How can no-code tools help sales teams?
Salespeople need to be super efficient with their time and brainpower. Enter no-code platforms.
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Salespeople, this one’s for you. Your goal is to minimise the manual, time-consuming tasks that take up all that time and focus on the sales calls that really matter. No-code can play a big role in that.
The life of a salesperson can be pretty laborious. You’ve got to find new leads, draw up client proposals, conduct product demos and nurture relationships all the way along the ol’ sales pipeline. And you might have to manage relationships with existing customers. That’s a lot to be getting on with and potentially a lot of admin and manual work: from crafting sales decks to drawing up contracts and invoices.
Efficiency is key. Nobody wants to be drowning in a sea of spreadsheets or hindered by clunky CRM software that constantly acts up. Or at least nobody we want to be friends with. A recent study from Hubspot showed that 1 in 5 sales leaders say they’ve lost business opportunities or revenue as a result of their software being difficult to use.
A growing number of powerful, accessible no-code tools can help sales teams streamline their day-to-day processes. These tools are remarkably easy to use and don’t require any programming know-how, so you don’t need to bother the IT department. Plus, they usually come with handy templates and other off-the-shelf features, so you can save time and hit the ground running. Here’s how no-code tools can benefit you at every stage of the sales journey.
1. Better manage your sales data
- Customise your dashboards. With so much data to manage, it can be difficult for sales teams to find the information they need. Fortunately, no-code platforms such as Jet Admin offer the ability to create custom reporting dashboards – featuring charts, pivot tables, summary bars and more – that display the right metrics at the right time. The amazing thing about this is that you can pull in data from any source (whether that’s your CRM, website analytics, product analytics…) and customise it to your exact standards, all without any technical know-how. You simply drag and drop the widgets you want to see on your dashboard.
- Create more powerful spreadsheets. You don’t need to be constrained by the limited functionality of Excel or Google Sheets. Clever no-code tools such as Rows allow you to transform boring spreadsheets with slick charts, images and audio. You can even make your spreadsheets interactive with features such as buttons and checkboxes, and share updates with your colleagues in real-time. That gives you far more functionality than before to create engaging reports, integrate with other tools and collaborate.
- Safeguard your privacy. No-code app builders like Stacker let you decide who has access to your CRM data and dashboards (right down to specific widgets and fields) by creating unique user roles and secure logins. That means you don’t have to worry about sensitive data falling into the wrong hands – eg, if you want to keep some of the more sensitive sales info from being exposed to the whole organisation.
2. Save precious time
- Automate mundane processes. This might just be the most important recommendation in the whole article. The same Hubspot survey as mentioned earlier showed that sales leaders spend 28% of their time on administrative tasks, 15% of their time reporting, 13% of their time asking their team to enter or clean up data, and 20% of the time repeating positive affirmations to themselves in front of a mirror (that last one isn’t strictly true).
With no-code automation tools like Zapier, you can easily automate your workflows so that specific processes happen automatically. As this helpful Zapier article outlines, there are all manner of things to automate: from updating your team about new leads, to creating calendar events, to immediately sending customers response emails.
- Quickly build product demos. Thinking of putting together a snazzy new website or video to show off your product or service? Instead of having to go through your digital or web team (a process that can often take weeks, if not months), you can create these yourself super fast with the help of handy web builder tools such as Webflow and video editing software like RenderForest.
3. Find and retain customers
- Supercharge how you find potential customers. You’ll probably know that finding potential customers is one of the hardest and most time-consuming aspects of the job. But forget countless cold calls and emails: with nifty no-code tools like Clay or Stackby, you can find leads from almost anywhere on the internet. The platform scrapes data from over 50 sources (including LinkedIn profiles, job listings, websites and tech stacks) to help you build targeted prospecting lists.
- Enhance the customer experience. The sales cycle doesn’t end when you close the deal. After-sales service is key to boosting customer satisfaction and brand loyalty – and could also lead to repeat sales in the future. To this end, no-code CRM platforms such as Insightly integrate customer support apps within their product suite, complete with in-depth analytics, customisable dashboards and automated reminders.
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