Sales automation uses intelligent software and digital tools to simplify and optimise sales tasks and processes. Lots of administrative and organisational steps in the sales process, which you would otherwise have to perform manually, run automatically without wasting much time.
A targeted sales process tailored to your product is the prerequisite for successful sales automation. In the figurative sense of the word, your sales process is a detailed description of how your sales reps can achieve sales and directly lead a potential buyer to make a purchase. However, you can only automate parts of this strategy in a meaningful way if all steps and the sequence in which they are performed are well planned.
Your CRM system is the crucial tool required to automate your sales activities. How well your information is maintained there and whether the software offers you all the possibilities you need lays the foundation for the successful automation of your sales tasks.