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Tips to Booking More Meetings with Sales Automation Software

May 21, 2021
Lead Generation

Sales automation software helps if used in the right way, and the best of such software available helps in several ways:

  • It provides businesses with an easy solution to automate their promotional strategies.
  • It provides a single pane for managing all prospects and clients.
  • It helps to deliver personalized messages to customers. 
  • It helps in effectively engaging with customers at the different levels of the marketing funnel.

Here’s how to optimize such software to increase your booking meetings:

Automate Your Emails

When done wrongly, email-ing is one big consumer of your time. While not all emails are not automize-able, automize a big chunk of them, especially the ones you frequently send.

Automate your welcome emails, reminder emails, thank you emails (for completing a purchase), and so on. 

The best sales automation software can automate your emails to increase customer engagement and booking meetings. It makes sure that your emails get to the customer’s inbox and get noticed. 

Automating your emails also allows you to streamline your sales funnel and nurture your leads. Further, email automation is viable for any brand because it helps them to focus on things that need more immediate attention. 

Allow Customers to Choose a Meeting Slot

Sales and marketing automation tools allow for simple booking scheduling. The software stops wasting time on back and forth emails when arranging schedules to meet new prospects and current clients. 

Recommended Reading: 7 Reasons To Use Automation Inside Your Business Operations

With the software, you can employ an effective outbound lead generation technique, where you only share a link with your prospects. The prospects can go ahead and pick a slot within your calendar. 

This strategy is a huge time saver, not only for you but also for your prospects.  

Sales Automation tools


Such functionality also works for SEO. When visitors visit your website, you have the software embedded within your pages, which means you can maximize each opportunity you have with your website traffic. Every visitor can book himself/herself straight through your website. 

Personalized Invitation and Service

Reach your prospects through LinkedIn, Twitter, Email, and Phone with a personalized approach. The best sales automation software allows you to personalize all your outreach on multiple platforms. 

There is no doubt that a personalized approach is the biggest customer spending motivator, and sales software helps you use this approach, allowing you to show that you care about your customer’s welfare. It also allows thanking your customers for their continuous patronage. 

With customized offers and personalized communication made possible by the software, you can deliver messages that cater to your prospect’s specific needs and interests.  

Recommended Reading: Advantages and Disadvantages of Marketing Automation 

Consumers make several choices, but a personalized approach allows your business to be a step ahead of your competitors to get prospects to buy your products and become loyal patrons. 

This strategy, needless to say, is a great way to retain your current base of customers as well as increase bookings of new prospects. 

Take Customer Customization to a New Level

Send out personalised and customised emails out with sales automation software


The best marketing software does not run short of ways for service customization. Use this function for a comprehensive customer service approach that includes:

  • Customization in terms of data perspective – Does the software allow adding custom fields to track points about your customers?
  • Customization in terms of use case perspective – Does the software offer customization based on the use case throughout a customer’s journey?

Both bullet points may cover the following:

  • Quotations
  • Lean management
  • Order fulfillment
  • Order management
  • Complaints
  • Feedback
  • Invoicing
  • Repeat orders

This strategy is a great way to make customers think they are an essential part of your business. It can also make them feel that you keep track of their transactions in relation to your business.

Track and Monitor Leads

Great sales automation software also allows tracking what prospects are doing on the web. In that case, you can see the right direction to take to sign up customers and close deals.

Tracking your prospect’s activities can also give you insights into the products they want to buy. Their interests are a vital factor for determining the kind of personalized message to pitch to them.

The strategy works effectively for influencing the purchase decisions of your potential customers.

Also, check for the function that allows for triggering emails based on your prospects’ behavior. These emails may include purchase emails, welcome emails, and refer-a-friend emails. You send these emails at time intervals to continuously inculcate intrigue in your recipients.

Make sure that, while incorporating this strategy, your landing page and email look the same, so you can easily facilitate a seamless transition from your email to your landing page.

Overall, this results in higher customer satisfaction and lead generation, bringing more potential buyers to book a meeting with you.

Do the List-Building Strategy

Collecting targeted email addresses is beneficial to your business, especially if you are in the process of making a small business grow. Use a mixture of tools as tools have different accuracy rates.

The point is to avoid doing things manually, as lists can build to a point where they are no longer easily manually manageable. This essentiality is another reason why sales automation and CRM software become very valuable.

The outbound lead generation can be simple enough if you break it down into several categories, i.e.:

  • A powerful call to action (CTA)
  • Powerful email subject and content
  • Targeted emails
  • Consistency

Get a call to action within your salesemails.


Remember that you can be blacklisted if you get several bounced emails, as it will appear to be spammy to your email provider. Make sure that your addresses are authentic and, if possible, use a pseudo-email as a protective tool.

Just avoid getting blacklisted and ensure that you properly execute your sales automation and prospecting strategies.

Executing things in the lead generation department using sales and marketing software correctly can result in the bulk of prospects without you putting in much effort. Automating a vast majority of the marketing process can work magic in producing results and revenue for your business.

There are several available marketing tools out there, with each one offering different functionalities. Make sure that you get the one that matches your particular needs and industry.

Do not forget to discuss with the software provider aspects of their service that cover team management collaboration and global templates. These additional functions can help you establish collaborative work and expand your business across the globe.

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