What is importance of Sales Automation?

Using sales automation software to handle repetitive and menial tasks such as bills and follow-up emails could increase your staff's output and revenue. There would be significant savings over hiring a new worker who also enjoyed doing menial task - The majority of sales tasks might be automated.

What is importance of  Sales Automation?

In sales automation, automated technologies are used to do repetitive and predictable operations.

For example, you could have to send out bills and follow-up emails, or respond to inquiries from customers. Time spent on such administrative duties might significantly reduce productivity. It's not uncommon for them to be repeated every week or even every day.

Your staff's output will rise by using sales automation software to handle these routine chores. And the savings over recruiting a new employee who also happens to like menial tasks is substantial. One-third or more of sales duties may be automated!

Why should a company invest in a sales automation system, and what are the advantages of doing so?

Sales automation software, in a nutshell, boosts output and income. Companies who use sales automation systems claim a 10–15% boost in productivity and up to a 10% gain in revenue.

Despite these significant advantages, just 25% of businesses now automate sales processes. As a result, a whopping 74% of businesses are wasting time.

Here's how sales automation can help you out if you fall into that category

The sales process has to be streamlined and bolstered

Sales pipeline automation technologies can take on critical yet time-consuming tasks. Gathering names and email addresses of potential customers? Don't worry about it. Personalising your email messages? Soaring in the air like a bird.

An automated system may even suggest related products and guide the shopper through the checkout process.

Keep a close eye on everything to make sure no leads slip through the cracks

Impression is everything. New business might be lost if you don't follow up with leads. You may avoid this, though, if you have someone else do the follow-up emails for you.

Satisfy customers more effectively

When dealing with consumers, it's important to show that you care. When it comes to running a company, some entrepreneurs fear that they would lose that human touch if they use automation. But if you use smart automation, you might get the opposite result. When it really matters to clients, your staff will be able to deliver quicker, more thorough service if they have more time.

In your company, everyone is working off of the same information

As a result of sales automation technologies integrating with customer support software, all relevant information may be stored in one central location. Having all of your sales information in one place can help your team function more efficiently. In this manner, you won't have to worry about overlapping or undermining one another's work.

Evaluate your progress against industry standards

Automation software does more than just complete tasks; it may also report on how well it did. Whenever you need it, you may get information on key performance indicators like new subscribers and qualified leads. With the right statistics, you can monitor progress and establish objectives. The best part is that you won't have to waste time making them.

Here are some suggestions for making the most of CRMs and other forms of sales automation

List some of the most important responsibilities of sales representatives that can be handled by sales automation. Towards the conclusion of this piece, you'll find a curated collection of resources that can do the aforementioned and more.

Gathering Information

Information gathering is essential yet time-consuming. Manually entering fresh leads into your customer relationship management system is a time-consuming process. Using sales automation software, you no longer have to manually gather and update client data. An app that can sync with your many lead sources is essential for maintaining an organised database.


After you've gathered a list of potential customers, follow up with them. Perhaps you're wary about using automation for prospecting. After all, you can't ignore these emails. Not robotic at all, but rather kind and human. Your greetings and messages ought to put your potential customers at ease and get them interested in working with you.

Now that you have all this information on your prospects, you can use automation to send them each a customised email. You may also set your own triggers, such as contacting leads who have shown interest in attending a certain event. This guarantees that all brand communications reach their intended recipients at the precise moment of interest.

Score first

The conversion rate for leads is low, at 10-15%. Your time and resources are limited, so you need to zero down on the best prospects. Lead creation, lead scoring, and allocating resources to the most fruitful areas of the sales funnel are all made easier with the aid of sales automation software.


Sometimes it seems like arranging a phone call is as difficult as launching a rocket. There are dates, times, obligations, time zones, holidays, lunar phases, and so on that must be taken into account. Scheduling meetings should be automated. With just one click, you may email a link to your prospect, and they can schedule a call with you at a time that's convenient for you. Make it possible for clients to book their own appointments in-store using a program like Heyday.

Autoresponder programs and email templates

The return on investment (ROI) for email marketing is 42 cents for every dollar invested. Despite this, 47% of sales teams are still using the old-fashioned method of sending emails one by one. It's inefficient to manually type out each email and contact number to set up a sales call. A quicker but less careful alternative to typing is copy and paste. Using a pre-designed email template that can be customised with relevant consumer information is the best option.

These email campaigns may be designed and sent automatically using sales automation software. As your company expands, so can this software. In the same amount of time, you can send out automated communications to either 100 or 10,000 eligible prospects. Then, when the time is right and the consumer is ready to speak with a real person, you may jump in.

Administration of Orders

Using a web store builder such as Shopify makes it simple to set up an automated system for handling customer orders. An abundance of order management applications may be used with the system. Invoices, tracking numbers, and delivery confirmations may all be generated via these.   

Additionally, a post-order survey to gauge client satisfaction may be set to automatically trigger.

Wrapping It Up

If you want to skyrocket your sales, then get your hands on the best sales automation software- Office24by7. Call us on +91 7097171717 for more details.

What's Your Reaction?