The performance of any firm or enterprise is assessed by the quality and quantity of goods and services sold. After all, the primary source of profit and progress lies in sales. It’s hardly surprising that the department’s bottlenecks and shortcomings lead to lost funds and lower income. Turns out, you can quickly solve main problems by implementing sales process automation.

What challenges can you find in a sales workflow?

Selling is a complex, multi-stage process that depends on many factors and has many indicators. Managing the commercial department means managing vast amounts of information, many people, and distribution channels.

However, in practice, it’s not always possible to obtain the necessary data. The sale of goods and services becomes unmanageable, spontaneous, and ineffective. It’s impossible to make correct predictions and make effective decisions when you do not know the information and do not have the necessary tools for process management.

1. The slow processing of prospects

   Potential clients can sit as missed opportunities. It’s all about the responsiveness of your department. If your competitors send sales proposals faster, you’ll lose. It’s a competitive race where there are too many people who want to win.

2. Costly mistakes

   If your employees fill out a sales contract template or a sales order manually, there is always room for error. Someone can make inaccurate calculations or write down the wrong payment details. From the moment of negotiation to payment, you can face at least a dozen bottlenecks that force mistakes.

3. Exhausting bureaucracy

   You know they say rich in gold, rich in care. Daily, monthly, and annual reports are essential without doubt. However, consider how much time you are spending on this. In just one year, a sales lead wastes about two weeks by composing and filing reports and checking purchase invoices. Is this what you feel you should be allocating resources to?

4. Clunky discount requests system

   If you process each request manually, then you’ll run into the risk of losing more than you earn. Each case demands closer consideration, including the amount of order and other aspects. For example, how often does this client cooperate with you? Of course, you don’t have time to look at their purchase orders and invoices and calculate an average check. To make your job easier, you need to keep a transparent and automated discount system at your fingertips that will suit any client.

The tasks that sales process automation addresses

Can automation sales solve the above problems? Sure, it can. Sales process automation helps you get rid of routine tasks. Manual data entry, the preparing of sales agreement contracts, and the combining of data silos for sales proposals are replaced by electronic processes such as template generation, automatic pre-filling and populating.

Sales automation software has become a must for large commerce networks as well as for small businesses. The implementation of the necessary software will significantly improve the quality of your service and the efficiency of your work.

• The systematization of routine operations and reduction in wasted working time
• A centralized storage for customer relationship history
• The evaluation of marketing activities and their efficiency
• Operational control over purchase orders and invoices
• A coherent communication scheme in and out of an organization
• The prevention of lost information
• The analysis of consumer demand and preparation of sales proposals
• The collecting of statistics on volumes and sources