Understand how to automate your business sales management

Doing good sales management can often take considerable time. After all, it's leads and customers to follow up, deals to track, notes and contracts to issue, etc.

And if it's a complex sale then the time on these tasks can be extended. 

But no need to be scared! With the aid of technology, it is possible to leave these and other tasks of a more automated sales process and agile.

Want to know how this is possible? Just continue reading and we explain everything about how to have a sales management automated.

What is Automated Sales Management?

Sales management can be understood as any task or process that aims to increase the company's revenue in a conscious and consistent manner. That is, this management ranges from thinking about sales strategies, implementing the necessary techniques for contacting and prospecting leads and customers, to the more operational part of billing control, issuing contracts and invoices.

A lot, right?! But that doesn't mean it needs to take a lot of time out of the day. That's where the part of making these processes and tasks more automated comes in.

There are some examples of software that help automate some stages of sales management. Are they:

• tool of electronic signature document and digital;
• online payment receipt software;
• ERP;
• CRM;
• electronic invoice generator and issuer. 

Check in the next topic how to let the use of these tools in an automated sales management.

Read also 

• Routine management: how to optimize your company's processes
• Discover the top 11 types of sales software on the market
• Discover the 9 Best Practices for Customer Service with ChatGPT and WhatsApp 

How to make an automated sales management?

Now that you already know what sales management is and the importance of automating the tasks or processes included in it, the question that remains is: how to do it?

In this sense, the tool integration it's a great device to connect different tasks and thus make them be carried out with more speed and efficiency. Which is very important, so that no customer will be waiting to have a contract signed, for example.

Speaking of signing contracts, when they are necessary in sales management, it is often a complex sale or a recurring sale. That is, it is important that this person has the best possible experience with your company, as it is more unlikely that he will give up on the product or service.

To help you with this integration, we will show you how to integrate ZapSign, through the plug, with. This way you will be applying process automation to your business without having to type a single line of code.

payment software

Anyone who has a business or is part of the team that organizes payments for a company knows the importance of having software to optimize this work. Especially because having greater control over receipts, collections and defaults impacts on more personalized and effective solutions. 

Allied to this is the creation of documents according to a sale is done, be it one-time or recurrent. A bureaucratic process that can be automated by integrating tools. 

Below are two examples of automation between ZapSign and the Asaas and Vindi tools. 

Wings + ZapSign

What is needed for this automation to happen:

• account in Pluga;
• account at ZapSign;
• account on Asaas.

Automation name: for each billing received on Asaas, create a document via template on ZapSign. Check out the step by step below:

1. Go to the integration page between ZapSign and Asaas;
2. Click on "Make this automation";
3. Connect your ZapSign and Asaas accounts;
4. Adjust Asaas information; 
5. Adjust ZapSign options;
6. Indicate the information that will be sent between Asaas and ZapSign and click on “end automation";
7. Done!✨ Your integration has been completed, now every time a charge is received in Asaas, a document will be created in ZapSign.

Check out the automation ready to be made below:

Come + ZapSign

What is needed for this automation to happen:

• account in Pluga;
• account at ZapSign;
• account at Vindi.

Automation name: For each invoice approved at Vindi, create a document via template at ZapSign. Check out the step by step below:

1. Go to the integration page between ZapSign and Vindi;
2. Click on "Make this automation";
3. Connect your ZapSign and Vindi accounts;
4. Adjust Vindi information;
5. Adjust ZapSign options;
6. Indicate the information that will be sent between Vindi and ZapSign and click on “end automation";
7. Done!✨ Your integration was done, now every time an invoice is approved in Vindi, a document will be created in ZapSign.

Check out the automation ready to be made below:

ERP

In summary, ERP is an integrated management system. That is, with this tool it is possible to gather information from different sectors of the company in a single environment. Learn more about what an ERP is by watching the video below:

This type of software allows data to be centralized in a single place, thus avoiding duplication and reducing errors. In addition, it favors greater transparency of information, which makes productivity increase and decisions are made more quickly. 

See below an example of automation between ZapSign and the Conta Azul ERP.

ZapSign + Blue Account

What is needed for this automation to happen:

• account in Pluga;
• account at ZapSign;
• account in Conta Azul.

Automation name: For each document signed in ZapSign, create a sale in Conta Azul. Check out the step by step below:

1. Go to the integration page between ZapSign and Conta Azul;
2. Click on "Make this automation";
3. Connect your ZapSign and Conta Azul accounts;
4. Adjust ZapSign options;
5. Indicate the information that will be sent between ZapSign and Conta Azul and click on “end automation";
6. Done!✨ Your integration has been completed, now every time a document is signed on ZapSign, a sale will be created on the Blue Account.

Check out the automation ready to be made below:

CRM

CRM is the acronym for Customer Relationship Management, and it is with this tool that it is possible to centralize all the contact information of leads and customers. With this, it is possible to better monitor which stage of the sales funnel this person is in and establish a more personalized relationship with them. Want to know how a CRM works from the inside? Just take a look at the video:

Using a CRM alone already optimizes – and a lot – the time of the sales and customer service team. But, by integrating it with a tool for contracts and electronic and digital signatures, finance will also be connected to this optimization.

See below an example of automation between ZapSign and RD Station CRM.

RD Station CRM + ZapSign

What is needed for this automation to happen:

• account in Pluga;
• account at ZapSign;
• account in RD Station CRM.

Automation name: For each opportunity marked as a sale in RD Station CRM, create a document via template in ZapSign. Check out the step by step below:

1. Go to the integration page between ZapSign and RD CRM;
2. Click on "Make this automation";
3. Connect your ZapSign and RD accounts;
4. Adjust the RD CRMi information; 
5. Adjust ZapSign options;
6. Indicate the information that will be sent between RD Station CRM and ZapSign and click on “end automation";
7. Done!✨ Your integration was done, now every time an opportunity is marked as a sale in RD Station CRM, a document will be created in ZapSign.

Check out the automation ready to be made below:

Electronic invoice generator and issuer

Issuing or generating an invoice manually is something that should be a thing of the past. It's time-consuming, labor-intensive, and the risks of errors are higher.

Automating this task is one of the best options for optimizing the time of the finance and sales teams. Imagine now having invoices generated automatically every time a document is signed?

It's not a dream! Check out an example of this with automation between ZapSign and Bling below.

ZapSign + Bling

What is needed for this automation to happen:

• account in Pluga;
• account at ZapSign;
• Bling account.

Automation name: For each document signed in ZapSign, generate an invoice in Bling. Check out the step by step below:

1. Go to the integration page between ZapSign and Bling;
2. Click on “Make this automation”;
3. Connect your ZapSign and Bling accounts;
4. Adjust ZapSign options;
5. Adjust Bling options;
6. Indicate the information that will be sent between ZapSign and Bling and click on “Finish automation”;
7. Done!✨ Your integration was done, now every time a document is signed in ZapSign, an invoice will be generated in Bling.

Check out the automation ready to be made below:

Conclusion

So, did you like to understand more about how to automate your business sales management? With the integration of tools, it is possible to streamline, without losing effectiveness, various processes and tasks that go against the sales sector. 

By doing this, the time you spent doing manual tasks – and even boring ones – you gain to enjoy with what really matters, whether in the personal or professional field.