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4 Ways to Automate Your Sales Process


Do you wish you were more productive with your sales process? One way to be more effective and have more time for the other aspects of your business is to automate your sales process. It will take time and practice to nail down a selling process that will yield great reports, but once you figure it out, you can even delegate this task to other people. Here are 4 ways to automate your sales process.

1. Sales Steps

What does it take to generate a lead for your business? How do you get that lead to buy from you? You may not have thought about it, but if you've made a few sales, you have a sales process in your mind. The challenge is to repeat those steps over and over again, perfecting it every time. You should also write down each step in your selling process in basic and simple terms. Then, ask someone you trust to let you teach them each step. Role play and see whether they can sell you on your product or service using those steps. The act of teaching them the steps, and answering their questions, will help you to tweak the process and make it better.

2. Sales Process Chart

If you're more of a visual learner, use a sales process chart. You can draw one out manually, or use tables and picture tools in Microsoft Word, Excel or other programs. Colors would make a great addition, and it adds a touch of professionalism for sharing with your sales representatives. The chart should be easy to follow and readily accessible for quick review. Small laminated charts might be handy to keep in your pocket book or car, as well as a larger one for your home office.

3. Online Form

There just aren't enough hours in the day to handle all incoming inquiries and orders to your business. Yet if you don't handle all of them, you'll lose potential customers to your competitors. The way to solve this problem is to incorporate the use of online forms in your sales process. For instance, you can use online forms to collect lead contact information and set up an auto responder to reply to their email, based on keywords or fields that they filled out on your form. This won't be a substitute for a direct response from you at some point, but the immediate auto response does help to lessen any impatience on their part. You'll also have an automatic way to collect contact information that you'll use to start the selling process later.

4. Online Shopping Carts

You can also use online shopping carts to automate your selling process. This is an obvious choice for businesses that sell products, but you can use shopping carts for selling services, too. For example, a virtual assistant could sell 5, 10 or 20 hours in a shopping cart at her going rate. Someone could go the website, click on the shopping cart for how many hours they need, and pay at checkout, the same way they would a product. Think of ways to bundle your services for a flat fee, and then automate your sales process by using a shopping cart.

If your selling process is giving you the results you need, consider training others to help you generate more sales for your business. This will help you grow your business.


Daphne Mallory, Esq. is the co-owner of Mallory Writing Services and has written more than 100 articles helping home based business owners and entrepreneurs start and market their business. You can learn more about her here.

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