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What is Sales Automation Software?
Sales Automation CRM, better known as Sales Force Automation Software, is a program that helps your sales reps and organization automate routine, mundane tasks. It lets you focus on more important activities like selling your products or services and building deeper customer relationships.
A competent sales force automation software can take the responsibility of understanding and automating crucial sales tasks that fall on sales professionals or leaders’ shoulders.
WHY CHOOSE SALES FORCE AUTOMATION CRM?
What are the benefits of using Sales
Automation Software?
Increased accuracy
Better team productivity
Improved lead distribution
Reduced workforce expenses
Better sales closing
More time for selling
Boosts employee engagement
Smarter sales forecasting
Stronger relationships
AUTOMATE TASKS WITH SALES AUTOMATION SOFTWARE
What can you automate with the best
Sales Force Automation (SFA) Software?
You can put repetitive tasks on auto-pilot with the right sales automation platform.
From lead generation to sales report creation, the SFA tool can completely change the way you work.
Take a look at these activities and tasks you can automate with sales automation software.
Lead generation
Sales Automation CRM enables you to generate high-quality MQLs that you can take for sales conversations immediately!
Automatic lead and task distribution
Distribute fresh leads among all your marketing and sales teams as per your standards, so every sales rep has equal opportunities of closing deals.
Sales communications & follow-ups
You don’t have to send every email manually anymore. With sales automation tool, you can automatically set up a personalized conversational flow and send hundreds of introductory and follow-up emails.
Lead scoring
Create your framework for scoring qualified leads as per your business model and priority. Sales automation platforms enable you to design an entire sales lead evaluation process that follows your rules.
Lead nurturing communications
Nurture your potential customers with the right resources at the right time, depending on the stage of their buying journey. Send personalized emails and texts automatically to improve your sales conversions.
No more manual data entries
Hate to feed all your data in CRM at the end of the day? Not anymore. The proper sales automation CRM will automatically log every manual task you perform throughout the day, whether updating contact information or logging call data.
Easy data visualization and report creation
Why prepare the same reports every single time? You can create a custom dashboard for all the critical metrics you need. Create crucial reports on monthly sales closing or revenue generation in seconds using a sales automation CRM.
Sales automation software &
CRM software:
Are they both same?
Earlier, Sales Automation Platforms focused on improving sales and helping organizations improve their sales process. Earlier, Customer Relationship Management (CRM) software primarily focused on building long-term relationships and effective data management.
But, time has changed, and the market demands better solutions.
Businesses just don’t want to spend on multiple tools. They want a unified solution that takes care of both – Sales Automation & CRM.
That’s why Salesmate is not just a CRM. It’s a Sales Automation Software and even more. Salesmate is a Unified Customer Platform that helps sales, marketing, and CX teams!
SALES AUTOMATION SOFTWARE COMPARISON
Best sales automation platforms
you need to compare
Take a look at the detailed comparison of the best sales force automation (SFA) software,
and make a mindful decision for your business.
| Features |  |  |  |  |
|---|---|---|---|---|
| Multiple Sales Pipelines | Unlimited, in all plans |  | Limited Pipelines |  |
| Contact Management | Unlimited, in all plans | Starts at $29/user/month | | Only 2,500 in Basic Plan |
| Deal Management | | | | |
| Deal Stage Automation | | Starts at $89/user/month | Starts at $45/two users/month | Starts at $59/user/month |
| Email Scheduling | Starts at $24/user/month | | | Starts at $119/user/month |
| Worflow Management | In all plans | | Starts at $45/two users/month | Starts at $59/user/month |
| Sequences | Starts at $24/user/month | Starts at $29/user/month | Starts at $450/five users/month | Starts at $119/user/month |
| Drag and Drop Email Builder & Templates | In all plans | Only HTML Editor | Limited in all plans | Starts at $59/user/month |
| Email Tracking | In all plans | Starts at $29/user/month | | Starts at $59/user/month |
| Built-in Calling | In all plans | Starts at $29/user/month | Limited minutes | |
| Power Dialer | Starts at $40/user/month | Starts at $29/user/month | | |
| Web Forms | In all plans | Starts at $29/user/month | | Via Integration |
| Meeting Scheduler | In all plans | Starts at $29/user/month | | Via Intergations |
| Built-in Text Messaging | In all plans | | | |
| Builk Texting | In all plans | | | |
| Reports & Dashboard | In all plans | Email Delivery Report | | Starts at $59/user/month |
| Ratings | ||||
| G2 Ratings |  4.6 | 4.6 | 4.5 | 4.4 |
| Pricing | Starter$12/user/month Growth$24/user/monthBoost$40/user/month | Email WarmUp $11/user/month Email Outreach $29/user/month Sales Outreach $89/user/month | FreeStarter$45/two users/monthProfessional$450/five users/monthEnterprise$1200/ten users/month | Basic $25/user/month Professional$59/user/monthBusiness$119/user/month |
Disclaimer: All the information, prices, and data are verified as of June 2022. All logos and company names are trademarks™ or registered® trademarks of their
respective holders. Usage is done purely for the comparison purpose only. To report any incorrect or outdated information, please get in touch with us.
Looks promising? Try for 15 days completely free!
Experience every value-driven feature and explore sales automation capabilities from Salesmate. No credit card required!
SALESMATE AS YOUR SFA CRM SOFTWARE
Why Salesmate is the best sales automation
& CRM platform for your business?
Explore values offered by the industry-best sales automation CRM!
Find out why Salesmate is your next-best move.
LEAD GENERATION TOOLS
Wake up with fresh MQLs, every day!
Salesmate truly leverages the potential of visitors to your website and collects high-quality leads automatically. You can automatically add these leads to CRM database, so you can kick-start sales communication from day one.
- Live Chat
- Chatbots
- Web Forms
- Meeting Scheduler
COMMUNICATION CAPABILITIES
Highly personalized communication, on a
scale!
Every crucial communication channel is present in Salesmate with the power of automation. Make calls, emails, and texts without leaving Salesmate. Automation capabilities like Sequences and Power Dialer will make your day 2x efficient.
- Built-in Calling
- Power Dialer
- Sequences for follow-ups
- Text Messaging CRM
- Email Marketing
- Smart Queues
An award-winning CRM.
Top-rated by customers.
Hundreds of awards and thousands of customer ratings across all industry outlets.
CRM Software
CRM Software
Best Support
CRM for Startups
CRM Software
CRM Software
LEAD MANAGEMENT & SCORING
Identify opportunities that fulfill your sales desires
With top-notch Sales Pipeline Management, you can visualize the flow of leads. Moreover, deals automatically move to the following stages with Workflow Automation. With Lead Scoring, you can evaluate every lead entering the sales pipeline and identify hot ones.
You can always spot deals that need your undivided attention so that you can meet your sales goals every single month.
- Sales Pipeline Management
- Lead Scoring
- Customize Multiple Pipelines
- Customize Deal Cards
- Deal Management
DISTRIBUTE LEADS & TASKS
Take mundane out of Mondays!
Never do manual data entry again because Salesmate keeps track of your everyday sales activities and logs them for you. Automatically assign tasks and deals to your teammates, so you can genuinely devote time to Selling!
- Sales Activity Tracking
- Lead Distribution
- Auto-profile Enrichment
- Communication Logs
- Lists & Segments
- Data Entry Automation
CUSTOM REPORTS & DASHBOARD
Game-changing insights at your fingertips
Add the most important sales metrics to your custom dashboard and access real-time data at any point. Create custom reports using advanced filters or choose from our pre-made template library to save time!
- Create Custom Reports
- Create Custom Dashboard
- 45+ Widgets
- Create Custom Fields
- Sales Forecasting
- Goal Tracking
Automate your sales playbook for top-notch productivity!
Put your sales playbook on auto-pilot and gift your rockstars more time
for actual sales conversations and closings.
CRM & UNIFIED CUSTOMER PLATFORM
Salesmate is so much more than sales
automation software!
Salesmate is not just a sales force automation system; it’s a unified platform that important teams like sales, marketing, and
customer service can use together. Check out other value additions Salesmate offers to your business to deliver superior
customer experiences.
Personalized Campaigns
Prepare and execute personalized marketing campaigns for your target audience. Get detailed insights on open and click rates.
Drag & Drop Email Builder
Design re-usable email templates for sales communications or marketing newsletters. Leverage the pre-made library of templates from Salesmate.
Shared Team Inbox
Resolve customer support queries like a true team. Share an inbox with your teammates for standard emails. Never miss the chance to serve customers!
Mobile CRM
Are you missing out on essential updates on-field? Not anymore. Salesmate comes with iOS and Android apps that help you stay connected.
Product Management
Create and manage your products and services inside Salesmate effectively. Associate products and services with every deal you create.
Powerful Integrations
700+ native and Zapier integrations. Never juggle between apps to check data. Connect essential tools with Salesmate and create your eco-system.
SALESMATE PRICING
just $12!
Explore simple Salesmate pricing plans.
Starter
Build & organize your sales function
$12
per user/month$144, billed annually
Or $15 per user if billed monthlyGrowth
Automate sales and close more deals
$24
per user/month$288, billed annually
Or $30 per user if billed monthlyBoost
Most PopularBecome a revenue machine
$40
per user/month$480, billed annually
Or $50 per user if billed monthlyEnterprise
Perfect fit for enterprise sales teams
Custom
Connect with our sales team for enterprise pricing.
Frequently Asked Questions
Got questions? Find answers!
1. What is sales automation?
Sales automation is the process of using software to automate sales-related tasks.
This can include things like contact management, lead generation, automatic leads, and task distribution, sales communication and follow-ups, easy data visualization, and even sales forecasts.
By automating these tasks, businesses can free up time for their sales teams to focus on more important things, like closing more deals.
Sales automation tools can be a big help for sales and marketing teams of small businesses that don’t have the time or resources to invest in a full-fledged sales team.
It can also be a valuable tool for larger businesses that want to streamline their sales process and improve their bottom line.
2. How to choose from the best sales automation tools?
When choosing a salesforce automation software (SFA), you need to look at what tasks and activities it can automate for your business.
But first, you should have a clear idea of the areas of the sales process you want to automate. Once you know this, you can narrow down your options and choose the software that best fits your needs.
When looking at sales automation software, keep in mind the following:
Ease of use:
The software should be easy to use and understand. It should have a user-friendly interface that’s not too complicated.
Features:
The software should have the features you need to automate your sales process. Make sure it has the ability to do what you want it to do.
Cost:
Sales automation software can range in price from free to several hundred dollars per month. Choose the software that fits your budget and needs.
Integrations:
The software should integrate with other software you use, such as your CRM or accounting software. This will make it easier to manage your data and eliminate the need for duplicate data entry.
Support:
The company should offer good customer support in case you have questions or need help using the software. Look for a company that offers 24/7 support.
Free trial:
Many sales automation software companies offer a free trial. This is a good way to try out the software before you commit to using it.
To sum it up, the best sales automation software for your business is the one that’s easy to use, has the features you need, and fits your budget.
It should also integrate with other software you use and offer good customer support. Lastly, it’s a good idea to try out the software with a free trial before you commit to using it.
3. What is the difference between sales force automation and CRM? Is SFA a part of CRM?
Sales force automation (SFA) focuses on improving and enhancing the sales process to increase sales and productivity. Meanwhile, customer relationship management (CRM) focuses on building long-lasting relationships.
There are separate tools in the market that just focus on automating sales activities, but over the years, SFA has become a part of advanced CRM software. Sales automation in CRM saves you a lot of money, keeps your data in a central location, and gives you power to make better decisions.
To sum up, yes, SFA is a part of advanced CRM systems.
4. Benefits of using a sales automation software?
Using sales automation software can help businesses immensely. Some of the major benefits of using sales automation software are following:
Save time:
Sales automation software can automate the most important sales activities such as scheduled calls, emails, meeting reminders, etc. This way, representatives can focus on selling rather than managing their daily tasks.
Improved customer service:
By keeping track of customer interactions and important customer information, representatives can provide better customer service and improve customer retention.
Generate more leads:
A good sales automation software can help generate leads by automatically subscribing customers to newsletters, sending out promotional offers, etc.
Close deals faster:
By keeping track of the sales pipeline and providing data-driven insights, a sales automation software can help representatives close deals faster.
Monitor performance:
With data-driven insights, a sales automation software can help managers monitor the sales team’s performance and identify areas of improvement.
Create goals and objectives:
With data-driven insights, a sales automation software can help managers set realistic goals and objectives for the sales team.
Troubleshoot problems:
A sales automation software can help leaders troubleshoot problems by providing data-driven insights.
5. How sales automation tools helps increase sales?
There is no one-size-fits-all answer to this question, as the amount of sales increase will vary depending on the business and the software.
However, studies have shown that businesses that use sales automation tools see an average increase in sales of 10-15%.
According to McKinsey, you can automate more than 30% of your sales tasks. This means that automating just a portion of your sales process can have a significant impact on your sales.
Sales automation tools can help you increase sales by reducing the amount of time spent on administrative tasks, such as contact management and lead generation.
This frees up time for salespeople to sell, which can lead to more sales.
In addition, sales automation tools can help you stay organized and focused on your goals, which can also lead to more sales.
Ultimately, it can help you increase sales by making your sales process more efficient.
6. What are types of sales automation?
The three types of sales automation are:
1) Sales process automation
2) Salesforce automation
3) Marketing automation
Sales process automation is the use of software to automate the whole sales process. This includes tasks such as scheduled calls, emails, meeting reminders, etc.
Salesforce automation is the use of software to automate the sales process. This includes tasks such as keeping track of customer interactions and important customer information, generating reports, creating sales plans, etc.
Marketing automation is the use of software to automate marketing tasks such as lead generation, email marketing, social media campaigns, etc.
7. What are the examples of sales automation?
Sales automation varies from company to company, but here are the most common use cases:
- Sales report automation
- Assign tasks to teammates automatically
- Lead scoring
- Contact creation and profile enrichment
- Follow-up communications via emails and texts
- Deal creation
- Welcome email series
- Capture and collect leads in your CRM
- Move deals from one stage to another automatically
- Send event-based emails to your customers
- Trigger-based communication
- Automatically call prospects in queue
8. What is the difference between sales and marketing automation?
Sales automation is the use of software to automate the sales process. This includes tasks such as scheduled calls, emails, meeting reminders, etc.
Marketing automation is the use of software to automate marketing tasks such as lead generation, email marketing, social media campaigns, etc.
The difference between sales and marketing automation is that sales automation is focused on automating the sales process, while marketing automation features focused on automating marketing tasks.
Some of the use-cases of sales automation are :
1. Appointment Scheduling: A sales automation software can be used to schedule appointments with customers.
2. Lead Generation: A sales automation software can be used to generate leads by subscribing customers to newsletters, sending out promotional offers, etc.
3. Customer Relationship Management: A sales automation software can be used to keep track of customer interactions and important customer information.
4. Sales Pipeline Management: A sales automation software can be used to keep track of the sales pipeline and provide data-driven insights.
5. Performance Monitoring: A sales automation software can be used to monitor the sales team’s performance and identify areas of improvement.
6. Goal Setting: A sales automation software can be used to set realistic goals and objectives for the sales team.
7. Troubleshooting: A sales automation software can be used to troubleshoot problems by providing data-driven insights.
Some of the use-cases of marketing automation are:
1. Lead Nurturing: A marketing automation software can be used to nurture leads by sending out targeted content and offers.
2. Email Marketing: A marketing automation software can be used to send out mass emails and track the performance of each email campaign.
3. Social Media Campaigns: A marketing automation software can be used to automate social media campaigns and track the performance of each campaign.
4. Event Marketing: A marketing automation software can be used to promote and manage events.
5. Budgeting and Forecasting: A marketing automation software can be used to budget for future marketing campaigns and forecast the ROI of each campaign.
6. Reporting: A marketing automation software can be used to generate reports on the performance of marketing campaigns.
7. Analytics: A marketing automation software can be used to analyze the performance of marketing campaigns and identify areas of improvement.
8. A/B Testing: A marketing automation software can be used to test different variants of marketing campaigns to see which one performs better.
9. Multi-Channel Marketing: A marketing automation software can be used to coordinate and execute marketing campaigns across multiple channels.
9. What are some best practices for using sales automation tools?
Here are some best practices for using the best sales automation tools:
1. Define your goals:
Before you start using sales automation, it’s important to define your goals. What you want to achieve with sales automation? Once you know your goals, you can choose the best sales automation software and features to help you reach them.
2. Automate repetitive tasks:
One of the best ways to use sales automation tool is to automate repetitive tasks. This includes tasks like contact management, lead capture, and deal tracking. By automating these tasks, you can free up time for salespeople to sell.
3. Use integrations:
Sales automation software can be more effective when used with other software. For example, you can integrate Salesmate CRM with your email marketing software to automate your email campaigns.
4. Train your team:
Once you’ve set up your sales automation system, it’s important to train your team on how to use it. This will help them get the most out of the software and reach their goals.
By following these best practices, you can use sales automation to improve your sales process and increase sales.
10. How sales automation software can help sales reps?
A sales automation software can help sales representatives in the following ways:
1) It can help manage day-to-day sales activities:
A good sales automation software can automate and keep track of the most important sales activities such as scheduled calls, emails, meeting reminders, etc. This way, representatives can focus on selling rather than managing their daily tasks.
2) It can help manage customer relationships:
Most sales automation software come with a CRM module that can help keep track of customer interactions, sales pipeline, and important customer information. This way, representatives can provide better customer service and improve customer retention.
3) It can help generate leads:
A good sales automation software can help generate leads by automatically subscribing customers to newsletters, sending out promotional offers, etc.
4) It can help close deals:
By keeping track of the sales pipeline and providing data-driven insights, sales automation software can help representatives close deals faster.
11. How sales automation software helps sales managers?
A sales automation software helps sales managers in the following ways:
Help manage the sales team:
A sales automation software can help managers keep track of the sales team’s performance and identify areas for improvement.
Help create goals and objectives:
With data-driven insights, sales automation software can help managers set realistic goals and objectives for the sales team.
Help create sales plans:
Sales automation software can help managers create sales plans by analyzing the sales pipeline and customer data.
Help monitor performance:
By tracking the sales team’s progress, sales automation software can help managers identify areas of improvement and take corrective action.
12. How sales automation software helps sales leaders?
A sales automation software helps sales leaders in following ways:
Help monitor the sales process:
A sales automation software can help leaders monitor the sales process and identify areas of improvement.
Help create reports:
With data-driven insights, a sales automation software can help leaders generate reports that can be used to make decisions.
Help monitor performance:
By tracking the sales team’s progress, a sales automation software can help leaders identify areas of improvement and take corrective action.
Help troubleshoot problems:
A sales automation software can help leaders troubleshoot problems by providing data-driven insights.
Help create sales plans:
A sales automation software can help leaders create sales plans by analyzing the sales pipeline and customer data.
13. How can I get started with Salesmate CRM to automate sales?
If you’re interested in using Salesmate CRM to automate your sales process, you can sign up for a free 15-day trial. After signing up, you’ll have access to all of Salesmate’s features and can start using it right away.
Salesmate CRM is the best sales automation software for businesses of all sizes. It helps you automate your sales process and increase productivity.
To sum it up, if you’re looking for a sales automation platform that can help your business improve its efficiency and productivity, Salesmate CRM is the best choice. You can sign up for a free 15-day trial to get started.
I don't need a pricey CRM to get all the automation power for
my own business.