Sales Automation: Automate Your Sales Processes
Automate repetitive sales tasks, let your team focus on sales.
Request Free DemoWhat Is Sales Automation?
Sales automation is the automatic execution of repetitive and time-consuming tasks in the sales process through software rules. Manual data entry, follow-up emails, task assignments, reminders, and reporting run automatically according to predefined rules.
A typical sales representative can only dedicate 35% of their day to actual sales activities. The rest is spent on administrative tasks such as data entry, writing emails, scheduling meetings, and preparing reports. Sales automation reverses this ratio: Your team spends most of their time on sales, while the system automatically handles routine tasks.
What Can Be Automated with Sales Automation?
Rapitek Sales Automation Features
Email Automation
Define automatic email sequences at every stage of the sales process. Welcome messages, proposal follow-ups, thank-you emails, and re-engagement campaigns are sent on time.
Task Automation
Create automatic tasks when a new lead arrives, when an opportunity changes stage, or after a certain period. Tasks are assigned to the right person with deadlines set.
Lead Scoring
Automatically assign scores based on lead behaviors (web visits, email opens, form submissions, demo requests) and demographic characteristics. Prioritize the hottest opportunities.
Workflow Automation
Visually define workflows in your sales process. Create "If X happens, do Y" rules with a drag-and-drop interface. Automate complex sales processes.
Automated Reporting
Daily, weekly, or monthly sales reports are automatically prepared and sent to designated people via email. Pipeline status, team performance, and sales forecasts are always up to date.
Smart Notifications
Get instant notifications when important events occur. Email, SMS, or push notifications for new leads, high-value opportunities, approaching deadlines, or stagnant opportunities.
Business Impact of Sales Automation
Time Savings
Your sales team reduces time spent on administrative tasks and dedicates more time to actual sales activities. Sales productivity typically increases by 25-40% in companies using CRM.
Conversion Rate Increase
You reach the right customer at the right time with timely follow-ups, personalized emails, and lead scoring. Conversion rates increase significantly.
Error Rate Reduction
Human error in manual data entry and follow-up tasks is minimized with automation. Every opportunity is tracked at the right stage with the correct information.
Team Scalability
Thanks to automation, your existing team can handle more opportunities. Increase your sales capacity without needing to hire new representatives.
Example Automation Scenarios
Automation examples you can implement in your business right away
New Lead Welcome Sequence
An automatic welcome email is sent to a potential customer who fills out a form on the website. After 2 days, introduction material is sent; after 5 days, a demo offer. If the lead score exceeds a certain threshold, a task is automatically assigned to the sales representative.
Post-Proposal Follow-Up
Automatic follow-up email 3 days after sending a proposal. If no response, a phone task is created on day 5. If still no response after 10 days, the manager is alerted.
Stagnant Opportunity Alert
If an opportunity has been in the same stage for more than 14 days, a reminder is sent to the sales representative. If it exceeds 21 days, the sales manager is alerted. Non-progressing opportunities are automatically reported.
Post-Won Sale Process
When an opportunity moves to the "Won" stage, an automatic thank-you email is sent. An onboarding task is created and assigned to the relevant department. Order transfer to ERP is triggered.
Return on Investment of Sales Automation
Typical improvements observed in companies using CRM and sales automation
Sales productivity increase
Reduction in manual tasks
Setup time
Starting price per user