Following the e-shot and blog post last week about TaskCentre for CRM I thought I would follow up and show an example of why businesses should use automation in their sales process. In this short video I show an example of using TaskCentre to automate a simple information processing task such as receiving an enquiry from a website.

Automation is by no means the panacea of business practice, you can’t automate absolutely everything… but think on it, if you were to go through every process and activity that has to happen to create and maintain a sale you may go through hundreds of activities, junctions, forks and cycles within that process. If there is a causation link that can be measured through the sales process, you will know that missing out any of those links may hamper or at worst destroy the probability of succeeding. Some tasks cannot be automated such as meeting a client, or talking to a prospect on the phone but many can be and by alleviating the pressure to fulfil those tasks you give the sales person or manager the most precious thing – the ability to concentrate on more important things; namely prospecting and selling.

Check out the video on how TaskCentre can help in sales process automation.