Step 3: Identify the required resources

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An important task is to establish the finances, time, and employees that will be needed to automate sales. For example, the owner of the marketplace wants to find out how much money needs to be invested in recruiting specialists, designing a sales funnel, and launching a project.

Stage 4. Updating business processes
There is no point in automating poorly functioning circuits. Therefore, preliminary preparation is necessary:

Compile a list of business processes, identifying their weaknesses.

Resolve any issues that arise and establish a channel for feedback with staff and customers.

Automate repetitive daily tasks.

In the case of a marketplace, you can digitize all related documentation and integrate the client base into the CRM system.

Step 5. Selecting tools
The tools are various online taiwan email list services, where you can collect and analyze statistical data, track orders, organize mailings, etc. At this stage, there are no ready-made recipes, since you need to take into account many different factors.

Stage 6. Launching the project
The final stage, at which the company implements sales automation. There are also many options here. After the launch, the effectiveness is usually assessed and adjustments are made (if necessary).

For example, a businessman who owns an online store can organize a check of the composition of messages and their adaptability on different devices, including mobile ones. In addition, a revision of the client base is possible.

Step 7. Analysis of key indicators and error correction
These important activities will help you determine whether you have achieved your stated goal and make adjustments if necessary.

Step 7. Analysis of key indicators and error correction

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Common reasons for failure:

poor choice of specialists or third-party experts;

setting vague goals;

lack of adequate project documentation.

For example, a marketplace specializing in clothing sales might choose message readability and CTA conversion as key control parameters.