Sales teams are responsible for navigating aggressive revenue goals and demanding schedules. Their responsibilities range from lead generation and pipeline creation to account and relationship management—and oftentimes, this means a lot of busywork that can detract from selling and closing deals.
A 2024 McKinsey report states that upward of 30% of sales tasks and processes can be automated, particularly the areas of lead management, quotation, order management, and post-sales activities.
Enterprises looking to improve efficiency and throughput, while also boosting close rates, might turn to automation. By automating repetitive tasks, sales teams can maximize productivity. Here are the top five use cases where automation can revolutionize sales workflows.
1. Lead Management and Scoring
For many large enterprise organizations, prioritizing an ever-growing list of inbound leads can be a challenge and a time suck. Workflow automation can help implement a scoring system to organize leads based on engagement and sales-readiness. This streamlines lead assignment and management for sales operations personnel, while allowing account executives to focus their efforts on the prospects with the most potential to close, resulting in improved conversion rates and more accurate pipeline.
2. CRM Data Entry and Management
Frequent CRM data updates can be a tedious chore for account executives. Automation changes the game by automatically logging customer interactions, updating contact details, and syncing data across platforms. Relying on automation to keep customer and outreach information current and accessibly means that your sales representatives can focus their efforts on nurturing client relationships and strategizing future deals without the burden of manual data entry.
3. Proposal and Quote Generation
Quick responses with accurate proposals is crucial to sales team success. Automation can generate customized quotes based on predefined templates and real-time data, all without your team lifting a finger. Triggering a workflow reduces turnaround time significantly, so your team can remain agile and client-focused.
4. Follow-Up Communication
Many sales leaders encourage their teams to regularly follow up with key clients throughout the year—not just at renewal time. Automation can help by scheduling and dispatching personalized follow-up emails after key events, such as meetings or webinars. Ensure that no opportunities slip through the cracks with automated reminders for client follow-up, so sales teams can actively chase prospects and close deals, while also maintaining consistent communication with existing clients.
5. Sales Performance Analytics
Understanding sales team performance is vital to meeting revenue targets. Data often resides in multiple systems, making reporting a tedious task. Automation tools can consolidate sales metrics from disconnected systems, allowing for clear visibility into KPIs and progress toward goals. This allows sales leaders to identify opportunities for improvement, reward top performers, and refine sales strategies through data-driven decision making.
The Impact of Automating Sales Processes
Transform the way your sales team operates with workflow automation. Implementing an automation solution will allow your team to improve efficiency and focus on strategic initiatives rather than repetitive, mundane tasks. And what does that mean for your organization? Meaningful client relationships and revenue growth.
As sales teams adopt automation and agentic AI, Kognitos offers a solution that can scale to support not just your sales team, but any automation use case you can dream up. Leaders looking to enhance productivity and win more deals should start with these top five strategies, then look for other labor-intensive tasks that provide little value-add to the organization. If you’re interested in a personalized demo, reach out to a member of our team today!
Discover the Power of Kognitos
Our clients achieved:
- 75%manual data entry eliminated
- 30 hourssaved on invoicing per week
- 2 millionreceipts analyzed per year
