This is a guide to five ways that marketing automation and sales technology can quickly shift your internal culture and help your sales team be more effective, and most importantly, win more deals.
The five avenues through which adoption of marketing technology and sales automation will have an immediate positive impact on your performance are as follows:
- Lead Capture
- Lead Qualification
- Email Automation
- Lead Intelligence
- Real Time Lead Alerts
Below is a brief explanation of how each of these features will help boost the performance of your sales team and the success of your marketing efforts.
Tools come onto the market and promise to help sales and marketing teams improve their efficiency. Pardot Marketing Automation Software, for example, allows you to identify companies and targets that are spending time on your site without the need for any information to be directly supplied by the prospect. The major value established here is through the ability to identify potential prospects without having the lag time of: contact info needing to be input or using a 3rd party data provider like Inside View, LinkedIn, one Source and SalesForceData. This method more quickly identifies the key players within a company, spending time digesting your marketing material. These 3rd party data provides are used to pull in additional data to fill in holes for contacts that are already established.
It is important to not downplay the necessity of being able to capture leads with landing pages and forms. That is not a new concept or strategy and will help increase your ability to hand over qualified prospects smoothly, when combined with strong lead management rules.
In today’s B2B markets, there are two main ways to directly and successfully qualify leads: using implicit behaviors and activities or explicit data and demographics.
By using implicit information and dynamic lead scoring, you will have the ability to rank and score formerly unquantifiable activities (email, web, social) variably by importance and then set up response actions. These sales automation efforts seamlessly pass top scoring prospects over to well-prepared sales reps in real time.
In using explicit data and lead grading, you gain the ability to qualify a prospect on who they actually are, and the habits they have exhibited – ex. a CEO versus a workaholic just trying to learn something new by requesting your content. You can also adjust grading up and down depending on industry, company size and other various metrics. Essentially, you are able to grade your prospects against an ideal customer profile that your sales and marketing team identifies.
These tactics will directly help your sales team avoid talking to bad prospects that won’t convert, and these grades and scores provide you with another way to dynamically pre-qualify and assign the best prospects to the best sales reps.
Email automation is a major facet in helping your sales reps take their knowledge about and performance with leads to the next level. Reps now have the ability to use email integration tools for programs like Outlook, Gmail, Apple Mail and Thunderbird to send personalized emails through the marketing automation tool. This integration results in a new way to personally track opens, clicks, and site time that comes with the option to receive real-time automatic notifications sent to reps.
Email automation also allows for new approaches to personalized email campaigns. The marketing team can craft a message or series of messages to the company’s entire pool of prospects, yet dynamically assign the various fields of the email as they apply to each prospect. This serves two main purposes: 1) reps are accredited by leads to having provided appropriate information with no effort (the marketing software and sales engine took care of everything) and 2) all replies to specific content go directly to the assigned rep, and can be analyzed to provide further insight for future targeting.
A consequential bonus of email automation is that sales reps can pass back “not-yet-qualified” leads to be furthered nurtured by the marketing automation program. This allows for continued exposure, lead qualification and reduced lead exit. Sales reps are notified if the lead “comes back to life” and the lead is automatically sent more digestible content.
Through marketing automation and sales technologies, reps are able to track all online behaviors (email, web, social) and that data is put directly into any CRM (Salesforce) instead of requiring the sales rep to learn the ins and outs of the back-end functions of the marketing automation prospect tracking system and put the information in themselves. Actionable data including the original lead source, specific page views, keyword searches, webinar attendance etc. can all be tracked. This allows for sales reps to profile and frame the content for anything from conversations, voicemails and follow-up emails based on the prospects specific actions and activities.
Real-Time Lead Alerts
This function of sales technology and marketing automation is crucial if you want to compete effectively against competition in the market. Timing is everything, as any good sales rep knows. Real-time lead alerts allow sales reps to reduce response time almost entirely when companies or leads are actively engaged in the sales education collateral. Sales reps receive instant alerts via email, text, mobile applications, and desktop notifications – whichever medium they prefer.
With these alerts and summaries, reps can:
- Prioritize their day with the most active prospects
- Perform quick lookups of anonymous visitors in LinkedIn or Jigsaw to identify potential new prospects
- Click on links to trigger CRM profile lookups
- Send email to active prospects with a few quick clicks
- Filter out unwanted and distracting activity
All five of these features: Lead Capture, Lead Qualification, Email Automation, Lead Intelligence, and Real-Time Lead Alerts save your reps time and help them close more deals. An effective integration and strategy surrounding marketing automation and sales technology will help you to synthesize marketing and sales objectives and improve overall company success.
For more information on how to increase B2B sales volume and how you can adjust your B2B lead generation, demand generation and sales tactics, look for our 5th and final blog of this series, out next week.
If you would like to learn more about how we at Gabriel Sales can combine your product knowledge and thought leadership with our sales and marketing expertise to increase your success and beat out competition, please contact us.