How to effectively automate sales workflow to get better conversions using sales automation? . . Optimiser is a comprehensive CRM solution company for businesses. AI-enabled automation with the power of one platform efficiently navigates through a large amount of data at an affordable cost. Learn more about Optimiser: https://www.optimiser.com/

1. 6 TOOLS TO AUTOMATE
YOUR SALES WORKFLOW &
GET BETTER CONVERSIONS

2. STREAMLINE SALES PROCESSES
In every organisation, the sales team operates under the pressure to increase
sales. They are busy chasing prospects and seeking new opportunities to sell
the product.
The sales agents need a universal platform to conduct their activities.
Optimiser, with the power of one platform, offers a flexible and integratable
channel.

3. SALES ENABLEMENT CONTENT
The content used by sales reps in the selling process is known as sales
enablement content.
Sales teams will have to collaborate with the marketing department as well as
the external stakeholders for a content creation workflow.

4. PROSPECT MONITORING AND LEAD ENRICHMENT
Prospecting is about finding people who are interested to learn more about the
products/ services that is offered.
Whereas lead enrichment in collecting data from the prospects to estimate
which lead is more valuable

5. SALES AND FOLLOW-UP EMAILS
With 4 billion daily users of email, Email automation is the most viable solution
for this.
Optimiser platform allows one to create personalised email campaigns and
track the customer journey. Every customer interaction will be stored in the
database and one will not need to update it.

6. APPOINTMENT SCHEDULING FOR CALLS AND MEETINGS
Sales reps are busy people and they are almost always tied up in a meeting or
two.
To avoid scheduling meetings that clash with others, the sales team can use a
calendar to ensure that the slot they are booking is available.

7. SALES PROPOSALS AND CONTRACTS
Drafting proposals for sales and getting them reviewed takes a long time.
With sales proposal automation, one will be able to automatically extract
important information from emails, and notes into CRM.

8. THANK YOU