Point of Sale or Point of Service (POS) technology has seen considerable growth and transformation over the last few years, with broader uses than just simple transactions. Manufacturers of this technology have needed to up their game and keep on top of these evolutions in order to make those all-important sales. In order to remain competitive, the use of sales automation and workflow tools has become increasingly popular. In this article we take a look at POS manufacturer sales workflow, the benefits of sales automation, and what you need to do in order to get started with automating your sales workflow.

What is in a POS manufacturer sales workflow?

There are multiple steps in a POS manufacturerโ€™s workflow. Identifying, planning, and strategically operating the different points of this workflow is vital for improved action.

Although there may be variation between different manufacturers, depending on how much they are doing in house, whether the business is largely assembly or re-assembly (opposed to initial component creation and assembly), and the type of POS being developed โ€“ there are some general stages in a POS manufacturerโ€™s workflow, which may include:

Step 1: Identification and initiation - This stage is all about what needs to be done, how it needs to be planned, and defining what success looks like for the business. For POS manufacturers, this is a stage where you would need to identify tasks, objectives that are going to guide and shape the sales process.

Step 2: Planning โ€“ How are the tasks going to be organised? What resources are going to be used, and how will they be allocated? What timelines are being set (and are they realistic)? These are just a few of the questions you will need to cover in order to set realistic expectations and prepare for potential challenges.

Step 3: Execution โ€“ Basically the phase where all your planning is in place and your activities begin. This stage should not start until you are sure that your strategy is correct, the planning is done, and everything is in place to get started.

Step 4: Analysis โ€“ Running at the same time as step 3, the analytic or monitoring stage is crucial. Without the right Key Performance Indicators (KPIs) and metrics being recorded and reviewed, you will find it extremely difficult to see what is working, what needs improvement, and what needs to be stopped immediately.

Step 5: End result and assessment โ€“ Once you have reached the end of your sales workflow, you should have a set of objectives and desired outcomes that you created in the planning stage and will be able to compare these to the actual outcomes of your activities.

Sales workflows are not a stagnant and fixed form of operations, they will grow and evolve with your business, your processes, and the needs of your operations as your POS develop and change alongside you.

Having a planned workflow allows your business to make better use of resources, improve structure and ensure that all team members are working towards the same goal with a clear structure.

Ensuring that your workflow is operating at its peak is not something you can just guess at. TEB Apps makes use of kanban-style data pipelines to ensure all your data is flowing to the right places at the right times, and is supported by strategic automation and a constantly evolving number of applications, to ensure you and your team can boost your sales performance.

What are the key benefits of automating your sales workflow?

As a manufacturing business, the most obvious benefits of an automated sales workflow come in the form of cost, resource, and time savings for your business. However, this is just the tip of the iceberg, and there are far more benefits which impact your business directly and through the improved abilities of your team.

Some of the key benefits your POS manufacturing business can expect to benefit from when adopting the right automated sales workflow include:

  • Identification of conversion drivers and greater access to new customer demographics.
  • Accurate data-driven results for strategic planning and forecasting, as well as marketing and advertising activities.
  • Automated lead assignment and lead nurturing processes that give a cohesive brand image and transparent processes.
  • Ease of product management and integrated access for sales teams to better inform sales opportunities and make accurate sales pitches covering in-stock, to be manufactured, and end-of-line items.

How to get started with automating your sales workflow:

In order to automate your sales workflow, you need to have a clear understanding of what your business is currently doing, how the processes connect with each other, and what would benefit from being adjusted, adapted, or replaced.

Working with a team of experts that can give you a clear overview of your business and ensure that automation is correctly bought in and used where it is going to work best.

When looking at your automation and workflows, consider:

  • Does it need automating?
  • How many other programs or tools does it work with?
  • Will the team need training on it?
  • The length and shape of your workflow, and whether it can be streamlined.

The more you do to ensure that your processes are optimised and streamlined, the more likely you will be to better use your resources. With the right sales enablement tools to support your manufacturing business, and automation guiding the structure, the more you can focus on growth, development, and higher profits.

The future of business automation is with TEB Apps!

Take a digital, data-driven step forward with the support of TEB Apps and the suite of tools that give you the flexible functionality to make smart business decisions and ensure that your sales are always on point.

When you work with TEB Apps, your workflow automation can expect to benefit from:

  • Fully customisable quote automation that integrates with your system, ensuring your sales team know exactly what stock levels are, what items to promote, and how to make the most of every up-selling and cross-selling opportunity.

  • Automated follow-up reminders to stay on top of your deals and ensure you close as many sales as possible.

  • Automated lead assignment that works to ensure the right members of your team are getting the leads that make the most sense and make the most of their strengths.

  • Drag and drop quote pipeline automation that makes quotes simple, yet effective and capable of covering all the individualised options and services your POS might be offering your customers.

  • Automate report generation with advanced funnels and filters to access data quickly and easily

  • Specification and bundle pricing for easy quote pricing!

Book a demo today and find out how TEB Apps can help your POS manufacturing business streamline, optimise, and increase your sales opportunities in a sustainable, flexible, and supported way.

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