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Scaling Sales with Technology

October 02, 202227 min read

“In today’s era of volatility, there is no other way but to re-invent. The only sustainable advantage you can have over others is agility, that’s it. Because nothing else is sustainable, everything else you create, somebody else will replicate.” - Jeff Bezos


Sales is the lifeblood of any business - without a steady stream of customers, your company will quickly dwindle. So how can you ensure that your sales team is always operating at peak efficiency? The answer is simple: by using technology to scale your sales efforts.

Online sales money

Why scale with technology?

There are a number of reasons why scaling your sales with technology is a smart idea:

1. Technology can help you reach more customers.

With the right tools in place, your sales team can cast a wider net and reach more potential customers than ever before. For example, by using a customer relationship management (CRM) system, your team can keep track of leads and customer interactions in one central place. This makes it easy to follow up with customers and close more sales.

2. Technology can help you automate repetitive tasks.

Many sales tasks are repetitive and time-consuming, such as sending out emails or making phone calls. But with the help of technology, you can automate these tasks so your sales team can focus on more important things. For example, you can use an autoresponder to automatically send out follow-up emails after a customer interaction.

3. Technology can help you close more deals.

When used correctly, technology can give your sales team the edge they need to close more deals. For example, you can use a CRM (customer relationship management) system to keep track of your sales pipeline and customer interactions. This way, you always know where your sales team is at with each prospect and can give them the information they need to close the deal.

4. Technology can help you increase customer loyalty.

If you want to increase customer loyalty, you need to give your customers a great experience every time they interact with your business. Technology can help you do this by automating repetitive tasks and giving you the data you need to make informed decisions. For example, you can use data from your customer satisfaction surveys to improve your products and services.

5. Technology can help you save money.

Scaling your business with technology can help you save money in a number of ways. For example, you can use automation to reduce the need for manual labor. You can also use data analytics to identify areas where you can cut costs.

6. Technology can help you attract and retain customers.

Using technology can help you attract and retain customers. For example, you can use data from your customer satisfaction surveys to improve your products and services. You can also use automation to reduce the need for manual labor.

7. Technology can help you create new revenue streams.

Scaling your business with technology can help you create new revenue streams. For example, you can use data analytics to identify new markets for your products and services. You can also use technology to create new product offerings.

8. Technology can help you improve your decision making.

Scaling your business with technology can help you improve your decision making. For example, you can use data analytics to make better decisions about product development, marketing, and other areas of your business.

9. Technology can help you improve your customer service.

Scaling your business with technology can help you improve your customer service. For example, you can use live chat and other tools to provide better customer support. You can also use technology to automate your customer service processes.

10. Technology can help your team complete work faster.

It's 2022, AI is becoming a common place even now. How is your business supposed to keep up in the marketplace without a little boost? Arm your team with the tools they need to do what they do best at scale!

Expand your reach with internal social media policies

If you're like most businesses, you're always looking for ways to reach more customers and grow your bottom line. Implementing an internal social media policy can help you do just that.

By giving your employees guidelines on how to use social media in a way that promotes your business, you can tap into a powerful marketing tool while protecting your brand.

Scaling online sales with technology

Here are a few benefits of having an internal social media policy:

1. Boosts your reach: When your employees share your content on their personal social media accounts, you're essentially getting free advertising. This can help you reach a larger audience and promote your business to potential customers who might not otherwise hear about you.

2. Protects your brand: By establishing rules for how your employees can represent your business online, you can help protect your brand from negative publicity. In addition, if an employee posts something that violates your policy, you can take disciplinary action as needed.

3. Increases transparency: Social media can be a great way to increase transparency within your organization. By allowing employees to share information about your company on their personal accounts, you can give customers and clients a behind-the-scenes look at what goes on. This can help build trust and improve your reputation.

4. Encourages creativity: If you encourage your employees to be creative with their social media posts, it can lead to some great content that represents your brand in a positive light. In addition, this can help with employee engagement as they feel like they are able to express themselves and their ideas.

5. Boosts morale: Allowing employees to use social media can boost morale by making them feel like they are part of a larger community. This can lead to increased loyalty and productivity.

6. Helps with recruiting: If you have a strong social media presence, it can help you attract top talent. Candidates will be able to see that you are an innovative and forward-thinking company.

7. Increases brand awareness: By having a social media policy in place, you can increase brand awareness and reach a larger audience. This can lead to more customers and sales.

So how do you implement an internal social media policy?

Here are a few tips:

1. Define what you want to achieve: Before you start, it’s important to define what you want to achieve with your social media policy. Do you want to use it as a branding tool? Or do you want to use it to increase employee productivity? Once you know what your goals are, you can start creating your policy.

2. Keep it simple: Don’t make your social media policy too complicated. The simpler it is, the easier it will be for employees to follow.

3. Be clear: When writing your policy, be clear and concise. Use language that everyone can understand.

4. Use positive language: Avoid using negative language in your policy. For example, instead of saying “Don’t post confidential information,” say “Please only share public information.”

5. Get input from employees: Before you finalize your policy, get input from employees. They may have valuable insights that you can use to improve your policy.

6. Train employees on the policy: Once you have finalized your policy, make sure to train employees on it. This will help ensure that everyone understands and follows the policy.

7. Enforce the policy: Finally, you need to enforce the policy. If you find that employees are not following the policy, take appropriate action. This could include warnings, suspensions, or even termination.

Following these steps will help you create an effective internal social media policy. By doing so, you can help protect your company’s reputation and avoid legal problems.

Pro Tip: Go High Level allows unlimited users and has a basic social scheduler built in, You can also use to syndicate content across employee accounts that wish to participate!

Social media for scaling sales online

Recruit, onboard, train, and retain high value talent

Sales people are essential to any business, but they can be difficult to find and train. Technology can help with all of these aspects of managing a sales team.When it comes to recruiting, there are a number of online tools that can help you find the right candidates. For example, job boards like Indeed and LinkedIn are great places to start your search. You can also use social media to reach out to potential candidates.

Once you've found some candidates, you can use instant message platforms like Zoom to conduct preliminary interviews to save you doing full interviews with people who are clearly unqualified.

You can even have them send videos answering questions for you!

After you've pre qualified applicants you can schedule a video call with video conferencing tools like Skype or Zoom to conduct interviews.

Onboarding new salespeople can be a challenge, but there are a number of technology solutions that can help. For example, you can use a CRM (customer relationship management) system to keep track of your new salesperson's progress and performance. There are also a number of e-learning platforms that can be used to provide training materials and courses for your new salespeople. These platforms can also be used to deliver ongoing training and development for your entire sales team.

Finally, it's important to keep in mind that technology is only part of the equation when it comes to recruiting, onboarding, and training salespeople. The most important part of the equation is still you and your team. Technology can help you save time and money, but it's ultimately up to you to make sure that your sales team is successful.

If you're looking for ways to use technology to improve your sales process, contact us today. We can help you find the right tools and platforms for your business, and we'll work with you to create a customized plan that will help you achieve your goals.

Recruiting skilled talent with technology

Simplify call scheduling with appointment booking software

It's no secret that managing appointments can be a complex and time-consuming task for businesses. But it doesn't have to be! By using an online booking system, businesses can streamline their appointment booking process and make it easier for both customers and sales teams. Here are just a few of the benefits of using an online booking system:

Convenient for customers: Customers can easily book appointments online, at their convenience. No more waiting on the phone or trying to schedule around a busy sales person's schedule.

Reduced no-shows: With an online booking system, customers are less likely to forget or cancel their appointments. They can also receive reminders about their appointments via email or text message.

Increased sales: With an online booking system, businesses can take advantage of opportunities to up-sell and cross-sell customers. For example, if a customer books a hair appointment, they might be interested in add-on services like color or a blowout.

Improved customer service: An online booking system can help businesses keep track of customer preferences and appointments. This information can be used to provide a better customer experience and improve retention rates.

Improved efficiency: An online booking system can automate tasks like appointment scheduling and customer follow-ups. This can free up time for businesses to focus on other tasks, like marketing and product development.

Reduced no-shows: An online booking system can help businesses reminder customers of their upcoming appointments. This can reduce the number of no-shows and improve customer satisfaction.

Improved profitability: An online booking system can help businesses improve their bottom line by reducing operational costs and increasing revenues.

In Summary, An online booking system is a powerful tool that can help businesses simplify their appointment booking process and empower their sales teams. By automating tasks, reducing no-shows, and improving profitability, an online booking system can help businesses improve their bottom line.

The most popular online appointment scheduler right now is Calendly but Go High Level actually has a built in appointment booking system that you can host on your domain and integrate with your google calendar!

Appointment booking with technology

Keep track of your leads with proper pipelines

Sales pipelines are an essential tool for any business that relies on sales to generate revenue. By tracking leads through each stage of the sales process, businesses can more effectively manage their resources and close more deals.There are a number of benefits to tracking sales leads with a pipeline. Perhaps most importantly, it allows businesses to see where their leads are in the sales process and how many are close to converting. This information can be used to allocate resources more effectively and focus on the leads that are most likely to convert. Additionally, tracking sales leads with a pipeline can help businesses identify any bottlenecks in their sales process and make necessary changes. Finally, pipelines provide a valuable historical record that can be used to assess the performance of individual salespeople or teams over time.

In Summary, by understanding where leads are in the sales process, businesses can more effectively allocate resources and focus on the most promising leads. Additionally, pipelines can help businesses identify areas of improvement in their sales process, leading to more efficient and effective selling.

Check out Go High Level to start building your pipelines today!

How to track sales with a pipeline?

Building an effective sales pipeline requires businesses to track a number of important data points, including the source of each lead, the date that the lead was contacted, and the current status of the lead. This information can be tracked manually, but doing so is time-consuming and prone to error.

Fortunately, there are a number of software applications that can automate the process of tracking sales data. These applications typically allow users to input data into a central database, which can then be accessed and analyzed by anyone with permission.

Lead management software is one type of application that can be used to track sales data. This type of software typically includes features such as contact management, lead scoring, and reporting.

Another type of software that can be used to track sales data is customer relationship management (CRM) software. CRM software typically includes features such as contact management, opportunity management, and sales forecasting.

When selecting a software application to use for tracking sales data, it is important to consider the specific needs of your business. There is no one-size-fits-all solution for tracking sales data; the best solution will vary depending on the size and type of your business, as well as your specific sales process.

I personally use Go High Level to build out all of my own and my clients' sales processes. They even have an app for you to view your pipelines from your mobile phone!

Get your time back with pipeline automation

Sales people and business owners are always looking for ways to get their time back. One way to do this is by leveraging pipeline automations. By automating certain tasks in the sales process, you can free up your time to focus on other areas of your business.

There are a few things to keep in mind when using pipeline automations to get your time back.

First, you need to identify which tasks in the sales process can be automated. This will vary depending on the type of business you have and the products or services you sell. However, common tasks that can be automated include lead generation, follow up, and appointment scheduling.

Once you have identified which tasks can be automated, you need to set up the automation. This can be done using a variety of tools, such as marketing automation software or customer relationship management (CRM) software. The key is to find a tool that integrates well with your existing sales process and allows you to automate the tasks you have identified.

Once you have set up the automation, you will need to monitor it to ensure it is working as intended. This includes tracking the results of the automation and making adjustments as needed.

By automating your sales pipeline, you can free up your time to focus on other aspects of your business. This can help you grow your business and improve your bottom line.

If you are not sure how to get started with automating your sales pipeline, consider working with a consultant or services provider who specializes in this area, like myself. They can help you assess your needs and find the right solution for your business.

When done correctly, automating your sales pipeline can be a game-changer for your business.

I build all of my pipelines for myself and clients inside of Go High Level and with a full workflow suite built into their pipeline system they’re pretty hard to go wrong with.

its amazing what can be accomplished with pipeline automation

Make sure you are never forgotten with long term follow up

When automating your pipeline something that I like to think about is how to make sure people don’t forget about me.

Sometimes in life, especially as business owners, we get excited about something and we just jump into a sales process to realize that maybe we jumped the gun a little bit and we are not quite ready to make that purchase, no matter how bad we may want to.

So something I like to do is create automated reactivation campaigns as well as automated long term follow up. This allows me to be confident that once a lead starts a sales process with me they aren’t slipping out of the system until they actually tell me NO.

So what is a Reactivation campaign?

A reactivation campaign is essentially a campaign that triggers when leads have been sitting in your pipeline for too long in specific steps. For me these steps usually include call scheduled, no show, verbal agreement, proposal sent, and other things like that that show the prospect was actually interested in doing business with us. In this campaign I essentially just follow up and say things along the lines of…“Hey, we were supposed to make something happen together and obviously something slipped through the cracks. I’m not sure whose side that was on, if it was me i’m happy to own it, but I hate to just leave things hanging!”

After the reactivation campaign I like to move leads into a long term follow up campaign that follows up and respectfully checks in with prospects every month to three.

I have closed some of the biggest deals of my life just by staying top of mind. Some deals took 3 years. Thanks to these systems I wasn’t over here manually following up for that long.

It doesn’t all have to be built in one day either, just commit to growing out your automations and you and your team will thrive as things compound.

I build all of my sales pipelines for myself and clients inside of Go High Level!

Record and transcribe calls

There are a number of reasons why sales people should consider recording and transcribing their sales calls. First, it can help to create a record of the conversation that can be referred back to later. This can be helpful in understanding what was discussed during the call, what points were made, and how the conversation unfolded.

Additionally, recording and transcribing sales calls can also help to improve the quality of future calls. By having a transcript of past calls, salespeople can identify areas where they could have improved their performance and make changes accordingly. This can help to make future calls more effective and successful.

Finally, recording and transcribing sales calls can also provide the team leader the opportunity to provide the salesperson valuable feedback. By reviewing transcripts of past calls, salespeople can see how they come across to potential customers and make adjustments accordingly. This can help to ensure that future calls are more likely to result in a sale and help you with your training process.

Overall, recording and transcribing sales calls can be a helpful tool for salespeople. It can provide them with valuable insights into their performance and help them to make future calls more effective.

So how do you record your sales calls?

My favorite way right now is by leveraging to record and transcribe my Zoom meetings for Free!

video call recording

Grow your network and talk to dream clients with a podcast

Podcasting has been on the rise in recent years, and for good reason. This audio-based content format allows listeners to consume content on their own time and at their own pace, whether they're commuting, working out, or just relaxing at home.

For salespeople, podcasts can be an excellent way to reach new prospects and build relationships with potential customers.

Here are Five reasons why salespeople should consider starting a podcast:

1. Podcasts build credibility and trust.When you host a podcast, you're seen as an authority in your industry. This can help build trust with potential clients, who are more likely to do business with someone they see as an expert.

2. Podcasts are a great way to network.Podcasts provide an opportunity to connect with other professionals in your industry, including potential customers and referral sources. You can also use podcasts to stay up-to-date on industry trends and news.

3. Podcasts are convenient and cost-effective.Compared to other marketing channels, podcasts are relatively inexpensive to produce. And, since they can be consumed and even recorded on the go, they're convenient for busy salespeople.

4. Podcasts can help you close more deals. By using podcasts to educate potential clients about your products or services, you can make them more likely to do business with you.

5. Podcasts are a great way to stay top of mind.Regularly producing and promoting a podcast will keep you top of mind with your audience and create a ton of content, which can lead to more sales.

Start your podcast with today! You can have unlimited shows on the platform so you can arm your team with podcasts as well!

Podcasting to grow your network and pipeline

Create scalable outreach strategies by combining LinkedIn and cold email

When it comes to sales, the ability to scale your outreach efforts is essential to success. And while there are a number of ways to do this, one of the most effective is to combine LinkedIn and cold emailing.

Here's how it works: first, identify your ideal target customer on LinkedIn. Second, research the company and specific decision-makers at that company who would be most likely to benefit from your product or service. Finally, reach out to those individuals with a personalized cold email.

If you want to make the most of this strategy make sure that your LinkedIn profile is optimized and you are creating content and engaging with people as well. You can even use tools like to find leads in sales navigator and automate the initial email outreach once you find a process that works for you and your business!

By following these steps, you can create a highly targeted and effective outreach strategy that will help you close more deals. So if you're looking to take your sales efforts to the next level, give this approach a try.

Pro Tip: Pull your data out of and upload it into Go High Level for you or your team to follow with from different senders.

Webinars and Video presentations

Sales people are always looking for ways to save time and be more efficient. One way to do this is by leveraging webinars and video presentations in your sales process. By using these tools, you can provide potential customers with information about your product or service without having to meet with them in person. This can save you a lot of time and allow you to reach more people.

Webinars and video presentations can also be used to close deals. By providing prospects with a detailed presentation of your product or service, you can increase the likelihood of them doing business with you. These tools can also be used to follow up with customers after a meeting or call, which can save you time and ensure that you provide them with the information they need.

Leveraging webinars and video presentations in your sales process can save you a lot of time and help you close more deals while answering fewer questions. If you’re not using these tools, you’re missing out on a valuable opportunity to improve your sales results.

You can build your webinar funnels and host your video presentations on your domain with Go High Level!

Using video to save time in your sales process

Skip the call and close more in messenger

Sales people are always looking for ways to save time and close more deals. One way to do this is by skipping the phone call and closing more deals inside of messenger. By using messenger, sales people can quickly send messages back and forth with potential customers without having to schedule or make a phone call.

This can save a lot of time, and it also allows salespeople to keep track of the conversation more easily.

Another advantage of using messenger to close deals is that it can be a more personal form of communication. Phone calls can often feel formal and impersonal, but messenger allows salespeople to build a rapport with potential customers by sending them informal messages. This can make it more likely that potential customers will trust salespeople and be more likely to buy from them.

Finally, messenger is also a great way to follow up with potential customers after a phone call or meeting. By sending them a quick message, salespeople can make sure that they have all the information they need and that they are still interested in buying. This can help to close more deals and boost sales figures.

Overall, messenger is a great tool for salespeople to use in order to save time and close more deals. By skipping the phone call and communicating with potential customers through messenger, salespeople can build relationships, gain trust, and follow up more effectively. This can lead to more sales and a higher success rate.

Easily collect invoices

Sales people are always on the go, trying to meet with as many clients as possible. This means that they often don't have time to send or collect invoices. However, technology has made it possible for sales people to quickly and efficiently send and collect invoices.

There are a number of software programs that allow sales people to track their invoices and even accept payments electronically. This makes it easy for sales people to get paid quickly and efficiently, without having to waste time on paperwork. In addition, many of these software programs also allow salespeople to track their payments, so they can see which invoices have been paid and which ones are still outstanding.

This makes it easy to follow up with clients who haven't paid their invoices, and ensures that sales people always get paid for the work they do.

You can also send invoices inside of Go High Level!

Send proposals that wow

Sales proposals are one of the most important aspects of the sales process. Proposals give potential customers a first-hand look at your products or services, and provide an opportunity to learn more about your company. They also provide a way for you to build rapport with potential customers and establish trust.

Proposals can be used to sell just about anything, from expensive goods and services to more mundane products. No matter what you're selling, though, proposals are an essential part of the sales process. Here's why:

They Help You Stand Out From the Competition

In any given market, there are always going to be multiple businesses selling similar products or services. This is especially true in today's online world, where customers have more choices than ever before.

If you want to stand out from the competition, you need to go the extra mile to show potential customers why your business is the best option. Proposals can help you do just that.

They Give You an Opportunity to Build Rapport

Building rapport with potential customers is essential to making a sale. After all, people are more likely to buy from businesses they know, like, and trust.

Proposals give you an opportunity to start building that rapport before the sale is even made. By taking the time to understand your customer's needs and craft a custom solution, you're showing that you're invested in their success.

What's more, proposals give you a chance to show off your personality and build relationships with potential customers. In today's competitive marketplace, those personal connections can be the difference between winning and losing a sale.

By taking the time to personalize each proposal and address the specific needs of each client, you can make a strong case for why your company is the right choice.

I like to use Ignition for sending proposals that convert. They allow you to include personal videos or messages with your proposal, set clear expectations of what they are paying for, reiterate payment schedules, collect a signature, and finally collect payment in one flow. Best of all they offer unlimited users similar to go high level so you aren’t adding a monthly fee every time you add a salesperson!

your customers watching your video presentation

Onboard Clients More Securely and Effectively

Technology has revolutionized the way businesses operate and interact with their customers. In particular, it has made onboarding new clients much more efficient and secure.

There are a number of ways in which technology can help streamline the onboarding process for both businesses and their customers.

For example, online forms and signatures can be used to collect the necessary information from customers quickly and easily. This data can then be stored securely in the cloud, making it easy to access and share with other members of the team.

You can store recordings of client calls with different team members in your CRM system or notes so that everyone is in the loop and makes great first impressions.

In addition, electronic payment systems can be used to process payments from customers more quickly and securely.

You can also use password managers for you and your team to securely gain access to your clients accounts as needed.

And finally, online communication tools can be used to keep customers updated on the status of their onboarding process and to answer any questions they may have.

Overall, using technology to streamline the onboarding process can help businesses save time and resources, while also providing a more secure and efficient experience for their customers.

Build brand authority and potentially income streams through white label software

Many businesses are now turning to white label software in order to build brand authority and even create additional income streams. White label software allows businesses to create customized applications that can be used by their customers or clients. This gives businesses a great way to differentiate themselves from their competitors, and it also allows them to tap into new markets.

One of the most important ways that businesses can use white label software is to create a branded application that their customers can use. This branded application can be used to promote the business, and it can also be used to generate income. For example, if a business develops a white label software application that helps its customers book appointments, the business can then charge a fee for each booking.

In addition to generating income, white label software can also help businesses build brand authority. When customers see that a business has developed a branded application, they will be more likely to trust the business. This can lead to more customers using the business’s products and services, and it can eventually lead to increased sales.

Overall, white label software can be a valuable tool for businesses that want to build brand authority and generate income. If you are considering using white label software to promote your business, be sure to research the options carefully to find the best solution for your needs.

My personal favorite white label software especially for marketing agencies is Go High Level, with a full suite of tools and next level SaaS control already built in they are hard to beat in the white label space. Even the page you are on right now is built on Go High Level.

high level white label SaaS software

In Conclusion

Technology is essential for business owners who want to scale their sales process. By using technology, business owners can save time and money, reach more customers, and close more sales. With so many benefits, there’s no reason not to use technology to scale your sales process.

Thank you for reading! I hope this article has given you some food for thought on how technology can help you scale your sales process. If you have any questions, feel free to reach out to me. I’d be happy to chat.

If you’re tired of thinking about everything that needs to happen online by yourself then book a call with us at Social Marketing Solutions! We can help!

SalesOnline SalesOnline MarketingScaling salesgrowing your sales teamscaling your sales process
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Trey Carmichael

Trey Carmichael is a young business consultant that has worked with hundreds of clients directly or indirectly over the last 6 years. Specializing in Public Relations, Personal and Business Branding, and Business Systemization to Scale Trey is here to build your legacy when you're ready!

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