Automate your sales: 15 automations that will save you time

Blog · Partner: POLISH YELLOW PAGES® · since 1991

A post from the POLISH YELLOW PAGES® blog (formerly DATABOT.PL), originally published on 10.11.2022. Some information (tools, prices, regulations) may have changed since then.

Automate and relax: these 15 Zaps are your game-changers in B2B sales

Greater competition and growing complexity have changed day-to-day sales operations. These challenges make it necessary to increase process flexibility, work more efficiently and make better use of internal resources. Transparent prices and (relatively) easy-to-compare products are the main challenges in the global market. Working in sales, you depend on flexibility and the ability to respond to changing circumstances. The saying “Work smarter, not harder!” definitely applies here.

Many software platforms offer solutions that make it easier to simplify sales processes, and one of them is Zapier. Zapier connects everyday applications to make your daily work more efficient.

What is Zapier?

Zapier is a digital platform that helps you automate your workflow by connecting all the apps and services you already use. It is a huge time-saver, especially for people working in B2B sales. You can automate your tasks without having to build your own integration or use an outside firm.

The idea of Zapier is to help you create a smarter workflow, a kind of virtual outsourcing of processes, so you can focus on refining your offer and connecting with prospects. You can use the web interface of Zapier to create commands called “Zaps”. A Zap has two main parts. It consists of a trigger, such as a form being filled in on your website, which then leads to the action of sending you an email. That means a B2B lead is an event that automatically sends an email. You can set up commands so that a single event triggers one or more actions.

Save time with Zapier

Most companies still move data from one app to another by hand, which is extremely inefficient. For example, how do you maintain CRM records manually? This is where Zapiercomes in. Connecting your existing tools to share data automatically not only saves time but also eliminates human error. You can trigger workflow automation in Zapier with various kinds of events, such as receiving an email, adding a row to a spreadsheet, updating a record or creating a financial transaction in an accounting system. Even social media channels can be automated with Zapier!

Zapier provides a solid foundation for scaling your business

Growing a business can bring many challenges, especially if your team has to spend more time on admin tasks than on important duties. By reviewing, streamlining and automating B2B sales processes with Zapier, you free your staff to focus on their core work. With Zapier you can finally see the big picture instead of being buried in paperwork.

Speed up customer management with Zapier

Closing a sale is great, but it also creates a whole new set of tasks. Next steps may include creating a new customer in various systems, defining further processes, getting the customer to sign a contract or organising workshops or training. You can reduce the admin effort needed through automation with Zapier . Everything from managing your calendar and sending emails to updating your CRM can be simplified with Zapier. That way you are guaranteed not to forget a single step and can make sure all your data is correct.

Get ahead with these 15 Zaps for B2B sales

As you already know, Zapier makes it easy to automate processes and scale workflows. This applies to every business, but in sales, where there is pressure, a helping hand to take work off your plate can be especially useful.

Zaps

Prospect outreach and prospecting tools can help you reach prospects quickly and personalise their experience in order to close more deals. The following tools can be connected to each other or paired with a CRM tool and more. Handy, right?

DataBot

Wasting time looking for prospects? With Echobot you can find ideal customers in just a few clicks. See companies with current demand and get all the important company information in the blink of an eye. DataBot, a modern alternative to an address database, always keeps your CRM data up to date and helps make generating and qualifying B2B leads efficient and, most importantly, compliant with the GDPR.

By setting up a single Zap between DataBot and your CRM, you can effectively keep your B2B data up to date. What’s more, with Zapier you can automatically receive new sales opportunities by email!

Gong

You are probably always trying to find ways to improve your sales calls, right? With Gong you can record and analyse conversations with prospects. For example, you can monitor each participant’s talk time or prospects’ reactions during the call. With Zapier you can automatically integrate your Gong recordings with your CRM or sales engagement tool.

Tolstoy

There are ordinary video messages for sales emails — and then there is Tolstoy . Tolstoy can help you tell better stories with interactive videos. Ask prospects questions in a video message and give them answers, to which they in turn can respond in the tool. This way you can quickly identify specific pain points. With Zapier you will be notified as soon as your prospect interacts in Tolstoy !

Source:  www.gotolstoy.com

Zaps for CRM support

Salesforce

Salesforce is one of the most popular CRM systems for larger companies, but it offers much more than a standard CRM. Salesforce can tell you who your best prospects are, along with suggestions for next steps, but beyond managing contact data Salesforce also helps keep your customers satisfied and loyal. With Zapier you can connect various lead generation tools or social media to Salesforce, so your day-to-day operations run more smoothly.

Pipedrive

Pipedrive is a CRM solutionthat focuses on the final phase of customer relationship management. Not only that, it can also function as an account management tool that supports the whole sales process and automatically organises calls and emails. You can use it to sync schedules across all your devices, and with a single Zap you can automatically add important contacts (and more) to Pipedrive. Unlike Salesforce, smaller companies can get more out of Pipedrive .

Source:  www.pipedrive.com

Zaps for lead management

With Zapier the tools you use to generate and manage B2B leads , can easily be connected to each other or integrated with your data management system.

Leadfeeder

Leadfeeder is a website tracking tool that can help optimise the conversion of website traffic in B2Bsales. Get insight into which companies are browsing your website and how they behave while they are there. Leadfeeder automatically scores your website visitors, so you can move straight to the acquisition phase. Connect Leadfeeder and Zapier with your CRM, email account and more to save time in your workflows.

Source: www.leadfeeder.com

HubSpot

You may know HubSpot as a CRMsystem, but it has much more to offer in inbound marketing and sales. With HubSpot you own a central platform for managing leads, customers and campaigns. What’s more, HubSpot is a cloud-based platform, which means your data can be synced across teams and devices.

Use Zapsto connect your HubSpot with lead generation tools such as Leadfeeder or DataBot, so you don’t miss exciting sales opportunities.

LinkedIn Lead Gen Forms

LinkedIn Lead Gen Forms is a tool that lets you integrate a certain kind of lead form into LinkedIn ads. We know that getting prospects to fill in forms can sometimes be a challenge, but this tool puts profile information directly into the forms to make them more attractive to prospects.

Zaps for communication and alignment

Other areas where Zapier can simplify your B2Blife are communication and alignment. You can add meetings from various apps to your calendar, or use communications such as emails and messages in Slack to notify you when a prospect visits your website.

Slack

Slack is the communication tool when it comes to smooth team and one-to-one communication. It offers instant messaging, group chats, voice and video calls, and a choice of tools that make it easier to share information and collaborate across teams. Connect Zapier and Slack with your calendar, Asana or Google Sheets , so you never miss an event.

Source: www.simontutorial.de 

Google Sheets

Google Sheets lets you work in spreadsheets in the cloud. The advantage is that everyone in your team has access, and once connected, Zapier can automatically add prospects to your Google Sheets. This way you can organise large amounts of data, create individual reports or calculate automatically.

Asana

If you and your team want to work on and manage shared projects, Asana is the tool for you. You can delegate tasks, set priorities and deadlines and then track progress live in Asana – and really boost team productivity by creating a Zap linking it to Slack or your calendar to remind you of important projects.

Zaps for social media and social selling

LinkedIn

One of the largest (if not the largest) business networks in the world, LinkedIn has more than 500 million users from more than 200 countries. LinkedIn is free, but you can add paid features. Compared with other similar platforms (such as Meta or Instagram), the focus is squarely on careers and business.

As a sales professional there are many opportunities to be found on LinkedIn through social selling. Create a connection with Zapier between LinkedIn and your calendar, CRM or emails to get reminders about your most important contacts, prospects and conversations.

Xing

Like LinkedIn, Xing is a professional business networking platform, focused on the DACH region. Use Xing, to generate new contacts or use your contacts to broaden your knowledge, impress prospects and spark interest in your products or services. Use Zapier here too to connect your tools and save time!

Zaps for scheduling

Zaps are not only a secret weapon for social media workflows but also for scheduling tools. From Google to Calendly and TIMIFY, let Zapier streamline your daily schedule so you never miss another important meeting or customer appointment!

Calendly

Calendly is an automatic scheduling tool that gives you an overview of dates and meetings. Quite often you will find salespeople adding Calendly as an attachment to emails or on a landing page so prospects can book meetings directly. What a great way to maximise flexibility and customer satisfaction at the same time!

Source: Calendly

For example, once you connect Calendly with your CRM or Zoom, you can start a video call directly from a meeting booked in Calendly.

TIMIFY

Like Calendly, TIMIFY is a cloud-based scheduling solution. Businesses of all sizes can organise appointments and bookings or issue invoices. Why not create a Zap for Slack to get an alert when someone books a meeting?

Conclusion: with Zapier you will have time for the important things

If there is one thing we all know, it is that there is no time to waste in B2B sales – and you shouldn’t! Zapier connects and integrates some of your favourite tools and platforms. You choose which processes you want to automate to make your life easier. Especially in B2B sales, where performance is measured in wins and revenue, Zapier can save you from doing all those time-consuming admin tasks.

With more than 4,000 apps such as DataBot, Leadfeeder, HubSpot or Calendly, Zapier makes everyday sales life easier without having to turn to the IT department.

Start streamlining your processes and workflows – try Zapier today!

Tags: B2B sales, B2B databases, Sales automation, Zapier, DataBot, HubSpot, B2B marketing database

Mariusz Biniak – creator of the POLISH YELLOW PAGES® brand (formerly DATABOT.PL) and author of a blog on B2B sales. Disclosure: the author is connected with the publisher of THE BUSINESS TIME.

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Source

• POLISH YELLOW PAGES® (databot.pl) – original blog post

© POLISH YELLOW PAGES® / Argonauts Media Group Limited. Copying, downloading and distribution without the publisher’s written consent are prohibited. Illustrative photo: Pexels.