B2B sales success often hinges on reaching the right people at the right time. Traditional outreach methods can be slow and labor-intensive, which is why automation is transforming the way companies engage with potential clients. Leveraging visitor recognition tools like LeadRebel, combined with automation platforms such as Clay, Instantly.ai, and JustCall, allows you to create an efficient and personalized outreach strategy that delivers results. By using these tools you can easily automate outreach and significantly improve your lead generation process.

In this article, we’ll cover the importance of automating outreach, introduce LeadRebel as a key player in visitor recognition, and dive deeply into step-by-step guides for automating email marketing and cold calling.

Automate Outreach: Why is it Important?

Outreach automation is more than a trend – it’s a necessity in today’s competitive business environment. Here’s why:

• Time Savings: Manual outreach is resource-intensive. Automation tools handle repetitive tasks, freeing your team for high-value activities.
• Scalability: Personalized outreach at scale is only possible with automation, enabling you to engage hundreds or thousands of leads without sacrificing relevance.
• Real-Time Action: With tools like LeadRebel, you can respond to a visitor’s interest while it’s fresh, increasing your chances of converting them into a customer.

When combined with visitor recognition technology, automation provides a data-driven foundation for targeted, impactful outreach efforts.

What is LeadRebel and How It Helps with B2B Outreach

LeadRebel is a visitor recognition tool that identifies companies visiting your website and provides actionable insights such as company names, industries, and contact information. By analyzing visitor behavior, LeadRebel helps you understand which prospects are most likely to convert and equips you with the data to engage them effectively.

Key Features of LeadRebel:

• Company Identification: Discover which businesses are exploring your website, even if they don’t fill out a form.
• Behavior Analysis: Gain insights into which pages they visited, how long they stayed, and their engagement level.
• Contact Discovery: Access relevant contacts within these companies, including email addresses and phone numbers.

With this information, you can create highly personalized outreach campaigns. Let’s dive into the processes for automating email marketing and cold calling using LeadRebel and other tools.

How to Automate Outreach with Email Marketing

Email marketing is a cornerstone of B2B outreach, offering a direct line to potential customers. By integrating LeadRebel with Clay and Instantly.ai, you can automate your email campaigns from data collection to follow-up. Here’s how:

Step 1: Extract and Analyze Data from LeadRebel

1. Log in to LeadRebel: Start by logging into your LeadRebel dashboard and configuring filters to focus on the most promising visitors. For example:

   – Visitors from specific industries relevant to your offerings.

   – High-engagement visitors who viewed multiple pages or key areas like pricing or contact forms.

2. Export Visitor Data: Export the filtered data to a CSV file or integrate directly with Clay for seamless data transfer. Ensure the data includes company names, industries, and any available contact information.
3. Evaluate Visitor Behavior: Use the data to determine the intent of each visitor. For example:

   – Did they spend time on your “Solutions” page? This indicates interest in specific offerings.

   – Did they visit the “Pricing” page? They might be close to making a decision.

Step 2: Enrich Data with Clay

Clay is a versatile tool that enhances raw data and prepares it for outreach:

1. Import Data into Clay: Upload your LeadRebel CSV file into Clay or use an integration to sync the data directly.
2. Add Missing Details: Clay offers data enrichment features to fill gaps in your lead profiles. For instance:

   – Use LinkedIn scraping to identify decision-makers at each company.

   – Find verified email addresses for key contacts.

   – Add contextual information, such as recent company news or funding rounds, to tailor your outreach.

3. Segment Leads: Categorize leads based on their likelihood to convert. For example:

   – Hot Leads: High intent, visited multiple key pages.

   – Warm Leads: Moderate intent, explored general information pages.

   – Cold Leads: Low intent, visited briefly but still of potential interest.

Step 3: Automate Campaigns in Instantly.ai

Instantly.ai is a powerful email marketing platform that excels at personalizing campaigns:

1. Set Up Integrations: Sync your enriched Clay data with Instantly.ai. This can be done through APIs, CSV uploads, or native integrations.
2. Create Personalized Email Templates:

   – Use dynamic placeholders to personalize emails. For example:

     – Subject: *“[First Name], insights into [specific solution] for [Company Name]”*

     – Body: *“Hi [First Name], I noticed your team recently explored our [specific page]. Are you currently looking for solutions to [pain point]?”*

   – Include a clear value proposition and a subtle call to action (e.g., suggesting a quick chat or sharing a case study).

3. Set Up Sequences: Configure automated follow-ups for leads who don’t respond immediately. For example:

   – Day 1: Initial email referencing their website visit.

   – Day 3: A follow-up with a helpful resource or testimonial.

   – Day 7: A reminder email asking if they’re open to a discussion.

4. Track Campaign Performance:

   – Use Instantly.ai’s analytics to monitor open rates, click-through rates, and responses.

   – Continuously refine subject lines, email content, and timing based on performance metrics.

By combining LeadRebel, Clay, and Instantly.ai, you can automate an entire email marketing workflow that’s personalized, efficient, and highly effective.

How to Create an Automation for Cold Calling

Cold calling, when done right, can be a highly effective way to connect with decision-makers. Using LeadRebel with Clay and JustCall, you can automate and optimize this process.

Step 1: Extract and Prioritize Leads in LeadRebel

1. Filter High-Value Leads: Focus on visitors who:

   – Spent significant time on decision-related pages, such as pricing or case studies.

   – Show patterns of recurring visits, indicating sustained interest.

2. Export Detailed Data: Include company names, potential contact points, and behavior metrics in your exported file.

Step 2: Enrich and Segment Leads in Clay

1. Import Lead Data: Upload your LeadRebel data into Clay.
2. Enrich Data:

   – Find direct phone numbers for relevant decision-makers.

   – Add contextual insights, such as recent company achievements, to use as conversation starters.

3. Segment Leads: Group leads into calling priorities:

   – Priority 1: Decision-makers at high-intent companies.

   – Priority 2: Influencers at medium-interest companies.

   – Priority 3: Broad contacts for long-term nurturing.

Step 3: Set Up Cold Calling Automation in JustCall

JustCall simplifies and scales cold-calling efforts:

1. Sync Data: Transfer your enriched lead data from Clay into JustCall.
2. Create Call Campaigns:

   – Develop campaigns targeting each segment with tailored messaging.

   – Use scripts specific to the lead’s behavior. For example:

     – Script for pricing page visitors: *“Hi [Name], I saw your team exploring our pricing page. I’d love to discuss how we can help you meet your [specific goal].”*

3. Automate Dialing:

   – Leverage JustCall’s power dialer to automatically connect with leads in succession.

   – Set up voicemail drops to ensure consistent messaging for unanswered calls.

4. Track and Refine:

   – Use JustCall’s analytics to monitor call outcomes, including connection rates and lead responses.

   – Adjust your approach based on data—such as calling at different times or tweaking your script for better engagement.

Pro Tip: Combine Calls with Emails

– After each call, send a follow-up email summarizing the conversation or reiterating your value proposition.

– Use email campaigns to warm up leads before calling, referencing their prior interactions with your website.

Automate Outreach with LeadRebel: Summary

Automating outreach using visitor recognition data is a game-changer for B2B companies. Tools like LeadRebel, Clay, Instantly.ai, and JustCall enable businesses to streamline both email marketing and cold-calling workflows, delivering highly targeted campaigns with minimal manual effort.

By following the detailed steps outlined above, you can:

– Leverage visitor insights to focus on high-potential leads.

– Enrich data for precision targeting and segmentation.

– Execute automated campaigns that are both scalable and personalized.

Embrace these tools and processes to elevate your automate outreach strategy and drive measurable growth for your business.

The post How to Automate Outreach Based on Data from Visitor Recognition appeared first on Leadrebel Blog.

What is LinkedIn Automation?

LinkedIn automation refers to the use of software tools and bots to automate certain tasks on the LinkedIn platform, such as sending connection requests, sending messages, liking posts, and more. This technology aims to help users save time and streamline their workflows by allowing them to execute repetitive tasks at scale without the need for manual intervention.

What is the Benefit of LinkedIn Automation?

The benefits of LinkedIn automation include:

1. Timesaving: Automation allows users to execute repetitive tasks in less time than it would take to perform them manually.
2. Increased efficiency: Automation can help users’ complete tasks more efficiently, allowing them to focus on more important aspects of their work.
3. Improved outreach: With automation, users can connect with more people and send more messages than they could manually, which can increase their chances of making valuable connections and generating leads.
4. Better engagement: Automation tools can help users engage with their audience more effectively by automatically liking and commenting on relevant content.
5. Scalability: Automation can help users scale their outreach efforts without adding additional resources, allowing them to reach more people and generate more leads.

What are Potential Risks of LinkedIn Automation?

While LinkedIn automation can be beneficial, there are also some potential downsides to consider:

1. Risk of account suspension: LinkedIn has strict policies against the use of automation tools that violate its user agreement. If LinkedIn detects that a user is using automation tools in a way that violates its policies, it may suspend or even permanently disable their account.
2. Negative impact on user experience: Overuse of automation tools can lead to a poor user experience for others on the platform, particularly if it results in spammy or irrelevant messages.
3. Limited personalization: Automation tools may not be able to provide the same level of personalization as manual outreach, which could limit their effectiveness in some situations.
4. Potential for errors: Automation tools can make mistakes or send messages to the wrong people if not set up correctly or monitored closely.
5. Reduced authenticity: Some users may perceive automated messages or actions as impersonal or insincere, which could damage their trust in the sender.

Overall, the downsides of LinkedIn automation can be minimized by using automation tools responsibly and within the platform’s guidelines. It’s important to strike a balance between efficiency and personalization to ensure that outreach efforts are effective while maintaining a positive user experience.

What are the Best Practices of LinkedIn Automation?

Here are some best practices for LinkedIn automation to help you use automation tools responsibly and effectively:

1. Follow LinkedIn’s guidelines: LinkedIn has strict policies against the use of automation tools that violate its user agreement. Make sure to review and follow these policies to avoid account suspension or other penalties.
2. Personalize your messages: While automation can save time, it’s important to add a personal touch to your outreach efforts to avoid appearing spammy or insincere. Customize your messages based on the recipient’s profile and interests.
3. Limit the frequency of messages: Don’t send too many messages or connection requests in a short period of time, as this can be seen as spammy behavior. It’s best to stagger your outreach efforts and limit the number of messages you send per day.
4. Monitor your automation activities: Regularly monitor your automation activities to ensure that they are working as intended and not causing any issues, such as sending messages to the wrong people or exceeding LinkedIn’s limits.
5. Target your outreach efforts: Use automation tools to target your outreach efforts to specific audiences based on job titles, industries, or other criteria. This can help you reach the right people and increase your chances of success.
6. Keep your profile updated: Ensure that your LinkedIn profile is up-to-date and includes relevant information. This can help increase your credibility and make it easier for others to connect with you.
7. Use automation in conjunction with manual efforts: Don’t rely solely on automation tools for your outreach efforts. Instead, use them in conjunction with manual efforts to ensure a balance of efficiency and personalization.

Overall, using LinkedIn automation tools can be beneficial, but it’s essential to use them responsibly and within LinkedIn’s guidelines. By following these best practices, you can effectively leverage automation to improve your outreach efforts and generate more leads.

What not to do During LinkedIn Automation

Here are some things to avoid doing during LinkedIn automation:

1. Don’t violate LinkedIn’s user agreement: LinkedIn has strict policies against the use of automation tools that violate its user agreement. Avoid using automation tools in a way that violates these policies, as it can lead to account suspension or other penalties.
2. Don’t send generic or spammy messages: Personalization is key to successful outreach efforts. Avoid sending generic or spammy messages that are not relevant to the recipient’s interests or needs.
3. Don’t exceed LinkedIn’s limits: LinkedIn has limits on the number of connection requests and messages that users can send per day. Avoid exceeding these limits, as it can be seen as spammy behavior and can result in account suspension or other penalties.
4. Don’t rely solely on automation tools: While automation can be helpful, it’s important to also include manual efforts in your outreach strategy. Don’t rely solely on automation tools, as this can result in a lack of personalization and authenticity.
5. Don’t forget to monitor your automation activities: Regularly monitor your automation activities to ensure that they are working as intended and not causing any issues, such as sending messages to the wrong people or exceeding LinkedIn’s limits.
6. Don’t ignore replies or messages: If someone responds to your automated message or connection request, don’t ignore them. Respond promptly and personally to show that you value their interest and are not just sending generic messages.
7. Don’t use automation tools to scrape data: LinkedIn’s user agreement prohibits the use of automation tools to scrape data from the platform. Avoid using automation tools for this purpose, as it can lead to account suspension or other penalties.

By avoiding these practices during LinkedIn automation, you can ensure that your outreach efforts are effective and align with LinkedIn’s policies and guidelines.

Tools for LinkedIn Automation

Here are three tools which we have selected for you.

Salesflow

Salesflow is a LinkedIn automation platform designed to help agencies, sales teams, and growing startups/SMBs generate quality leads quickly. It features a variety of features that enable users to automate their lead generation and outbound sales processes. These features allow users to grow their network automatically, generate more leads, get more out of Sales Navigator, build brand awareness, and amplify their Sales Navigator accounts. Additionally, Salesflow offers a customer success and support team to guide users through their automation journey and an intuitive and easy to use platform. With a growing international team servicing 10,000+ users across 120+ countries, Salesflow’s services have been proven successful in many case studies, testimonials, and reviews.

Pricing: basically, pricing is 99 Euros/User per month. But depending on team size, price might fall to 64 Euros per seat.

Expand.io

Expandi.io is a LinkedIn automation tool that helps users skyrocket their LinkedIn game and become an outreach pro. It allows users to contact their prospects on LinkedIn and by email via automated sequences that are easy to launch. The software is designed to think for you, creating the highest number of personalized touch points with your audience. It offers a range of features like LinkedIn Outreach (Invites to Connect, Messages, InMails, View, Like Content, Follow & Endorse), Email Outreach, Image & GIF personalization, and Smart Sequences. With Smart Sequences, users can combine 9 different actions in one sequence, define time delays between them, add as many steps as they wish, and set up conditions in the sequence to create different if/else outcomes based on their leads’ behavior. Expand.io is the one of the best LinkedIn automation software on the market and promises results within 24 hours of launching the first campaign.

Pricing is very straightforward: 99 $ per user/month.

Linked Helper

Linked Helper is an automated tool for generating leads and sales on LinkedIn. It helps users find and connect with potential customers and turn them into loyal customers. It also helps users to manage their contacts with an inbuilt CRM system. The tool offers 31 features to automate the process of connecting, messaging, and engaging with leads. It is available in 180 countries and rated 5-star. The tool also provides instant 24/7 support. It offers features to scrape and export contact information, build funnels with chains of messages, send personalized messages, go over the weekly invitation limits, use hyper personalization, and integrate with 3rd party CRMs. It also provides multi-source targeting, advanced limits, and customizable working hours.

Pricing starts at 15$ per month for a standard suite and reaches 45$ per month for “Pro” suite.

Summary

LinkedIn automation is the use of software tools and bots to automate certain tasks on the LinkedIn platform, such as sending connection requests, sending messages, liking posts, and more. It is used to save time and streamline workflows, and its benefits include improved efficiency, increased outreach, better engagement, and scalability. There are many tools available to help users with LinkedIn automation, such as Salesflow, Expand.io, and Linked Helper.

However, there are potential risks that come with using LinkedIn automation, such as account suspension, negative impact on user experience, limited personalization, potential errors, and reduced authenticity.

To use LinkedIn automation effectively and responsibly, it is important to follow best practices such as following LinkedIn’s guidelines, personalizing messages, monitoring activities, targeting outreach efforts, and using automation with manual efforts. Additionally, it is important to avoid using automation tools to scrape data, sending generic or spammy messages, exceeding LinkedIn’s limits, relying solely on automation tools, ignoring replies or messages, and not monitoring activities.

image source: https://www.picserver.org/highway-signs2/l/linkedin.html

The post Introduction to LinkedIn Automation appeared first on Leadrebel Blog.

Whether scheduling calls, composing emails, or classifying prospects: Administrative tasks like these are the sales teams’ biggest time wasters in the B2B sales process. The quickest solution to deal with such unproductive duties is sales automation.

In this guide, we cover the B2B sales cycle and introduce software that saves you time at every step. You will get all the answers to which process steps can be automated when it comes to customer contact, lead generation, quoting, follow-up and closing.

What is sales automation?

Sales automation, made possible by software, artificial intelligence, and other digital tools, can eliminate time-consuming, repetitive tasks. Such process automation allows sales staff to focus on their primary tasks instead.

Such digital tools aim to relieve the burden on sales staff and managers by having the software tools manage or execute various tasks. Your company, your sales team, and eventually your income statement will benefit from it several times over.

On top, with sales automation software, your sales process will become more reliable because a well-oiled sales process makes it easier to identify and close process gaps.

What is B2B sales automation good for?

The main benefit of sales automation is that sales teams work more efficiently. Thanks to your digital assets, you

• attract more attention with the same workforce as before;
• may conclude larger framework agreements.

This is based on the assumption that even top trained sales personnel cannot achieve the same leverage as sales automation. 

It centers around your current web presence, like web stores, sales portals, etc. They make up your “office,” which is open 24/7 and turning these digital assets into a piece of machinery to attract potential customers is more than evident.

Automate sales: The sales process steps

1. Increase traffic
2. Lead generation
3. Approach the lead
4. Check customer profile and CRM import
5. Building trust – processing inbound leads as well as outbound activities
6. Closing & Onboarding

If your sales process framework is not firmly established, the best software on the planet will be of no use. Therefore, sales preparation includes tasks such as building customer profiles, determining needs, and making offers. We thus define six steps (or phases) in the B2B sales cycle.

Phase 1: Increase traffic

If you need to increase your direct traffic, the following measures will have a speedy effect. 

1. Simplify URLs: Short URLs and a catchy brand name make it easier for your customers to type your URL into their browser.
2. Place Ads. Google Ads is an online advertising service for businesses that want to place ads in Google Search and the Google Display Network. Work smart when you deploy paid traffic.

Google Ads Dashboard Overview:

Source: https://pixabay.com/de/photos/digitales-marketing-technologie-1433427/

• Invest in brand awareness: Your clients need to know your brand. Online marketing tactics, such as displaying ads on Facebook, Google, and YouTube, help increase brand awareness and drive more direct traffic.

Besides, B2B entrepreneurs can use tools to increase online traffic, such as software applications that manage SEA or SEO campaigns. 

For this step, Andreas Knipp from Knipp Financial Services GmbH & Co KG (our B2B example company) uses OMP Tools, a system that helps him create, manage and optimize Google Ads and Microsoft Advertising campaigns.

Its campaign auto-generation allows creating 5,000–50,000 keywords and from these 1,000–6,000 ad texts for campaigns, which can be divided into 300–1,500 ad groups.

How does it work exactly? 

Optimize the website for more search traffic

The foundation for any successful campaign is website optimization. You cannot skip search engine optimization (SEO) in this area. The importance of SEO is still undaunted, which is why there is a vast selection of SEO tools.

Which SEO tools are available?

• Google Search Console
• Ahrefs
• SEMRush
• Linkresearchtools
• OpenLinkProfiler
• Ryte
• Searchmetrics

Google Search Console is a must for every webmaster. The search engine giant provides free, useful tools to help B2B companies with search engine optimization.

In this phase, Andreas Knipp uses PageSpeed Insights (the tool suggests ways to improve the page load time). He gathers even more information with Google Analytics, which visualizes how users behave on Knipp’s website. The data will tell whether there are problems with crawling the website or what to optimize for smooth mobile access. Thirdly, you get information about which keywords the visitors have used to come to your website. You can register for the service free of charge.

Google Search Console Dashboard:

Source: https://t3n.de/news/google-neue-search-console-904176/

Phase 2: Lead generation

Once you have optimized your website, you build a connection to the outside world and establish contact with the customer. Tools you can use at this stage include inbound marketing solutions such as Hubspot or BenchmarkOne.

Knipp has installed a chatbot on his website that automatically handles customer inquiries and educates his clientele about the different website areas and the login area. 

Intercom offers an all-in-one solution for customer communication.

If you pursue an outbound strategy, lead generation software like LeadRebel is for you. These kinds of tools are based on tracking website activities. We have integrated website activity tracking as part of the standard solution.

With this, you can, for example, automatically recognize companies and organize leads, get insights into which companies visited your website and which specific pages the potential customer searched for. You can also view a video recording the visitor’s behavior and respond to it. Automatic lead qualification makes it possible to target the customer specifically. According to their surfing behavior, you can tailor how to contact them.

Also, numerous integrations simplify your daily work. Simply check it out!

Phase 3: Approach the lead

Now that you have qualified the lead, you need to decide how to approach the potential customer. Manual work is no longer necessary, as approaching contacts can also be automated.

Andreas Knipp has chosen BenchmarkOne (Hatchbuck). This sales and marketing software combines email marketing, CRM, and marketing automation in a single platform. It is suitable for SMEs from a wide range of industries and helps them drive their marketing and sales.

Other tools that are helpful at this stage:

Email templates in CRM: If you want to contact many potential customers, it helps create some standard email templates in your CRM. They can be perfectly combined with marketing automation software.

This approach will save you time in this phase, plus, lead nurturing is not neglected. The software will also tell you whether the prospects opened the email and which links they clicked.

Knipp created email templates in BenchmarkOne that are sent to the lead in four sequences: First, he welcomes the customer and offers an overview of how his services will save him taxes; in the second email, he offers a link to a webinar for which the customer can register; the third email offers a trial version for a tax software Knipp distributes; in the fourth email, he submits an attractive offer to the customer.

He has also linked the tool to newsletter distribution so that the lead can stay up to date if they wish.

Knipp has further chosen to approach customers offline. To do this, he works with a partner agency—Telemail, in this case—which sends physical letters and handles cold calling as part of their direct marketing strategy. 

LinkedIn as a potential sales engine

For B2B marketers, LinkedIn is a goldmine. Similarly, inmail and message displays enable smart contacting. If you use Sales Navigator, you will be provided with additional information and can contact people directly who are not on your contact list yet. Another great way to target your audience is to use LinkedIn Message Ads:

Source: https://www.searchenginejournal.com/linkedin-expands-sponsored-content-offerings-carousel-ads/257143/

If you use LinkedIn or Salesforce, you may not get all the email addresses or phone numbers you want. If this is frequently the case, Lusha is a useful plug-in for you. It connects to an extensive database of personal email addresses and phone numbers and automatically displays contact information within LinkedIn.

Phase 4: Check customer profile and CRM import

Once the lead is “warm,” the next step is to automate contact management. A reliable CRM system supports you in phase four. Such a CRM tool is an essential component of sales automation. Think of it as the hub of a wheel: it supports the spokes and provides seamless turning. Many everyday activities bring the operation to a standstill because they take too long to complete. A CRM system helps to avoid this.

Knipp’s CRM system performs the following tasks:

• store contact details and information
• log (potential) activities
• show the type of contact

It also feeds data back into the other software tools you use for sales automation.

In terms of lead qualification, Knipp’s CRM helps him communicate appropriately with his qualified lead. You can evaluate the lead based on the current data they have shared with you.

Data included in the evaluation are the lead’s position in the company, the field of responsibility, the company size, its geographical positioning, etc.

When you implicitly score, you analyze the number of website visits, check the person’s downloads, or look at how many emails they’ve opened. The more often visitors take some action, the greater your chance of turning them into customers.

In addition to BenchmarkOne, other CRM systems such as Dynamics CRM, SAP, or Salesforce can also be used to leverage your data. The stored information can be filtered, analyzed, and processed adequately for marketing campaigns.

Phase 5: Building trust – processing inbound leads as well as outbound activities

Nurturing and pipeline management: sales professionals need to make sure they nurture their pipeline leads. On average, the B2B sales cycle takes 6 to 9 months. That’s a lot of time to “forget” about a lead. If that happens, there is an obvious cost to the company because time and effort were spent to woo the lead.

These long cycles’ real costs are less apparent, but misallocated resources, inaccurate sales forecasts, and missed sales opportunities.

Correct lead management avoids such waste. Marketing automation software linked to CRM automates the contact flow. This ensures that you always have full control of the customer journey and that the customer thinks of you at the right moment.

For this purpose, Knipp uses Marketo. It can integrate with all major CRMs such as MS Dynamics, Salesforce, Infor, and SugarCRM.

Salesforce.com is also a well-known all-in-one solution. 

Phase 6: Closing & Onboarding

Finalizing the deal is now getting closer and closer. Even in the last phase of the sales cycle, there are tools available to automate transactions and serve you during lead transformation.

Many sales professionals still send quotes or offers in PDF format manually. A more professional and more comfortable way is to use quotation software that supports electronic signing. Such software offers numerous advantages:

• Build complex quotes using drag-and-drop templates;
• Integrate it with CRM so that you don’t have to copy data from one system to another;
• The software monitors the closing percentage in your sales pipeline;
• Gain insight into when a prospect opens a proposal and which sections were reviewed for how long;
• Customers can sign deals 24/7 and ask questions instantly.

Such software is one of the biggest time savers of all; software solutions in this area include Docusign and Pandadoc. 

Sales Automation – Conclusion

Getting more done in less time and with less workforce – thanks to technological innovations, this is achievable. All introduced automation software reduces the workload for you and your staff, allowing you to focus on your core competencies.

You have read how our sample company has automated all the steps of its B2B sales cycle. With this, you now have some tools at hand that will make your business life easier straight away.Using LeadRebel, you have a powerful tool at your disposal that integrates well with your CRM and provides all the information needed about your prospects in an instant. Try LeadRebel for free now!

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