Sales Process Automation

Above all, sales automation should make the selling process easier, faster, and more efficient. Automation takes care of the tedious tasks, so you can spend more quality time on impactful, high-value work, like talking to prospects to really understand what they need you to solve.

But when it comes to sales process automation, you shouldn’t have to look far for meaningful solutions. The best sales automation tools are the ones that easily integrate with software that your team already uses.

Look for sales automation tools that simplify a wide range of tasks through the whole buying cycle—from responding to simple prospect questions over email, to tackling long, complex documents, like standard information gathering (SIG) questionnaires and requests for proposal (RFPs).

A customer relationship management (CRM) tool helps centralize information about your company’s interactions with potential customers. When people think about CRM automation tools, they likely think about a few well-known CRM automation examples: Salesforce, Microsoft, and HubSpot. But it helps to understand that the CRM automation meaning is not solely limited to these broad functions—it also includes the tech ecosystem that these tools sync with as part of the sales cycle.

Although a sales automation CRM is known for supporting marketing automation and sales pipeline generation—it can be used to monitor pipelines tied to revenue-generating activities, including high-value contracts through RFPs. Using Loopio’s sales automation Salesforce integration, you can track RFP pipeline progress and revenue metrics, without ever leaving your CRM system.

You can do this by starting proposals from directly within your CRM tool, automatically mapping client details into Loopio. Plus, integrate RFP response data from Loopio into Salesforce, in order to track open pipeline from RFPs, win rates, and much more. Connecting RFP response software to your CRM opens up a world of possibilities in terms of reporting on the revenue impact of proposals.

Sales automation benefits range from faster results to improved win rates. Sales and marketing automation software, when implemented and used correctly, can change your business for the better. However, it’s important to consider all aspects of sales automation in order to choose the platform that works best for your business. You should consider sales automation pricing to determine whether this type of software will fit into your company’s budget.

If your team is working with a smaller budget, it can be helpful to view a variety of sales automation examples to get a better idea of the level of support you’ll need (and whether that’s in your price range). Remember, you can always make a case for more resources if there’s a specific RFP platform you prefer.

As you’re making a case for your desired RFP platform, don’t forget to share key results with your leadership team that help provide your case. For example, Loopio’s customers reap the key benefits below by using the platform.

Among the most popular sales automation companies are two mentioned earlier: Seismic and Loopio. Together, these solutions offer a way to respond to prospect questions quickly, at any stage of the sales cycle.

In general, sales automation companies exist to help users streamline and automate their sales processes. Sales operations automation for example, can knock out a number of tedious tasks, that help reps focus on the work that matters. It can be especially useful for larger businesses managing more complex workflows—and those that handle a higher volume of requests for information (RFIs), requests for quotes (RFQs) or RFPs.

Proposal software is a popular solution for many sales teams looking to automate their process, as it speeds up tasks like creating proposal templates. It also helps with sales automation documentation, as it will typically offer a content library, which sales teams can use to ensure they’re all using consistent answers for prospects. For example, Loopio allows users to create branded sales documents in a fast and easy way, that teams can use at scale.

Additionally, you can create a variety of reusable templates for proposals and other sales documents that match your brand’s visual style. You can also reduce the design and marketing workload by letting sales reps build and customize their own RFP response and proposals quickly and easily.

RFP software like Loopio is popular because it can auto-fill responses to a number of questions in each proposal. If you can use a tool to knock out the repetitive questions, your team will have more time to focus on customizing proposals—and winning more bids. It’s time to build that lean, mean, automated sales machine.

Loopio also auto-detects new RFP answers so your content library stays seamlessly up-to-date. Further, Loopio allows you to engage teammates and oversee proposal management in one spot, resulting in fewer version control issues and missed deadlines. Loopio’s customizable library makes it easy to organize your content and find the best answers when you need them.

There is no question that sales automation software can fundamentally transform the way you do business. By eliminating the manual tasks associated with sales (like time spent formatting and answering RFPs, RFIs, and RFQs), you will have more energy to focus on the things that truly matter.

When searching for the top sales automation software for your business, look for something that’s going to take away the burden of manual tasks. Of course, your hand will almost always be required in the more detailed elements of your sales process, but there’s no reason that you can’t (and shouldn’t) automate the tedious work.

Together, Loopio and Seismic make the best sales automation software because these platforms help users win RFP responses on time, every time. You’ll never have to choose between quality and speed again.

The answer library provided by Loopio is searchable, easy to use, and can save you hours of time hunting through old email chains or Slack threads for outdated answers. Loopio’s search capabilities and content entry system make it easy for users to find the best answers quickly and easily.