Sales Automation
Sales automation is the use of software to automate repetitive sales tasks such as email outreach, data entry, lead assignment, and follow-up scheduling.
Quick Definition
Sales automation is the use of software to automate repetitive sales tasks such as email outreach, data entry, lead assignment, and follow-up scheduling.
Understanding Sales Automation
Automation tools handle routine tasks so sales representatives can focus on high-value activities like building relationships and closing deals. Common automations include email sequences, meeting scheduling, CRM updates, and lead routing. Effective automation maintains personalization while improving efficiency. In manufacturing sales, automation might include automated quote generation, order tracking updates, and renewal reminders. The goal is to scale personal touches, not replace them.
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