6 Workflows to Put Your Gross sales Group at Ease

Only a decade in the past, buyer relationship administration (CRM) software program was a whim – costly software program solely the biggest corporations would implement. 

Since then, nonetheless, quite a bit has modified. 

In the present day, CRM software program is not an costly piece of expertise. With the huge variety of CRM choices accessible in the marketplace, it’s now an reasonably priced, customizable, multi-purpose device for companies of all calibers from totally different industries. 

The truth is, based on estimates from Grandview Analysis, over 91% of corporations with 10 or extra workers use one. The advantages of CRM are obvious and confirmed. 

But, some gross sales reps refuse to make use of CRM as a result of they discover the method too sophisticated and time-consuming. And in some circumstances, that is perhaps true.

When corporations fail to arrange CRM automation, utilizing this software program can actually be a burden. Conversely, corporations that do automate their CRMs leverage quite a few advantages similar to shorter gross sales cycles, higher productiveness, and elevated gross sales and income. 

This text gives a deep dive into CRM automation, how your gross sales staff can profit from it, and learn how to implement the 6 CRM automation workflows your salespeople will use. 

What’s CRM automation?

CRM automation refers to utilizing the devoted performance of the CRM system to delegate laborious, repetitive duties normally carried out by the gross sales, advertising and marketing, and customer support groups to the machine. 

The processes that CRM customers can automate range broadly relying on the precise traits of every CRM system. The commonest CRM automation workflows embody the next:

  • Lead seize: CRM automation permits salespeople to routinely seize leads from numerous sources, similar to web site types, chats, messengers, social media, and emails.
  • Lead qualification: Lead qualification helps qualify captured leads primarily based on particular standards. 
  • Lead routing: With CRM automation in place, all of the leads that enter the gross sales funnel could be routinely assigned to gross sales reps.
  • Information entry: Automated workflows would do this for them as an alternative of updating buyer information and getting into information manually. 
  • Job creation: Each time a brand new lead enters the gross sales pipeline, responds to communication, or strikes down the funnel, CRM can routinely create a activity for the assigned gross sales rep to carry out an acceptable motion. 
  • Lead nurturing: Automated CRM workflows can ship focused content material and follow-up messages to results in maintain them engaged and transfer them by way of the gross sales funnel.
  • Gross sales forecasting: CRM automation can generate forecasts primarily based on historic information, present gross sales tendencies, and different elements.
  • Gross sales reporting: Automated workflows can be utilized to shortly generate correct gross sales reviews and analyze buyer information to achieve insights into buyer habits and determine areas for enchancment.

How can your gross sales staff profit from CRM automation?

CRM automation might help gross sales groups obtain their objectives and enhance income by streamlining repetitive duties, enhancing information accuracy, and enhancing buyer loyalty and retention. However that is not all. Internally, these workflows additionally enhance staff collaboration and enhance morale amongst salespeople. 

1. Elevated effectivity of gross sales workflows

Many tedious, repetitive duties that gross sales reps usually get caught up in have gotten a factor of the previous with CRM automation. You not have to modify between tabs and replica and paste details about leads and purchasers from totally different sources into the CRM. You don’t need to log each interplay manually. And also you don’t need to maintain your eyes peeled on the gross sales pipeline to keep away from lacking a brand new lead.

2. Higher gross sales staff morale

Elevated workflow effectivity can considerably enhance morale amongst salespeople. When gross sales reps are busy doing what they had been employed to do within the first place, conducting discovery and demo calls, negotiating with purchasers, and shutting offers, they really feel far more happy with their workload. 

3. Increased ranges of CRM adoption

In accordance with a research by HubSpot, lower than 40% of corporations implementing a CRM can boast of absolutely adopting the software program. One of many greatest obstacles on the way in which to utilizing a CRM commonly is information entry – 23% of respondents really feel prefer it’s a burden to replace CRM manually. CRM automation can encourage salespeople to make use of CRM extra commonly and enhance total CRM adoption company-wide. 

4. Improved information accuracy

Human error is a standard motive for missed gross sales alternatives. A typo right here and there, a forgotten line when transferring data, a cat dashing throughout the keyboard simply as you’re copying and pasting some essential contact particulars – we’ve all been there.

However who hasn’t? CRM automation. Whenever you automate information entry in CRM, you could be certain it will get to your database precisely how the lead or buyer entered it. 

5. Higher buyer expertise

CRM automation helps to create a uniform buyer journey and be sure that each single lead that enters your gross sales pipeline goes by way of the identical steps and processes, with no exceptions and no delays. 

6. Shorter gross sales cycle

With the vast majority of your time-consuming duties delegated to CRM automation, you possibly can pace up the gross sales course of and, due to this fact, shorten your gross sales cycle

7. Elevated buyer loyalty and retention

CRM automation gives a seamless and easy method for companies to keep up a correspondence with their prospects, serving to them construct stronger relationships and drive long-term progress.

With CRM automation, you possibly can develop customized and related communication methods tailor-made to your buyer’s wants and preferences. This ensures that each one communications are delivered persistently throughout all channels. With CRM automation, you’ll by no means miss a response or a question and always remember an anniversary. 

8. Elevated gross sales and income

In accordance with a research by Hinge Analysis, corporations that incorporate high-level automation into their gross sales course of generate round 16% extra leads than people who incorporate low-level or no automation, which ends up in elevated income technology.

9. Higher decision-making

Lastly, when all of your information is up-to-date, correct, and structured, you can also make extra knowledgeable strategic selections. 

6 CRM automation workflows 

Wouldn’t or not it’s pretty to delegate your entire duties to machines and simply harvest the crops (get the fee for stellar work)? Seems that over-automating your gross sales processes within the CRM is usually a CRM automation do not. 

Whenever you automate every little thing, you danger making issues extra sophisticated than they initially had been. So, it is advisable to strategy the method strategically – solely implement the CRM automation your gross sales staff wants. Then, you could be certain your work received’t go to waste.

Beneath, we’ve compiled a listing of the six CRM automation helpful to just about any gross sales staff. Let’s get into it! 

1. Information entry

Within the fast-paced world of gross sales, time is cash. Guide information entry is tedious, time-consuming, and, worst of all, it is vulnerable to human error. There are a number of situations when gross sales reps must enter information within the CRM, all of which could be automated.

Let’s take a better take a look at every of them. 

Automated lead seize

No matter the place your leads come from – an online type on the web site, chats, e mail, or LinkedIn – you possibly can streamline their seize and have the CRM automation create new information for you. 

As an illustration, you possibly can arrange an automatic workflow that will scrape all the knowledge from submitted net types and use that information to create a brand new file within the CRM. To try this, you have to create a singular webhook URL and paste it into the online type you employ to generate leads.

Right here, the workflow’s beginning set off would be the webhook occasion’s reception and the motion that happens as soon as the workflow is ready in movement – creating a brand new contact within the CRM. 

To make sure that all the knowledge will get saved to the suitable buyer file fields within the CRM, it is advisable to match the fields of your net type to these within the CRM file.  Nonetheless, some CRMs take it a step additional and permit their customers to construct customized net types proper within the CRM and place them on the web site.

Utilizing a CRM that provides built-in net types, you possibly can ship web site leads straight to the CRM with out webhooks.  In a state of affairs like that, the set off that units off the workflow would be the webform submission. 

Right here’s an instance of an automatic workflow:

example of an automated workflow

Supply: NetHunt

An instance of automated net type lead seize workflow.

Set off: The net type is submitted, and the webhook occasion is obtained

Motion: Create a brand new file

Suppose your major supply of leads is e mail, chats, or social media. In that case, you’d want a CRM that integrates with e mail software program (say, Gmail), on-line chats, or social community platforms (say, LinkedIn), respectively. Then, you possibly can arrange CRM automation that will create buyer information from incoming messages and enrich these CRM information with all of the accessible information. 

Automated contact data updates 

Lead seize isn’t the one time when salespeople must enter information within the CRM. 

If you would like your gross sales reviews and forecasts to be correct, you have to be sure that all the information within the database is up-to-date, full, and dependable. Due to this fact, every time one thing noteworthy occurs to your contacts, it is advisable to replace their CRM information promptly.

In case you had been to replace all of the information manually, you’ll in all probability by no means get to do any precise work. It will be an infinite stream of information that require your speedy consideration.

Fortunately, you possibly can delegate this activity to CRM automation. 

To save lots of your gross sales staff time from manually updating the shopper base and rising conversion charge by sending related messages primarily based on buyer habits and preferences, you need to arrange an automatic workflow to replace the file every time a set off is triggered. 

On this state of affairs, the set off in query could be just about something:

  • The lead reacted to your outreach (opened your e mail, replied to a message, and so on.)
  • The lead moved to the subsequent stage of the gross sales pipeline
  • The lead contacted you from a distinct e mail handle

Right here’s an instance of CRM automation that updates the chance of a deal closing as soon as the lead strikes to the “negotiations” stage of the gross sales pipeline:

an example of CRM automation

Supply: NetHunt

An instance of an automatic contact data replace workflow.

Set off: Area worth modifications

Motion: Replace one other file discipline

Automated interplay logging

Lastly, salespeople additionally need to enter information within the CRM every time they convey with leads and prospects. That method, they will see the larger image, maintain monitor of all of the interactions, and promptly spot offers which have gone inactive. 

Nonetheless, handbook logging of interactions has an array of disadvantages:

  • It’s time-consuming
  • When not logged in immediately, salespeople can neglect the main points of the dialog or the correct time and date thereof
  • The judgment of what’s essential (and, due to this fact, worthy of logging) and what isn’t is subjective – usually, gross sales reps miss essential particulars and even whole conversations just because they don’t suppose they matter that a lot

CRM automation will be sure that each little bit of your communication historical past is saved on the timeline of the shopper file, with out exceptions and in chronological order. 

2. Lead routing (lead distribution)

In accordance with a research by HubSpot, 29% of groups utilizing a CRM use it to automate rep assignments. There’s an excellent motive for that. Automated lead distribution lets you react to steer requests faster, begin the lead nurturing course of earlier, and shorten the gross sales cycle.

Automated lead routing ensures that leads are distributed pretty and equitably amongst gross sales reps. This eliminates the potential for bias in lead distribution and might help stop conflicts between gross sales reps.

Lastly, this might help be sure that leads are routed to the appropriate gross sales rep with the experience and expertise to supply the very best buyer expertise. This might help construct belief and confidence with potential prospects and enhance the probability of closing a sale.

It’s as much as you to resolve learn how to arrange the CRM automation for automated lead routing. You possibly can both assign gross sales reps to new leads randomly or primarily based on a set of particular guidelines.

Sorts of automated lead distribution guidelines

Spherical-robin lead distribution is among the most typical approaches to automated lead routing. 

Spherical-robin lead distribution is a technique of distributing leads evenly amongst a gaggle of gross sales reps. On this methodology, the leads are distributed in a rotating or round vogue so that every gross sales rep within the group receives an equal variety of leads earlier than any rep receives a second lead.

Any such automated lead routing helps guarantee equity and equal alternative for all gross sales reps within the staff. It prevents any gross sales rep from overloading with leads whereas others obtain few or none. This methodology can even enhance accountability amongst gross sales reps, as every rep is aware of that they’ll obtain an equal variety of leads and may concentrate on changing these leads into gross sales.

Nonetheless, for those who don’t need to assign gross sales reps to new leads on a round-robin foundation, you possibly can design a CRM automation that will allocate freshly captured results in particular gross sales reps primarily based on the next:

  • Lead’s firm measurement
  • Lead’s trade
  • Lead’s location
  • Lead’s language
  • The anticipated measurement of the deal
  • Gross sales reps’ present variety of leads

Here is an instance of an automatic lead routing workflow.

an example of an automated lead routing workflow

Supply: NetHunt

Set off: New contact is created 

Motion: Replace the file (discipline supervisor)

3. Lead scoring 

One other CRM automation that’s extraordinarily well-liked amongst salespeople is lead scoring. The truth is, based on the identical research by HubSpot, 28% of groups utilizing a CRM use it to automate lead scoring. 

Irrespective of how massive and environment friendly your gross sales staff is, giving each single lead that enters your gross sales pipeline the identical degree of consideration is not possible. Typically, it’s a must to deprioritize much less essential results in chase larger, extra essential offers. So, it’s vital to determine the leads which can be almost certainly to transform into prospects from the beginning and prioritize your gross sales efforts accordingly. 

Nonetheless, scoring leads manually is usually a time-consuming and error-prone course of. Apart from, making certain consistency and accuracy throughout your complete gross sales staff could be tough. That is the place CRM automation is useful. With the assistance of CRM automation, you possibly can pre-define particular standards and rank leads primarily based on them routinely. 

A few of the potential automated lead scoring standards embody:

  • Demographics: This consists of elements such because the lead’s job title, firm measurement, trade, location, and different firmographic information that may assist decide whether or not the lead is an efficient match for the enterprise.
  • Engagement: This consists of elements such because the lead’s degree of curiosity and engagement with the enterprise. This may increasingly contain web site visits, social media interactions, e mail opens and clicks, and different interactions that point out curiosity within the enterprise.
  • Habits: This consists of elements such because the lead’s actions and behaviors, similar to downloading content material, attending webinars, filling out types, and different actions indicating a willingness to have interaction with the enterprise.
  • Timing: This consists of elements such because the lead’s readiness to purchase, similar to whether or not they’re actively researching options or have expressed a necessity or ache level that the enterprise can handle.
  • Price range: This consists of elements such because the lead’s estimated price range for the services or products being bought, which might help decide whether or not the lead is an efficient match for the enterprise and whether or not they’re prone to convert right into a buyer.

4. Job creation

Relying in your gross sales processes, you possibly can configure numerous automated duties for every stage of the gross sales pipeline. All it is advisable to do is ready up acceptable triggers to provoke automated activity creation. For instance:

  • When a brand new lead simply enters your gross sales pipeline, you possibly can routinely create duties for additional lead qualification, conducting a discovery name, and so on.
  • On the negotiation stage, you possibly can routinely create duties for making a presentation, making ready an account for demonstrating your services or products, organising a demo name, and so on.
  • On the contract signing stage, you possibly can routinely create duties for making a contract, coordinating the contract between staff members, and so on.
  • As soon as the deal is received, you possibly can routinely create duties for organising and conducting an evaluation name, checking the account (to be sure that purchasers are utilizing the system), negotiating a contract renewal (a number of weeks earlier than the expiration date), and so on.

A few of the frequent activity creation CRM automation triggers embody:

  • Change of the “Stage” discipline within the gross sales pipeline
  • The variety of days the lead spends in a particular gross sales pipeline stage
  • Change of lead’s precedence
  • Interactions with emails
  • Particular dates and milestones (birthdays, anniversaries, contract coming to an finish, and so on.)

Here is an instance of an automatic activity creation workflow.

an example of an automated task creation workflow

Supply: NetHunt

Set off: Area worth modifications

Motion: Create a activity

5. Notifications

Whenever you get a style of CRM automation and notice the advantages it could actually deliver you, you inevitably begin automating as many gross sales processes as potential. Nonetheless, regardless of how a lot you need to delegate your entire routines to the software program, there nonetheless will probably be a number of essential duties that it is advisable to be extremely concerned in. 

These duties embody:

  • Contacting a lead that hasn’t responded to your emails shortly
  • Finishing a activity that has been created routinely (conduct the invention name, put together slides for the presentation, conduct a product demo, put together the contract, and so on.)
  • Reassigning the result in a colleague that’s extra competent with particular offers

Within the trendy enterprise world, it’s a primary come, first served sort of state of affairs, and it is advisable to be fast. In case you don’t react promptly sufficient, you danger lacking gross sales alternatives.

That’s why it’s essential to implement CRM automation that can instantly ship you a notification through your inner messaging platform, e mail, or some other most popular methodology of communication, every time one thing noteworthy occurs within the gross sales pipeline. 

With an automatic workflow like that, you received’t need to maintain your eyes peeled on the display, attempting to note modifications (it’s a failing technique anyway – the world doesn’t cease the identical minute your working hours finish, and your leads received’t wait until your lunch break is over). All the essential data will pop up in your display – you guessed it – routinely!

In consequence, you’ll be capable to:

  • ​​Make faster selections on vital information modifications
  • Begin automated processes on the most rewarding instances
  • Keep in mind vital dates and deadlines
  • Present immediate responses to assist retain or purchase prospects
  • Enhance customer support

An instance of automated notification workflow.

an example of automated notification workflow

Supply: NetHunt

Set off: New contact is created / Area worth modifications 

Motion: Ship a Slack message / Ship an e mail / Ship a Google Chat message

6. Lead nurturing

Lastly, when you do not need to waste your gross sales staff’s time on low-priority leads however nonetheless need to have interaction these leads and enhance their probability of changing, CRM automation of the lead nurturing course of is perhaps the reply. 

Automating lead nurturing efforts might help you make sure you preserve constant communication with leads and ship them focused and customized messages on the proper time.  In consequence, you’ll proceed constructing belief and maintaining prospects engaged till they react to your outreach efforts and go up the lead hierarchy.

It’s additionally a fantastic technique for salespeople that need to chilly outreach at scale. Lead nurturing automation might help them attain extra prospects in much less time and finally drive extra income for the enterprise.

With the assistance of CRM automation, you possibly can construct an elaborate, branched-out sequence of automated lead nurturing emails that can feed your leads details about your enterprise and the advantages of your product drop-by-drop. 

An instance of an automatic lead nurturing e mail sequence.

An example of an automated lead nurturing email sequence

Supply: NetHunt

Set off: New file is added; Stage discipline worth modifications to Lead

Motion: Ship an e mail – Wait – Ship an e mail – Wait…

The dos and don’ts of CRM automation

To realize your CRM automation objectives, it’s useful to recollect some finest practices. Let’s check out the CRM automation dos and don’ts. 


  • Evaluate your gross sales course of to determine duties that may be automated
  • Talk about the processes that must be automated along with the staff
  • Practice your staff to make use of the CRM as soon as CRM automation has been applied
  • Assess the outcomes of your CRM automation


  • Don’t automate an excessive amount of; every little thing is nice sparsely
  • Don’t suppose that automation is a “set it and neglect it” form of factor – it is advisable to pay shut consideration to it, overview the foundations, and so on.
  • Don’t over-automate notifications

Discover a workflow that matches your wants 

The workflows mentioned on this article are just some examples of how CRM automation can profit gross sales groups. Nonetheless, it is essential to notice that these workflows should not one-size-fits-all and will require customization to suit the distinctive wants of every enterprise.

In right now’s fast-paced digital panorama, automation is a must have to stay aggressive. Automating repetitive duties and streamlining workflows will enable gross sales groups to work extra effectively, concentrate on high-value actions, and finally assist gross sales groups shut extra offers.

Take a step forward and learn to construct CRM integrations to import information from a number of channels into your CRM system, enhance accessibility, and streamline workflows.

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