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Sales Force Automation

Streamline Repetitive Tasks and Close More Deals with Sales Process Automation

Sales process automation helps you nurture your leads, close more deals, and create a remarkable sales experience — all automatically.

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Sales Force Automation

Streamline Repetitive Tasks and Close More Deals with Sales Process Automation

Sales process automation helps you nurture your leads, close more deals, and create a remarkable sales experience — all automatically.

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What is sales process automation?

Add up the hours it takes your sales team to run through their daily administrative tasks: scheduling appointments, following up with leads via email or phone call, prioritizing leads, tallying up the numbers, and logging the outcome of their efforts. That’s a hefty, demanding workload that can be taxing on both your team’s time and their productivity. Did you know there’s a way to take most of this manual work off your plate?

Sales process automation (also called sales force automation) takes all repetitive sales tasks and drops them into one automated, repeatable system, facilitating a smooth experience tailored to any sales model as well as the unique buyer’s journey. Imagine the rate at which your sales team could close sales with a short, predictable sales cycle. What if they could avoid all menial sorting and prioritizing, freeing them up to speak only to those who are likely to buy? That’s the beauty of automating your sales force.

What is sales process automation?

Add up the hours it takes your sales team to run through their daily administrative tasks: scheduling appointments, following up with leads via email or phone call, prioritizing leads, tallying up the numbers, and logging the outcome of their efforts. That’s a hefty, demanding workload that can be taxing on both your team’s time and their productivity. Did you know there’s a way to take most of this manual work off your plate?

Sales process automation (also called sales force automation) takes all repetitive sales tasks and drops them into one automated, repeatable system, facilitating a smooth experience tailored to any sales model as well as the unique buyer’s journey. Imagine the rate at which your sales team could close sales with a short, predictable sales cycle. What if they could avoid all menial sorting and prioritizing, freeing them up to speak only to those who are likely to buy? That’s the beauty of automating your sales force.

Why does your sales process need sales force automation?

For a small sales team, fully automating your sales processes puts a full-stop to all menial tasks your sales reps and sales managers conduct over the course of their day. In doing so, you’re equipping your sales force to work smarter, not harder.

Generate more sales

By immediately notifying your sales reps of a new, qualified lead, your team can shorten its sales cycle as well as make accurate projections of sales down the line.

Boost your sales team's productivity and efficiency

By merging their manual and automated tasks into one streamlined system, sales reps can focus on selling with consistent results.

Generate more sales

By immediately notifying your sales reps of a new, qualified lead, your team can shorten its sales cycle as well as make accurate projections of sales down the line.

Boost your sales team's productivity and efficiency

By merging their manual and automated tasks into one streamlined system, sales reps can focus on selling with consistent results.

Where Does Ontraport Fit?

Ontraport’s sales force automation gives you the ability to generate more prospects, nurture your leads and close more sales. The platform allows you to optimize your entire sales process to create a remarkable and consistent sales experience for your customers.

Regardless of your industry or products, Ontraport can be tailored to your unique sales model. Automated lead prioritization — based on the degree of interaction with your business — feeds only the hottest leads to your sales team. When a qualified lead has entered your pipeline, automated task prompts can notify your team to perform a non-automated action, such as a follow-up phone call to a lead. Task “outcomes” further streamline the process by allowing sales reps to choose a designated outcome after a task has been completed. What all this means for you is a solution-oriented sales cycle requiring little to no manual data entry.

“The return on investment with Ontraport is huge. We are a sales and service organization for water conditioning systems. We mostly deal with homeowners. The automated messaging and task management is the best investment we have made in our company. Humans make errors. Ontraport ensures that my clients get a consistent experience and our referrals prove it. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that never happens.”

- Eric Foronjy, Ontraport Customer

Examples of sales process automation using Ontraport

Automate demo requests

Ontraport makes it easy for businesses that demo products to streamline their sales process. Your sales funnel depends heavily on this lead qualification step, so it’s critical that each task is executed consistently and correctly. In Ontraport, when a warm lead signs up for a demo on your website’s demo request form, the system triggers a Task to a sales rep with a prompt to call the lead. Prior to the call, the system can send a reminder to the lead via email or SMS to boost the likelihood of attendance. Once the call has been completed, the sales rep may select an outcome from a predetermined series of custom outcomes such as “Made Sale” or “Not Interested.” Those can then trigger a number of automated outcomes, based on your business model, ranging from a simple follow-up email to subsequent phone calls.

Offer free consultations

Phone or video call consultations are opportune moments to make new sales using a combination of Tasks and internal forms in Ontraport. Rather than burden your prospects with filling out an additional web form beyond a consultation request, your sales staff can enter any data collected during your consultations into an Ontraport Form on their behalf. Here’s how it works in Ontraport: Any time someone submits a consultation request on a web form on your website, an automated trigger Task prompts the appropriate team member to reach out to this prospect. The Task will include instructions on how to facilitate the consultation as well as a link to an internal web form to collect any additional information the team member can gather from the prospect. This eliminates any likely drop-off on your web forms and allows you to qualify prospects for your products or services while acquainting them with your offering.

Optimize inbound call sales

If your sales model revolves around inbound calls, all reps receiving calls are able to capture lead info on internal forms to be used in subsequent sales or marketing automation depending on the quality of lead. For instance, your next step may be a follow-up email with a link to a sales page with targeted content based on the data you entered about the lead during your call. From there the lead will be able to buy your product or be pushed further down your sales pipeline.

Streamline inbound sales

With a streamlined inbound sales funnel in Ontraport, you can support your prospects through the buyer journey by sending them to targeted landing pages pertaining to their unique pain points, interests or goals. When new leads visit your sales page, they’re prompted to fill out a quick survey form, the results of which allow you to profile your lead and get insight into their motive for interacting with your business. Based on their survey answers, each prospect is sent targeted emails gradually priming them to purchase your product. From there, you’re able to feed them to your sales team and close the sale.

Systemize outbound sales

For sales reps tasked with emailing high-impact leads one-by-one, tasks can be set to perform any action upon completion of a goal. In this case, your goal could be to receive an email response from a lead to your personal inbox. Actions can include an automated prompt to a sales rep to follow up with a lead via email or phone. Afterwards, the outcome of the follow-up correspondence can be logged and used to trigger a number of additional actions on a campaign.

Utilize lead scoring and routing

Not all cold leads added to your database are ready to buy; in fact, most aren’t. Lead qualification lets you score leads based on behavior and explicit contact information. Once you've established a lead scoring framework, Ontraport delivers leads of only the utmost quality to your sales team automatically. This happens by assigning leads a point value. Once they hit a threshold, determined by you, leads are routed to designated sales reps on your team OR added to a Cold Lead Nurturing funnel for further attention.

Learn how Ontraport’s sales process automation suite can streamline your sales team & grow your business

Persuasive sales funnel system

Get started today with Ontraport’s sales pipeline software. Use this free, prebuilt funnel to easily handle lead’s objections and earn more online sales without having to pick up the phone.

Visualize your contacts and pipelines with Card View

A new contact display option in Ontraport’s CRM provides an overhead view of your funnels and pipelines for better customer relationship management.

Manage contacts by stage

With Ontraport’s CRM, you can view your contacts in a list, or you can choose to use Card View, which displays your contacts’ information like business cards and organizes them within stages in your business.

Ready to implement sales process automation and close more deals?

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“I simply cannot believe how powerful Ontraport is … The ability to know each and every touchpoint that prospects have with my business is so important. We never read an email from a client or prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”

— Matthew J. Watts, FreedomPreneur

Ready to implement sales process automation and close more deals?

“I simply cannot believe how powerful Ontraport is … The ability to know each and every touchpoint that prospects have with my business is so important. We never read an email from a client or prospect without knowing their entire relationship with our business. We would be lost without Ontraport.”

— Matthew J. Watts, FreedomPreneur

Frequently Asked Questions

I’m new to sales process automation — what is it, and why is it such a big deal?

There are lots of time-consuming sales tasks that Ontraport can do for you automatically. Our sales process automation tools can follow up with your leads, keep your pipeline organized and moving, manage your team’s workload and more. Then you can spend more time doing the work that matters most: actually selling your product or service.

I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?

Ontraport has a whole library of prebuilt funnels, so you can get up and running without learning all the ins and outs of the platform. You can launch an entire sales funnel, follow up with leads, segment your list of prospects and more — and each system only takes minutes to launch. The best part is, you’ll get a Setup Wizard that walks you through every step.

I want to give my leads the best experience possible, even as I grow. Can Ontraport handle personalization at scale?

Ontraport is built to grow right alongside you, so it’s easy to create a personal sales experience for every lead on your list — no matter how big your business gets. Since all your sales data will be stored on one centralized platform, you’ll have everything you need to deliver more engaging, more effective experiences across every channel. 

My business uses outbound lead generation to find customers. Can Ontraport help with that?

Ontraport is great for driving both inbound and outbound sales. We have lots of tools to deliver personal, multi-channel messages and connect you with all the right leads at the right times. Plus, you’ll get all the tracking features and KPIs you need to measure and optimize results.

I want to use Ontraport to manage my B2B customer journey and B2B sales funnels. Will it have all the features I need?

Ontraport is perfect for nurturing B2B customers throughout your sales process. You’ll be able to keep all your deals organized, offer more personalized follow-up, keep your team on the same page and more. And with multiple sales pipelines, you can even view and manage every step of your B2B sales process from one screen.

I like the idea of done-for-you sales funnels, but what if I want my campaign to work differently than the template?

Ontraport’s sales pipeline software and prebuilt funnels were built based on feedback from thousands of business owners, but of course, everyone likes to — and should! — put their own spin on things. You can easily adjust any part of these funnels — the copy, design, automation settings and more — however you’d like. You can also skip these systems and start from scratch to build anything you can imagine.

Turn your business on with Ontraport.

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