sales
What is CRM Automation?
Using your CRM's built-in automation features to handle routine sales and marketing tasks like follow-ups, deal updates, and contact assignment.
In plain English
CRM automation means letting your CRM do the administrative work so your salespeople can focus on selling. This includes auto-assigning leads to reps based on territory, moving deals to the next stage when an email is opened, enrolling contacts in a nurture sequence when they fill out a form, or alerting a manager when a high-value deal hasn't been touched in 7 days. Done well, CRM automation makes a small sales team perform like a much larger one.