• Apophia

Everything You Need To Know About Sales Automation

What is time-saving, handles all those tasks that seem to be a little bit hectic in just a blink of an eye, follows up with your customers and manages all your responsibilities just like you would not imagine? That’s sales automation.


Sales automation refers to using machine work and software to replace manual work, using artificial intelligence tools and other digital tools to manage and execute business activities effectively.


Are you tired of following up on so many customers, spending a lot of time on leads, issues arising during the sales process, calling leads, prospecting leads, checking heavy and many files to find customers’ documents and all other administrative tasks? Why don’t you give yourself a break? Why don’t you initiate the use of sales automation to save you from all that hustle? With sales automation, you got all those activities covered at once under one central management system.




Are you a manager or a sales rep? You are tired of overwhelming responsibilities daily, weekly and monthly. Don’t worry that sales automation got you covered with all those roles; these can be done in just a minute and only with sales automation.


We have asked a couple of hard questions, but they have a solution—sales automation. Get in on it today.


Are you still doubting about the fact of whether you need sales automation or not? You need it please, here is why you need it?

• Captures sales leads

• There is accuracy and consistency in data produced

• Saves resources

• Timely response

• Produces quality work

• Increased productivity

• Good performance

• Good customer and satisfaction

• Delivery on time

• Increased efficiency

• Accuracy of the sales process and also make it shorter


Understanding the sales automation process refers to the system of finding answers to problems, fixing solutions for the whole sales process so that sales reps and sales managers can give more time to prospects and customers while giving less time to administrative tasks but to be majorly done by automation tools which makes the sales process uniform.

Sales automation is important for any sales business because it streamlines the whole sales process making it easy for everyone else to understand and also helps business managers to find out some lagging gaps that can be fixed there and then to increase productivity and also boost up sales, increases customer retention through further nurturing, following up and fostering.



One type of sales automation software may be enough, for example, let us say CRM to do all the required tasks or activities, for example; arranging and tracking tasks, logging prospect activity, securing data and information, combining with other tools and feeding data into them, following and nurturing customers and leads respectively, however, there are so many other sales automation tools that can be used to execute similar responsibilities, these are of different types there are those for sales reps and those that managers can use, and this will be discussed further but later in the next piece of writing.


Closing a sale manually for some sales reps and managers feels like carrying 50 kilograms on their head; it seems to be so hard because it involves a lot of demanding activities, for example; making and receiving phone calls, sending out and receiving text messages, sending out emails and replying to received ones, scheduling for a meeting to see clients and so much and by the time you get all this done to close a sale as a single person you really feel like you are too exhausted. Now you are wondering about what has to happen by the time you close the next sale? Don’t hate yourself over such yet there is sales automation to make life flat for you relax and watch how all those activities can be done in just a blink of an eye; it takes a short time to close a quality sale; however, it could be a little bit heavy to do it manually without the use of sales automation.


Manual data entry might slowly bring down your business performance and productivity due to lots of time spent studying customers, their interests, noting down a few things here and there, continued following up on clients though it may seem not to be visible in your eyes as an entrepreneur you may realize it later however as the business grows and expands that kind of administration, engagement and data handling might no longer work for you or become a little bit provocative.


As the business grows and explodes out, managing and handling accounts data, sales chances, records, clients, leads, prospects, administering the sales process, stalk taking of products and services might become a little bit overwhelming to your employees, especially if everything is being done manually.



Saving money and time are valuable assets for your business, and this what sales automation exactly does; every entrepreneur wishes to save and get their business off the ground, but they have little knowledge about sales automation; I hope this piece of writing delivers you the best knowledge about sales automation and how best it can help your company grow.


Vendasta highlights a few areas where the emphasis should be put while automating your sales process and the entire sales management; these areas vital areas are;

• Needs assessment during client prospecting; using sales automation during needs assessment is vital because it helps you find out the needs, interests and likes of the client to deliver something in line with what they want.

• Managing clients’ orders; with sales automation, you may not need sales reps to track and approve those client’s orders because sales automation does that automatically, thus quickening the process with the customers’ needs fulfilled.

• Tracking and administering/ keeping an eye on leads; sales automation follows up leads automatically, tracks their actions or whatever they are doing on your website, how many times they have checked in your website and all the other activities that take place there.

Marketing automation; this gives a strong foundation to your relationships, reduces manual work that has to be done by the marketing teams and also saves much time that can be spent on other activities.

• Sales pipeline activity management; this helps to deal with manual data entry, streamlines communication within a business organization, and makes running other business functions smooth and efficient.

Coming to a final say, your business needs sales automation for you to grow much more revenue and profits; you need an efficient, timely response, accurate records, accurate accountability and any other business follow-ups; however, this can only be achieved if you are using sales automation.



MonkeyPesa is here with a ready-made Business Management Suite that helps streamline everything from Leads to Deals, Tasks, Accounts, and contacts. MonkeyPesa is genuinely built for Sales teams. It is simple but well streamlined and organized.


Are you an entrepreneur? Leave your details here & we will contact you: https://www.monkeypesa.com/sales​ Learn everything you need to know to help empower your grow your business through the roof. We shall be learning on the integration of services like Email Marketing, SMS, and Social Media marketing, and customer support, all in a single business system. You can contact us on or by a phone call or WhatsApp at +256757537658.





8 views0 comments

Recent Posts

See All