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Sales Automation in 2020

A Simple Guide For Small Businesses

Let’s face it, running a successful business can be quite a hassle and a time-consuming affair, especially during the early stages of setting it up. You are required to strike a balance between managing your employees, taking care of customers’ needs, and promoting your business. Of course, you cannot do everything on your own, which is why you opt to outsource some of your responsibilities to others, including your employees and partners. Another equally effective method you can use to free up your time and boost your productivity is to employ automation.

What is sales automation?

Put simply, sales automation is the use of technology to complete repetitive and often boring sales tasks so that you can focus on doing what you’re best at. Sales automation is quite a complex business process that entails numerous micro-processes, including customer support and communication, lead management, and accounting, to name just a few.

In today’s post, we show you how you can implement automation strategies and tools to streamline and enhance the sales processes mentioned above.

Customer support and communication

How you communicate with your customers and prospects can make or break your business. Offer quality and timely customer support services, and the chances of your business thriving increase. The opposite is also true.

But how do you ensure you’re maintaining high levels of customer communication, especially as your business continues to grow? For starters, you can choose to add more representatives to help you with support services. Alternatively, you can choose a cheaper and equally efficient strategy - automation.

GreenRope, for example, helps you to systematize your communication with clients from the time a prospect lands on your website, to when they subscribe to your email list, and finally to the point when they are ready to buy from you. These popular automation tools, such as autoresponders, allow you to set up email sequences that your email subscribers receive, either periodically or based on the action they take while interacting with your business. For example, you can set them up in a way that a subscriber automatically receives special offers or messages on their birthdays or other special days.

Lead management

Lead management is such an essential part of any business that cares about the prudent use of resources like money and staff. Imagine this; you find someone on Facebook, or they could even have found your business on Google. They claim that they need your services but want to first know about your products – which of course is acceptable. However, they are asking for a lot of information, and the tens of back and forth emails are consuming quite a substantial amount of your productive time. In the end, they leave without closing a deal, and another similar cycle starts.

Does this ring a bell to you? You are not alone. Millions of business owners grapple with this problem every day, and the reason we’d like to show you an easy way to prevent this from happening.

Lead management is the process and methodology used to reach prospects with an aim to convert them into buying customers. An easy way to automate lead management is to use a tool like a Customer Relationship Management (CRM) software. These apps help you with customer research and profiling, lead qualification, and email management, among many other tasks. A couple of popular CRMs you can use today include Salesforce and Hubspot.


You’ve probably heard that sales is a numbers game. To succeed with any business, you need to get your sales numbers right. This means being able to account for every coin that streams into your business as revenue and that which goes out as an expense. The idea is always to try to be profitable to help you last and serve your market for long.

You can automate most parts of your accounting process using tools like Quickbooks. These apps help you track all your company expenses, calculate taxes, create payrolls, and report sales data. This way, you’re able to identify potential areas of improvement, including where to cut down unnecessary expenses, how to reduce your tax obligations and to understand whether your employees are providing enough value to your business or not.Additional Resource: GreenRope Integrates with Intuit Quickbooks.


Automation can make quite a massive difference in your sales numbers and, by extension, your business. All you need is to identify possible areas where you think tools can do a better job than human beings and implement the best ones depending on your budget, availability of skills, and features.

What are some automation strategies you’re using to enhance your sales process? We’d love to hear your feedback.


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