How To Automate Sales Process: Your Ultimate Guide From Snov.io

Streamlining your business operations is important to stay ahead of the competition. Automation simplifies repetitive tasks, enabling your team to concentrate more on closing deals and nurturing customer relationships.

Snov.io has crossed miles to become one of the strongest sales engagement and automation platforms on the SaaS market. Now, we’re ready to share our experience and techstack to enhance your productivity.

We’ve prepared a guide explaining sales automation’s essentials and best strategies. The cherry on the cake is that we’ll uncover how Snov.io integration with Pipedrive can revolutionize your selling game.

Ready?

Off we go!

What is a sales automation process?

Sales process automation incorporates technology to simplify and manage important tasks, making them more efficient. This includes applying sales process automation software to handle repetitive activities like data entry, follow-up, scheduling meetings, etc. These platforms often include CRM systems, email marketing software, and analytic tools that work in sync.

They help teams work more effectively, manage business operations, increase productivity, improve customer engagement, and drive revenue growth.

By automatizing routine tasks, teams can focus on more strategic activities like building relationships and closing deals.

Why automate sales process: benefits of automation for your team

There are many reasons why automation is important. For example:

• Productivity boost
• Accurate data gathering
• More opportunities for business growth
• Smart management of your resources and budget
• Personalization at scale
• Help with handling objections

Productivity boost

Automating repetitive tasks gives your team more time to prioritize important, revenue-generating tasks. They may focus more on customer relationship building, strategic planning, market research, and improving selling techniques. This increases your chances of closing deals and keeps your team more effective and motivated.  

Accurate data gathering

With special tools, you can gather your selling data on autopilot, reducing errors common to manual data entry. As a result, you deal with accurate, high-quality information, which enhances decision-making and improves forecasting.

More opportunities for business growth

Sales software can manage and track contact interactions, providing timely follow-up reminders based on predefined triggers. This systematic approach ensures that every lead is nurtured appropriately. Meanwhile, real-time insights into the prospect’s activity allow teams to respond promptly to signs of interest and seize opportunities swiftly. 

Smart management of your resources and budget

By automating sales, you streamline lead capture and track their engagement history, demographics, and behavior patterns. Such solutions will automatically evaluate and score leads based on conversion potential, letting you prioritize more important opportunities. As a result, you don’t need to waste your time and resources on the leads you will hardly convert into customers.

Personalization at scale

Automated systems can segment customers and send customized messages based on their behavior and preferences. Moreover, many tools allow users to use personalization variables that autofill prospects’ information upon sending bulk campaigns. 

For example, the Snov.io cold email solution has an AI Email Writer feature that can create a customized email copy in a matter of seconds. In addition, you can use Spintax variables to randomize various email sections: introduction, call to action, offer, or sign-off.

This will increase your email deliverability, help you avoid spam filters, and ensure you establish strong and productive relationships with your leads.

Help with handling objections

Some tools record your calls and transcribe conversations, providing important information about customer questions and concerns. This important data enables teams to handle sales objections and close deals more skillfully, improving the overall product pitching strategy.

Want to learn how to automate processes step by step? We’ve got you covered.

How to automate sales processes

Now that you know the benefits of sales process automation, let’s examine ten ways to enhance your daily routine.

How to automate your sales process: Define your sales cycle Automate prospecting and lead generation Streamline lead enrichment Create a lead scoring system Create lead rotation triggers Manage leads with CRM tools Accelerate your outreach Set up call scheduling Adopt regular call recording Boost proposal and document creation

1. Define your sales cycle

Outlining your company’s workflow and processes will help you create a roadmap for your next steps. It will also ensure that each automated task aligns with your overall vision, goals, and resources.

Start by mapping out each step of your sales cycle, from initial interaction with a prospect to closing the deal.

For each stage, plan important assignments that need to be completed, the responsible team members, and the desired outcomes. This detailed understanding allows you to pinpoint which tasks are repetitive and time-consuming and should be automated.

Additionally, it ensures a unified approach across your team, which is crucial for maintaining top customer service and maximizing efficiency. Finally, by clearly documenting your operations, you can detect potential bottlenecks and areas for product optimization. 

→ Learn how to plan your sales journey professionally by reading this quick guide.

2. Automate prospecting and lead generation

Sales prospecting automation involves using software to identify leads, gather information about them, and initiate contact without manual intervention. It scrapes marketing data from online sources, like business directories or social media platforms. With this data, you can build a comprehensive list of prospects that match your ideal customer profile.

An example of an automated prospecting tool is Snov.io. Using Snov.io Database search filters, you can quickly find people based on location, job title, industry, and more.

In addition, you can use the Snov.io Email Finder extension to find contacts on any company website with just one click of the icon:

For LinkedIn prospect hunters, Snov.io offers another valuable solution – the LI Prospect Finder extension. It gathers contact information on LinkedIn and immediately brings them right to your list:

Further, you can segment potential customers based on criteria like industry, company size, or behavior, allowing for more targeted outreach.

3. Streamline lead enrichment

Automated data enrichment enhances the quality of your prospects’ database by automatically gathering additional important information about them. This information can include the prospect’s company size, job title, social media activity, and more. Later, you’ll use this marketing data to understand the prospect’s needs better and personalize your communication with them.

What’s more, automated data enrichment ensures that your database is always up-to-date with accurate information. By reducing the risk of working with outdated or incomplete data, you maximize the relevance of your outreach. Satisfied prospects move through the funnel more smoothly but surely.

Choose a sales process CRM system to process the data and move your leads further through the funnel. For example, you can find and collect the following data with the Snov.io email finder:

• First name
• Last name
• Full name
• Prospect’s social profile
• Job position
• Locality
• Company name
• Company URL
• Company’s social profile
• Company size
• Company’s locality
• Country
• State
• City
• Industry

And then transfer it to Snov.io CRM and easily organize your leads within your pipeline:

4. Create a lead scoring system

Creating a lead scoring system is a crucial step in prioritizing important prospects. It involves evaluating various attributes and behaviors of your contacts and assigning scores for each parameter. These can include demographics, engagement with marketing content, and interactions with your team.

Contact scoring apps will collect and analyze this data, providing a dynamic and real-time assessment of prospects’ quality. High-scoring contacts can be prioritized for immediate follow-up, while lower-scoring contacts can be nurtured with automated marketing campaigns. This way, your team will always work with the most relevant and valuable leads.

5. Set lead rotation triggers

You should set triggers to efficiently and fairly distribute contacts among your team. Manual contact distribution can be time-consuming and prone to bias.

Contact rotation tools (standalone or integrated into your sales process CRM), however, can automatically assign prospects based on predefined criteria. These can include markers such as availability, expertise, or workload.

You can set triggers to reassign contacts if they are not contacted within a specific timeframe, ensuring prompt follow-up. It helps maintain a steady workflow and reduces the chances that some of your prospects are overlooked.

Setting triggers for automated contact rotation ensures their balanced distribution and effective management. This prevents inefficient resource allocation and makes your team work more productively.

6. Manage leads with CRM tools

Effective lead management is another important aspect you can automate in your sales process. CRM systems are your best go-to solutions in this regard. They can automate processes such as lead assignment, follow-up reminders, tracking interactions, etc. You’ll keep your contacts’ information centralized in one place and accessible to your entire team. 

Furthermore, a good customer management solution ensures no contact is neglected. Each lead is smoothly nurtured throughout the sales cycle, so you can see which stage they are at.

For example, has your prospect expressed interest in a product demo and hence should be moved to the next stage? A CRM like Snov.io can handle that.

And that’s not only about automated sales process workflows. CRM’s automated analytics and reporting mechanisms may become your everlasting important insight suppliers. By analyzing prospect data, you can grasp which strategies are working and which need improvement.

7. Accelerate your outreach

With automated sales process systems, you can also handle initial contact through email or other channels. We recommend incorporating omnichannel campaigns into your outreach strategy to ensure you use every opportunity to engage your prospects.

With the Snov.io LinkedIn Automation Tool, you can combine email marketing campaigns with automated actions to your email sequences, such as profile views, personalized messages, and connection requests on LinkedIn.

Since the tool operates within the carefully researched safety limits and delays between actions, your account will be protected against LinkedIn’s restrictions. As a bonus, your Social Selling Index will also grow, making connecting with more prospects on the platform easier.

Last but not least, you will get a dedicated proxy for each LinkedIn account you connect. This makes the automation impossible to detect!

8. Set up call scheduling

Automatic call scheduling boosts team productivity and improves customer interactions. Scheduling apps and CRM-integrated calendar systems allow prospects and customers to book appointments directly based on your team’s availability. This eliminates the back-and-forth often associated with setting up calls and ensures that appointments are conveniently timed for both parties.

Besides, these apps can automatically send call reminders and confirmations to reduce no-shows. By integrating scheduling tools in your sales process CRM, you can get call outcomes recorded for a more seamless workflow. This way, you free up your reps from managing calendars so they can focus on preparing for the calls.

9. Adopt regular call recording

By automating this part of your workflow, you increase productivity and literally improve the quality of your sales and marketing efforts.

The call recording system will provide a complete history of your interactions with each contact. You can review and analyze business interactions to identify common questions, objections, and areas for improvement. Later, you’ll use these important insights to train your team, manage leads, and refine your product pitching.

10. Boost proposal and document creation

Sales documentation can be challenging to navigate. A good solution is to automate proposal creation based on predefined templates and prospect data.

Automated document creation tools can collect specific details about the prospect to ensure that each document is personalized and relevant.

These products can also include electronic signature capabilities, making it easy for prospects to sign and return documents quickly. This ensures that each document contains all necessary information and is error-free.

Additionally, such tools can track the status of proposals and important contracts, providing real-time updates and follow-up reminders. Ultimately, they’ll speed up your deals and increase the likelihood of their successful closing.

🎁 Need more tips on how to manage your selling stage by stage? Go to Snov.io Academy for the FREE expert-led course!

How to automate your business processes with Snov.io and Pipedrive integration

Snov.io has created a versatile integration with Pipedrive to help you synchronize data between the two apps and simplify lead management. It supports two-way data exchange, effortless data updates, and much more.

Benefits of Snov.io x Pipedrive integration

The Snov.io and Pipedrive integration combines the strengths of two powerful platforms to provide comprehensive automated sales solutions. 

This integration streamlines your sales process workflow by automatizing the transfer of important prospect information. Data can be transferred in both directions — from Snov.io to Pipedrive and from Pipedrive to Snov.io. 

Eliminate manual tasks with powerful automation that simplify lead management. You can make up to 24(!) auto-scenarios. Whenever any action takes place in Snov.io, the corresponding action occurs in Pipedrive.

Added new fields, pipelines, or stages after starting the integration? Don’t worry about losing this new data. Just click the Refresh button, and your entire database will be updated.  

You can create deals, move prospects through pipeline stages, and add records to the contact’s activity timeline. Now, you have doubled the power to automate your workflow. 

Snov.io with Pipedrive integration accelerates your activity, reducing manual operations and improving data accuracy. This powerful combination ensures constant updates, enhancing your ability to manage leads efficiently and boosting your performance.

There is no need for manual data entry, and errors are minimized. This increases productivity and conversion rates. This is the main benefit of the Snov.io and Pipedrive integration.

An example of sales workflow automation using Snov.io and Pipedrive integration

Below is an example of one of the sales scenarios that can be easily automated with Snov.io and Pipedrive integration. 

Overview

Imagine a medium-sized IT solutions company called InfoSpheric Solutions, which creates custom software and offers IT consulting services. To automate its processes and stay competitive, it has made an important step by integrating Snov.io with Pipedrive.

Lead generation and management

InfoSpheric Solutions uses Snov.io to find leads by extracting contact information from LinkedIn and other sources. Snov.io verifies emails to reduce bounce rates and automatically transfers leads to Pipedrive through the integration. Such an automated prospecting system eliminates manual data entry and keeps the pipeline up-to-date.

Personalized outreach and follow-up

Upon gathering prospects, InfoSpheric Solution uses Snov.io to launch several automated outreach campaigns. The company combines LinkedIn and email outreach to contact LinkedIn prospects.

Meanwhile, the prospects found outside LinkedIn get a personalized email campaign, which can be easily programmed with Snov.io:

Prospective customers’ interactions with these emails are tracked in Pipedrive, providing important insights into their level of engagement.

Efficient pipeline management

Snov.io CRM features help InfoSpheric Solutions manage the business pipeline, track lead progress step by step, and schedule follow-ups. Updates in Snov.io sync with Pipedrive, ensuring a streamlined sales process workflow and reducing the chance of missed opportunities.

Data-driven decision making

Combining Snov.io and Pipedrive’s analytics tools provides important and valuable data for decision-making. By analyzing email campaigns, lead generation, and pipeline health, InfoSpheric Solutions’ team can optimize strategies and allocate resources efficiently.

Outcome

Integrating Snov.io and Pipedrive automates business workflows for InfoSpheric Solutions, saving time, reducing manual work, and improving data accuracy. This allows their team to focus on building relationships and driving revenue growth in the competitive IT market.

How to establish Snov.io x Pipedrive integration

The connection setup between the two tools is super easy. You don’t even need your API key to sign in – Snov.io syncs directly through Pipedrive-verified integration. 

Log in to both accounts, go to the Snov.io dashboard, select “Integrations,” find Pipedrive, and click “Connect.”

After you complete the app permissions required for the integration, you’ll need to manage some settings.

First, you’ll have to choose an integration direction (two-way or one-way). Next, you’ll need to configure data exchange by selecting lists, assigning owners, mapping fields, and setting additional parameters.

In the last section, you need to set up automation scenarios to sync Snov.io and Pipedrive activities. That will help you automatically perform routine tasks in your Pipedrive account whenever you do any task in your Snov.io account.

To ensure you establish integration correctly, follow this detailed guide or watch the video below.

Key takeaways

Automating your business workflows is no longer a luxury but a necessity. Leveraging important sales automation software like Snov.io can streamline your lead generation, improve data accuracy, and enhance your overall product selling efficiency.

This guide has provided the steps and important insights needed to successfully implement sales automation tools in your organization. Embrace these strategies and use Snov.io + Pipedrive integration to transform your business operations and stay ahead of the competition.

Good luck!