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What About Sales Automation?
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* Indicates required question
What is your job position?
*
Sales Representative
Sales Manager (Team Leader)
Sales Director
Business Owner
What is your company size?
*
1-9 employees
10-49 employees
50-199 employees
200-499 employees
500+
What industry do you operate in?
*
Choose
Agriculture & Forestry
Infomation Technology & Services
Education
Finance & Insurance
Food & Hospitality
Gaming
Health Services
Real Estate & Housing
Safety/Security & Legal
Transportation
Marketing and Advertising
Non-profit Organization Management
Construction
Automotive
Welness & Fitness
Telecommunications
Logistics & Supply Chain
Events Services
Which tasks consume most of your working time?
*
Data entry (client info update, files upload, note taking, email linking, related records creation)
Actual selling (customer meetings, calls, follow-ups, prospecting)
Finding/ researching contacts
Internal meetings and discussions
Training
Planning
Analysis and reporting
Other:
Required
Approximately, how much time do you spend on data entry (client info update, files upload, note taking, email linking, related records creation)?
*
Less than one hour a day
Up to two hours a day
Data entry is automated, I spend less than 10 minutes a day
Which tasks are automated in your sales workflows?
*
Record creation
Lead distribution
Lead nurturing
Lead scoring
Pipeline stage changes
Call logging
Notifications
Data segmentation
Reporting
Nothing is automated, but damn we need it
Other:
Required
Which tasks are still NOT automated in your organization?
*
Record creation
Lead contacting after website registration
Lead distribution
Follow-ups & email campaigns
Lead scoring
Pipeline stage changes
Call logging
Notifications
Data segmentation
All of above is automated
Other:
Required
Why haven't you automated the sales processes within your company?
Complexity
Lack of required skill to set up sales automation workflows
Lack of human resources to train the team on how to use a system
Lack of financial resources
Absence of sales automation strategy
Can't find an appropriate tool for your sales automation
We automated what needs to be automated
Other:
Do you measure the results of sales automation?
*
Yes
No
Other:
What is the MOST USEFUL metric for measuring sales automation?
*
Increase in Sales Qualified Leads
Revenue Growth
Increase in Win Rate
Decrease in Cost per Lead
Shortened Sales Cycle
Increase in ROI
Other:
In your opinion, how long does it take to really feel the effects of the automation?
*
Straight away
Less than 3 months
3-9 months
9-12 months
More than a year
What is the BIGGEST BENEFIT that you experience from sales automation?
It increases the number of sales and revenue
It frees up time for actual selling/ negotiations/ outreach
It helps to stay organised and not miss any task/ opportunity
Sets up more clear focus/ priorities between customers and leads
Clear reporting and analytics
Accurate forecasting
Other:
Clear selection
If you experience any kind of NEGATIVE EFFECT of sales automation, what is it?
*
Robotic answers, less personalization
Decrease in sales
Lower opens and click rates in email campaigns
I do not feel any cons of automation
Other:
Required
How did you implement sales automation tools?
Internally
With a consultancy company
A mix of both
Clear selection
On a scale of 1 - 5, how easy was the implementation of sales automation tools?
Very easy
1
2
3
4
5
Very difficult
Clear selection
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What's you name?
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What is your most used sales automation sequence and how does it benefit your business?
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What is your best sales automation tip?
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