Sales Automation
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The sales team is the key revenue-generating department in any organization. Sales enablement is an essential and progressive process. It requires providing your sales team veracious tools and resources in the form of information, content, and productivity tools that helps them close more deals.

Automation is giving marketers a way to solve their problems. A significant part of the sales process includes equipping the sales team with the tools they can use in sales cycles. In a recent report of Forbes, 53% of employees stated that they could save up to two work hours a day through automation—that’s 240 hours per year.

Regardless of its form, the tools and resources need to be easily accessible and consumable by the sales team. Resources will always stay limited but it’s possible to stay ahead of the industry and become a thought leader.


No-code apps are the way to your roaring success!

What’s all the hype about?
Let’s face it, resources are either scarce or expensive but we also need to keep innovation alive. No-code apps allow it all. With no-code, you can and should automate all sales processes.

Because these apps eliminate repetitive, manual tasks, and automate them; allowing teams to spend more time delivering better customer experience. If humans spend time performing these tasks all day every day, then when are they going to interact with other humans and provide value?

Instead, automation powers the team to provide the best experience to your customers. The automated sales process helps sales managers to keep every aspect of their business in control without taking excessive effort.

A lot of no-code platforms offer a range of ready-to-use solutions that can be customized based on business needs. And you don’t even need to know how to code! You can add new fields, create new screens, add new workflows, or change the business rules. All with just a few clicks !! Just drag, drop, and publish. It’s that easy.

Also read: Everything you should know about No-Code Development

Here are some specific areas that companies should examine to automate their sales process automation.

1. Email

Sales representatives have to keep in touch with their leads and customers via consistent emails. Instead of writing a new email every time for each activity, email templates can save a significant amount of time and energy.


Follow-ups seem like a small activity but are extremely crucial when it comes to converting a lead into a customer. Follow-ups assure the customer that they are important for the business and assure the business a long-term relationship.

When an estimate is sent via email, the automation tool tracks the email if the client opens it, and then uses automation to follow up. No-code automates the follow-up process relieving sales reps of the repetitive task and also assuring the potential customer of consistency.

2. Lead Prioritization

The best part of sales process automation? It automatically updates and prioritizes leads. This ensures a supercharged sales funnel because the lead information is correctly entered and labeled within the CRM system.

And since all these are automatically being assigned, there is no bottleneck for manual assigning, and sales representatives can avoid loopholes and be updated with their tasks.

3. Lead distribution

Have you ever faced a gap between the lead being interested but not signing up or converting? Have you thought why?

Research indicates that calling the lead within the first five minutes of registration increases the probability that they will respond to the call by 100X. But this is not the case with most companies.

In most cases, the business receives leads that remain untouched within the CRM for a while before being assigned to a sales rep. Automation automatically assigns the leads based on priority and bridges the gap between the time from when the lead enters the CRM and the sales rep reaches out to them.

By automating the lead assignment, the response time is reduced, which in turn increases the lead conversion ratio.

4. Data Managing on a Daily Basis

Apart from day to day tasks like sending emails and qualifying leads, sales reps do various administrative tasks on a daily basis. These contribute in small ways to the larger growth of sales. By automating them, you can save a good chunk of time and probably make some more time to perform strategic tasks. Let’s see which apps will save you time.

Data entry: Automating CRM data entry can help reduce the time and effort spent on data entry and give you some extra minutes!

Creating appointments and setting reminders so that you don’t get late or forget and nail that pitch!

Invoice generation: Using Automation, an invoice can be generated automatically when the status of the deal is updated ensuring timely payments

5. Sales CRM

Sales CRM

You can create a central hub for the sales process by automating it! So, basically, you can include contact, account, and opportunity management. Facilitate the sales department in maintaining customer history and key contact information and have it right in front of you on your next call!

Also read: Hassle-Free No-Code CRM Solution to streamline your Sales Processes

6. Product Catalogue

The best part about automating sales is that you can create custom and best-suited catalogs for your clients! Maintain the up to date product and services catalog in a central repository to send out to leads as soon as you pitch to them. You can structure the information based on factors like price, model, specifications, etc. as per your needs.

7. Instant Proposals

By generating custom sales proposals, you can speed-up reviews, signatures, and approvals through automated workflows. Automating it also helps keep a secure audit trail of all workflow steps. You can also get one single view access to the consolidated proposal status and see where you need to work on.

8. Contract Management

Contract Management

With the Contract Management app, you can auto-generate sales contracts based on information captured in the CRM and push them through the automated workflows for stakeholder’s reviews and approvals. This eliminates delays from using manual processes and ensures smooth workflows.

9. Performance Management

Because of automation, you can get real-time access to sales performance data for products, services, and the sales team. This also enables creating custom reports and charts to add them to your dashboard for anytime access.

10. Report generation

Lastly, reports. We all know how crucial they are since they help us oversee the entire process and data related to it. Auto-generating customized reports will help you get a clearer and better view of the operations and provide a detailed analysis of the sales pipeline. It guides your future goals since it provides lessons and learnings.

There are so many workflows that can be automated with no-code and honestly, these open windows of opportunities to bring change leading to innovation.

Learn everything about No-Code here including FAQs, resources, and how different departments and industries can benefit.

How does this benefit me?
Let’s get into understanding how…

Benefits of Sales Process Automation

1. Empower the Sales Team

Your sales team is the key revenue-generating department in the organization. Empower them with the best of tools that make them feel efficient and valuable and motivated to work.

2. Welcome Potential Leads as Customers

By having all data in place, consistent communication and follow-ups, it becomes a breeze for sales teams to find potential clients and convert them into customers. This approach has a high chance of making good conversions, as filters aid strategic analysis done by sales representatives to target the right leads for you.

3. Boosted Efficiency

Get rid of the inefficiencies from using paper-based forms and workflows. You can create apps to collect customer information, order details, purchase requests, cancellation requests, and get real-time access to the submitted data.

4. Real-time access to information

From lead information and quotation status to sales reports, the sales team can use any device from anywhere to access and track relevant data. Reports and dashboards provide actionable insights.


When you and your teams have the right tools and resources, business success is ensured.

Quixy is a leading no-code platform that is helping businesses in 10+ industry verticals automate their business processes instead of using ineffective one-size-fits-all solutions.

With Quixy’s sales process automation on your side, you can accomplish all your business goals and enrich the sales experience not only for your team but also for your customers.

Quixy helps you automate your sales processes and build simple to complex enterprise-grade applications in hours and days instead of weeks and months. All without writing any code. Sign-up for a free trial now, explore its features and get started with ready-to-use Sales Automation solution along with many other free-to-use solutions.

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2 years ago

Great read! Chatbots have become popular among businesses & they’re automating the sales cycles as well

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