Sales automation refers to the use of software and technology to automate repetitive and manual tasks within the sales process. It helps businesses save time, reduce human error, and streamline workflows, allowing sales teams to focus on nurturing leads and closing deals.
Tasks commonly automated include lead scoring, email follow-ups, data entry, appointment scheduling, and sales performance tracking.
Lead Management: Capturing leads, qualifying them, and sending them to the concerned salesperson.
Email Automation: Target e-mail messages based on certain customer actions or stages of the deal.
Follow-Up Reminders: Follow up with each message through alerts/notifications to avoid missed deadlines.
Task Management: Plan and schedule work tasks and routes of assignments for teams and their accomplishment.
Sales Reporting: Create sales reports on the go about the sales accomplished, pipeline, and forecast.
Increased Productivity: Saves time for sales representatives where they do not have to do data entry or reporting, enabling them to work more on customer relations and conversions.
Enhanced Accuracy: Decreases the cases of errors due to entry and manual handling of large data.
Streamlined Workflow: Ensures harmony and synchronization between marketing and sales departments.
Improved Customer Experience: Responsible for timely delivery of messages and personalized communications.
Better Analytics: Helps conclude discrete analyses to improve sales tactics.
EngageBay’s Sales Automation tools are designed to optimize your sales process.
Automated Workflows: Establish processes for lead follow-up and for nurturing leads.
Smart Triggers: Insert behavior-based triggers that allow you to send emails or assign tasks on particular actions.
Lead Scoring: Score leads automatically based on how likely they are to follow through.
Pipeline Automation: Automate the progression of deals through the stages of the sales funnel.
Performance Metrics: Get insights to make and improve decisions regarding sales.
Step 1: Navigate to Sales - >Automations.
Step 2: Click Create Automation in the upper right corner of the page.
Step 3: Set a name for your automation -> Continue.
Step 4: You can now construct visual automation. Click on the name -> select Create Automation.
Step 5: It will ask you to choose Triggers.
Step 6: Once selected, you can see the starting point of automation. Add two possible outcomes for your entry points by clicking on the Plus icon.
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