CRM Automation for the Sales Department

One of the most basic CRM automations is integration with various sources of lead acquisition, such as forms on the website, landing pages, email marketing automation systems, advertising campaigns, email addresses or phone numbers provided on your website. Thanks to this, all queries are automatically sent to a single CRM system in the appropriate format.

But plugging in lead sources is just the beginning! Thanks to automation, it is also possible to connect communication channels, with which we contact potential customers already after the start of sales conversations. We can integrate CRM system with, among others, merchant email boxes or VoIP systems to track calls — all this so that the entire contact history is also saved along with the lead. Information about new messages or attempts to contact your salespeople can be additionally transmitted to a messenger (e.g. Slack or Microsoft Teams), which improves the automation of leads and contact with them.

Implementation of integration between CRM and meeting transcription tools (e.g. Fireflies) allows automatic generation and saving of conversation summaries. Salespeople no longer have to manually create notes, because once the meeting is over the data is automatically transferred to the CRM.

Thanks to such automation, it is possible to ensure full transparency of the work of the sales team. Transcripts of conversations and meeting summaries saved in CRM are available to the entire sales department, so that every trader always knows at what stage the lead is and what arrangements have already been made. In practice, this makes it easier to take over topics during holidays or traders' absences and eliminates the risk of losing the context of conversations. CRM Automation also allows you to quickly return to historical conversations, even if the lead calls again after a few months — short summaries generated by the AI help you efficiently reproduce previous findings and continue sales without unnecessary questions.

In addition, it is possible to implement automatic generation of summaries in PDF files for leads. With CRM integration with transcription and AI tools, just minutes after the end of a phone call or online meeting the client can receive a document containing a brief summary of the meeting, key findings and a list of next steps. This approach strengthens the professional image of the sales team, which is one of the many benefits of sales automation.

In order to speed up the sales process, we often implement integration with communication tools. It allows us to send auto notifications about delays in handling leads, overdue tasks or inactivity at specific stages of the sales funnel. Notifications can go directly to traders, managers or the entire trading department — in the form of ongoing alerts or recurring summaries.

It is also possible to implement an automated “daily” for traders. Instead of daily status meetings, CRM automation sends a messege to the channel of your choice with clear summary of current tasks and sales statuses. Such a report shows which leads require a response, where there were delays, whether in any case there is a lack of planned actions, responses to emails or a call back after a missed call. Thanks to automation, the team has every day clear picture of priorities and knows what to focus on, without having to manually check CRM or involve the entire team's time in status meetings.

We also implement automation of sales processes that give the work of salespeople elements of gamification. By implementing integration with the CRM system, it is possible to automatically award points for timely execution of tasks, quick response to leads or consistent lead of sales opportunities through the subsequent stages of the funnel. Automation also allows you to create dynamic dashboards showing the results of the sales team in real time, which can be displayed on screens in the office. Such visual summaries support healthy competition, increase marketer engagement, and motivate to work with CRM on a regular basis. As a result, automation not only improves the management of the sales process, but also positively influences the work culture and the results of the entire team.

Properly integrated and automated CRM allows you to collect sales and marketing data in one place. Automatic data flow can include, among others, advertising tools, mailing systems, analytical platforms or ERP systems.

Thanks to automation and collection of all data in one place, it is possible to automatically generate the reports and update dashboards in real time. In addition, integration with AI tools allows creating hints for traders, such as recommendations for follow-up actions or automatic segmentation and prioritization of leads. This is one of the key benefits of sales automation, which really supports the sales team to make the right decisions.

By implementing CRM automation, we organize the work of the sales team, including lead and task management.

The automation system can ensure that each lead is handled according to the established process — from the first contact to the winning or closing as a lost. Based on the activity of traders and customer interaction, an automated customer relationship management system suggests transitions between funnel stages and creates tasks appropriate to the current status of the lead.

This allows the sales funnel to reflect the actual sales process, not the team's declarations. You have full visibility of what stage leads are at, how quickly they are handled, and where bottlenecks most often occur in the process.

We automate follow-ups so that no contact with the lead is missed.

A properly automated CRM system can analyze conversations, e-mail correspondence and calendar entries and on this basis independently plan the next sales steps. If a re-contact arrangement appears during the meeting, the automation will generate the follow-up content and tell the seller when to schedule the shipment — all that is needed is for the salesperson to accept the format and date, and the email or message will be sent automatically.

Thanks to such automatic follow-ups the team sells consistently and on time, without manually keeping an eye on tasks. Every lead gets the right amount of attention, and salespeople can focus on conversations and closing sales, rather than handwriting dozens of follow-ups.