General Discussion
Don’t Automate without Mobile Integration
Alex G. - iOS 15 - ™️ Bustl.io
06/11/2021
What can you automate?
How to Use Email Automation to Close More Business
DON'T - use a personal text instead.
"Hey {first name} I thought you might enjoy this free guide - if you have other questions I'd love to connect. You can book an appointment here: {url}
But if you insist on emails.
Think of automation software as the project manager for your sales team. While software helps your team focus on the most important to-dos ahead, it also keeps track of leads who aren’t yet ready to buy, ensuring progress at every stage of the sales journey.
Generating content for social media
Social media is becoming one of the most time consuming task because of its distraction factor. You set out to make a beautiful post & 30 minutes later you're reading from Tinder nightmares Instagram account with still nothing posted to your business account. With a prompted automation - automating image collection, caption generation and hashtag population - you gain the benefit of posting to your social media while still being actively present on the platform - AFTER- you make your post. Discover more about our intentional automations like social media.
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Stop populating spreadsheets, docs, reports...
Paper chasing is a game you'll always lose because it consumes time that you'll never get back. Automating reports, spreadsheets, documents, any files that gets updated based on an event should become your top automation priority. Even notes, like a sales call with a prospect scheduled from an online questionnaire. Automation can be set to open the prospect notes, they populated at the time they completed your contact form when it's time for your call.
If your are a data fanatic like me, automate your spreadsheets with whatever you love to track & monitor everyday. I enjoy logging all the activity on our server which then is presented on our client dashboard. Now they can see the impact of our services. You can manage, trigger, and execute all these on iPhone & iPad & Mac.
Assign inbound leads to a sales representative
Some people will always skip the “contact us” form and go straight for the phone. A phone chat is a great way to start building a relationship with a potential client, but without a process in place for pursuing leads, opportunities can be missed once you hang up. Too often, phone call follow-ups are filled with good intention and poor execution.
With automation software, you can set up an internal form to be used when people call your main line. Enter the client’s contact information, along with any relevant notes, before using a drop-down menu to assign a sales representative to follow up. The form alerts the sales rep to contact the new lead. Meanwhile, the software sends an automated introduction email from that sales rep to the potential customer.
When the introduction email is sent 5 minutes after the form is completed, it appears that the sales rep sprung into action after learning of the potential client’s call. Your lead will be impressed by your customer service before the sales rep even starts working. You can log a call, save it to reminders, push to hubspot-sales force-pipedrive, set a calendar event all at once from just hanging up.
Always win at phone tag
It’s easy to lose a game of phone tag when you’re busy running a small business. Say you leave a voicemail for a potential client, and he returns your call when you’re in a meeting. You make a note—in your mind, maybe on a Post-It note—to call him back when you return to your desk. But alas, voicemail again.
If the game continues, all while you’re chasing other players, you might eventually give up—either intentionally or because you were too busy to remember the call. That means you had a lead, and you lost it.
Keep score by establishing an automated process for returning phone calls. Using automation software, you can note in the system that you left a message for a contact. Doing so triggers an automatic email to him: “I just left you a voicemail. Sorry I missed you! If I don’t hear from you, I’ll follow up tomorrow.” The software then reminds you to make the call tomorrow, as promised, no Post-Its required. And no lost leads, either.
Follow up with new networking connections
At a conference or other events, networking efforts can pay off in the form of a big stack of business cards. But merely collecting business cards isn’t the goal, of course. Start communicating with your new contacts immediately—before you both forget about the conversation you had (or before the business card falls victim to a tragic laundry error).
Transfer contact information from the business card to your CRM tool, tagging each person as a conference or event contact. Then use automation software to schedule an email to be sent, whether you want to follow up an hour later or the next day.
Writing even a brief “nice to meet you” email to each new contact can drain your time. Streamline the process by writing an email template
(or even better yet, construct a text message template & after every new contact - send text automation)
that feels personal but could apply to any new contact from the event:
It was great chatting with you at the conference this week. If my services can be helpful to you, I’d love to continue the conversation.”
Want a shortcut? Download a ™️ Bustl.io tool that scans business cards using your smartphone’s camera and uploads contact information to your records. ™️ Bustl.io adds a person’s name, contact information, address, and company directly to your crm, iPhone, anywhere you want.
Capture leads by offering free content
No matter how brilliant your products or services are, don’t expect potential clients to readily invite you into their inboxes. The average person already receives 88 business emails a day, according to The Radicati Group, a tech market research firm. So when it comes to collecting email addresses, you might have to give in order to receive.
Content is a gift that keeps giving. By offering free content—like an ebook, PDF, video, or another type of resource—to those who sign up for your emails, you gain new leads and show off your expertise while you’re at it.
Spare yourself from manually mailing resources by automating the process. Add a web form to your site that takes requests for content. When a lead enters his name and email address into the form, automation software delivers the requested resource.
Another benefit: Automation software can identify which leads were generated when the content was requested. Later on, when those leads make buying decisions, you’ll have data to help you measure the effectiveness of your lead magnet.
Set a framework for your sales pipeline
The road from prospect to paying client includes a few stops. Mapping the route—and adding automation to the journey—helps your sales reps guide prospects from one destination to the next, ensuring no one gets lost along the way.
Automation software organizes the existing process that sales reps follow to close a deal. When the process is clearly defined, sales reps can move leads from one stage to another, ensuring consistency and providing visibility into where each lead needs to head next.
Define the sales process by four basic stages:
A lead has been identified. When a lead is tagged as a new opportunity, the software assigns a sales rep to contact him.
The lead moves into this stage when a sales rep calls him. If the sales rep reaches him, the lead advances to the next stage. If the call goes to voicemail, an automated email is sent as a follow-up (see item No. "Always win at phone tag”).
The sales rep is talking with the lead to learn about his needs and how your product or services can benefit him.
The lead moves into this stage when the sales rep determines that he’s qualified, meaning that he has the budget and authority to make the purchasing decision. The rest of the sales process plays out from here, with different automated actions set up for wins and losses, as well as leads who aren’t yet ready to make a decision. These algorithms can be set on mobile device so you can be aware of your clients journey at all times.
Focus on your hottest leads
Having more leads than time to contact them is a problem—a good one, of course, but one that needs a solution nonetheless. If you never seem to catch up with your to-do list, where do you even begin?
Automation software sets your priorities by ranking each lead based on his or her engagement with your marketing efforts. Thanks to this lead scoring, you can focus on the potential clients who are ready to buy over those who need more time. By identifying leads based on their level of interest, you can better anticipate their needs and target them with messages tailored to their current mindset Or even automate tailored messages.
Start mobile automation integration today!
06/19/2021
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