Managing Sales with Automated Tools

The traditional method of managing sales has relied almost exclusively on manual data entry, receipt tracking, and overriding sale prices for discounts. This has not only been time consuming, it also leads to an ever-increasing risk of errors, mis-tagged items, and frustration for both employees and consumers.

Automated sales tools provide the opportunity for business owners and managers to step out from under the ever-growing mountain of paperwork, tracking, and hours dedicated solely to the task of managing sales.

 

The Power of Automation

A common excuse business owners offer for avoiding automation processes in their operations is a lack of experience with these tools. There may be some level of inherent comfort provided in manually tracking sales numbers, setting up sales and special discounts, and maintaining information in printed form for manual filing, but another key reason business owners and managers delay turning their sales process over to automation is also a concern about the process itself.

Setting up automated sales tools may appear intimidating at first, but the right cloud-based tools provide a streamlined process that simplifies setup and makes it easy to establish sales, special discounts (such as bulk discounts), and organize leads and opportunities.

 

Sales Configuration

Each product or service can be set up individually within a powerful sales automation tool, which empowers the business to establish specific rules for orders, email confirmations, discounts, location of each item, shipment details, and more. While the initial setup may require some time to establish, the hours saved in short order far outweigh this small investment.

Advanced payment terms can be established, which allow the business to set rules on future sales, invoice delays, and specific shipping instructions on such rules and expectations.

 

Leads and Opportunities

The sales process can be a long and challenging one for many companies, especially for higher ticket products and services. Managing leads among sales representatives and ensuring that management has a clear picture on each opportunity can quickly devolve into a logistical mess. 

With automated sales tools, leads can be tracked, follow-ups automatically set with reminders, and both sales leaders and reps can keep track of notes, prospects, and more effectively manage these leads to maximize sales figures.

 

Quotes and Payments

Enter specific quotes provided to key prospects, track payments (including partial or monthly payments), and maintain improved consistency across your company’s sales processes. Automating the sales information and processing helps keep better track of a range of quotes, partial payments, and so forth).

 

Improve Reporting and Customer Relations

Perhaps one of the critical issues for long-term success in business is maintain accurate reports. By utilizing powerful automated sales tools, reports can quickly and easily be generated based on a variety of criteria, including monthly, quarterly, and annually.

When a customer has a complaint or specific question/concern involving a sale, no longer would these potentially be lost in the daily routines of business processes. Assign complaints/issues to key employees or sales reps, schedule follow up times, and dramatically improve customer relations as a result.

 

Automated sales tools streamline recording and reporting of data, helps improve consistency of sales, quotes, and discounts, and frees up hours traditionally dedicated to manual processing of this information so owners, managers, sales leaders, and sales reps can focus their efforts on key revenue-generating tasks. semilimes provides some of the most powerful automated sales tools that can also be smoothly integrated with inventory, purchasing, and even production tools.

 

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