4 min read

Sales Automation systems to watch out for

sales automation

If you think the sales team should spend their time in anything other than selling you’re in the wrong business. However, that’s not how maximum companies operate. 

It might look hard and scary though you have to let quit your limiting ideas and adopt sales automation in order to grow your sales rapidly.

Sales automation system wipes off the time-consuming, manual tasks sales teams do on a regular term by automating them. Not simply does it supercharge your productivity but increases exactitude and hastens your sales practices.

In case you yearn to survive in the competition game, you require to optimize the sales automation with the emerging systems. The sales team can then concentrate on selling to generating leads.

Let’s watch out the emerging trends in sales automation system.


We exceedingly suggest Enterprise Resource Planning ERP integration into your business. ERPs incorporate the majority of your systems, effortlessly sharing information between all types of software. ERP likewise gives consistent access to each framework by means of a solitary sign-on.

What's particularly valuable for organizations is that the data gathered and saved in each system is available to everybody with access to the ERP. This means people other than your sales team can get access to your business information.

In the event that you need your customer support team, marketers, data analysts, and HR experts to take a look at the business information for any reason, they can do with ease, all thanks to the implementation of ERP.

Meeting schedulers

The way toward planning a meeting for any discussion with a prospect can feel like a rally. You schedule one date and time over the mail, they come back with an alternate date and time, then you reply with another. Not just does this forward and backward process kills your project drive, it's additionally wasteful.

With the help of meeting schedule system, you can go straight from "Need to see a demo?" to “Getting the schedule slot”. Basically, dispatch the prospect a link to your calendar. They can pick any open time that suits them.

There are different alternatives available in the market in case you're searching for a solitary device, such as Timebridge or Calendly.

One incredible option for this system is HubSpot Meetings because it makes a record for new contacts in your CRM automatically while a prospect schedules a meeting.

Follow-up management

Each representative knows the real deal is in the follow-up process. Its actual, diligence is vital to finalizing sales. As much as you may convey this to your rep's, possibilities are once in a while missed.

And, you don't simply lose a lead, you lose all expected sales with that lead. 

So, contact management is the most critical element of sales. This is where leads are lost the most, putting resources into a system to deal with your openings can highly affect your primary concern.

Automating your follow-up procedure just bodes well. This is particularly valid when you have an excessive number of leads and some are sliding away. A sales force automation system will follow-up automatically with opportunities depending on your fixed parameters.

Marketing automation

Marketing automation is generally considered a system that supports an assortment of marketing related practices, such as lead scoring, automated email marketing, expanded CRM functions, ROI analysis, and so forth. 

Either sale is being directed offline or online, marketing automation can take out plenty of the work escalated procedures of digital marketing channel campaigns. 

Email marketing is only one player in what marketing automation software system offers to organizations. Other normal territories of this system are:

- Landing page resources
- Social media marketing tools
- Postcard marketing system
- Lead generation tools 
- Web analytics programs
- Customer tracking systems

Some of the best marketing automation systems convey a large number of these traits and that's only the tip of the iceberg. It can diminish work for a marketing team, and furthermore, give key business knowledge regarding certain promotional efforts.

Electronic contracts, proposals & eDocs

Sending proposals, contracts, and documents to prospects when in discussions about a pending deal can be a gigantic time depleting process for sales representatives.

It includes critical volumes of manual organization and must be finished with meticulous consideration to details.

With latest electronic contract, proposal, and eDocs features, a salesperson can automate the proposition and contract procedure. This authorizes significantly additional time which they can efficiently invest in relational cooperation with prospects, henceforth, drawing them nearer to conversion.


Reporting is important for your continuous achievement and advanced growth. Yet, in case you're investing excessive energy creating reports and insufficient time making deals, your preferences should be adjusted.

When you lead a sales team, you may spend at least an hour every day making reports manually and attaching them with your emails. 

However, there's a substantially less difficult approach to keep reps driven and administrators notified.

This is your CRM system, which can create automated reports for you. You can even program them to be sent to your email daily. That way, you'll have a regular reminder of your advancement and it'll be easy to demonstrate administrator how you're doing when they ask.

System triggers

Leverage system triggers for project administration needs, for example, to send updates, alert, and execute different tasks in the system. It enables your salesperson to save critical time that can be centered around closing more deals and guaranteeing current clients get the help they require to produce more great amounts of consumer loyalty. 

As you utilize an-inclusive CRM, you can set up automated work processes that send the reminders to salesperson when they have a pending undertaking.

For instance, when you are using lead scoring, you can set up automatic reminders as a lead moves toward becoming a marketing qualified, the salesperson can instantly connect when the lead is locked in.

You can likewise set up a trigger to make a new opportunity automatically when deals acknowledge a lead and stamp them as sales accepted in your all-inclusive CRM system.

Hence, system triggers enable you to optimize your business procedure further.

The world of sales is running faster than anybody can follow. Thus, if you’re applying the same techniques and systems you were using years ago, you are going to be left behind. To accelerate your sales automation process with such emerging systems you need the best tools.

New sales automation tools are launched almost every day, but here our 5 best tools to begin your sales automation journey!

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