What is CRM Automation?
Posted: Tue Dec 03, 2024 6:45 am
Tracking leads, their interests and conversations can easily become overwhelming for B2B sales teams. 32% of sales reps say they spend more than an hour each day on manual tasks.
Since CRM is customer relationship management, with CRM automation, your team can save time while focusing on what really matters – building relationships and converting leads.
This post will guide you on how to be more efficient, close more deals and increase your business revenue by automating sales tasks with your current CRM.
What is CRM Automation?
You most likely already have CRM software within your business as there are several popular CRM automation tools like Hubspot, Zoho and Lemlist (for salespeople).
CRM automation is the process of using the CRM to automate several manual tasks within your core business functions like marketing, sales and support to increase productivity.
What to Automate in a Business Using a CRM
CRM automation can help in many different ways depending on what tool you choose. However, at the basic level, your automation should;
1. Find and manage contacts
Your CRM should be able to automatically capture, manage and update contact information like name, job title, location, company, social media profiles and even other information like preferences, where they are in the sales funnel, previous interactions and more.
For example, lemlist can find contacts from various databases, verify them and add them to your list in just a few minutes.
2. Manage leads
Automate how your leads move through your sales funnel and afghanistan phone number list the accurate labels for each one. So this could include lead scoring, nurturing and qualification. That way, your team always knows what to say to each lead because they have the right information. Plus, they can always prioritize the most promising leads which will save time and resources.
Go a step further by automating sales tasks based on lead behavior or scoring. For example, immediately assign a sales associate to a lead with a high score and assign marketing to a lead with a low score so no opportunities are missed.
3. Automate multi-channel outreach
Set up personalized campaigns based on user behavior or triggers and stay connected to your customers. Whether it’s via a cold call, email marketing, Linkedin outreach or even onboarding messages within your software, you’re sure to reach them at the right place and time.
Now, don’t simply automate the personalisation to demographic fields. Set up personalized flows based on the channels your leads, product recommendations, pricing quotes and even proposals in your messages based on the prospect’s industry, company size and previous interactions. lemlist offers integration with popular CRMs like Pipedrive, Hubspot and Salesforce so you can import these leads faster into your preset workflows.
4. Automate other tasks
Set up automated reminders to check in with leads, hop on a call, attend an event and more. This way you never have to worry about missing anything.
5. Insights and analytics
Get valuable insights about your sales pipelines and customer interactions through automated reports that are always up-to-date. You can customize the insights you want to receive so you know what exactly to optimize for and double down on.
For example, use CRM tools that help analyze your call recordings highlighting areas for improvement and giving suggestions on how to improve future calls.
Why Should You Use CRM Automation in Your Business
By leveraging CRM automation, your sales team can enjoy numerous benefits including;
Increased efficiency when you can free up time spent on repetitive tasks and focus on what really matters – nurturing relationships and getting more deals.
Acquire more quality leads for less thanks to contact verification
Gain more lead conversions as a result of using the right information to provide a personalized experience
Strong customer relationships and more satisfied customers who will likely renew their contract because they feel heard and seen
Increased productivity especially your sales team can close deals faster
More data-driven decisions through the valuable insights from automated reports
Higher sales and profits from the reduced inefficiencies
How to Get the Most from Your CRM Automation Software
Before launching a full CRM automation strategy, you need to work out how you’ll maximize your investment in the software. Some key steps we recommend include;
1. Choosing the Right CRM
The type of CRM you opt for will determine how everything else is set. For example, if it has limited automated features, there’s not really much you can do there. So you need to research and find software like lemlist with extensive automation features that will also match your budget.
You also need a CRM that is user-friendly, mobile-friendly and easy to switch to. You don’t want to choose a CRM automation software that will frustrate your sales team. They need to be able to find whatever information they are looking for in seconds.
Since CRM is customer relationship management, with CRM automation, your team can save time while focusing on what really matters – building relationships and converting leads.
This post will guide you on how to be more efficient, close more deals and increase your business revenue by automating sales tasks with your current CRM.
What is CRM Automation?
You most likely already have CRM software within your business as there are several popular CRM automation tools like Hubspot, Zoho and Lemlist (for salespeople).
CRM automation is the process of using the CRM to automate several manual tasks within your core business functions like marketing, sales and support to increase productivity.
What to Automate in a Business Using a CRM
CRM automation can help in many different ways depending on what tool you choose. However, at the basic level, your automation should;
1. Find and manage contacts
Your CRM should be able to automatically capture, manage and update contact information like name, job title, location, company, social media profiles and even other information like preferences, where they are in the sales funnel, previous interactions and more.
For example, lemlist can find contacts from various databases, verify them and add them to your list in just a few minutes.
2. Manage leads
Automate how your leads move through your sales funnel and afghanistan phone number list the accurate labels for each one. So this could include lead scoring, nurturing and qualification. That way, your team always knows what to say to each lead because they have the right information. Plus, they can always prioritize the most promising leads which will save time and resources.
Go a step further by automating sales tasks based on lead behavior or scoring. For example, immediately assign a sales associate to a lead with a high score and assign marketing to a lead with a low score so no opportunities are missed.
3. Automate multi-channel outreach
Set up personalized campaigns based on user behavior or triggers and stay connected to your customers. Whether it’s via a cold call, email marketing, Linkedin outreach or even onboarding messages within your software, you’re sure to reach them at the right place and time.
Now, don’t simply automate the personalisation to demographic fields. Set up personalized flows based on the channels your leads, product recommendations, pricing quotes and even proposals in your messages based on the prospect’s industry, company size and previous interactions. lemlist offers integration with popular CRMs like Pipedrive, Hubspot and Salesforce so you can import these leads faster into your preset workflows.
4. Automate other tasks
Set up automated reminders to check in with leads, hop on a call, attend an event and more. This way you never have to worry about missing anything.
5. Insights and analytics
Get valuable insights about your sales pipelines and customer interactions through automated reports that are always up-to-date. You can customize the insights you want to receive so you know what exactly to optimize for and double down on.
For example, use CRM tools that help analyze your call recordings highlighting areas for improvement and giving suggestions on how to improve future calls.
Why Should You Use CRM Automation in Your Business
By leveraging CRM automation, your sales team can enjoy numerous benefits including;
Increased efficiency when you can free up time spent on repetitive tasks and focus on what really matters – nurturing relationships and getting more deals.
Acquire more quality leads for less thanks to contact verification
Gain more lead conversions as a result of using the right information to provide a personalized experience
Strong customer relationships and more satisfied customers who will likely renew their contract because they feel heard and seen
Increased productivity especially your sales team can close deals faster
More data-driven decisions through the valuable insights from automated reports
Higher sales and profits from the reduced inefficiencies
How to Get the Most from Your CRM Automation Software
Before launching a full CRM automation strategy, you need to work out how you’ll maximize your investment in the software. Some key steps we recommend include;
1. Choosing the Right CRM
The type of CRM you opt for will determine how everything else is set. For example, if it has limited automated features, there’s not really much you can do there. So you need to research and find software like lemlist with extensive automation features that will also match your budget.
You also need a CRM that is user-friendly, mobile-friendly and easy to switch to. You don’t want to choose a CRM automation software that will frustrate your sales team. They need to be able to find whatever information they are looking for in seconds.