Using the right Automation Tool to boost Sales

Every company wants to utilize the full potential of their sales team. But your team might be facing the problems on daily basis or following a longer path while working on the daily tasks. So how can automation help and whether you should use one or not is the first thing to know. Next is identify the pain point and how do you expect the automation to solve it. Working through a problem-solving framework will help you to identify the issues, people involved, and determine and implement a solution. Follow the below steps:

1. Identify the problem– Find out the biggest pain point for your sales team and who all are involved.
2. Research– Do some research on the system capabilities and then have options for solving the issue at hand.
3. Test the Solutions– Test the possible solutions in your sandbox environment.
4. Choose the Automation Tool-Once the testing is done, you can evaluate which tool is appropriate for providing the solution to your problem.
5. Implement the solution-Now you can bring the solution to work, present to the stakeholders, and seek feedback.

If you want to send mails to a list of prospects, you should choose to use email lists. An email is sent to a segmented list of prospects and a report is generated for the open rate. You can also test which email of yours have performed better in terms of open rate by using A/B Test.

But instead, if you want to follow a drip program and send a series of emails keeping some waiting period in mind and nurture the prospects who are not reading the emails you should choose the Pardot Engagement Studio. Pardot’s Engagement Studio allows marketers to build responsive, intelligent, lead nurturing programs that engage prospects at the right time during their customer journey.  At the click of a button, you can create steps to complete an action, set a trigger to listen for a specific event, or create rules to determine which path a prospect should take.

In the Engagement Studio program, you will be able to see how prospects are moving through each step and ensure that the right actions are taking place at the perfect time.

Hence, finally you are able to make decision which makes your team utilize their time and resources in the efficient manner.

If you have any comments, please reach out to us at info@proso.ai