Automation tools can make you and your team significantly more efficient at every stage of the sales pipeline.
Sales reps tend to spend just 20% of their time on productive sales work and the rest on manual, repetitive, and administrative tasks. There is a huge opportunity here to automate this work and free up the team to spend more time on value-driving activity that moves deals forward.
When it comes to working across teams, like sales and account management, automations also help make sure the right information is passed to the right people at the right time.
Effective automations use a simple trigger to set off a series of steps that happen behind the scenes.
The key is to use a CRM, like monday CRM, that makes setting up these automations easy and quick so your team can create a set of automations that solve their specific workflow needs. When done right, this can ultimately boost productivity and sales.
How CRM Automation Benefits Your Business
CRMs often require a lot of attention and effort to ensure leads and deals are updated correctly and that information is shared between sales and post-sales teams. Not only does this require a lot of time, but it also leaves room for human error. A rep can forget to add an important note after a meeting, miss a follow-up, or send incomplete information to an account manager.
By automating these functions, companies can devote less time to them on a daily basis. In fact, 78% of business leaders said that they believe automation can improve the productivity of all stakeholders in an organization.
monday CRM customer Jary Cruz, SEO Chief Operating Officer at Stryker Digital, recently shared, “monday’s automation center has significantly increased our company’s speed and efficiency… it has saved us countless hours that would have otherwise been spent manually reporting.”
When sales teams are no longer spending a disproportionate amount of time on low-level tasks, they can focus on more strategic goals that further business goals. In addition, automation makes correspondence with large numbers of contacts far easier, which leads to improved engagement and better, more consistent relationships.
How Do You Begin Automating the Sales Cycle?
There are so many ways to automate different aspects of your sales process. Here are 5 of the most impactful areas:
There are numerous ways that automation can aid CRM, and a great deal of tasks that can be automated. Some of the most helpful include:
- Lead management: Automate the way you evaluate and assign leads. When a lead comes in, use AI to extract and summarize key information so you can prioritize leads and distribute them to the relevant team members. Automations can also be based on when leads take certain actions like opening an email or are qualified by an SDR.
- Contact outreach: Create email sequences that automatically follow up with leads and move them down your communication funnel. Use custom rules to add contacts to a sequence and set up automated emails and task reminders to ensure no touchpoint is forgotten.
- Post-sales management: Ensure teams are fully synced to make handovers between sales and post-sales seamless. Set up automations that automatically loop in relevant stakeholders like account manager or legal and share key information at exactly the right moment in the process.
- Deal prioritization: Help the team understand which deals to prioritize with AI tools like sentiment analysis, which shows when a contact is unhappy, or forecasting formulas that use historical data to understand how likely a deal is to close.
- Reporting and analytics: Automated reporting means that your dashboards are always updated with real-time data so you can build reports once and use them often. This enables data-driven decision making without time-consuming report building.
Choose the Right CRM Software
Automation is no longer a luxury — it’s a necessity for sales teams looking to maximize efficiency, improve collaboration, and drive results. By automating key CRM functions your team can focus on what truly matters: building relationships, closing deals and growing your business.
With tools like monday CRM, implementing automations is simpler than ever. Its intuitive interface and robust automation capabilities allow you to customize workflows that fit your unique business needs, ensuring nothing falls through the cracks. Start leveraging monday CRM today to transform your sales pipeline into a seamless, efficient and high-performing machine.
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