Customers need to be identified, introduced to your brand, educated on your product or service, and then — finally! — converted. It’s a very involved process at the best of times.
Put simply, a sales process is a set of steps that take a prospect from a lead to a happy, loyal customer.
The individual steps in this process will depend on your particular industry and target customers, but the average sales process looks something like this:
Establishing a process like this will help you and your team to close more deals and convert more leads. But there’s a significant issue: each of these stages requires time-consuming admin and repetitive work.
Thankfully, Zapier’s collection of sales automation tools can help. As Zapier Certified experts, we've figured out the best Zaps to automate key steps of the sales process — saving you time that would be better spent growing your business.
When prospecting, you need to find and process a lot of data from a wide range of sources as quickly as possible. If you work inefficiently here, you'll slow your entire sales process down.
One of the best ways to find prospects is to run an event — either in person or online. This could be some free training, a presentation, or a guest speaker event.
To manage attendees, you'll probably use Eventbrite or Meetup, the two biggest event communities online. But you don't want all that lovely prospect information to stay on those platforms. You need it in your prospecting list, so you can move onto the next stage of the sales process.
With Zapier, you can build a Zap that sends event attendees’ information to a Google Sheet:
You can get prospects from Facebook, your newsletter, Twitter, events, webinars, and so many other places, but when they’re all spread out, you won’t be able to process them efficiently.
The next step is to collate them so you can start qualifying. Stop copy-pasting and start using Zapier:
You've completed your prospecting, so now you need to trim your options down — removing, say, any lead representing a company with less than $5M in revenue. Usually, this would take hours, but with a clever Zap, it can be done instantly with just an email address.
With Clearbit you can turn an email address into a full customer profile, including their name, job, and location. You can also search for their email domain and get revenue information, employee count, company type, and more — instantly.
With one Zap, you can then filter all of your prospects from the previous step according to whatever criteria you choose:
Next, use the filter view in Google Sheets to make a new view just for your qualifying leads. In this case, you’d choose to only show prospects from companies with more than $5M in revenue.
For a presentation to be effective, it must be tailored to the individual prospect. This takes time, so get a jump-start with Zapier.
With Zapier, you can build a Zap that automatically creates a Google Slides presentation based on the information in a Google Sheet.
With all the basic information added, you can now tweak the presentation to suit your lead.
Without powerful sales automation tools, a prospect rescheduling could upturn your whole week. Not only is the meeting off, but you’ll need to call and email everyone involved to find another convenient time.
By connecting Calendly and Zoom with Zapier, you'll make it easy for your attendees to reschedule for a time that works with you and your team.
Ah, the final step of the sales process. Congratulations for making it this far, but we're not done just yet. Zapier allows you to save time while still making sure that the sale is closed properly.
Getting documents signed by all parties can be one of the most time-consuming parts of the entire sales process. By using Signaturit, you can speed up the process of sealing contracts, using a single dashboard.
But let’s take it a step further. By adding Zapier alongside Signaturit, you can automate signature requests, save signed documents, and keep everyone in the loop automatically.
First, let's get signatures from all stakeholders:
Next, make sure you keep your signed documents safe, in case you need to refer to the contract in the future. Click here to create a Zap that saves all your signed contracts to Google Drive.
Finally, connect Signaturit to Slack to automatically send a notification when a new contract is signed, so celebrations can begin without a moment’s delay.
There you have it, some practical tips on how to supercharge key parts of the sales process using Zapier’s sales automation tools.
When you get more ambitious, we're here to help. Just tell us what you need from Zapier, and we’ll let you know how we can make it happen.