Business Automation
With Aura Business CRM
Automation in Business
Aura Business supports sales and marketing in streamlining sales processes. The combination of an advanced CRM solution with an automation tool enables effective marketing and sales activities.
The rule creator is an automation tool designed to automate actions that impact the efficiency of sales and marketing processes. The creator utilizes information contained in the CRM system. Based on this information, it executes actions planned by the user.
Customer Testimonial
“Implementing CRM is a challenging process, and we were aware that it does not always end successfully. A good understanding of customer needs and professional support from Questy at every stage of implementation led us to success. Today, I can proudly say that we observe an increase in the efficiency of our sales team, and that was exactly the goal. I can wholeheartedly recommend Questy and their solution, Aura Business CRM.”
Rule Creator
The creator consists of triggers, conditions, and actions. This way, you can create many automated actions:
- Send emails – sending a sequence of emails at a specific time is a great way to provide additional knowledge about your product to potential customers.
- Create sales opportunities – CRM allows managing the sales process with any stages where sales opportunities exist. Salespeople do not need to spend extra time creating opportunities, as automation rules can do it for them.
- Perform actions on selected users – this can be used, for example, for promotions on specific segments marked with a tag or attribute.
- Add and remove tags – tag actions have unlimited possibilities. You can add tags based on various activities performed in the system. Below, you will see an example of usage.
- Change user or company attributes – a rule can, for example, change the cooperation status depending on whether the contractor is a lead, customer, partner, etc.
Sales and Marketing Support with Business Automation — Automated Handling of Inquiries from Your Website
How can you automate the flow of inquiries submitted by potential customers on your website? With Aura Business, it’s simple. The case below already demonstrates the first benefits of automating inquiries, bringing advantages to both the sales and marketing departments. Optimizing the entire process saves time and budget, which can be allocated to additional sales activities.
How will CRM and the rule creator help handle these inquiries?
Key Benefits:
- Relieving salespeople from repetitive tasks - creating customer records, registering inquiries,
- Eliminating errors — no inquiry will be overlooked,
- Increasing response time to inquiries (the faster the response time, the greater the chance of winning) — employees gain access to an up-to-date report informing them about a newly created contractor,
- Enhancing potential customers' awareness, enabling faster transaction closures — potential customers receive additional knowledge about your product and learn about case studies from satisfied customers,
- Continuous process optimization — the creator allows independent rule creation.
Marketing Automation — Delivering Relevant Knowledge at Different Purchase Stages
Tailoring communication, advertising content, and information to the individual is crucial. You conduct business meetings differently with the board than with your team. Reversing communication between these groups could have negative consequences. Presenting reports and extensive summaries won’t interest the team, which expects a clear division of tasks. Meanwhile, the board wouldn’t want to waste time learning about detailed activities you carry out—they care about the results. The same applies to customers at different stages of the buying process. Provide them with the content they need to move further in your sales process.
How will CRM and the rule creator help automate content delivery?
Benefits of Implementing Aura Business
- Time savings: the system automatically sends the appropriate messages based on the sales funnel stage.
- Higher chances of winning: your potential customers receive valuable materials at the right stage, making them more likely to engage with your content and return to the product.
- Relationship building: customers see your commitment and are more willing to discuss their situation with salespeople.
Want to see how the Aura Business system can meet the needs of your company?
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