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How to Automate Sales Process with Sales Rocks

I'm the owner and founder of PIT Designs. I love creating digital presence and creative digital solutions for our clients.


Posted 2 years ago on March 12th, 2021. Last modified on September 3rd, 2021

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Update: Sales.Rocks released Email Warm Up feature. it's worth checking out.

Today we’re going to discuss sales. If you have a business and its activities involve selling a product or service to a consumer or other businesses, then you need sales! For businesses, the goal of sales is to source prospects, reach out and build networks & relationship with the clients.

So the online sales process typically involves:

  • Building up sales network
  • Researching new leads and their contact details
  • Composing outreach emails right after

Fortunately, we don’t have to do this manually. The goal is to automate sales process, a tool that can automate the search process, verify contact information, and create email campaigns.

We use Sales.Rocks as a Sales Automation Platform for this purpose.

Read alone to find out how we will setup and automate sales process with Sales Rocks.

SalesRocks is feature rich, from advanced company search, contact search, sales toolkit (email & phone verifiers) & various integrations.

So let’s get started!

Identifying Ideal Customer Profile

The first step is to use the Company Search feature to identify our ideal customer profile, that we want to target, based on specific criteria. The search uses advanced filters for this purpose.

We are creating a campaign that targets Creative, Arts & Entertainment Activities industry, in Melbourne - Australia, with an additional filter of General Email Available.

Note: there are various filters to find tune your search as needed. For example, you can add company size, status, HQ location, etc.

Contact Search option is available to further narrow down the target contact person, by job position, department, direct contact, etc. In our case, we will go ahead with the general contact email generated from Company search.

These options help us avoid the manual lead research and lead generation, which is a huge timesaver and produces better results. Finding targeted leads that also have contact options (email address and phone) to reach out to.

Note: You can import the contact details into your CRM.

Verify & Clean Up The Data

Now that we have the contact details, we will use a neat feature within Sales Rocks, that's to verify them. You can use the Sales Toolkit on to verify emails and phone numbers in order to clean and verify your current data and constantly work with verified leads.

Since our goal in this case is to reach out to clients via email, we will only focus on Email Verifier.

Sales Rocks Email Verifier

Email Warm Up With Sales Rocks

Email warm up is a way you establish/increase the reputation for a new email account. The warmup process includes sending emails from a new email account, starting with a smaller number, and accumulating the number of emails each. Which helps increase the chances of landing in Inbox rather than Spam.

Sales Rocks allows you to warm up your email domain for outreach. You can improve email deliverability by using the Sales.Rocks Email Warmer, which is an advanced tool that gradually sends out warming emails to other active domains.

Automating Sales Outreach

Using Sales.Rocks powerful Drip Campaigns, we create complete email outreach campaigns.

In addition, you can use custom triggers and delays to make email sequences with X number of follow-ups and make sure you engage the leads.

The Future of Sales Rocks

When investing in a product, it’s important to have a clear vision as to where the company is going, what’s in development, etc. Sales Rocks has a public roadmap which you can view here https://sales.rocks/product-roadmap/