Sales automation refers to the use of technology to streamline repetitive tasks in the sales process, such as lead management, follow-ups, and reporting. By automating these processes, sales teams can focus on strategic activities like closing deals and building customer relationships.
With a CRM like Upnify, businesses can automate reminders, schedule personalized emails, and track sales metrics to improve their performance. For instance, automated follow-up emails can help nurture leads at the right moment, boosting conversion rates.
Sales automation enhances efficiency while improving customer satisfaction by ensuring timely and personalized interactions.
The Sales Glossary is a compendium of all the most commonly used terminology in sales strategy. Many of the concepts listed here are used when implementing a CRM system or a digital sales funnel, no matter if they are legacy systems or an online CRM. See also our blog that deals with sales techniques, marketing and sales culture.