{"id":26875,"date":"2019-05-14T02:46:06","date_gmt":"2019-05-14T06:46:06","guid":{"rendered":"https:\/\/outgrow.co\/blog\/?p=26875"},"modified":"2023-10-26T06:56:13","modified_gmt":"2023-10-26T10:56:13","slug":"automate-sales-outgrow","status":"publish","type":"post","link":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow","title":{"rendered":"How to Automate Your Sales Closing Techniques with Outgrow"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"How_to_Automate_Your_Sales_Closing_Techniques_with_Outgrow\"><\/span><strong>How to Automate Your Sales Closing Techniques with Outgrow<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h1><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_62 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-663b10868b657\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-663b10868b657\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#How_to_Automate_Your_Sales_Closing_Techniques_with_Outgrow\" title=\"How to Automate Your Sales Closing Techniques with Outgrow\">How to Automate Your Sales Closing Techniques with Outgrow<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#Be_Clear_On_Your_Value\" title=\"Be Clear On Your Value\">Be Clear On Your Value<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#Develop_A_Process_for_Selling\" title=\"Develop A Process for Selling\">Develop A Process for Selling<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#Stop_Trying_So_Hard\" title=\"Stop Trying So Hard\">Stop Trying So Hard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#Understand_Your_Customer\" title=\"Understand Your Customer\">Understand Your Customer<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#Automate_Your_Sales_Process\" title=\"Automate Your Sales Process\">Automate Your Sales Process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#About_The_Author\" title=\"About The Author\">About The Author<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Closing sales is an art. It\u2019s not just about having the right script, or hitting the right pain points, or even \u201cknowing how to sell\u201d. Nor is it good enough just to be quick. Hence, we will be talking about how to automate sales in order to master this art.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">All of those things are important, but it\u2019s a combination of speed and quality of response that ensures success in sales.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Consider these stats.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Firstly, it\u2019s important to understand how powerful actually getting on the call and talking to your client is. So much so that studies find <a href=\"https:\/\/blog.thebrevetgroup.com\/21-mind-blowing-sales-stats\" rel=\"nofollow\">92% of all customer interactions<\/a> happen over the phone.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Combine this with the fact that <a href=\"https:\/\/blog.thebrevetgroup.com\/21-mind-blowing-sales-stats\" rel=\"nofollow\">35 to 50% of sales<\/a> go to the first-in-line vendor.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Then, consider that, as a salesperson, you\u2019ll only spend about one-third of your day on average actually talking to prospects. The <a href=\"https:\/\/blog.hubspot.com\/news-trends\/how-salespeople-learn?_ga=2.155774971.1961534476.1554222213-807962934.1553624067\" rel=\"nofollow\">rest of that day<\/a> is spent writing emails (21%), entering data (17%), prospecting and researching leads (17%), going to meetings (12%) going to internal meetings, and scheduling calls (12%).<\/span><\/p>\n<p><strong>So, breaking down these stats, there are two approaches that could impact your sales success.<\/strong><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Firstly, consider the amount of time you spend doing menial repetitive tasks. Based on these statistics, about 40% of that time is probably spent doing typically repetitive tasks like writing emails, data entry, and scheduling calls. If you could automate even half of that, you\u2019d have a lot more time to focus on <a href=\"https:\/\/www.cloudtalk.io\/blog\/10-tips-to-increase-call-center-sales\">getting on calls and selling.<\/a><\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Secondly, consider your process for selling. Do you have a solid process that you can rely on for each part of the sales cycle?<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Even if you don\u2019t think you have a process: you do. The most poorly optimized, haphazard, inconsistent process is still a process. Understanding your current process is the first step towards improving it.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">So, by combining automation with a good process for selling, you can ensure consistent quality and efficiency to maximize conversion rates.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">The fact is, that automation streamlines the responsiveness of your sales cycle, while a good process enforces a rigid degree of quality control and consistency. Combine the two, and you can make sure that you\u2019re hitting those crucial sales windows, nailing the perfect follow-up sequence, and singling out the highest quality leads.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">So, how do you build a good sales process? Consider these tips:<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Be_Clear_On_Your_Value\"><\/span><strong>Be Clear On Your Value<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">You should fully understand the business value of your own offering, as well as where and how that fits into the customer\u2019s picture.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">How are you helping them? What pain point are you addressing? Ensure you\u2019re addressing key business drivers like reduced cost, conversion rate, KPI, et cetera.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Develop_A_Process_for_Selling\"><\/span><strong>Develop A Process for Selling<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">This is crucial if you want to have a reliable outcome, and helps you to save time, be more efficient, and learn what approach works and what doesn\u2019t.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">By building a clear process for selling, you can break down the complex cycle into manageable chunks, even separate processes. The more clearly you can lay out your workflow, the better you\u2019ll be able to perform. A good process underlines all of the other points in this list.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Stop_Trying_So_Hard\"><\/span><strong>Stop Trying So Hard<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Putting too much pressure of going for too hard a sell might reduce your chances of success. You have a product, they have a need: if they don\u2019t think you\u2019re a good fit, choking the client with information about price plans, limited-time-offers, and telling them for the 100th time that your service is the \u201cbest on the market\u201d may not be the path to a closed sale.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">It\u2019s probably that the client doesn\u2019t believe you\u2019re invested in their success. You need to take time to build relationships and gain the trust of the client. Consider as well that for larger firms, on average about seven people are involved with any kind of sales decision-making process. These things take time, and pushing for the sale can often do more damage than good.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Understand_Your_Customer\"><\/span><strong>Understand Your Customer<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">There are many ways to understand your customers: one of those ways is to talk to them. Have a conversation. Ask them about their goals, their pain points, and their current situation.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Questions like:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400; font-size: 14pt;\">How are you currently dealing with the X problem?<\/span><\/li>\n<li><span style=\"font-weight: 400; font-size: 14pt;\">Where do you hope to be in the next 12 months?<\/span><\/li>\n<li><span style=\"font-weight: 400; font-size: 14pt;\">How are you going to get there?<\/span><\/li>\n<li><span style=\"font-weight: 400; font-size: 14pt;\">What\u2019s your biggest struggle right now?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Another way is through analytics and data collected from tracking your customer\u2019s behavior on your website. With information like this, you can understand those most likely to buy, and what kind of approach to take with them.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">In any case, spend time understanding the link between your product or service and any given client when trying to sell.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Automate_Your_Sales_Process\"><\/span><strong>Automate Your Sales Process<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Automate, automate, automate. Whatever your approach, there will be room for automation. The more you can automate, the more time you have to focus on important work.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Automation doesn\u2019t just help you save time: it also helps you capture higher quality leads. One of the best (and easiest) ways to get started with automation is to look into the integration potential of the apps you already use on a day-to-day basis. There\u2019s probably a whole bunch of options you didn\u2019t know you had access to, just waiting to be integrated.<\/span><\/p>\n<h3><strong>How Outgrow can help you target high-quality leads and improve sales closing techniques<\/strong><\/h3>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Closing sales is about understanding your target. How do you know they\u2019re a good fit? Are they really qualified, or are you wasting your time? The more you know about them, the better positioned you\u2019ll be to close more sales.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">By using Outgrow you can gain crucial insight into the behavior of your leads, and segment the highest value prospects from those who clearly aren\u2019t qualified.<\/span><\/p>\n<h3><strong>Using Outgrow and Process Street to streamline the sales qualification process<\/strong><\/h3>\n<p><span style=\"font-weight: 400; font-size: 14pt;\"><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow\">Process Street<\/a> is a tool for business process management, designed to make recurring tasks fast, fun, and faultless for everyone involved. By combining the workflow management potential of Process Street with the rich data analytics of Outgrow, you\u2019ll be able to reduce manual tasks to save time and money in your sales process.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">How exactly will this help you streamline the sales qualification process and close more sales? Simple &#8211; by letting you know key information about your leads, collected via interactive content, and used to inform <a href=\"https:\/\/visme.co\/blog\/buyer-persona-template\/\" target=\"_blank\" rel=\"noopener\">detailed buyer personas<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">With a clear window into the buyer personas of each of your leads, you\u2019ll be better positioned to make strategic, highly personalized and targeted sales pitches for maximum closing potential.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Tie all of this together with a streamlined process for closing the sale in Process Street, and you\u2019ve saved yourself time and money on tedious manual tasks (thanks to Process Street\u2019s automation) while making sure you\u2019ve done the best job possible at understanding the needs of each individual lead you\u2019re targeting!<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Sounds pretty good, right? And it\u2019s all as simple as setting up a single integration with Zapier.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\"><a href=\"https:\/\/zapier.com\/\" rel=\"nofollow\">Zapier<\/a>, by the way, is a tool for linking software together, allowing different tools to \u201ctalk to\u201d one another and cooperate in order to be more useful to you.<\/span><\/p>\n<h3><strong>Getting Started with the Integration<\/strong><\/h3>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">All you need to know is that Zapier uses things called \u201cZaps\u201d to make integrations work. Zaps are made up of a couple of important parts: triggers and actions.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Triggers are basically events that cause Zapier to think \u201cOh! I need to do something now\u201d, and actions are whatever is done next.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">In this case, we want to set a new lead in Outgrow as the trigger, and run a specific checklist in Process Street as the action.<\/span><\/p>\n<h3>Setting up Outgrow as a trigger in Zapier<\/h3>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">First things first, head on over to Zapier and make sure you\u2019re all signed in.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Then, click the orange \u201cMake a Zap!\u201d button in the top right.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Search for \u201cOutgrow\u201d and select \u201cNew Lead\u201d as the trigger, like so:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-53068 aligncenter\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-trigger-ew-300x148.gif\" alt=\"outgrow-trigger-new\" width=\"711\" height=\"351\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-trigger-ew-300x148.gif 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-trigger-ew-768x378.gif 768w\" sizes=\"(max-width: 711px) 100vw, 711px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Now you must link your Outgrow account with Zapier.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">To do this you\u2019ll need your API key, which can be found under Settings &gt; API Key in your Outgrow account. Simply copy the key and paste it into the field in Zapier.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Once you\u2019re all linked up, you need to set up your Outgrow lead.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">This step requires that you already have some data in your Outgrow account. Something like a test calculator or quiz will be fine for testing purposes.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">For this example, I built out one of Outgrow\u2019s templates to fit the BANT sales qualification methodology:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26959\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-2.png\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1600\" height=\"793\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-2.png 1600w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-2-300x149.png 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-2-768x381.png 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-2-1024x508.png 1024w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">As such, I selected that quiz as the trigger in Zapier:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26949\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-3.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1602\" height=\"793\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-3.jpg 1602w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-3-300x149.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-3-768x380.jpg 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-3-1024x507.jpg 1024w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Zapier will then automatically pull in some samples from Outgrow as a test. It\u2019ll look like this once it\u2019s finished:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26950\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-4.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1602\" height=\"791\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-4.jpg 1602w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-4-300x148.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-4-768x379.jpg 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-4-1024x506.jpg 1024w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">That\u2019s it for the trigger! Now to set up the action step.<\/span><\/p>\n<h3><strong>Setting up Process Street as an action in Zapier<\/strong><\/h3>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Search for \u201cProcess Street\u201d in the search box, and select \u201cCreate Checklist\u201d as the action, like this:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26951\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-5.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1602\" height=\"794\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-5.jpg 1602w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-5-300x149.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-5-768x381.jpg 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-5-1024x508.jpg 1024w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">You\u2019ll be prompted to select your organization inside of Process Street.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">If this is your first time using Zapier with Process Street, you\u2019ll need to input your Process Street API key, which can be found in the \u201c<a href=\"https:\/\/app.process.st\/organizations\/manage\/settings\">Settings &amp; API<\/a>\u201d tab of the organization you wish to add.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Just click the \u201cNew API Key\u201d button and copy the code into your clipboard.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Now, return to Zapier and click \u201cConnect An Account\u201d and input the API key you just created when prompted.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26952\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-6.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"917\" height=\"171\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-6.jpg 917w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-6-300x56.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-6-768x143.jpg 768w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Now you\u2019ll need to set up a Process Street template so that we can test out if this Zap is working.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">You can quickly make your own by <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow\">creating a new template<\/a>, or you can grab a pre-made one like this closing the sale checklist:<\/span><\/p>\n<p><center><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/checklist\/closing-the-sale-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/center><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">When you\u2019ve chosen the checklist you want to use, input the necessary fields into the setup page and click the \u201cContinue\u201d button at the very bottom of the page.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26953\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-7.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"747\" height=\"476\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-7.jpg 747w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-7-300x191.jpg 300w\" sizes=\"(max-width: 747px) 100vw, 747px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Now it\u2019s time to test the Zap.<\/span><\/p>\n<h3><strong>Testing the integration<\/strong><\/h3>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Go ahead and click the \u201cSend Test To Process Street\u201d button at the bottom of the next step, and wait as Zapier fires a quick test.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26955\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-9.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1602\" height=\"790\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-9.jpg 1602w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-9-300x148.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-9-768x379.jpg 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-9-1024x505.jpg 1024w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">If you\u2019ve done everything correctly, you\u2019ll see something similar to this:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26956\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-10.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1602\" height=\"794\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-10.jpg 1602w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-10-300x149.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-10-768x381.jpg 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-10-1024x508.jpg 1024w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">And that\u2019s it! Zap was built and successfully tested.<\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">All that remains is for you to give the Zap a name, and make sure it\u2019s activated.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-26957\" src=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-11.jpg\" alt=\"How to Automate Your Sales Closing Techniques with Outgrow\" width=\"1602\" height=\"793\" srcset=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-11.jpg 1602w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-11-300x149.jpg 300w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-11-768x380.jpg 768w, https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2019\/05\/outgrow-11-1024x507.jpg 1024w\" sizes=\"(max-width: 1602px) 100vw, 1602px\" \/><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">If you enjoyed this article, you should check out the <a href=\"https:\/\/outgrow.co\/blog\/\">Outgrow blog<\/a> for more content like it. <\/span><\/p>\n<p><span style=\"font-weight: 400; font-size: 14pt;\"><a href=\"https:\/\/outgrow.co\/blog\/interactive-content-guide\"><span style=\"font-weight: 400;\">Interactive content<\/span><\/a><span style=\"font-weight: 400;\"> is a key element when considering to automate sales<\/span><span style=\"font-weight: 400;\">. So if you want to get started without any commitment, Outgrow\u2019s <\/span><a href=\"https:\/\/app.outgrow.co\/signup\"><span style=\"font-weight: 400;\">7-day free trial<\/span><\/a><span style=\"font-weight: 400;\"> is the way to go. <\/span><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"About_The_Author\"><\/span><strong>About The Author<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400; font-size: 14pt;\">Oliver Peterson is a writer for Process Street with an interest in processes, tools, and building robust systems. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Automate Your Sales Closing Techniques with Outgrow Closing sales is an art. It\u2019s not just about having the right script, or hitting the right pain points, or even \u201cknowing how to sell\u201d. Nor is it good enough just to be quick. Hence, we will be talking about how to automate sales in order&#8230;<\/p>\n","protected":false},"author":29,"featured_media":49018,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[267],"tags":[393,633,394,158],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Automate Your Sales Closing Techniques with Outgrow<\/title>\n<meta name=\"description\" content=\"Closing sales is an art. It&#039;s a lot more than the right script or your speed. Read on to find out how to automate sales and learn about the best asles tips.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Automate Your Sales Closing Techniques with Outgrow\" \/>\n<meta property=\"og:description\" content=\"Closing sales is an art. It&#039;s a lot more than the right script or your speed. Read on to find out how to automate sales and learn about the best asles tips.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/\" \/>\n<meta property=\"og:site_name\" content=\"Outgrow\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OutgrowCo\/\" \/>\n<meta property=\"article:published_time\" content=\"2019-05-14T06:46:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-26T10:56:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2023\/05\/Blogs-min-1536x768-1-1-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"768\" \/>\n\t<meta property=\"og:image:height\" content=\"384\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Guest Contributor\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@outgrowco\" \/>\n<meta name=\"twitter:site\" content=\"@outgrowco\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Guest Contributor\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/\"},\"author\":{\"name\":\"Guest Contributor\",\"@id\":\"https:\/\/outgrow.co\/blog\/#\/schema\/person\/635b11af3d1c545ff396f0edaa7fcdfd\"},\"headline\":\"How to Automate Your Sales Closing Techniques with Outgrow\",\"datePublished\":\"2019-05-14T06:46:06+00:00\",\"dateModified\":\"2023-10-26T10:56:13+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/\"},\"wordCount\":1835,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/outgrow.co\/blog\/#organization\"},\"keywords\":[\"automate sales\",\"integration\",\"process street\",\"zapier\"],\"articleSection\":[\"General Marketing\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/\",\"url\":\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/\",\"name\":\"How to Automate Your Sales Closing Techniques with Outgrow\",\"isPartOf\":{\"@id\":\"https:\/\/outgrow.co\/blog\/#website\"},\"datePublished\":\"2019-05-14T06:46:06+00:00\",\"dateModified\":\"2023-10-26T10:56:13+00:00\",\"description\":\"Closing sales is an art. It's a lot more than the right script or your speed. Read on to find out how to automate sales and learn about the best asles tips.\",\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/outgrow.co\/blog\/#website\",\"url\":\"https:\/\/outgrow.co\/blog\/\",\"name\":\"Outgrow\",\"description\":\"Build Highly Converting Interactive Calculators\",\"publisher\":{\"@id\":\"https:\/\/outgrow.co\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/outgrow.co\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/outgrow.co\/blog\/#organization\",\"name\":\"Outgrow\",\"url\":\"https:\/\/outgrow.co\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/outgrow.co\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2023\/03\/vTrhdEqOTQC9sWqGhhKQ_logo.png\",\"contentUrl\":\"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2023\/03\/vTrhdEqOTQC9sWqGhhKQ_logo.png\",\"width\":512,\"height\":113,\"caption\":\"Outgrow\"},\"image\":{\"@id\":\"https:\/\/outgrow.co\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OutgrowCo\/\",\"https:\/\/twitter.com\/outgrowco\",\"https:\/\/www.instagram.com\/outgrow.co\/\",\"https:\/\/www.linkedin.com\/company\/7966190\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/outgrow.co\/blog\/#\/schema\/person\/635b11af3d1c545ff396f0edaa7fcdfd\",\"name\":\"Guest Contributor\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/outgrow.co\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/0e7d48dae008737f22bfcdcf1e30cc5b?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/0e7d48dae008737f22bfcdcf1e30cc5b?s=96&d=mm&r=g\",\"caption\":\"Guest Contributor\"},\"url\":\"https:\/\/outgrow.co\/blog\/author\/test\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Automate Your Sales Closing Techniques with Outgrow","description":"Closing sales is an art. It's a lot more than the right script or your speed. Read on to find out how to automate sales and learn about the best asles tips.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_GB","og_type":"article","og_title":"How to Automate Your Sales Closing Techniques with Outgrow","og_description":"Closing sales is an art. It's a lot more than the right script or your speed. Read on to find out how to automate sales and learn about the best asles tips.","og_url":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/","og_site_name":"Outgrow","article_publisher":"https:\/\/www.facebook.com\/OutgrowCo\/","article_published_time":"2019-05-14T06:46:06+00:00","article_modified_time":"2023-10-26T10:56:13+00:00","og_image":[{"width":768,"height":384,"url":"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2023\/05\/Blogs-min-1536x768-1-1-1.png","type":"image\/png"}],"author":"Guest Contributor","twitter_card":"summary_large_image","twitter_creator":"@outgrowco","twitter_site":"@outgrowco","twitter_misc":{"Written by":"Guest Contributor","Estimated reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#article","isPartOf":{"@id":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/"},"author":{"name":"Guest Contributor","@id":"https:\/\/outgrow.co\/blog\/#\/schema\/person\/635b11af3d1c545ff396f0edaa7fcdfd"},"headline":"How to Automate Your Sales Closing Techniques with Outgrow","datePublished":"2019-05-14T06:46:06+00:00","dateModified":"2023-10-26T10:56:13+00:00","mainEntityOfPage":{"@id":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/"},"wordCount":1835,"commentCount":0,"publisher":{"@id":"https:\/\/outgrow.co\/blog\/#organization"},"keywords":["automate sales","integration","process street","zapier"],"articleSection":["General Marketing"],"inLanguage":"en-GB","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/","url":"https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/","name":"How to Automate Your Sales Closing Techniques with Outgrow","isPartOf":{"@id":"https:\/\/outgrow.co\/blog\/#website"},"datePublished":"2019-05-14T06:46:06+00:00","dateModified":"2023-10-26T10:56:13+00:00","description":"Closing sales is an art. It's a lot more than the right script or your speed. Read on to find out how to automate sales and learn about the best asles tips.","inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/outgrow.co\/blog\/automate-sales-outgrow\/"]}]},{"@type":"WebSite","@id":"https:\/\/outgrow.co\/blog\/#website","url":"https:\/\/outgrow.co\/blog\/","name":"Outgrow","description":"Build Highly Converting Interactive Calculators","publisher":{"@id":"https:\/\/outgrow.co\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/outgrow.co\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/outgrow.co\/blog\/#organization","name":"Outgrow","url":"https:\/\/outgrow.co\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/outgrow.co\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2023\/03\/vTrhdEqOTQC9sWqGhhKQ_logo.png","contentUrl":"https:\/\/outgrow.co\/blog\/wp-content\/uploads\/2023\/03\/vTrhdEqOTQC9sWqGhhKQ_logo.png","width":512,"height":113,"caption":"Outgrow"},"image":{"@id":"https:\/\/outgrow.co\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OutgrowCo\/","https:\/\/twitter.com\/outgrowco","https:\/\/www.instagram.com\/outgrow.co\/","https:\/\/www.linkedin.com\/company\/7966190"]},{"@type":"Person","@id":"https:\/\/outgrow.co\/blog\/#\/schema\/person\/635b11af3d1c545ff396f0edaa7fcdfd","name":"Guest Contributor","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/outgrow.co\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/0e7d48dae008737f22bfcdcf1e30cc5b?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/0e7d48dae008737f22bfcdcf1e30cc5b?s=96&d=mm&r=g","caption":"Guest Contributor"},"url":"https:\/\/outgrow.co\/blog\/author\/test\/"}]}},"_links":{"self":[{"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/posts\/26875"}],"collection":[{"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/comments?post=26875"}],"version-history":[{"count":23,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/posts\/26875\/revisions"}],"predecessor-version":[{"id":54769,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/posts\/26875\/revisions\/54769"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/media\/49018"}],"wp:attachment":[{"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/media?parent=26875"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/categories?post=26875"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/outgrow.co\/blog\/wp-json\/wp\/v2\/tags?post=26875"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}