Marketing email automation is often used as a tool for deploying client communications, such as triggered welcome emails, nurturing email workflows, birthday email messages, and so on. However, email automation tools can also be used to streamline your internal sales process, too. Sales enablement automation can set your team up for success by bridging the gap between sales and marketing.
Setting up automated alerts, reminders, and reports for your sales team takes some of the day-to-day management of client nurturing out of their manual workload by automatically alerting them when it is a prime time to follow up with a lead or even when to recognize a client with an important anniversary approaching.
Keep reading to learn about the three types of automated emails you can use to improve the sales process.
AlertsBased on your marketing and email software, you may be able to use cookie tracking and other tools for monitoring user actions to trigger internal alert emails. These alert emails would serve as nudges to the sales team when a user takes a desired action, such as:
- Returning to visit your website within 30 days
- Viewing a certain page on your website, like a “request a consultation” page
- Submitting a request or contact form from your website
This is an automated alert to let you know that your lead, John Smith, visited your website on 8/21/2019. He viewed the following pages:
Consider following up with John within two business days to see if he has specific questions or if he is ready to proceed with the sale.
RemindersWhen it comes to following up with a lead or a client, a lot of other priorities and daily tasks may get in the way. To help with nurturing, you could trigger internal workflows to remind members of your sales team, for example, to follow-up if progress stalls with a lead.
Reminders may be triggered for leads in the sales funnel or they can be helpful to encourage your sales team to continue nurturing an existing client relationship. Some ideas include sending reminder emails for:
- One year project anniversaries
- Lead or client birthdays
- Quote follow-ups
A sample reminder email message might read:
This is an automated reminder that you sent a quote to John Smith on 8/21/2019. If appropriate, please follow up to determine the next steps. If you have already followed up on this quote, please disregard this message.
ReportsAutomated email alerts for weekly, monthly, or quarterly reports may help keep the sales process on track. Consider what timing makes the most sense for your sales cycle and buyer journey. Keep in mind that a weekly report might be too frequent if it takes your team at least a month to close a sale.
The types of reports you might consider automating may depend on your audience and industry. For example, at TBH Creative, we send our team an automated monthly marketing report which includes:
- Campaign leads last month
- Users who downloaded an offer but haven’t requested a consultation yet
- New contacts by source
- Top landing pages for new contact submissions
- Subscriber list
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