7 Ways Sales Automation Will Help Your Business Thrive

This is a guest post from Qeedle, a small business blog that posts lots of helpful information.


Automation can be essential for establishing and maintaining a smooth sales process and keeping your business healthy.  Sales automation saves time and increases efficiency.

Here are the top 7 ways sales automation can enhance the revenue generation of your business.

Automation reduces the space for human error

Keeping up with leads on time can be challenging for us humans. The same goes for any other activity that involves time management, such as arranging calls or meetings.

Handling such tasks is one of the areas where automation gets an opportunity to shine. It eliminates the time-consuming tasks, which hinder sales reps, managers, and key stakeholders while minimizing the risk of human errors.

Eliminate data entry

According to a report by the National Association of Sales Professionals, data entry is the most time-consuming task for the folks that work in sales. Automation eliminates this huge roadblock to productivity.

For example, automation technology could note if the prospective client opened a particular email, engaged with a social media post, or visited a specific website page. Knowing this will give the sales team unique info to prepare their outreach message to be more customized to this prospect’s interests and questions. 

If you happen to lose a customer, automation can note the reason for closing the account, which is yet another useful way to get insight into what attracts the customers and what drives them away. If you know how to use the info you’ve gathered, knowledge is power.

Improve the overall sales process

Suppose you have a potential customer who has been on the fence on whether they want to pay for your product or services for a set amount of time, say, two weeks. You can use automation to set up email triggers that can send personalized messages asking the potential client about their thoughts. Once you have this information, you can easily plan your next step.

Emails can also be sent to the sales team themselves to keep the sales process moving forward efficiently.

Increase renewals

Automation can also help sales teams keep better track of when contracts end and proactively work to engage clients in a renewal. Simultaneously, emails can automatically populate the inbox for the sales team and remind them of the upcoming dates and the renewal workflow.

Keeping track of the customer’s complete history with the company can help the sales team remember how the client has engaged with the company and the success they have seen. Later, they can use that info when putting together a personalized email that would convince the customer to re-engage with the company.

Increase the number of referrals

When it comes to the trust potential customers put in a new product or service, referrals and testimonials are the new words of mouth as people tend to believe them more than ads.

Because of this, convincing customers to recommend your brand will supply your business with highly effective leads that drive conversions and brand reputation.

Of course, to get positive referrals, you have to run a business that understands the customers’ unique needs and does everything possible to keep them happy. Automation makes it easy to keep track of the user’s viewing patterns and ensure that they receive communication relevant to their needs.

Having a clear idea of what each customer wants to see makes it easier for the brand representative to meet customers’ needs.

Offer more opportunities for people to engage with your brand

Once you have created a detailed profile of your average, most loyal customer, it is time to engage them even further. Doing so will strengthen the bonds between the customer and your brand. Brand loyalty is a powerful thing for retaining customers, which is essential since loyal customers, in general, spend much more than new ones.

Use automation to help you find a way to keep people interested in your goods and services. Start a mailing list or a blog. Use social media to promote special offers. Promote an online contest or host a webinar that would be interesting for your target audience.

Perform split testing

Split testing is a form of marketing research where you send out different variations of the same email to gather data on which phrases and keywords work better with your target audience.

This is an easy but effective way to make data-driven decisions regarding your campaign’s messaging, offering, design, and much more. Integrating a tool like this in your automated platform enables you to consistently improve the metrics that matter the most to your small business.


Automation makes it easier for marketers and sales professionals to reach the potential audience and retain the user base they already have. With its help, you can better understand consumers’ needs and offer an individualized approach to each of your customers or types of customers.

Besides, automation can take a load of doing repetitive manual tasks of your shoulders, making it easier for you to focus on other areas of running a successful business.

Michael Deane has been working in marketing for almost a decade and has worked with a huge range of clients, which has made him knowledgeable on many different subjects. He has recently rediscovered a passion for writing and hopes to make it a daily habit. You can read more of Michael’s work at Qeedle.


Electrical Engineer and business owner from the Nashville, Tennessee area. I also play music, Chess and Go.