What is CRM Automation?
Posted: Tue Jan 21, 2025 5:17 am
You most likely already have CRM software within your business as there are several popular CRM automation tools like Hubspot, Zoho and Lemlist (for salespeople).
CRM automation is the process of using the CRM to automate several manual tasks within your core business functions like marketing, sales and support to increase productivity.
What to Automate in a Business Using a CRM
CRM automation can help in many canadian cto cio email list different ways depending on what tool you choose. However, at the basic level, your automation should;
1. Find and manage contacts
Your CRM should be able to automatically capture, manage and update contact information like name, job title, location, company, social media profiles and even other information like preferences, where they are in the sales funnel, previous interactions and more.
For example, lemlist can find contacts from various databases, verify them and add them to your list in just a few minutes.
2. Manage leads
Automate how your leads move through your sales funnel and the accurate labels for each one. So this could include lead scoring, nurturing and qualification. That way, your team always knows what to say to each lead because they have the right information. Plus, they can always prioritize the most promising leads which will save time and resources.
Go a step further by automating sales tasks based on lead behavior or scoring. For example, immediately assign a sales associate to a lead with a high score and assign marketing to a lead with a low score so no opportunities are missed.
CRM automation is the process of using the CRM to automate several manual tasks within your core business functions like marketing, sales and support to increase productivity.
What to Automate in a Business Using a CRM
CRM automation can help in many canadian cto cio email list different ways depending on what tool you choose. However, at the basic level, your automation should;
1. Find and manage contacts
Your CRM should be able to automatically capture, manage and update contact information like name, job title, location, company, social media profiles and even other information like preferences, where they are in the sales funnel, previous interactions and more.
For example, lemlist can find contacts from various databases, verify them and add them to your list in just a few minutes.
2. Manage leads
Automate how your leads move through your sales funnel and the accurate labels for each one. So this could include lead scoring, nurturing and qualification. That way, your team always knows what to say to each lead because they have the right information. Plus, they can always prioritize the most promising leads which will save time and resources.
Go a step further by automating sales tasks based on lead behavior or scoring. For example, immediately assign a sales associate to a lead with a high score and assign marketing to a lead with a low score so no opportunities are missed.