Sales automation is a method for mechanizing manual and time-consuming sales tasks and processes by using software, artificial intelligence (AI), and other digital tools.
It does this by managing certain responsibilities of sales representatives, thereby helping them to improve their efficiency, eliminate manual tasks, streamline recurring activities, and, most importantly, ensure that leads don’t fall through the cracks while improving the quality of day-to-day sales tasks. In fact, there’s a huge range of tools available that automate different parts of the sales process to cover everything from prospecting and pipeline management to sales forecasting and data tracking, and everything in between.
The key benefit of sales automation is that it enables teams to spend more time focusing on important tasks, such as:
- Improving sales processes and pipelines
- Scoring and qualifying leads for more conversions
- Tracking and improving customer relationships
In a nutshell, sales automation helps to streamline the B2B and B2C sales processes for more conversions, stronger client relationships, and improved sales data.