Sales Automation
Automating sales tasks like lead assignment, follow-up sequences, proposal generation, and CRM updates to increase efficiency.
In-Depth Explanation
Sales automation uses software to automate repetitive sales tasks, enabling salespeople to focus on relationship-building and closing deals. It spans the sales process from lead capture to deal closure.
Sales automation areas:
- Lead management: Capture, scoring, assignment
- Outreach: Email sequences, cadences
- CRM updates: Activity logging, data entry
- Proposals: Document generation
- Scheduling: Meeting booking
- Forecasting: Pipeline analytics
Common automations:
- Lead routing based on criteria
- Follow-up reminder sequences
- Proposal generation from templates
- Meeting scheduling (Calendly-style)
- Activity syncing to CRM
- Deal stage progression
Key tools: Salesforce, HubSpot Sales, Outreach, Salesloft, Apollo, Close.
Business Context
Sales teams spend significant time on non-selling activities. Automation reduces administrative burden, ensures consistent follow-up, and provides management visibility.
How Clever Ops Uses This
We implement sales automation for Australian businesses, integrating with CRM and marketing systems to create seamless lead-to-customer processes.
Example Use Case
"New leads automatically scored, assigned to the right rep based on territory, enrolled in a 5-touch email sequence, with meetings auto-scheduled and activities logged to CRM."