Picture this: instead of slogging through routine tasks like sounding out follow-up emails or inputting infinitely long data into your CRM, these tasks are taken care of magically, leaving you to do what truly matters – closing deals and building ardent business relationships. This is the power of B2B sales automation—and it's not only possible to make this happen for you and your team today, it's also never been more affordable to get started. Here's everything you need to know to start automating your busywork and scaling up your deals.

What's the Big Deal with Sales Automation?

So, what's the skinny on sales automation? Well, in layman's terms, it's all about using tech to automate those pesky, repetitive tasks in your sales process. Think along the lines of data entry, lead generation, customer follow-ups, and sales forecasting. Crucial tasks, but also very time-consuming. 

The end game? Minimize manual work and let your sales team focus on what they do best - selling! Plus, with automation, you can get more done in less time, reduce errors, and ensure a consistent sales process. In a nutshell, it's a game-changer!

Automation simultaneously cuts the sales cycle by 14% and reduces marketing costs by 12%. 

Consider this: you wouldn't want to be stuck entering data into your CRM for hours when you could be out there closing deals, would you? If you've ever felt like you're drowning in repetitive tasks, then sales automation is your life raft.

What are the Benefits of Automation in B2B Sales?

Why should you give a monkey's about automation in your B2B sales process? Well, for starters, it can dramatically rev up your efficiency. By automating those routine tasks, you free up time for your sales reps to focus on building relationships and closing deals.

But wait, there's more! Automation can also enhance your customer experience. With automated follow-ups and reminders, you can ensure that no customer query goes unanswered. Plus, with sales forecasting, you can anticipate customer needs and offer solutions even before they realize they need them.

And let's not forget the bottom line. You can boost your sales and revenue with improved efficiency and customer service. And who wouldn't want that?

Here's a quick snapshot of what automation can do for your B2B sales:

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Why is Automation Magic in B2B Sales?

The magic of b2b sales automation isn't just a buzzword. It's a game-changer that can catapult your sales efforts to new heights. Here's how it can make a difference in your sales game:

Supercharged Efficiency

Imagine how much more you could accomplish if you didn't have to deal with repetitive tasks. Automation frees up your time, allowing you to focus on what truly matters – closing deals and building relationships with clients. From automating data entry in your CRM to scheduling follow-up emails, automation tools can handle the monotonous aspects of your job. This leads to a significant boost in productivity and efficiency.

Enhanced Customer Experience

In the fast-paced world of B2B sales, speed and responsiveness can make or break a deal. Automation helps you respond promptly to leads, track customer interactions, and provide personalized service, all of which can dramatically improve the customer experience. For example, with automated follow-ups, you can ensure that no lead falls through the cracks. And with automated analytics, you can gain insight into customer behavior and preferences, helping you tailor your approach and provide a more personalized experience.

Skyrocketing Sales and Revenue

Implementing b2b sales automation can lead to a direct increase in sales and revenue. With automation, you can streamline your sales funnel, ensuring that leads are nurtured and moved through the pipeline more efficiently. Plus, by automating repetitive tasks, your sales team can spend more time on high-value activities like building relationships and closing deals.

In fact, studies have shown that companies using automation for sales have seen a significant increase in their sales revenue. Check out the table below for some impressive stats:

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As you can see, automation isn't just about making life easier for you and your sales team. It's a strategic move that can transform your business and boost your bottom line. Ready to dive in? Check out our guide on how to automate manual processes and start reaping the benefits of automation today!

What Can You Automate in B2B Sales?

When it comes to B2B sales automation, there are certain areas that just scream for a little automated help. Let's take a look at three key areas where automation can do wonders: Lead Generation, Customer Relationship Management (CRM), and Sales Forecasting.

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Your Lead Generation

Some experts say that sales pros should spend up to 40% of their time on lead generation. But that leaves a paltry 60% for pursuing sales, following up, and closing deals. If you could make lead generation, faster, though, and possibly get even more leads, who wouldn't take that deal? 

Automating lead generation can be a serious game-changer for your sales team. Instead of manually searching for potential clients, an automated system can scout the internet and deliver a list of leads straight to your inbox. Not only does this save you time, but it also ensures you're reaching out to the right people at the right time.

There are various tools available that can automate this process, which can help you identify potential leads, track their online behavior, and engage with them effectively. Plus, it leaves you more time to focus on building relationships with these leads rather than just finding them. For some great tools to automate your lead generation, check out our article on ai tools for automation.

Your Customer Relationship Management (CRM)

If you're not already automating your CRM, you're missing out. Automating data entry into your CRM can save you a ton of time and prevent errors. It means you don't have to worry about manually entering every interaction with a client into the system—the automation tool will do it for you. Magical is the perfect tool for this type of task, it can take profile information from a location like LinkedIn and automatically enter it into your CRM directly from the source.

But CRM automation isn't just about data entry. It can also help you keep track of client communications, follow-ups, and even send out automated emails or reminders when it's time to touch base with a client. This way, you can ensure you're always on top of your client relationships without having to keep everything in your head or on a cluttered spreadsheet. If you need tips on CRM data entry, check out our post on crm data entry tips tricks tools.

Your Sales Forecasting

Sales forecasting is crucial for planning future business strategies, but it can be a tedious and time-consuming task. However, with automation, you can generate accurate sales forecasts based on real-time data. By leveraging AI and machine learning algorithms, you can predict future sales trends, identify opportunities for growth, and make informed decisions to drive your business forward.

Automated sales forecasting tools can pull data from various sources, analyze past sales trends, and predict future ones. This gives you a more accurate and comprehensive view of your sales performance, helping you make better, data-driven decisions.

Automating these key areas in your B2B sales process can not only save you time but also help you work more efficiently and effectively. Just remember to choose the right automation tools that suit your business needs and to provide proper training to your team to use these tools effectively. Happy automating!

Making B2B Sales Automation Happen (Step-by-Step Guide)

So, you've decided to take the plunge and embrace B2B sales automation. That's great! But where do you start? Here's a simple guide to help you get going.

Step 1) Assess Your Sales Process

First things first, take a good look at your current sales process. Identify the tasks that take up the most time and resources. This could be anything from data entry to lead generation. Once you've pinpointed these tasks, you can start to think about how to automate them.

A few questions to ask yourself:

• What tasks are repetitive and time-consuming?
• Which tasks require minimal human judgment?
• What tasks are prone to human error?

By answering these questions, you'll be able to identify the prime candidates for automation. For more details on how to automate manual processes, check out our guide on automate manual processes.

With a clear understanding of what tasks you want to automate, it's time to choose the right tools to do the job. But remember, not all tools are created equal. The best tool for your business will depend on your specific needs and the tasks you're looking to automate.

When choosing a tool, consider:

• Compatibility with your existing systems.
• The learning curve for your team.
• The level of customer support provided.

Also, don't forget to check out our guide on ai tools for automation for further insights.

Step 3) Train Your Sales Team

Implementing B2B sales automation isn't just about the tools. It's also about the people who will be using them. Ensure your team is properly trained on how to use these new tools and processes.

Training should cover:

• How to use the new tools effectively.
• Best practices for combining automation with personal touches.
• How to analyze data pulled from sales automation tools 
• How to troubleshoot common issues.

Remember, automation should be a tool that empowers your sales team, not a hurdle they have to overcome. So, make sure they're comfortable with the new processes and ready to reap the benefits of automation!

3 Best Practices for B2B Sales Automation

Implementing b2b sales automation can be a game-changer. But to get the most out of your automation efforts, you need to follow some best practices.

1. Balance Automation with Personalization

While automation can help you streamline your sales process, it's essential not to lose the personal touch. Remember, you're dealing with people, not robots. So, while automating your sales process, make sure you balance it with personalization.

For instance, you can automate your email follow-ups but ensure each message is personalized with the recipient's name and other relevant details. This way, you maintain a human element in your communication, making your prospects feel valued and appreciated. No one wants to feel like they're on the receiving end of a mass copy/paste message, after all. 

2. Regularly Monitor and Update Your Automation Strategy

Just like your sales strategy, your automation strategy should not be set in stone. It's important to continually monitor the effectiveness of your automation tools and strategies. Use metrics like response rates, conversion rates, and customer satisfaction scores to evaluate the impact of your automation efforts.

If something isn't working as expected, don't be afraid to tweak your strategy or try a different tool. Remember, the goal of automation is to make your life easier and boost your sales performance. So if a particular tool or strategy isn't serving that purpose, it's time for a change.

3. Ensure Data Privacy and Security

With automation comes the responsibility of handling a large amount of data. It's crucial to ensure the privacy and security of this data, especially when dealing with sensitive customer information.

Make sure you choose automation tools that have robust security measures in place. Regularly update your systems and train your team on best practices for data security. Additionally, be transparent with your customers about how their data is being used and stored.

Remember, a breach in data security can not only lead to financial losses but also damage your reputation. So, take data privacy and security seriously! Our article on ai business process automation highlights some popular AI tools for automation that prioritize data security.

5 B2B Sales Automation Apps for 2024 

Ready to speed up your sales process without losing any of the quality? Time to pick some sales automation tools. Here are 5 favorites that work well for sales across a range of industries. 

1. Magical

So much of a salesperson's job falls to repetitive tasks, which can be tedious work. On top of that, personalization is key but takes time. Easy solution: use a tool like Magical on both fronts. With automated repetitive tasks driven by details about each potential customers, your sales team is equipped with better and faster ways to do their job. 

Salesperson Ryan T. remarks "​​Saves me tons of time. Incredibly easy to set up. All sales people should download this app immediately." 

2. Novocall 

Novocall is built specifically for companies with heavy reliance on sales calls. The main goal with this one is to reduce response times to leads, which boosts customer engagement and conversion rates. This tool offers features like: 

• Click to call 
• Outbound dialers
• Simple call tracking 
• Callback scheduling 

Users say: "Super easy to install/add to your website, the directions provided by Novocall are fantastic." They also remark, however, that some small tweaks like being able to control the number that shows up on Caller ID would make this product even better. 

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3. Gong 

By the nature of their jobs, salespeople capture a lot of data about customers and potential customers in the pipeline. But trying to sort that and learn from it? That's a full-time job on its own. Unless you use automatio. Gong.io grabs data from emails, phone calls, video calls, and more to deliver learning insights. 

One Gong user notes: "I love the simplicity of this product, and the sheer amount of data it is able to pull about sales calls. The data it is able to pull speaks volumes and helps tremendously to improve." 

4. Leadfeeder

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Lost opportunities…the bane of a salesperson's existence. Give me more leads, you say? Perhaps the biggest group of people you miss in your outreach are those who visit your website but don't connect in some way. Leadfeeder to the rescue! Leadfeeder gathers visitor metrics and sends you reports about who visited your site, what company they work with, where they landed on your site from, and which pages visitors looked at the most. 

As one user put it, "Leadfeeder plays a pivotal role in our lead generation program. With a Salesforce integration, we're able to understand activity related to target accounts and engage them accordingly. Also implementing our Mailchimp EMS, we can see when campaigns are pushing specific accounts and contacts to our site vs. google and paid search."

5. Clearbit 

This one is billed as a lead intelligence platform. With a huge database of options, companies can store 85 different information fields about leads and millions of data points. If you believe that more data is always better, this is the right sales automation tool for you. Armed with so much data, it's much easier to identify future prospects. 

One user shares, "Clearbit is a good platform to get quality B2B data for new business development. Being a part of the sales team I need to work on new data all the time in order to get more new business. I am using Clearbit because the quality of data they have is great."

Tap into More Sales with Automation 

B2B sales automation can be a powerful tool, but only if used correctly. Keep these best practices in mind to ensure you're making the most of your automation efforts. And if you're interested in sales automation, you'll absolutely want to check out Magical. This free Chrome extension can help you automate repetitive tasks like messaging leads, updating your CRM, and more. The average sales person saves 7 hours a week using Magical!

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