Sales Automation
Quixy Editorial Team
December 22, 2023
Reading Time: 8 minutes

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 with veracious tools and resources in the form of information, content, and productivity tools that helps them close more deals.

Sales automation is giving marketers a way to solve their problems too. 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 by 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 scarce or expensive, but we must 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, then when will they 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 keep every aspect of their business in control without 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

Areas for Sales Automation

Companies should examine some specific areas 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 to the business and assure the business of 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 repetitive task and also assuring the potential customer of consistency.

2. Lead Prioritization

What is 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 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 about 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. Sales 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

You can speed up reviews, signatures, and approvals through automated workflows by generating custom sales proposals. 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 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 related data. Auto-generating customized reports will help you get a clearer and better view of the operations and provide a detailed sales pipeline analysis. 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…

How can Sales Automation Benefit?

Sales automation isn’t just a tool – it’s your team’s superhero cape, revolutionizing how you sell, engage, and conquer the market!

1. Empower the Sales Team

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

2. Welcome Potential Leads as Customers

Having all data in place, consistent communication, and follow-ups makes it 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. Streamlined Sales Processes

Imagine workflows that just click! Sales automation orchestrates tasks seamlessly, making your sales pipeline smoother, organized, and oh-so-efficient.

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.

5. Personal Touch at Scale

Get personal, even when it’s massive! With tailored communication, every prospect feels like they’re your top priority, boosting engagement and loyalty.

6. Boosted Productivity

Say goodbye to tedious tasks! Sales automation frees your team from manual chores, empowering them to focus on what truly matters – building relationships and sealing deals.


Who uses Sales Automation?

Sales automation is utilized by various professionals and entities across industries to streamline sales processes, enhance productivity, and improve customer relationships. Those who commonly use sales automation include:

  1. Sales Representatives: Individuals directly involved in sales activities, such as lead generation, prospecting, nurturing, and closing deals, utilize sales automation tools to manage their sales pipeline more effectively.
  2. Sales Managers: Responsible for overseeing sales teams, setting targets, and optimizing sales strategies, sales managers leverage automation to track team performance, forecast sales, and allocate resources efficiently.
  3. Marketing Teams: Marketing professionals utilize sales automation to align marketing efforts with sales activities. Automation aids in lead scoring, nurturing, and passing qualified leads to the sales team for conversion.
  4. Customer Service and Support: Customer service representatives use sales automation to access customer information, track interactions, and provide personalized support, enhancing the overall customer experience.
  5. E-commerce and Retail: Businesses in the e-commerce and retail sectors employ sales automation to manage online sales, track customer behavior, and deliver personalized shopping experiences.
  6. Business Development Professionals: Professionals focused on expanding business opportunities and partnerships utilize automation to manage leads, follow-ups, and relationship-building activities.

Tools for Sales Automation

This transformative technology isn’t just about streamlining processes; it propels sales teams towards higher productivity, smarter engagement, and more profound customer connections. Here is list of top 4 tools that can help you in sales automation

  1. Quixy’s No-Code CRM Solution: Offers customizable CRM capabilities without requiring extensive coding, allowing users to automate sales processes, manage leads, and streamline workflows.
  2. Mailchimp: While primarily an email marketing tool, Mailchimp offers automation features for email campaigns, drip sequences, and lead nurturing.
  3. Zapier: A workflow automation tool that connects various apps and systems to automate tasks and processes, integrating different sales and marketing platforms for streamlined operations.
  4. HubSpot CRM: Offers tools for lead management, email tracking, and automation to streamline sales operations.


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. Get started with our platform, and experience the ease of automated processes and personalized app building. 

Frequently Asked Questions(FAQs)

What are the 3 benefits of automation?

Automation brings efficiency, accuracy, and time savings to tasks. It reduces human error, speeds up processes, and frees up time for more valuable work.

What is the main purpose of sales automation?

The primary purpose of sales automation is to streamline sales processes, from lead generation to closing deals. It helps sales teams work more efficiently, close deals faster, and boost revenue.

What are the key benefits of automation?

Automation benefits businesses by improving productivity, reducing costs, and enhancing customer experiences. It leads to more efficient operations and increased competitiveness.

How does automation increase sales?

Automation increases sales by automating repetitive tasks, nurturing leads, providing insights for better decision-making, and ensuring a more personalized and timely approach to customers.

What is sales automation?

Sales automation involves using technology to automate sales tasks, like lead tracking, email marketing, and customer relationship management, making sales processes more efficient.

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3 years ago

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

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