What is Sales Automation Software?
Sales Automation CRM, better known as Sales Force Automation Software, is a program that helps your sales team 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 activities that fall on sales reps or leaders’ shoulders.
WHY CHOOSE SALES FORCE AUTOMATION CRM?
What are the benefits of using Sales
Better team productivity
Improved lead distribution
Reduced workforce expenses
Better sales closing
More time for selling
Boosts employee engagement
Smarter sales forecasting
AUTOMATE TASKS WITH SALES AUTOMATION SOFTWARE
What can you automate with the best
Sales Force Automation (SFA) Software?
You can put everyday activities on auto-pilot with the right sales automation platform.
From lead generation to report creation, the SFA tool can completely change the way you work.
Take a look at these activities and tasks you can automate with an SFA software.
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 teammates as per your standards, so every sales rep has equal opportunities to close deals.
Sales communications & follow-ups
You don’t have to send every email manually anymore. With sales automation software, you can automatically set up a personalized conversational flow and send hundreds of introductory and follow-up emails.
Create your framework for scoring leads as per your business model and priority. Sales automation platforms enable you to design an entire 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 activity 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 &
Are they both same?
Earlier, Sales Automation Platforms focused on improving sales and helping organizations improve their sales processes. 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!
I don't need a pricey CRM to get all the automation power for
my own business.
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.
|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 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|
|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
- Web Forms
- Meeting Scheduler
Highly personalized communication, on a
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 for Startups
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
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
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!
Are you missing out on essential updates on-field? Not anymore. Salesmate comes with iOS and Android apps that help you stay connected.
Create and manage your products and services inside Salesmate effectively. Associate products and services with every deal you create.
700+ native and Zapier integrations. Never juggle between apps to check data. Connect essential tools with Salesmate and create your eco-system.
Sales Automation CRM & more, starting at
Explore simple Salesmate pricing plans.
Build & organize your sales function
$144, billed annuallyOr $15 per user if billed monthly
Automate sales and close more deals
$288, billed annuallyOr $30 per user if billed monthly
Become a revenue machine
$480, billed annuallyOr $50 per user if billed monthly
Perfect fit for enterprise sales teams
Connect with our sales team for enterprise pricing.
Frequently Asked Questions
Got questions? Find answers!
1. What is sales automation?
Sales force automation (SFA) simplifies everyday sales tasks and activities using any tool, software, or streamlined process. The purpose of sales automation is to spend less time on tedious tasks, and invest more on communicating with prospects for better sales outcomes.
2. What is sales force automation (SFA) in CRM?
Sales force automation (SFA) is a part of Customer Relationship Management (CRM) that helps sales teams automate everyday tasks and make the processes more efficient.
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. Can you use SFA as a substitute for CRM?
Sales automation and CRM complement each other, but don’t replace each other. CRM software is not just to increase sales and revenue, but to develop stronger relationships with your new and existing customers.
5. Why is sales automation software important?
Sales force automation is essential to implement as it directly impacts the overall productivity of your sales teams. Using the best sales automation software, your team can avoid spending time on manual tasks, automate them, and truly focus more on sales closures.
6. How do companies benefit from SFA adoption?
Companies end up getting tons of benefits from sales automation software adoption like increased productivity, lower operation costs, reducing sales cycle length, and higher customer satisfaction.
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 ac
- 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. How to fill the pipeline with sales automation for SMBs?
As an SMB, you need a constant flow of new leads to keep your funnel full. You can do that by the following practices:
- Connect multiple lead generation tools with your CRM
- Create numerous lead magnets that provide value to your target audience
- Try cold calling and cold outreach for additional leads
- Experiment with various platforms for paid lead generation like social media, partnerships, affiliates, and more
- Use Chatbots on your landing pages with a precision conversational flow to automate lead capture, even while you’re not around
9. When should you invest in sales automation?
Sales automation is crucial when scaling your business to the next level. It can be a transition from a small business to a mid-scale business. Or mid-scale to an enterprise.
Sales automation can enter various stages of the business cycle. The best time to invest in sales automation is when you realize you can better utilize your sales team. Good thing you can automate most of the tasks for better efficiency.
10. How much does sales automation usually increase sales?
Sales automation can impact businesses on various scales depending on how many of your sales activities you decide to automate. According to McKinsey, you can automate more than 30% of your sales tasks. You will notice the efficiency improvement of 10-15%, and sales uplift potential up to 10%.
The logic is quite simple. The more tasks you can automate, have better the chances of utilizing that time for more crucial activities.
11. How could sales force automation (SFA) affect salesperson productivity?
As per McKinsey’s research, you can automate more than 30% of your sales activities. That’s almost a third of sales tasks fall on salesperson’s shoulder.
12. How to choose the right sales automation software?
When choosing a sales 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.
Now, you only have to match your requirements with every Sales Force Automation (SFA) tool you’re considering. The best way to look is – what else can it do for your business?
Most sales automation tools are a part of a more significant offering now. So, technically, you’re not just choosing a sales automation platform but an entire CRM.
13. Is Salesmate a CRM and sales automation platform, both?
Yes. Salesmate is the combination of CRM, sales and marketing automation platform. The purpose of Salesmate is to save organizations a lot of investments on multiple tools and offer a centralized location for every crucial data.
Salesmate is the perfect unified platform for sales, marketing, and CX teams.