How to Automate your Daily Sales Activities using Sales CRM?

You might think “Sales” is just a small word but it involves many different tasks and processes. Every business has many micro processes involved to complete one sales cycle. Most of these micro-processes/tasks are manually handled by sales team members which are really boring. And that is where the need arrives to have these tasks automated letting you focus more on core selling.

By using the right kind of tools like sales CRM, you can definitely automate these boring tasks and free up your sales team for other activities. Let us take a small tour and I am sure that you will be happy to know that you can actually automate all the below mentioned activities:-

1] Communication sync in the CRM-

Is this you most time-consuming activity? Updating your spreadsheet with communication that you had with clients you met today or had a telecall with? Not anymore. CRM these days helps you to sync your email account with itself and you can easily have an auto sync of all email communication that you have with your prospects.

You can also manage all your bulk communication with contacts. CRM now come with inbuilt bulk email feature which allows you to send bulk emails, not just send but track these emails and also create a custom email template. All in one platform. This will also help you save a lot of money which you might have thought of investing in email marketing tools.

2] Capturing leads and data management:-

This is another big task that every sales team member might have to perform. Today businesses use multiple platforms to advertise and gather leads which is a combination of online and offline channels. Capturing leads from all these channels and entering them in spreadsheets or CRM is a huge manual task.

Integrate all your lead manufacturing platforms with the CRM and get free from daily data entry.  You can integrate your website, email marketing tools, social media platforms etc. with the CRM and easily have all leads automatically fetched in the CRM. Similarly, sales team managers are responsible to equally distribute these leads among the team members. As lead capturing was activated, you can also automate lead assignment and leads can be directly assigned right when the lead is created in CRM. Sales team rep

If in case you are facing issues like duplication of data, wrong data being captured, these circumstances can also be handled using automation feature of a CRM that can smartly handle data duplication and other issues and give you correct data.

3] Deal management-

Deals are the most important as they are the ones that generate business. By automating lead capturing and communication, you free up most of the productive time of sales team so they can focus and spend more time in core selling. You can also automate deal management by creating deals automatically right as we created contacts/leads. For example, there are some business process that wants a deal to be created right when a contact is created. This as well can be done easily using automation features that CRMs have.

4] Automate task and follow-up management

There are chances to grow your business when you stay in touch with your customers and prospects and don’t miss any deal. If the volume of deals or contacts is high, it is highly impossible to get in touch and follow-up with each and every customer.

A CRM can help you a lot in this and can get your entire task management automated. It can send you automated follow-up suggestions after specific intervals and these will be sent regularly so you don’t miss on any important deal. You can also create tasks automatically which will remind the sales reps on time.

Key Takeaways:-

CRM can make your life a lot easier by automating tasks that are most time-consuming. This can help you spend more time with customers resulting in more business every month.


Abhishek Agrawal is the Founder & CEO at CompanyHub CRM. A technology lover and a writer who loves to give simple solutions on making sales teams lives easier. You can get in touch with him on Linkedin

Researcher and Content Writer at e-Syndicate Network. A constant learner. Learning and growing every day. Salman has over 5 years of experience in the fields of Digital Marketing, Content Writing, Brand and Business Development.