7 CRM Automation Functions to Generate More Revenues

Most sales teams recognize the value of customer relationship management (CRM) systems for more efficient and effective sales operations. However, with new automation functions, the CRM systems now offer more value in terms of productive sales and lead prediction and management. Here are 7 of such amazing features.

Marketing Automation

Marketing automation is a set of tools that lets you create and execute marketing campaigns automatically. It uses data from your CRM to send targeted emails, texts, videos, and social media posts to your customers in real time. This allows you to segment your audience and target them with the right content at the right time for maximum results.

Lead Scoring

Lead scoring is a process by which qualified leads are assigned scores based on factors like their past buying behavior. To qualify as a lead, a potential client must have filled out an application form or submitted an inquiry through your website or app. After analyzing this information and comparing it with other customers who have taken similar actions, you can determine whether or not they are qualified leads. This helps you determine whether or not they’re worth contacting further or even pursuing as clients in future sales cycles.

Sales Forecasting

Sales forecasting is one of the most important roles in any organization. It is an analytical process that involves weighing up all the factors that impact sales performance, such as competition, product features, and price points. In order for you to get accurate sales forecasts for your business, you can use the CRM automation tool, which provides various functions related to sales forecasting. You can use these tools for planning future campaigns and making strategic decisions on where to spend funds.

Workflow Automation

Workflow automation is another important part of any business’s operations. Workflow automation can help streamline your processes so that everything runs smoother and more efficiently. It also helps with reporting and analytics—key aspects of marketing as well as sales.

Reporting and Analytics

A good CRM system will provide reporting and analytics capabilities so that you can keep track of where your business stands financially, both short-term (monthly) and long-term (quarterly). You can also examine other metrics, such as which customers have made the most contributions, are brand loyal, and have a high likelihood of purchasing from you.

Proposal Management

Creating business proposals that contain valuable and personalized content for your clients is no easy feat. It can only come about through a collaborative team effort.

Without business proposals, there are no B2B sales, and with no sales, there is no revenue. Automating the proposal management function within your CRM can give you an easier, more modern, and cost-effective way to collaborate on and deliver proposals at the right time to the right client.

Customer Support Automation

The customer support automation features of a CRM are often the cherry on the cake and can be used to generate more revenue. It is the contact collection centre and can provide immediate assistance to customers who might be experiencing difficulties with your platform. With this feature on CRM, customers’ complaints are quickly passed to the right person for assistance.


With the features of automated CRM, the performance of your sales management team is poised for promising results.

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