What is Sales Automation?

What is Sales Automation?

Sales automation simply means, using of software to automate the business tasks of sales, including order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation.


• Benefits of Sales Automation 📍

Sales automation is impacting the way sales teams function, execute strategies and achieve results.

Sales Processes/Workflows That Sales Automation Can Simplify 📍

The beauty of sales automation is that it can take a load off your shoulders with respect to most sales processes or workflows. Here is your checklist:

• Lead delivery
• Follow-up e-mails
• Call logging
• Appointment scheduling
• Sales quotation/proposal
• Customer onboarding
• Lead scoring
• Notes recording
• Approvals

📥DM @itland for further information and we’ll answer all your questions!

11 Nov, 2019