Enhance Sales Efficiency
with Automation
Design and Execute Automated Workflows: Set up custom workflows based on event and time-based triggers.
Automate Lead Nurturing: Consistent communication with leads and contacts via email, SMS, and WhatsApp.
Streamline Task Management: Get automated reminders and notifications for upcoming tasks and activities.
Get automatic email and mobile reminders of upcoming activities.
Set Up Workflows in a Few Easy Steps
Automating your sales workflow is as easy as a few clicks with 99Sales Automation. You can define triggers, set conditions, and create actions that will automatically handle tasks. Say goodbye to manual processes and let automation handle the heavy lifting.
Automatically Assign Leads
Distribute leads to the right salespeople instantly with the auto-lead assignment feature. You can configure rules based on lead source, product type, or location to ensure the right team member follows up quickly. Spend less time on distribution and more time converting leads into customers.
Automate Your Routine Sales Tasks
Don’t let repetitive tasks slow down your sales team. Set up time and event-based triggers for tasks like sending emails, moving leads down the pipeline, or tracking client engagements. With 99Sales Automation, your team will always stay on track without the hassle of manual tasks.
Automate Email Campaigns and Communication
Set up email workflows that automatically engage with leads at different stages of the sales funnel. With 99Sales Automation, you can trigger emails to be sent at specific points in the customer journey, keeping communication timely and relevant without lifting a finger.
FAQs
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Sales automation in CRM helps streamline manual sales tasks such as lead assignment, follow-ups, and communication, enabling teams to focus more on selling.
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Automation increases efficiency by reducing manual work, minimizing human error, and ensuring no lead is left behind, ultimately driving better results for your business.
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Workflows are predefined sequences of tasks or actions triggered by specific events or time-based conditions that allow processes to run automatically.
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Webhooks are automated messages sent from one system to another, triggered by events that allow your CRM to communicate with other platforms or applications seamlessly.
