Your Guide To Automating Sales Workflow (Sales Automation 101)

Your Guide To Automating Sales Workflow (Sales Automation 101)

Many corporations and businesses struggle with sales efficiency, and it has become more prevalent in today’s setting.

There are millions of productivity hacks and applications available to help you get more done at work, but it’s a different story when it comes to sales. Since the only way to determine a sales team’s success is to see how they are meeting their targets.

Technology has paved the way to address these questions, and they’ve even coined a term for it: automation. But does it fully alter the way you do everything you’re used to? Is it really worth it to jump right in? Here’s what you need to know about sales automation.

What is Sales Workflow Automation, and how does it work?

Simply put, sales automation is the process of using software or artificial intelligence to automate repetitive, manual, and time-consuming sales activities and organizing them into a systemized flow. It’s what all technology is supposed to do: make people’s lives simpler.

Human interaction is reduced as a result of automation. However, completely eliminating human involvement in sales is futile, particularly in luxury industries that protect high-value clients, such as real estate or auto retail. This is why determining the best software for sales automation necessitates a thorough understanding of the customers’ purchasing habits before deciding which workflows to automate.

From industry to industry, the consumer buying path varies. You should determine which of these stages needs to be automated before shifting sales tasks into automation mode. There are several ways for us at SimpSocial to help our users simplify their sales process, from lead management to closing, as shown below:

What are the benefits to you?

There are a slew of compelling reasons to make the transition to automation. These factors affect not only you, but everyone involved in your company, especially your valued customers.

Agents’ Guide

Agents are the first line of defense for automation systems, and they are the ones that can recognize the benefits of automation right away. For starters, manual and repetitive activities like dialing numbers will be taken away from them. This saves them time and resources by allowing them to speak to more customers and establish relationships with them, allowing them to close more deals. After all, this is what they’ve agreed to.

For Corporations

Automation not only increases – or even triples – your regular quotas and goals, but it also saves you money. Consider this: one piece of software will perform the work of five additional employees. That’s how effective automation is. You’ll see big returns from automating your company because you won’t have to recruit new staff to handle other duties, and your agents will be able to concentrate solely on closing transactions.

For Clients and Customers

When it comes to this, there has been a lot of hesitancy. Do you think your customers are ready for automation? Our advice is to start by determining your customers’ buying journey.

Real, this is a case-by-case situation. Retail companies have a better chance of becoming fully automated than luxury businesses such as real estate or car dealerships. That isn’t to say they can’t. For example, in real estate, you should figure out which of your sales processes are automated and don’t need human intervention, such as broadcasting promotions, emailing customers, or even dialing numbers. There’s a lot more than meets the eye when it comes to automation.

All of your sales automation software in one place.

It’s time to look for the resources you’ll need now that you’ve seen how automation will help you drive your sales forward. Look no further than SimpSocial, where we will provide features and solutions that are tailored to your specific requirements – all in one place.

SimpSocial’s sales automation

Call Triggers and Auto Dial

With Power Dialer, you can save time and increase productivity. We made it smart enough to assist you in quickly obtaining useful leads. It not only dials the number for you, but it also collects and updates information from your inbound calls. It automatically drops voicemail calls so you don’t have to listen to cold voicemails, and it does all of this with just one press.


We understand the importance of follow-ups in transactions, but we also understand how time-consuming they can be. Reduce your follow-up efforts by enlisting the help of SimpSocial. All you have to do is tag calls based on their outcomes, and a voicemail, text message, or email sequence will be sent out automatically.

Workflow Automation

Tagging calls in SimpSocial allows you to do a variety of things, such as assigning them to various departments for follow-up. You’ll have a consistent call designation inside your company this way. You can route inbound calls to unique agents or teams automatically.

Broadcasting SMS

It’s no surprise that your customers adore texting – and for good reason. Text messages are the most convenient way to communicate with others no matter where they are. The majority of people – including your customers – run their lives via their phones, so you have every excuse to communicate with them through text messaging. SimpSocial makes it simple to send out promotions and updates via SMS.

Triggers for Form Capture/Contact

With SimpSocial, a completed form may become an instant lead. When a consumer fills out a form,SimpSocial records it in our mini CRM for nurturing. This feature makes it simple for you to contact customers who are interested in your service or product.


Enable us at SimpSocial to demonstrate to you how automation can get the job done quickly and efficiently. Our user-friendly automation solutions have proven to be extremely useful and efficient for the businesses we’ve worked with. Let’s talk about how we can assist you.

No leads were lost. reduced overhead.
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