Even more impressive is the pairing

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of automation and generative ai. Generative ai can create new content, like emails, call summaries, and sales reports based on automated data analysis or prompts. Your crm or system of record can then automatically send these to internal stakeholders or customers.

What are the benefits of sales automation?
As it now stands, reps spend only 28% of their weekopens in a new window actually selling. The rest is made up of critical but tedious tasks, like prioritizing leads, researching prospects, and entering sales information. The more we can lean on sales automation to perform these tasks (while capturing critical customer data), the more time sellers have to focus on actually selling.

The rest of the sales team also stands to benefit as well. When america phone number list you combine ai and automation to help with pipeline and sales call analysis, managers get insights that help them with personalized coaching. Sales leaders get deal signals that help them create more accurate forecasts. And sales operations gets a foundation of connected, up-to-date data to make the sales process more efficient.

Salesforce user on a laptop inspecting a sales automation graph of data.
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How does sales automation work?
The story of sales automation is really the story of data. At its most basic level, sales automation updates data based on activity triggers (like when calls are made, emails are received, or deals are moved to the next stage in the sales process). With the help of predictive ai, sales automation goes a step further, analyzing pipeline data and delivering predictions about the best actions to take to move deals forward. Add in generative ai and you have the ability to automatically generate material (like emails) based on existing data that can help you speed up the sales process.