Lead & Sales Opportunity Management Not all opportunities are the same. Are you optimizing yours ?

Closing opportunities with SHORT selling cycles

Short selling cycles are typically made up of lower amounts on an individual basis but yield a higher quantity of orders when they close. That’s why in order to make sure no opportunity falls through the cracks, BizAutomation provides best practices that put personalization of templated mass email and automated follow-ups, along with workflow automation at the very center of the selling process.

Top 20% of high performing reps said that they’re:

Closing opportunities with SHORT selling cycles

Source: 3K reps surveyed: SalesForce.com research

That’s why BizAutomation’s focus on personalization are important

Closing opportunities with LONG selling cycles

Long selling cycles are fewer in number and take longer to close, but return greater amounts when they do. So BizAutomation enables you to custom design selling processes made up of your own proven steps to success in order to make everyone a selling hero. Each template enforces a sequence of events your team can collaborate around, with assigned levels that increase the percentage of closing such as “Proposal negotiated”, “Verbal decision to proceed” and any other step you deem crucial in your specific selling environment.

Source: SalesForce.com research

That’s why BizAutomation’s guided selling templates are important

You can SHORTEN the sales cycles by

Source: Nucleus Research

That’s why BizAutomation unifies your Messaging & Calendaring from Outlook & Google, along with all your scheduled calls, tasks, and follow-ups.

One place to manage all activities

When you look at how you communicate with your leads, prospects, and accounts, you’ll find that almost all of those activities revolve around phone calls, assigned tasks, messaging, and calendaring, so making sure you have a single place to see what’s on your radar is crucial. That’s why BizAutomation’s “Action Items” are so important. You’ll see everything you need to do from all the places where that data originates.

Custom Relationship Management

Define & manage ALL your relationships (Not just Customers). BizAutomation gives you the ability to define custom relationships, so you can begin to build customization uniquely relevant to each relationship. Maybe pricing for your “Level-1 Dealer” should be different than “Level-2” dealers. Maybe you want to see a different configuration of fields when working with distributors, than with wholesaler. Or maybe you want your retail business exposed to a completely different set of items on the web-store than your partners.

Quotes, Estimates, Proposals, Bids, etc..

BizDocs build around the object of your potential deal which are the line items that one hopes will eventually make their way to an invoice (can be changed at any point in the process). Some people call them Quotes, others Proposals, so they’re customizable not only in what you call them, but also how they look and feel, and what data they contain (as shown on the right). Using workflow automation which can be triggered off your custom selling process, you can create and message out completed BizDocs as PDF documents as you work through opportunities.

Assign items from Orders to Cases

The objects of what most customer’s reference in issues are line items within recent orders. So, naturally, we let you reference recent orders while creating a case, which you can later report on to find out which items are generating the most issues, and why.

The cost of creating a new customer is:

Customers less likely to repeat buy.

Knowledge-base articles

Creating knowledge base articles will enable employees to quickly resolve known issues (Customer self-service is available on the customer portal, which is part of BizAutomation’s e-commerce capabilities).

Online Case Forms & E-Mail to Case

Create any number of case forms, that you can place on your web site, and have customers fill out to generate case records in BizAutomation. With email to case, your customers can send simple email messages which automatically create cases in the customer service module within BizAutomation. Upload documents– Upload any document to the Case record.

A customer will spend:

High performing service teams are:

Internal & Self-Service Customer RMAs

Customer RMAs can be created from order line items, and can be enabled for self service customer initiated RMA requests (Customer self-service is available on the customer portal, which is part of BizAutomation’s e-commerce capabilities).

Web-to-Lead forms

Build your web to lead forms in BizAutomation, then use them within any number of landing pages on your web site, so that as your leads fill out the form, they generate lead records awaiting follow-up within your Lead lists.

Follow-up within 5 minutes of initial contact, &:

That’s why our Web-to-lead, Auto-Responders, and Follow-up Management are so important.

Auto-Responders Increase conversion rates !

Using workflow automation you can generate any number of email alerts, including auto-responders, such as “IF” (new lead is generated) “THEN” (Send the following email template to that new lead that just came in). This is important because there’s a 900% increase in chance of closing when you respond to new inquiries within 5 minutes of initial contact.

Follow-Up Management

Generating leads is and expensive endeavor, so making sure you follow-up on time is crucial in order to maximize conversion rates. BizAutomation’s follow-up process ensures that no opportunity falls through the cracks by making sure each lead is tagged with the appropriate call to action.

According to a survey conducted of B2B marketers:

Why personalized email follow-ups are important.

E-mail Broadcasting & Templates

Sending personalized messages to leads is now common practice, but what good is that if you can’t slice and dice your list with precision ? BizAutomation’s segmentation is based on task specific needs, from lead follow-up where specific criteria is needed all the way to general announcements to only key accounts.

Campaign Tracking

Track your marketing spend across sales opportunities and orders to get the true ROI for each marketing campaign. This way, you can tell if that Trade Show which seemed like a good investment actually turned out to yield $1,000 per lead, vs that PPC campaign that produced leads at a $100 per lead clip.

Promotion Management: Benefits & Capabilities

Responsive Mobile Ready Themes

BizAutomation supports BootStrap “Mobile first” templates of which there are thousands to choose from.
Seamless One-Page Checkout

Available because 1 in 10 people who abandon their cart do so because the checkout process is too long.
Live Shipping & Promo Rates

Compare shipping rates on check-out. Use shipping promotions to incentivize shoppers to add more to the cart (e.g. “Spend $100 more and shipping is free !”).
All Item types supported

Sell and feature any items supported in BizAutomation, including Assemblies, Kits, Configurators, and much more.