Sales Automation boosts sales and makes the salesperson's job easier

By Simon Jehrbo, Manager, Microsoft Dynamics 365 Customer Engagement & Microsoft Power Platform.

Sales Automation is all about using technology to take care of the basic and repetitive tasks so that the sales team can focus on the most valuable elements of their work.

It increases the productivity of your team, allows more time for high-value tasks like prospecting and closing deals, and costs you and your business much less than hiring a new assistant who loves repetitive tasks.

By implementing Sales Automation, you and your business can gain significant benefits that not only improve your bottom line, but also create a more streamlined and satisfying experience for both customers and sales reps.

Automation of repetitive tasks

If you haven't hired a personal assistant for repetitive tasks, you can use Dynamics 365 Sales to automate Sales Sequences.

Sales Sequences are a series of planned steps that help salespeople follow up with potential customers. This could be in the form of emails, calls or other forms of contact that happen in a specific order and at specific times.

The purpose of Sales Sequences is to make the sales process more efficient by ensuring that no potential customers are forgotten and that communication happens at the right time. It helps salespeople stay on top of their tasks and ensures that all customers get the attention they need.

A good place to start is Microsoft Dynamics 365 Sales. Here you get a powerful platform on which Sales Sequences can create a more efficient sales process by automating repetitive tasks such as following up on leads, scheduling meetings and sending follow-up emails.

This frees up time for salespeople to focus on more strategic tasks like building relationships and closing deals.

For example, a Sales Sequence in Dynamics 365 Sales can automatically send a welcome email to a new lead, schedule a follow-up call after a certain period and remind the salesperson to send additional information based on customer interest. This ensures that no leads fall through the cracks and all potential sales opportunities are followed up on in a timely and consistent manner.

Improved customer journey

One of the biggest benefits of Sales Automation is that it significantly improves the customer journey. Customers today expect fast and relevant responses to their queries, and with automated processes, companies can ensure such expectations are met.

Using Dynamics 365 Sales Sequences, you and your company can tailor your communication to your customers' individual needs and behavior. That means a more engaging and satisfying experience for the customer, increasing the chance of repeat purchases and customer loyalty.

Configuring sales automation in Dynamics 365 Sales secures valuable data. This means that salespeople have better access to up-to-date information, making it easier to understand customer needs and adapt sales strategies accordingly. For example, they can see which emails a customer has opened.

Fewer errors

Furthermore, Sales Automation with Dynamics 365 Sales Sequences can help reduce errors and ensure compliance with standardised processes. Automated workflows ensure that all steps in the sales process are followed correctly and nothing important is overlooked.

This is especially important in larger organisations where there can be many steps and parties involved in a sales cycle. With Dynamics 365 Sales Sequences, companies can create templates for the entire sales process, ensuring consistency and quality in every interaction with the customer.

A more productive workday

In conclusion, Sales Automation using Dynamics 365 Sales Sequences is a powerful way to improve sales efficiency, create a better customer journey and make the salesperson's job easier.

By automating repetitive tasks, delivering personalised and timely customer communications, and gaining in-depth insights and data, companies can optimise their sales processes and achieve better results.

Microsoft Dynamics 365 Sales is not only an investment in increased sales, but also in a more satisfying and productive workday for sales employees.