What is CRM Automation?
CRM automation is a method of automating necessary but repetitive, manual tasks in customer relationship management to streamline processes and improve productivity
Increase Productivity
The ability to streamline tasks is a huge benefit. By taking the time (once!) to build workflows and triggers, redundant, monotonous tasks can be relegated to a single click. In turn, this allows marketers, sales reps and customer service reps to turn their minds to more important things than paperwork: like lead generation, lead nurturing and phone calls... to leads.
Improve Pipeline Performance
Because teams are able to follow up faster, automating your customer relationship management can help them generate more MQLs and SQLs with better qualification rates.
Shorter, Better Sales Cycle
Automation allows teams to make more out of your CRM data. It can handle customer research, quote creation, and even legal paperwork, making the sales process shorter. Because all the potential customer's data is at their fingertips, lead scoring is better. So, it's easier to match high-performing sales reps with high value leads.
Better Data, Bigger Picture
When you can pull in multi-source marketing data and have it at your fingertips, it means greater accuracy for marketing campaigns. The big data picture of metrics you use to focus your marketing efforts is much more filled in, providing powerful insight for complicated decisions.
Higher Customer Engagement
Greater data accuracy means more tailored sales interactions. Just like matching sales with leads, you can also match strong account managers with prize acquisitions for better customer retention.
Improve Customer Satisfaction
One functionality of many CRM automation tools is the integration of chatbots as part of the customer service process. These handy software bots can help quickly identify customer issues and address them promptly with the appropriate action, whether that means triggering a phone call request from a CSR or answering a question.