How to automate your sales process

Mar 15 2022

What sales problems can automation solve?

A good lead generation funnel usually involves moving lots of data between apps. Automation can help reduce the time spent on that.

Adding new lead data to your CRM

Manual data entry is the biggest way businesses waste their time. Thankfully, with the aid of data collection forms, companies automate the process which saves lot of their time. You can also make sure new leads are added to your CRM automatically.

Assigning leads to staff

Some CRMs take care of this automatically, but if not, we can make it happen - even using round robin or other custom distribution methods.

Automated followup messages

Want to send your leads SMSs, emails or even snail mail when they reach set milestones? It's totally possible.

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What sales apps can be automated?

Chances are your Sales Leadership Training process involves (or should) at least one of the apps below. Check out our ideas for what you can automate.

Pipedrive

A popular CRM and one of the easiest to integrate with other apps. It's particularly good for companies with complex sales pipelines.

Available on: Zapier & Integromat

Mailshake

Create, manage and analyse sales outreach cadences using email, SMS and social media.

Available on: Zapier

Clearout

Find and validate email addresses in bulk.

Available on: Zapier and Make

Hunter

Find and verify email addresses for any company in an instant.

Available on: Zapier

Streak

If you already spend most of your day in Gmail, you may as well have your CRM in there as well. Streak is your choice for that.

Available on: Zapier & Integromat

Need the help of an automation expert? Contact us now.

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