Solve Your Sales Management Pain Points with Workflow Automation

Today, sales people are expected to input their every task into CRMs – and for good reason. With the help of tools like Salesforce and Marketo/Hubspot, companies can nurture leads in new and exciting ways.

 

While new technology means better and smarter marketing, it also means more menial tasks for sales people including data entry, setting reminders, assigning accounts and monitoring opportunities. Some of these tasks can get in the way of your main job – selling.

 

If CRM tasks are taking time away from building relationships and closing deals, it’s time to start automating workflows.

 

Here are some tips for workflow automation.

 

Data Entry Workflows

If your CRM allows it, setup a workflow that marks leads that your team has already reached out to. This will prevent them from having to make this small change after every activity. This video shows you how to do this in Hubspot.

 

Assigning Leads to Agents

If your company is large enough, you have both marketing and your sales team generating leads. You may also have an outside insurance lead generation company providing you with insurance leads. In some cases, these valuable insurance leads are left in a waiting queue before being transferred to the right insurance agent.

 

These are precious minutes that can’t be wasted. Insurance leads can turn cold very quickly. Don’t waste warm leads.

 

Create a workflow to automatically rotate leads based on criteria you establish. You can create a round robin that evenly distributes leads to agents as they come in or send leads to agents based on how agents perform. Either way, you’ll prevent insurance leads from going cold.

 

Task Reminders

Insurance agents have a lot to do in a day. Reminders are a great way to make sure nothing slips through the cracks, but what if you forget to set up your reminder? Hubspot workflows can guide your sales team through the lead nurturing process, without having to manually remind your team to do important tasks.

 

Don’t let exclusive insurance leads fall through the cracks. Set up automated workflows to reduce manual processes and allow your agents to focus on closing deals and existing clients.

Today, sales people are expected to input their every task into CRMs – and for good reason. With the help of tools like Salesforce and Marketo/Hubspot, companies can nurture leads in new and exciting ways.

 

While new technology means better and smarter marketing, it also means more menial tasks for sales people including data entry, setting reminders, assigning accounts and monitoring opportunities. Some of these tasks can get in the way of your main job – selling.

 

If CRM tasks are taking time away from building relationships and closing deals, it’s time to start automating workflows.

 

Here are some tips for workflow automation.

 

Data Entry Workflows

If your CRM allows it, setup a workflow that marks leads that your team has already reached out to. This will prevent them from having to make this small change after every activity. This video shows you how to do this in Hubspot.

 

Assigning Leads to Agents

If your company is large enough, you have both marketing and your sales team generating leads. You may also have an outside insurance lead generation company providing you with insurance leads. In some cases, these valuable insurance leads are left in a waiting queue before being transferred to the right insurance agent.

 

These are precious minutes that can’t be wasted. Insurance leads can turn cold very quickly. Don’t waste warm leads.

 

Create a workflow to automatically rotate leads based on criteria you establish. You can create a round robin that evenly distributes leads to agents as they come in or send leads to agents based on how agents perform. Either way, you’ll prevent insurance leads from going cold.

 

Task Reminders

Insurance agents have a lot to do in a day. Reminders are a great way to make sure nothing slips through the cracks, but what if you forget to set up your reminder? Hubspot workflows can guide your sales team through the lead nurturing process, without having to manually remind your team to do important tasks.

 

Don’t let exclusive insurance leads fall through the cracks. Set up automated workflows to reduce manual processes and allow your agents to focus on closing deals and existing clients.