Sales Automation

Sell Smarter, Bust Quotas,

and Simplify Sales

SALES AUTOMATION

Here’s a question: How do your sales people spend their time? If your answer was anything other than “selling,” you’re potentially losing revenue. Sales automation takes the manual, time-consuming tasks sales reps, managers, and leaders do on a daily, weekly, or monthly basis and automates them. Sales automation not only allows your sales people to spend more time selling, it also improves accuracy and accelerates your sales process.

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SALES AUTOMATION SHORTENS YOUR SALES CYCLE

REPORTING

Stop pulling data manually, screenshotting charts, and attaching those reports to individual emails to update your team and management.

LEAD DISTRIBUTION

Manually assigning leads takes up precious time and bandwidth. Distribute leads based on geographic territory, company size, vertical, or a combination of criteria.

SALES EMAILS

Prospecting, meeting confirmation, and follow up emails usually do not vary much. Save time by automating the process to send personalized sales emails.

SALES COLLATERAL

Reps spend a third of their time finding or creating content to send to prospects. Having centralized and trackable content saves time for reps before and after every prospect interaction.

LEAD PRIORITIZATION

Want to keep your reps laser-focused on the best opportunities? Use an automated lead scoring system. Not all leads are created equal, its crucial that the best leads get the first follow-up

CONTACT CREATION

If you’re still adding new contacts and opportunities to your CRM by hand, there’s a much better way. Sales automation can create and edit records for new leads.