Supercharge Your Business By Automating These Sales Processes

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One of the most effective ways of succeeding in sales is by automating the process. The aim is to streamline as many tedious and repetitive admin tasks as possible and focus more on selling. Automate these four processes to enjoy a more rewarding sales cycle.

A recent study conducted by HubSpot showed that an average sales rep spends only a third of their day trying to close down deals with prospects. The rest is spent on tedious tasks such as prospecting, writing emails, scheduling meetings, and reporting.

The fact that sales reps are still doing these repetitive, administrative tasks when they can make use of technology to automate these processes is the reason most businesses fail to hit optimal sales figures.

Businesses that automate their sales processes often enjoy increased productivity, efficiency, and performance. Automation enables you and your team to focus on more valuable tasks instead of wasting time on the same tedious tasks every day. In the end, you’re able to free up more time and energy that you can use to chase and tie down more prospects.

For this article, we show you the top 4 sales process you should be automating going forward.

#1 Prospecting

Finding qualified leads – clients who want and are able to buy your products or services – is an essential part of any sales process. However, this task can also consume most of your valuable time if not done properly.

While manually finding prospects has its fair share of advantages, such as being an effective method for getting highly-qualified prospects, automating this process can also help you land a significant number of valuable leads. In fact, you shouldn’t even hesitate about acquiring a tool that offers to make this process faster and probably even more effective.

For example, this Hubspot outlook integration by PieSync can help you eliminate some of the tedious processes involved in a typical sales cycle such as manually importing and exporting lead contacts, tracking lead statuses, and much more.

Nonetheless, whatever tool you choose to automate your sales process with, you’ll still need to leverage some human intelligence for analyzing and sorting the results.

#2 Lead Prioritization

Leads are never equal, and therefore salespeople should categorize them based on certain factors such as budget or how deep they are into the sales funnel. This way, they can decide on the amount of time they need to set aside to nurture each prospect.

Lead scoring is a useful exercise that most sales reps have to do regularly. It involves assigning quality scores to prospects based on a set of criteria or factors. In most cases, this is never an easy job, particularly when done manually or when there are many prospects to analyze.

If this is an area your business has been struggling with, you’ll be glad to know that there are numerous lead scoring tools you can use to make the process faster and more efficient. Let these tools do the hard work for you – analyzing your prospects spending habits, interests, and any other crucial information that could assist you to sell to them more effectively.

#3 Creating & Sending Outreach Emails

There’s a lot of personalization you can do when creating and sending mass outreach emails to numerous prospects. This is where lead scoring comes into play. You shouldn’t be sending highly-personalized emails to leads with low scores. Doing so means you’re probably wasting a lot of your efforts on leads that are not even close to converting.

A good approach should be to use email outreach templates which you can find in dozens online, both free and paid. Most are professionally done but it’s advisable for you to customize them to avoid sending emails that are similar to those of your competitor. In the end, you not only save on time but also increase your chances of boosting your sales.

#4 Following Up Your Outreach Emails

Although there isn’t any specific number of emails you should send to your prospects, one thing remains constant – that you should always send follow-up emails. For best results when doing follow-ups, consider automating the process using email sequences and autoresponders.

What this means is that follow-up emails are sent automatically to all prospects that do not respond after a given time. Should a prospect fail to reply to any of the follow-up emails in your sequence, it’s time to remove them from your list.


Every business that’s serious about enhancing its sales process and keeping up with the competition needs to embrace automation. The article shows you a few key areas you can begin with if just starting out with automation. Implement these recommendations and see how much time you’re able to free up so you can concentrate on more rewarding tasks like looking and tying down more leads.



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