How To Start The Sales Process Automation: Step-By-Step

How To Start The Sales Process Automation Step-By-Step

Sales process automation is a massive timesaver for sales teams and can increase sales productivity.

According to Salesforce, “companies that automate their sales processes see a 50% or greater increase in revenue in 6 months or less.”

I will discuss step-by-step how to start the sales process automation, the tools needed, examples of tasks that can be automated, and the benefits.

Read on if you’re looking for ways to improve your sales process!

Learn How To Start The Sales Process Automation

Follow this step-by-step guide to learn how to automate the sales process to save time and money in your organization.

1. Document Your Sales Process

The first step is to document and define your current sales process. This will help you understand what steps are currently being taken and where there may be opportunities for improvement.

You must note down the following details about the end-to-end sales process:

  • The names of the processes and subprocesses

  • Objective

  • Scope
  • Who is responsible for the tasks within the processes?

  • What triggers the processes and subprocesses to start and finish?

  • Dependencies

  • How much time each task takes

  • Flowchart

  • Risks if steps of the processes are not followed

Tools needed: a whiteboard, flowchart tool, office productivity apps, communication tools

2. Identify Which Sales Tasks Can Be Automated

Once you clearly understand your sales process, you can begin to identify which steps can be automated.

Make sure you have an open conversation with the reps to get as much information as possible and answer questions like what are the most painful sales tasks and why.

Also, look at the flowchart to know how much time each task takes. This will give you a perfect idea of some sales processes that can be automated.

Tools needed: A list of your current time-consuming sales tasks.

3. Select A Sales Automation Tool

Select an automation tool

Now that you know which steps can be automated, it’s time to select a sales process automation tool.

There are many options on the market, so do your research before making a decision.

Ensure that your sales automation tool vendor provides your sales team with the proper onboarding and post-implementation support.

Tools needed: A list of potential sales automation tools that can include sales management software or stand-alone software to automate a specific task.

4. Select The Sales Reps That Will Work With Your Sales Automation Software Vendor

A group of people from your sales team should work closely with your sales automation software vendor to ensure the vendor fully understands the process.

Who better than your reps to explain which issues they regularly experience, the risks of the sales automation software implementation, etc.?

Tools needed: sales reps, sales automation tool vendor

5. Create A Test Plan

Your sales automation tool vendor should create a plan to test the automation.

Ensure the reps you select work closely with the vendor to create a comprehensive automation test plan.

This will help identify bugs and oversights not considered and will reduce the chances of downtime because of implementation issues.

Tools needed: project management software, office productivity software.

6. Implement The Sales Automation Tool

Once you’ve selected a sales process automation tool, it’s time to implement it in your organization.

This will require working with IT to ensure the tool is appropriately integrated and configured.

It’s also important to train reps to use the tool properly to take full advantage of it.

Often, reps are not adequately trained. As a result, most sales automation software is wasted because reps aren’t familiar with most of its features.

Tools needed: The sales process automation tool, sales team, IT team, and training materials.

7. Monitor And Optimize

Monitor and optimize

After implementing the tool, monitoring its usage and performance is essential.

This will help you identify areas where the tool is not being used properly or could be improved.

Make sure to have regular check-ins with sales reps to get feedback on how the tool works for them.

If possible, work with your sales automation software vendor to schedule calls to help sales reps answer and maximize the use of the tool.

Tools needed: The sales process automation tool, feedback from sales reps, and your sales automation software vendor.

What Are The Main Elements Of The Sales Process That Can Be Automated?

Write me an outline of the main tasks of sales processes that can be automated.

There are a few main tasks in the sales process that can be automated:

1. Lead Capture

Lead Capture
Demo Landing page by draglet GmbH

Lead capture typically occurs when a prospective customer is first contacted by a sales rep.

Lead capture aims to collect enough information about the prospective customer to determine whether they are a good fit for the product or service being offered.

How it can be automated: Set up lead capture forms on your website and use marketing automation software to score and route leads.

2. Lead Enrichment

A sales rep can gather data about potential customers from various sources. Lead enrichment aims to provide sales teams with the information they need to make more informed decisions about which leads to pursue.

By automating the process of gathering this data, sales teams can save time and effort that would otherwise be spent manually researching leads.

When used correctly, it can be a powerful tool for boosting sales productivity.

How it can be automated: By using lead enrichment tools, you can automatically gather data about your leads, such as contact information, social media profile data, and demographic information from various sources, including social media, website visits, and CRM data.

Additionally, automation can help to keep your leads up-to-date by automatically adding new data as it becomes available. As a result, automating the lead enrichment task can help you improve your marketing efforts and close more deals.

3. Lead Scoring

Lead scoring is the assignment of a score to qualified leads to prioritize sales tasks.

This score is based on factors such as the lead’s position in the sales funnel, their interactivity with your brand, and their previous purchase history.

How it can be automated: Lead scoring can be automated using lead management software that includes a lead scoring system.

This system assigns a score to each lead based on the criteria you set and then prioritizes the leads based on their score.

This lets you focus your sales efforts on the leads most likely to convert and ensures that your sales reps are working on the most qualified leads.

4. Quote And Proposal Generation

Many businesses face the daunting task of generating quotes and proposals for their potential clients.

This process is often time-consuming and prone to human error, leading to lost sales opportunities.

How it can be automated: Use sales funnel software to quickly and easily create accurate quotes and proposals, which can help to increase sales and win new business.

In addition, sales funnel software can also help sales professionals manage their sales pipeline, making it easy to keep track of prospects and customers.

5. Report Creation

Salesforce Sales Management Software Reports and Dashboards
Salesforce Sales Cloud Sales Management Software
Reports and Dashboards

A sales team must create multiple reports regularly to keep track of their progress and performance.

This process can be time-consuming, especially if reps manually gather data from various sources.

How it can be automated: A reporting automation tool can help teams save time by automatically gathering data from various sources and creating easy-to-understand and interpret reports.

Sales teams can even configure when a certain report should be sent and who should receive it.

6. Scheduling Meetings

Sales executives spend a lot of time coordinating meeting times with prospects and clients, so when automating sales tasks, businesses should consider automating the process of scheduling meetings.

How it can be automated: By using meeting scheduling software or sales management software that includes a meeting scheduling feature, reps can save time by automatically scheduling and rescheduling meetings.

Using this type of software will also help reps avoid double-booking themselves, and it can provide reminders about upcoming meetings.

7. Sales Emails

Sales teams often send a lot of emails, and many of these emails are similar in nature. This can lead to sales reps spending a lot of time drafting and sending emails.

How it can be automated: An email automation tool can help sales teams save time by automatically drafting and sending emails.

With an email automation tool, you can create email templates for various emails, such as lead follow-up emails, meeting confirmation emails, and proposal emails.

Additionally, an email automation tool can help sales reps track whether their emails have been opened and read by the recipients. This information can be used to tailor future communications.

Email automation tools can also automate other email-related tasks, such as sending email reminders about upcoming events or tasks.

8. Sales Coaching

Sales managers know that coaching is essential to the success of sales professionals.

Sales coaches can improve their skills and close more deals by providing guidance and feedback.

However, coaching can be time-consuming, requiring managers to maintain extensive records and meet regularly with sales professionals.

How it can be automated: Artificial intelligence can automate many sales coaching tasks. AI can provide sales managers with real-time insights into their team’s performance by analyzing sales data and identifying patterns. 

In addition, AI-powered tools can generate customized coaching plans for each sales professional, ensuring they receive the guidance they need to succeed.

9. Forecasting

Companies use sales forecasting to make production, inventory, and budgeting decisions. It can be done using sales history, market trends, and economic indicators.

How it can be automated: Several sales management software packages include sales forecasting functionality. This type of software is designed to help sales managers predict future sales.

In most cases, the software will use historical sales data to create a sales forecast for the upcoming period.

10. Marketing

Marketing Automation Salesforce
Salesforce Sales Cloud Sales Management Software
Marketing Automation

Marketing tasks can be extremely time-consuming, and it’s important for sales and marketing teams to work together efficiently in order to get the most out of their time.

Marketing automation can help with this by automating repetitive tasks and leaving more time for creative tasks.

Automating marketing tasks can also help sales teams by giving them more time to focus on selling.

In addition, marketing automation can help to improve customer relationship management by providing valuable insights into customer behavior.

How it can be automated: The marketing automation is a functionality included in the best sales management software on the market. It can be a huge time-saver for marketing teams, as it allows them to set up automated campaigns that run on autopilot.

Other marketing tasks can include email marketing, social media marketing, and targeted ads.

This frees up time for marketing teams to focus on other tasks, such as strategy and product development.

By automating these tasks, sales teams can free up time to focus on closing deals and providing excellent customer service.

Ultimately, marketing automation can help marketing and sales teams work more efficiently and achieve better results.

What Is Sales Process Automation?

Sales Process Automation is the use of technology to automate your sales processes.

It is designed to make the selling process easier and more efficient by reducing the need for manual tasks, automating repetitive processes, and providing real-time data and analytics.

This can include everything from customer relationship management (CRM) or sales management software to lead tracking and generation tools.

The sales forecast can then generate sales quotas and allocate resources accordingly.


What Is The Benefit Of Using Sales Automation?

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The benefits of automating your processes are numerous, but here are a few key ones:

  1. Time savings: Automating repetitive tasks frees time for sales reps to focus on selling.

  2. Improved accuracy: Automation tools can help reduce errors and improve data accuracy.

  3. Increased visibility: Automation provides real-time data and analytics that can help managers gain insights into the processes and identify areas for improvement.

  4. Improved customer satisfaction: By automating tasks, sales reps can provide a better, more consistent customer experience and increase customer satisfaction.

  5. Improved lead quality: Automated lead generation and tracking tools can help sales reps focus on high-quality leads, resulting in more closed deals.

  6. Building relationships: When sales reps have more time to focus on selling, they can build stronger relationships with existing customers, prospects, and other sales reps.

What Sales Automation Tools Do I Need?

To be successful, a sales organization needs various sales automation tools. These tools can help with everything from tracking leads to closing deals.

Some of the most essential sales automation tools include an all-in-one sales management software or sales CRM, or a stand-alone tool depending on which part of the sales process you want to automate.

The most common stand-alone tools include a lead management system, a reporting tool, a meeting scheduling platform, a contract management tool, and a quote and proposal generation tool.

By investing in these essential tools, sales organizations can streamline operations and close more deals.

What Are The Drawbacks Of Sales Automation?

While there are many benefits to using sales process automation software, one disadvantage could be the loss of human interaction.

Throughout the years, and after talking to thousands of customers, I’ve learned that they want to speak with a human being, not a machine.

When you automate your processes, you risk losing that human touch and connection with your customers.

So, make sure that you don’t overdo it. Making time to have meaningful conversations with your customers is key to creating solid relationships with them.

This is only possible if your sales team has time. Automating administrative tasks such as manual data entry and other time-consuming tasks can help free up time.


In my 15+ years of experience in leadership, I have seen how great automation is at saving time and money and closing more deals.

However, it is important to strike a balance between automating tasks and maintaining a human touch with customers.

The most successful sales organizations use a combination of sales automation tools and human interaction to create strong relationships with their customers.

Make sure to do your research, select the right tool and vendor, and provide proper training to your sales reps. Implementing an automation tool can be a game-changer for your organization.

Just make sure not to lose sight of the human element in the process.

Now that you know how to automate your processes, it’s time to get started!

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