Sell Smarter with Automation
Learning Objectives
After completing this module, you’ll be able to:
- Explain how to better manage your sales process with automation.
- Explore how Starter Suite helps you automate repetitive tasks and improve efficiency.
- Understand how you can manage deals better with CRM for small businesses.
Sales Conversation Tracking
Every sales conversation is a valuable opportunity to build relationships and move deals forward. But without a proper system, keeping track of these interactions can be overwhelming—especially for a small business where time and resources are limited. Starter Suite helps you log, organize, and automate your conversations, so you never miss a follow-up or lose important customer details.
Log and Centralize Every Conversation
Manually tracking calls, emails, and meetings can slow you down. Starter Suite automatically logs every sales conversation in one place (whether it’s a call, an email, or a meeting), so you have a complete history of interactions with each customer. This eliminates the need for messy spreadsheets or scattered notes.
Keep Follow-Ups on Track
Sales are all about timing. Following up at the right moment can be the difference between closing a deal or losing an opportunity. With automated reminders and activity tracking, Starter Suite makes sure you never forget to reach out. You can set follow-up tasks and get notified when it’s time to reconnect. This helps you stay proactive and engaged with your customers.
Get a Clear Timeline of Customer Interactions
Understanding the full journey of a lead or customer helps you personalize your approach. Starter Suite provides a timeline of past conversations and meetings, so you always know what’s been discussed and what the next steps are.
Quotes and Contract Approvals
When a potential customer is ready to see pricing details, you need a clear, accurate quote to move the deal forward. But manually creating quotes can be time-consuming and prone to errors. With Pro Suite’s quoting and contract approvals, you can quickly generate quotes and share them with customers. Pro Suite helps you:
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Create professional quotes: You can select products and services from your catalog, apply pricing rules, and generate a polished quote—all in just a few clicks.
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Provide accurate pricing: Pricing changes, special discounts, and custom deals can complicate the quoting process. With Pro Suite, your quotes automatically pull in real-time pricing and product details.
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Speed up contract approvals: Once a customer accepts a quote, the next step is contract approval. Waiting on internal approvals can slow down the process and even risk losing a deal. Pro Suite helps you automate contract approvals, sending them to the right people instantly.
Boost Productivity with Automation
You don’t have time to waste on manual tasks. With Starter Suite, you automate follow-ups, track leads effortlessly, and keep deals moving. You respond faster, reduce errors, and spend more time selling. Here’s how Starter Suite helps you boost productivity.
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Automate lead follow-ups: Manually following up with every lead can be overwhelming. With email automation, you can set up personalized follow-ups that send automatically based on customer actions (like downloading a brochure or signing up for a demo).
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Auto-assign leads: When a new lead comes in, who follows up? Instead of manually assigning leads, Starter Suite can automatically route them to the right sales rep based on location, industry, or other criteria. This speeds up response times, helping every potential customer to get a quick and relevant reply.
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Simplify data entry: Manually logging every interaction wastes time. Starter Suite automatically captures and updates customer data, tracking calls, emails, and meeting notes in one place.
That’s a wrap on the fundamentals of sales for small businesses and the capabilities of the Starter Suite CRM. Now you know how sales can increase growth and customer satisfaction, and how a CRM system can offer a 360-degree view of your business. This includes lead and account management, reporting and dashboards, forecast and pipeline management, and advanced tools like AI deal insights and conversational intelligence. By using tools tailored for growing businesses, you can simplify your sales processes, connect with more prospects, and close more deals, leading to greater success.