Glossary

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Simplifying tasks

Making it easier to complete tasks you can’t automate.

Not everything can be automated, and some things just need a personal touch.
Here are some common sales tasks you should simplify or semi-automate:

• Inbound sales inquiries (with templates, snippets)
• Outbound prospecting (with templates, snippets)
• Scheduling meetings (with CRM)

A great start to simplifying tasks is using email templates and snippets, since they make an immediate impact and there's no "barriers" to using them.

All sales teams looking to improve efficiency should first look at automating tasks. For those that can’t be automated, find a way to simplify them through the use of templates, snippets and capabilities of your tech stack.

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