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Watch VideoSales Automation System - Benefits
Sales Automation System (SAS) offers the power to automatically schedule activities and automatically create correspondence according to patterns (called "campaigns") that you define.
Sales--It's All About Follow-Up:
ACT! (Sales database) is a great contact manager, but it requires that you manually create followup activities after a customer interaction (i.e. a "touch point"). As you probably know, it’s nearly impossible for a busy salesperson to do followup consistently and well.
Because SAM lets you predefine the followup steps for any situation at a touch point, SAM, unlike any other ACT! add-on, finally gives you Perfect Followup…made easy!®
Sales Automation:
SAM's goal is to "automate everything that can be, so the salesperson/ACT user can be most efficient". Our Sales Automation Manager ACT! addon finally gives you “true sales automation" with ACT!
What SAS can do:
- Look at fields and decide next steps
- Schedule Calls, Meetings, or To-dos
- Wait a number of days
- Merge and send emails, letters, or faxes
- Assign different record managers to incoming leads - in round-robin fashion, or by zip code, state, etc.
- Much more…
SAS features can help you implement campaigns like these:
- Turn new Prospects into Customers
- Implement “Drip Marketing” for your new prospects
- Periodically stay in touch with your best customers
- Send out your monthly newsletter
- Send out monthly "dunning notices" for overdue invoices
- Automatically schedule a long series of To-Dos needed to fulfill an order
- Automate client portfolio reviews for a financial analyst
- Automate the loan processing workflow for a mortgage broker
- Automatically generate and send birthday cards
- Watch for upcoming meetings and then email reminders to participants
- Remind customers to renew service contracts or renew maintenance contracts
- Marketing Automation
- Sales Automation Manager was originally designed to automate the sales process, but its powerful features can also implement complete marketing automation.
Here’s a recipe for achieving "total marketing automation" with SAS:
- Generate marketing collateral to cause prospects to visit your web site.
- Design a web form to gather their contact information, and especially, to ask "qualifying questions" that indicate the size of the opportunity or urgency.
- Setup a web prospects capture software to automatically merge the data from your web forms into ACT, and also insert the contact into a Prospects campaign.
- Design the Prospects campaign to "triage" contacts - route highly qualified leads to your valuable salespeople for telephone followup, and route the lower priority leads to an automated email campaign.
- SAS’s flexibility lets you customize campaigns, including “drip” campaigns. For example, SAS can send out personalized letters from your company President, from the CTO, from a specific salesperson, or from a sales engineer.
With careful design, you can reserve your valuable direct human interaction for only the most important clients or the most important touch points.