# SaaS sales automation in growth hacking your business

> The more you sell, the more you see that structuring the way you approach, communicate and handle clients is crucial to boosting your revenue.

Source: https://blog.salesflare.com/saas-sales-automation-in-growth-hacking-your-business
Language: en
Published: 2018-05-16  ·  Updated: 2025-09-15

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<h2><em>By Matt Pliszka, picksaas.com</em></h2>

<p class="graf graf--p graf-after--figure">Starting a venture, you don’t feel like sales is a separate business “discipline.” You just hustle, sell some of your products or service and simply close the deals.</p>
<p id="da21" class="graf graf--p graf-after--p">But the more you sell, the more you see that structuring the way you approach, communicate and handle clients is crucial to boosting your revenue. Soon, <strong class="markup--strong markup--p-strong">spending time on sending emails and calling your customers becomes a massive job</strong> which needs to be well-managed before you move on to growing your business.</p>
<p id="8363" class="graf graf--p graf-after--p">That’s why no matter if you’re the one who has to handle this or you have the sales team around you, there are a few important things to keep in mind:</p>
<ul class="postList">
<li id="7bfd" class="graf graf--li graf-after--p">automate your communication</li>
<li id="7a86" class="graf graf--li graf-after--li">do not over-automate your communication</li>
<li id="5afc" class="graf graf--li graf-after--li">make team members responsible for different sales stages</li>
</ul>
<blockquote id="64b7" class="graf graf--pullquote graf--startsWithDoubleQuote graf-after--li"><p><em class="markup--em markup--pullquote-em">“Separate prospecting from closing. It’s crucial to have team members responsible for these two different sales processes.” Aaron Ross, </em><a class="markup--anchor markup--pullquote-anchor" href="https://blog.salesflare.com/aaron-ross-of-predictable-revenue-88efc730a672"><em class="markup--em markup--pullquote-em">Predictable Revenue</em></a></p></blockquote>
<hr class="section-divider">
<h2 id="5e31" class="graf graf--h3 graf-after--pullquote">Automation -&gt; better time management -&gt; increased efficiency -&gt; more&nbsp;clients</h2>
<p id="ca9b" class="graf graf--p graf-after--h3">Approaching your prospects needs to be personal. After all, your customers don’t want to buy your product. They just want to grow their business. Each of them out there has different problems. It’s very likely you have different ways your product or service can help them solve their problems.</p>
<p id="0a61" class="graf graf--p graf-after--p">That’s why sales will never be 100% automated. We are human beings who like personal communication and full understanding of our problems.</p>
<p id="95cd" class="graf graf--p graf-after--p">Still, you can <strong class="markup--strong markup--p-strong">automate a few elements of your sales, so that you have more time</strong> to focus on what really matters to your customers and what’s important for growing their business.</p>
<hr class="section-divider">
<h2 id="8dff" class="graf graf--h3 graf-after--p">Start with a CRM&nbsp;system</h2>
<p id="63fc" class="graf graf--p graf-after--h3">CRM is the basis for all you do in your sales. It’s not to understand why <a href="https://salesflare.com/templates/free-excel-crm/">switching from excel to a CRM app</a> can help you grow and probably most of you are already using a CRM app like Salesflare.</p>
<p id="17fb" class="graf graf--p graf-after--p">Salesflare is a simple online CRM application, designed for small and medium businesses, focused on automating your daily sales activities.</p>
<figure id="6562" class="graf graf--figure graf-after--p">
<div class="aspectRatioPlaceholder is-locked">
<p><img decoding="async" class="graf-image" src="https://cdn-images-1.medium.com/max/800/1*jJZu6UzdLd2v0AcXk57Omg.png"></p>
</div><figcaption class="imageCaption">Salesflare — a new tech way to manage your clients and&nbsp;sales</figcaption></figure>
<p id="a431" class="graf graf--p graf-after--figure">The unique thing about Salesflare is that it’s highly focused on technology and automation. Imagine how much work would it take to input all your email contacts into one system. <strong class="markup--strong markup--p-strong">Salesflare syncs with your mailbox and detects contacts automatically</strong>, no matter if you use Gmail or other mailbox systems.</p>
<p id="bdb5" class="graf graf--p graf-after--p">This effective and modern CRM system will help you:</p>
<ul class="postList">
<li id="50ed" class="graf graf--li graf-after--p">save time spent on technical tasks</li>
<li id="8c30" class="graf graf--li graf-after--li">track your activity automatically</li>
<li id="f02d" class="graf graf--li graf-after--li">connect with other systems to create a smooth sales flow</li>
</ul>
<p id="a27b" class="graf graf--p graf-after--li">The last point involving connecting with other apps becomes a crucial one, as long as you want to keep your organization focused on the right thing which is developing the relationship with your customers.</p>
<hr class="section-divider">
<h2 id="0911" class="graf graf--h3 graf-after--p">Leads automatically detected and added to your&nbsp;CRM</h2>
<p id="7f15" class="graf graf--p graf-after--h3">How do you know that someone might be interested in your product or service? They might come from numerous different sources, so it’s quite important to identify your most profitable channels of customer acquisition.</p>
<p id="0233" class="graf graf--p graf-after--p">Some of the most common sources of leads in your pipeline:</p>
<ul class="postList">
<li id="09a9" class="graf graf--li graf-after--p">Opt-in pop-up collected an email on your website</li>
<li id="5701" class="graf graf--li graf-after--li">Filled out form on your <a href="https://foundationinc.co/lab/saas-landing-pages">landing page</a></li>
<li id="f226" class="graf graf--li graf-after--li">Filled out contact web form on your website</li>
<li id="2e92" class="graf graf--li graf-after--li">Outbound cold mailing campaign</li>
<li id="b944" class="graf graf--li graf-after--li">Click on the <a href="https://www.writersofusa.com/ebook-writing-services">eBook</a> link in your email</li>
<li id="2137" class="graf graf--li graf-after--li">A person left an email in your live chat conversation</li>
<li id="9a00" class="graf graf--li graf-after--li">+ many others</li>
</ul>
<p id="0f17" class="graf graf--p graf-after--li">How to handle all these sources to know how you got in contact with the appropriate person?</p>
<h3 id="198e" class="graf graf--h4 graf-after--p">See emails collected by the opt-in pop-up in your Salesflare pipeline</h3>
<figure id="294a" class="graf graf--figure graf-after--h4">
<div class="aspectRatioPlaceholder is-locked">
<p><img decoding="async" class="graf-image" src="https://cdn-images-1.medium.com/max/800/1*O88tXkmOcl2VHgelUIYUQg.jpeg"></p>
</div>
</figure>
<p id="7d5b" class="graf graf--p graf-after--figure">In Zapier, you can set up an automation that will automatically create a sales opportunity, when a lead leaves his email address via SumoMe or Poptin.</p>
<p id="94cd" class="graf graf--p graf-after--p">This lets you monitor and reach out to your lead, purely by looking at your CRM, without the need of jumping between a few different lists.</p>
<h3 id="723e" class="graf graf--h4 graf-after--p">Add leads collected on your Landingi landing pages to your sales pipeline</h3>
<figure id="3a7e" class="graf graf--figure graf-after--h4">
<div class="aspectRatioPlaceholder is-locked">
<p><img decoding="async" class="graf-image" src="https://cdn-images-1.medium.com/max/800/1*kFKAR7vUJKHBlwM40r-ioQ.jpeg"></p>
</div>
</figure>
<p id="ad81" class="graf graf--p graf-after--figure">You can set up the automation which lets you automatically add leads collected on your landing page to your sales pipeline. Then, it lets you address the potential customer with a personal email, at the same time staying up to date with all your leads in one place.</p>
<h3 id="a33f" class="graf graf--h4 graf-after--p">Add leads who booked a meeting with you via Calendly to your CRM</h3>
<figure id="ee95" class="graf graf--figure graf-after--h4">

</figure>
<p id="4998" class="graf graf--p graf-after--figure"><img decoding="async" class="aligncenter size-full wp-image-59452" src="https://blog.salesflare.com/wp-content/uploads/2018/05/1_ZPY5WNSKiwpYL1rZXr51ew.png" alt="" width="800" height="219" srcset="https://blog.salesflare.com/wp-content/uploads/2018/05/1_ZPY5WNSKiwpYL1rZXr51ew.png 800w, https://blog.salesflare.com/wp-content/uploads/2018/05/1_ZPY5WNSKiwpYL1rZXr51ew-300x82.png 300w, https://blog.salesflare.com/wp-content/uploads/2018/05/1_ZPY5WNSKiwpYL1rZXr51ew-768x210.png 768w" sizes="(max-width: 800px) 100vw, 800px">If you use Calendly to let your visitors book a meeting with you, integrating it with Salesflare is a great way to handle all your prospects in one place.</p>
<h3 id="1b84" class="graf graf--h4 graf-after--p">Add emails collected with a SumoMe/Poptin pop-up and a Landingi landing page to an automated email campaign in Woodpecker</h3>
<figure id="1247" class="graf graf--figure graf-after--h4">
<div class="aspectRatioPlaceholder is-locked">
<p><img decoding="async" class="graf-image" src="https://cdn-images-1.medium.com/max/800/1*s--BTlTwjgaA52mECUr__w.jpeg"></p>
</div>
</figure>
<p id="e8c9" class="graf graf--p graf-after--figure">Collecting new prospects will not turn them magically into clients. Call them, build a relationship get to know their problems, or at least start by sending them personal but automated email campaigns with some useful resource they can use in growing their business.</p>
<h3 id="27f5" class="graf graf--h4 graf-after--p">Automatically advance the recipients who viewed your document in a Woodpecker campaign to the next stage of your pipeline</h3>
<figure id="fe86" class="graf graf--figure graf-after--h4">
<div class="aspectRatioPlaceholder is-locked">
<p><img decoding="async" class="graf-image" src="https://cdn-images-1.medium.com/max/800/1*1i8tZZMNG09ezSqB294gNw.jpeg"></p>
</div>
</figure>
<p id="d9b5" class="graf graf--p graf-after--figure">If somebody clicked the link to your document, you just want to know it. With the appropriate automation, you can set up a lead to be transferred to the next stage of your Salesflare pipeline as soon as he clicks the link to the document.</p>
<p id="f5e6" class="graf graf--p graf-after--p">The quicker you contact the lead who viewed your document, the better, which makes using software like Docsify or Attach.io quite useful.</p>
<blockquote id="805b" class="graf graf--pullquote graf--startsWithDoubleQuote graf-after--p"><p>“Statistically, visitors who are called right at the moment of viewing your offer/website, convert better, then who are contacted after a longer period of time.” Mike Roberge, <a class="markup--anchor markup--pullquote-anchor" href="https://www.amazon.com/Sales-Acceleration-Formula-Technology-Inbound/dp/1119047072">Sales Acceleration Formula</a></p></blockquote>
<hr class="section-divider">
<h2 id="6bf9" class="graf graf--h3 graf-after--pullquote">Sales automation — your first step to growing&nbsp;sales</h2>
<p id="3251" class="graf graf--p graf-after--h3">Implementing an <a href="https://instantly.ai/blog/best-sales-automation-software/">automated sales system</a> is only the beginning. More importantly, it’s good to spend time with your team so that everybody knows how to use the software to make the most of it, to grow your business.</p>
<p id="8bdc" class="graf graf--p graf-after--p graf--trailing">From my experience, training is not enough. Your team has to believe in the power of automation and to make this happen, they need to see the impact of using them in their daily work. This can only be achieved by working with them on a regular basis, updating the automation&nbsp;so that they meet their upcoming needs and help them cope with new challenges.</p>

<hr class="section-divider">

<p id="0f2f" class="graf graf--p graf--leading"><em class="markup--em markup--p-em">At </em><a class="markup--anchor markup--p-anchor" href="https://picksaas.com/?utm_source=Blog&amp;utm_campaign=Salesflare"><em class="markup--em markup--p-em">picksaas</em></a><em class="markup--em markup--p-em">, we help companies grow by implementing automated SaaS solutions for sales, marketing and project management.</em></p>
<p id="08fa" class="graf graf--p graf-after--p"><em class="markup--em markup--p-em">We also analyze <a href="https://blog.salesflare.com/best-cloud-based-crm">cloud applications</a> and help our users discover the best apps to grow their business.</em></p>
<p id="13a5" class="graf graf--p graf-after--p"><em class="markup--em markup--p-em">-&gt; Discover apps to growth hack your business at </em><a class="markup--anchor markup--p-anchor" href="https://picksaas.com/?utm_source=Blog&amp;utm_campaign=Salesflare"><em class="markup--em markup--p-em">picksaas.com</em></a></p>
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