Glossary
Automating tasks
Automating repetitive and predictable workflows.
Improve sales team efficiency through workflow automation tools within your CRM, third party automation tools like Zapier, or native integrations between your technology stack.
Automation saves your sales rep’s time and ensures tasks are done the exact same way- correctly- every time. There's no loss in quality, in fact there's usually an improvement in quality after removing human error.
Some examples of useful automations in your CRM are:
-Automatically send a personalized reply when a lead fills out a lead capture form
-Automatically enroll in a multichannel outreach sequence based on lead status or deal stage
-Send notifications to managers when specific criteria are met, such as tasks being overdue or a deal sitting in the same deal stage for too long
Automation and integrations are especially important when sales processes contain lots of repetitive and predictable work.
Automation saves your sales rep’s time and ensures tasks are done the exact same way- correctly- every time. There's no loss in quality, in fact there's usually an improvement in quality after removing human error.
Some examples of useful automations in your CRM are:
-Automatically send a personalized reply when a lead fills out a lead capture form
-Automatically enroll in a multichannel outreach sequence based on lead status or deal stage
-Send notifications to managers when specific criteria are met, such as tasks being overdue or a deal sitting in the same deal stage for too long
Automation and integrations are especially important when sales processes contain lots of repetitive and predictable work.