Bonus Gift!
from your instructor, Keitha
Key Automations for Sales Process
Toolkit
As a bonus gift, we present to you the '6 Key Automations for Sales Process Toolkit'! This is a simple, actionable guide to help you set up the most key automations for Sales Processes. These are the same workflows we use to help small businesses capture more leads, follow up faster, and close deals with less manual work.
Let’s break down the essential automations that every small business should have to build a high-converting sales system. Here are the 6 Key Automations you’ll want to implement right away:
1. Automated Lead Capture
Capture leads from forms, social media, and websites automatically. No more copying and pasting into your CRM.
2. Automated Follow-Up Process
Use Cadences in Zoho CRM to ensure every new lead gets consistent communication emails, calls, and tasks all mapped out.
3. Lead Scoring
Gauge interest using SalesIQ to track website visits, time on page, and behavior, then assign a Visitor Score that contributes to their Lead Score.
4. Workflows for Automatic Tasks & Reminders
Don’t let your reps drop the ball. Use workflows to assign follow-ups, create reminders, and schedule tasks based on lead behavior.
5. Automatically Generate Contracts
Use automation to generate digital contracts at the right time in the deal stage. No delays, no back-and-forth.
6. Real-Time Dashboards
Real-time dashboards show your team what’s working and what’s not, so you can make smarter, faster decisions.
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