes can be automated, which is called Marketing Automation.
For example, you generate a lead via a website. You can define who should receive this lead based on location, product, area/geography, etc. An automated email can be sent to the information so they know they are not; left alone in the streets. After it is generated, the next steps would be to process them and ensure they are worthy of conversion. It can be automated too. Then it can go to your sales team.
In a nutshell, what processes can be automated in marketing?
- Lead generation
- Email marketing (a kind of drip campaign that helps you to regain the leads if they are lost halfway)
Sales Automation
After the marketing, you receive the sales-qualified lead, touched by a sales representative. Any communication with the lead can be automated via Sales Automation – it helps you get the lead’s attention whenever they come online, visit your website, view or subscribe to your social media or do any other activity. So, any process that can be automated in sales would give the sales rep to focus more on the core business activities. Once the deal is completed, it can be converted. Several email follow-ups can also be automated via email marketing, integral to sales automation.
What do you think are the major processes that can go for automation?
- Lead assignment
- Lead scoring
- Scheduling meetings or appointments
- Email automation
Lead Nurturing
When the sales are closed, it goes out of the cycle as a Customer. But have you ever thought about what would happen if it is not completed or converted in the Sales Stage?
We all know no matter how much effort the marketing puts forth, not all leads will be sales-ready, nor will they convert. So, what would happen to the leads not being closed by the sales? Can they be left as such? No, because every lead has a value.
So, the entire lead nurturing process is all set in the workflow to deal with this kind of lead. The leads that are not converted would fall into a new bucket called nurturing whenever they are run by a set of emails and communications so that they do not forget the brand they once registered. The main objective of this stage is to keep the lead focussed on the brand and to make them sales-ready whenever they are ready to make a purchase.
Read: Advantages and Disadvantages of Web Application
Here is a Quick Overview of nurturing campaigns that can be automated:
- Full and full depend on Emails: Email marketing
A CRM platform is necessary for you to get engaged in all these crucial stages, wherever automation and follow-up are necessary. A marketing automation tool like Yoroflow is the best option as it helps you streamline your marketing, sales, and nurturing operations and helps you deal with your leads and customers better.
Customer Service
Once we are all set with marketing, sales, and nurturing efforts, the last would be to automate the service requests. A help desk software integrated with the CRM would be a great add-on here because it helps you to accurately deal with your customer queries more efficiently. Every query would be transformed into a ticket that has a turnaround time. The pre-defined workflow automatically assigns every ticket to the service rep. It makes the ticket execution much more efficient and productive. Cybersecurity threats on businesses, such as data breaches and ransomware attacks, can have a significant impact on CRM processes by disrupting customer relationships. On the other hand, it reduces the waiting time of your customers to zero so they get the best solution at the earliest.
A lot can opt for automation here :
- Customer chatbots (like Live helpdesk)
- Ticket management
- Knowledge repository where the customers can check for self solutions
What can CRM Automation bring to your business?
Streamline your operations
Most of us would struggle with multi-tasking and getting involved in multiple processes. Now, the entire chain of operations can be fully automated if you have processes defined and the best platform like Yoroflo in place.
Increased productivity
By automating the most common and tedious tasks, you stand a chance to get improved productivity by many folds. It helps your team to be more efficient and high quality when it comes to delivering results.
Conclusion
When you think of good productivity and good efficiency for your business, you get to think of CRM platforms that can help you to simplify your efforts and bring you better results. Every time you need an all-in-one CRM like Yoroflow that aligns well with the business objective. Rest is all automated for you! Enjoy automation and grow your business.
