Workflow Solutions for Startup Sales

I like to joke a lot about how awesome it is to live in the future, mainly when I can use my phone to do something like look up what other TV shows I’ve seen an actor in, or to find someplace to eat dinner in a new town. But technology doesn’t just make our lives easier by answering burning questions about TV and food, it also helps us at work by taking time-consuming tasks off of our hands.

If you work in sales for a startup, you probably spend a lot of time keeping track of your leads. How do you track who is a genuine prospect, and who is just too nice to say no? When you’re just getting off the ground, you need to make sure your efforts are focused on the right people. Wouldn’t it be great if you could have a robot keep track of these things, while you focus on delivering sales pitches?

While I can’t offer you an actual robot assistant, there are tech solutions to your problems. Workflow automation services like Marketo and Eloqua, which integrate with CRMs like, all offer a variety of ways to automate parts of your email communications. From generating new leads to tracking customer engagement to setting up social media campaigns, these software solutions save you time and hassle every day.

Workflow management software can not only track when a potential lead clicks an email, but can then generate a follow-up email. If this results in another click, they’re flagged as a qualified lead and you know they’re ripe for a sales pitch.

When you automate the more repetitive and stats-driven side of your job, you have more time to do what only you can do – create a human connection. Let the software handle lead generation and tracking, while you make phone calls and have face-to-face meetings.

Another benefit of workflow management software is that some services also handle the marketing side of things. Imagine how much more effective your startup sales team can be if you’re working in perfect harmony with the marketing department. No more missed memos or failed communication, everyone’s tapped into the same system and the right hand finally knows what the left hand is doing!

Have you already turned to automation for some aspect of your job? Do you have any experience with Salesforce, Marketo or Eloqua? Let me know in the comments!


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