{"id":13592,"date":"2021-11-08T09:42:49","date_gmt":"2021-11-08T09:42:49","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=13592"},"modified":"2025-11-26T15:45:16","modified_gmt":"2025-11-26T15:45:16","slug":"crm-automation","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-automation\/","title":{"rendered":"What Is CRM Automation? Learn the Basics Here (Guide Blog)"},"content":{"rendered":"<p>Every company has only 24 hours in a day, from new startups to Fortune 500s. You have to use that time wisely, which is why so many businesses turn to workflow automation.<\/p>\n<p>Managers, marketers, sales reps, and customer service teams can automate a lot of their workflows using today&#8217;s cloud-based CRM software. (CRM refers to customer relationship management)<\/p>\n<p>In this guide blog, we\u2019ll explore all the basics of CRM automation. We\u2019ll also <strong>compare CRM automation and marketing automation<\/strong>, and present some CRM automation best practices.<\/p>\n<p>Let\u2019s get started.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#What_Is_CRM_Automation\" >What Is CRM Automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Whats_the_Difference_Between_CRM_Automation_and_Marketing_Automation\" >What\u2019s the Difference Between CRM Automation and Marketing Automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#CRM_Automation_Key_Functions_You_Should_Know\" >CRM Automation: Key Functions You Should Know<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Task_assignment\" >Task assignment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Re-engagement\" >Re-engagement<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Data_sync\" >Data sync<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Visual_pipeline\" >Visual pipeline<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Lead_assignment\" >Lead assignment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Email_drip_campaigns\" >Email drip campaigns<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Invoicing\" >Invoicing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Notifications\" >Notifications<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Call_scheduling\" >Call scheduling<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Analytics\" >Analytics<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Does_Your_Organization_Need_Separate_CRM_and_Marketing_Automation_Software\" >Does Your Organization Need Separate CRM and Marketing Automation Software?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#CRM_Automation_Best_Practices_for_Marketing_and_Sales_Optimization\" >CRM Automation Best Practices for Marketing and Sales Optimization<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Complex_is_not_always_better\" >Complex is not always better<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Integrate_social_media_with_your_CRM\" >Integrate social media with your CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Do_data_audits\" >Do data audits<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"What_Is_CRM_Automation\"><\/span>What Is CRM Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>First, let\u2019s define CRM automation.<\/p>\n<p><strong>A CRM automation tool is a type of software that executes a wide range of tasks for businesses. These tasks include <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing<\/a>, sales projections, lead management, contact management, <a href=\"https:\/\/www.engagebay.com\/crm\/lead-scoring\">lead scoring<\/a>, customer service records and automated responses, and custom analytics, among many others.<\/strong><\/p>\n<p>To automate a task is to let the software do it. This can sound odd at first, but the power of workflow automation is completely in your hands.<\/p>\n<p>You create the <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/\">automation workflows<\/a> that the software can execute. If you need to tweak the workflow, you can do that as well.<\/p>\n<p>When you combine CRM and automation technology, you get CRM automation. This niche software automates customer service and sales tasks, saving time for your teams and hence supporting your business in scaling operations.<\/p>\n<figure id=\"attachment_17365\" aria-describedby=\"caption-attachment-17365\" style=\"width: 800px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-17365\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/hero-service-automations.png\" alt=\"Workflow automations in EngageBay CRM software\" width=\"800\" height=\"450\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/hero-service-automations.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/hero-service-automations-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/hero-service-automations-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/hero-service-automations-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/hero-service-automations-595xh.png 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-17365\" class=\"wp-caption-text\"><em>Automations dashboard sample from EngageBay<\/em><\/figcaption><\/figure>\n<p>Between logged calendar events, contact lists, and communication records, one team can track what the other is doing. This prevents overlaps that can otherwise disrupt the customer journey.<\/p>\n<p>For instance, if the marketing team has already vetted a potential customer, there\u2019s no need for the sales&nbsp;team to do the same.<\/p>\n<p>Also, your sales team shouldn\u2019t have to start from scratch researching the leads when the marketers can use <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">CRM tools<\/a> to generate leads, capture their information, score the leads, and even identify warm or hot prospects.<\/p>\n<p>With CRM automation, your teams will be on the same page at all times, creating a smooth pipeline that can convert more customers.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/how-much-does-crm-cost\/\">Read also: How Much Does CRM Cost?<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Whats_the_Difference_Between_CRM_Automation_and_Marketing_Automation\"><\/span>What\u2019s the Difference Between CRM Automation and Marketing Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Automated CRM and marketing automation is not necessarily the same. Marketing automation software caters more to the everyday mundane tasks of marketers.<\/p>\n<p>For example, email marketing campaigns. Rather than working round-the-clock to send <a href=\"https:\/\/www.engagebay.com\/blog\/welcome-email\/\">welcome emails<\/a>, order confirmation emails, and email newsletters to a large contacts list, the marketer would automate email sending based on triggers.<\/p>\n<p>The automation workflow works in much the same way, but CRM automation and <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a> target different stages of the sales funnel.<\/p>\n<p>With marketing automation, it\u2019s more top of the sales funnel, whereas with CRM automation, it\u2019s down the funnel towards the bottom, where the leads are almost converting into customers or are already paying customers.<\/p>\n<p>The features of the two software types are different too.<\/p>\n<p><strong>CRM automation software offer features like auto ticketing system, automated order management, visual sales pipeline, contact management, and sales metrics reporting.<\/strong><\/p>\n<p>In a marketing automation system, the features are win probability, <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-model\/\">lead scoring<\/a>, email marketing via broadcasts and drip campaigns, lead generation, and social media campaign management.<\/p>\n<p>However, not every automation software has to necessarily be one or the other. A <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing-crm\">CRM marketing automation<\/a> platform rolls both CRM and <a href=\"https:\/\/www.engagebay.com\/blog\/best-marketing-automation-tools\/\">marketing automation tools<\/a> into one package.<\/p>\n<p>CRM automation marketing software makes sense for companies with robust sales, customer support, and marketing departments that need to save time and work in sync.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/\">Read also: The 5 Best CRM Automation Software<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"CRM_Automation_Key_Functions_You_Should_Know\"><\/span>CRM Automation: Key Functions You Should Know<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Getting back to CRM automation now, if your small business needs this software, what functions should you prioritize?<\/p>\n<p>Here\u2019s the complete list.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Task_assignment\"><\/span>Task assignment<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If your sales and customer service teams are growing all the time, then certain members of the team will be assigned specific tasks.<\/p>\n<p>Keeping track of who\u2019s doing what in complicated Excel sheets can be exhausting. With a <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM<\/a> system, you can automate the assignment of tasks across one unified system.<\/p>\n<p>Since you\u2019re using automation, you can be assured that the tasks are assigned without delay, so your sales team and customer service reps have plenty of time to get them done.<\/p>\n<figure id=\"attachment_13603\" aria-describedby=\"caption-attachment-13603\" style=\"width: 801px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-13603 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/task-management.png\" alt=\"automation of task management in CRM\" width=\"801\" height=\"453\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/task-management.png 810w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/task-management-300x170.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/task-management-768x434.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/task-management-595xh.png 595w\" sizes=\"(max-width: 801px) 100vw, 801px\" \/><figcaption id=\"caption-attachment-13603\" class=\"wp-caption-text\"><em>Task management example from EngageBay<\/em><\/figcaption><\/figure>\n<p>Thanks to streamlined <a href=\"https:\/\/www.engagebay.com\/crm\/project-management\">task management<\/a> from one dashboard and with controls for higher management over who does what and who gets how much access or visibility, work gets super easy, and productivity improves.<\/p>\n<p>A major collateral benefit is that employee satisfaction gets a boost too.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Re-engagement\"><\/span>Re-engagement<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>What is your small business\u2019s protocol when a lead or customer abandons their cart?<\/p>\n<p>Research shows that <a href=\"https:\/\/en.wikipedia.org\/wiki\/Abandonment_rate#:~:text=The%20typical%20shopping%20cart%20abandonment,an%20abandonment%20rate%20of%2020%25.\">cart abandonment rates are only increasing<\/a>, and this can be worrisome for businesses.<\/p>\n<p>Automated re-engagement with CRM automation lets you remind buyers that they\u2019ve abandoned a cart, and may like to go back and complete the purchase.<\/p>\n<p><strong>You can also <a href=\"https:\/\/www.engagebay.com\/blog\/lifecycle-marketing\/\">use automated re-engagement marketing campaigns<\/a> to get to the bottom of why some leads or customers have abandoned their carts on your website.<\/strong><\/p>\n<p>Maybe you can even sweeten the deal by including an exclusive discount code via email if the customer comes back and completes their purchase.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Data_sync\"><\/span>Data sync<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CRM tools tend to play nicely with lots of other software, including marketing automation solutions.<\/p>\n<p>The data syncing between your two automation tools could be configured instantly. This way, your marketing team won\u2019t be working with outdated information, nor would your sales reps or customer service team.<\/p>\n<p>When everyone is current on what\u2019s going on in your campaigns, they can work more efficiently.<\/p>\n<p><em>\ud83d\udc49Need to optimize your CRM database? Uncover the top strategies and benefits in our <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">extensive guide<\/a>! \ud83c\udfc6<\/em><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Visual_pipeline\"><\/span>Visual pipeline<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>What does your company\u2019s sales process or pipeline look like? Within your CRM tool, you can visualize it, and this is all done by the software.<\/p>\n<p><strong>Especially for a complex <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline<\/a>, visualizing it from Point A all the way to Point Z can be of great benefit to your sales team and customer service reps. This is also called sales force automation.<\/strong><\/p>\n<figure id=\"attachment_13601\" aria-describedby=\"caption-attachment-13601\" style=\"width: 800px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-13601 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-forcasting.png\" alt=\"CRM automation features in EngageBay\" width=\"800\" height=\"450\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-forcasting.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-forcasting-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-forcasting-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-forcasting-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-forcasting-595xh.png 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-13601\" class=\"wp-caption-text\"><em>A sales dashboard example from EngageBay<\/em><\/figcaption><\/figure>\n<p>A visual sales pipeline is also helpful if your small business regularly experiences bottlenecks where more than one group of leads doesn\u2019t get through to the other side of the funnel.<\/p>\n<p>Once you can identify the cause of these bottlenecks, you can push those leads along the funnel.<\/p>\n<p>Also, with more and more people working from home now, it\u2019s hard to <a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">draw up your sales plans<\/a> on a whiteboard.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-marketing-automation-tools\/\">Read also: Top CRM Marketing Automation Tools for Business Efficiency<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"Lead_assignment\"><\/span>Lead assignment<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Who\u2019s working on which lead today?<\/p>\n<p>Without <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">CRM automation tools<\/a> in place, anybody could be doing anything in your office, and keeping track can get exhausting.<\/p>\n<p>One team can\u2019t be sure what the other team is working on, so two members of two separate teams can end up contacting the same lead, which is always irksome for potential customers.<\/p>\n<p>If they had a sales call yesterday and answered basic questions with that sales rep, they\u2019re going to be confused why a customer service rep is calling them today and asking the same questions.<\/p>\n<p>The lead will probably decide to do business elsewhere rather than keep repeating answers to your staff.<\/p>\n<p>With lead assignment in your CRM software, you can automate who\u2019s working on which lead.<\/p>\n<p>This wastes less time so two people aren\u2019t working on one lead. Instead, you can spread out the leads among your sales team and customer service reps.<\/p>\n<p>You can also set conditions for the CRM automation software to assign the most important leads or potential customers to your most skilled or experienced guys.<\/p>\n<p>Connecting your CRM with partner workflows streamlines deal registration, onboarding, and incentives. A <a href=\"https:\/\/www.introw.io\/product\/partner-management\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">partner management software<\/a> integrates with pipelines and analytics to give full revenue and engagement visibility while automating payouts and reducing channel conflict.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Email_drip_campaigns\"><\/span>Email drip campaigns<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We\u2019ve discussed the importance of email as part of CRM automation throughout this post; it\u2019s certainly a feature you\u2019ll want in your software.<\/p>\n<p>From welcome emails to abandoned cart reminder emails and <a href=\"https:\/\/www.engagebay.com\/marketing\/drip-campaign\">email drip campaigns<\/a>, an email marketing automation tool will help in every way to nurture your audience.<\/p>\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/edhst0TbnBI?si=zmQX5DtJYLucFROC\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Invoicing\"><\/span>Invoicing<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Has your small business ever gotten so busy that you forget to send an invoice for payment?<\/p>\n<p>By automating invoice sending from your CRM automation software, you can ensure that all your invoices go out immediately after purchase.<\/p>\n<p>You can also track the invoice so you\u2019re positive that it\u2019s been paid.<\/p>\n<p>As your audience begins to grow and you deal with more invoices, automated invoicing will become a godsend for your company.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Notifications\"><\/span>Notifications<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Speaking of forgetting about things, that\u2019s what CRM system notifications are for.<\/p>\n<p>These automated notifications will keep everyone within your company up to date about their latest and most urgent tasks, including marketing tasks, <a href=\"https:\/\/www.engagebay.com\/blog\/types-of-customer-services\/\">customer support tasks<\/a>, and sales calls.<\/p>\n<p>You can choose which notifications your staff receives and when, such as notifications to follow up with a lead or reminders that a sales call is coming up in 10 minutes.<\/p>\n<p>If a lead enters a new <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">stage of your sales funnel<\/a>, you can be notified so you\u2019re ready to cash in on this opportunity.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Call_scheduling\"><\/span>Call scheduling<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Your sales reps deal with a large volume of calls, but to keep leads moving through the pipeline, they must always have the time to chat with new leads.<\/p>\n<p>That\u2019s why automated call scheduling in your CRM platform is such a valuable feature.<\/p>\n<p>With call scheduling, the sales reps never have to sit down and check their calendar, because everything is automated.<\/p>\n<p>They just take the calls as they come, thanks to automated scheduling in the software.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Analytics\"><\/span>Analytics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Another key feature of CRM automation is analytics reporting.<\/p>\n<p>These reports are visible in the CRM system dashboard and are continually updated to reflect the most up-to-date information.<\/p>\n<p>All sales and customer service reps can see this data to know which milestones they\u2019ve achieved and which they have yet to reach.<\/p>\n<figure id=\"attachment_16191\" aria-describedby=\"caption-attachment-16191\" style=\"width: 800px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-16191 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3.png\" alt=\"Sales Analytics\" width=\"800\" height=\"322\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3.png 1900w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3-300x121.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3-1024x412.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3-768x309.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3-1536x618.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EngageBay-analytics-3-595xh.png 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-16191\" class=\"wp-caption-text\"><em>CRM Analytics dashboard example from EngageBay<\/em><\/figcaption><\/figure>\n<p>You can also request automatic reports that pull together the information your small business needs. Perhaps you want to focus on sales or new leads or customer queries for the past two weeks.<\/p>\n<p>These sharable reports make it easy to track your metrics, both on a broad and a specific level.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-small-businesses\/\">Read more: The Ultimate Guide to Marketing Automation for Small Businesses<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Does_Your_Organization_Need_Separate_CRM_and_Marketing_Automation_Software\"><\/span>Does Your Organization Need Separate CRM and Marketing Automation Software?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now that you\u2019re clearer on the CRM automation features your small business should prioritize, you may wonder, are those features alone enough? Or do you need a marketing automation tool as well?<\/p>\n<p>There are a lot of excellent marketing automation tools that don\u2019t help with CRM features, and vice versa.<\/p>\n<p>If you want a CRM automation software with lead nurturing features such as email drip campaign automation, you need to look for a more holistic or all-in-one software.<\/p>\n<p>One such solution is EngageBay\u2019s CRM system, which is available for <a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">free forever<\/a>, for up to 15 users per account.<\/p>\n<p>This is a <a href=\"https:\/\/sourceforge.net\/software\/product\/EngageBay\/\">highly-rated<\/a> CRM software with marketing automation, sales automation, customer support, Live Chat, and Help Desk.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"CRM_Automation_Best_Practices_for_Marketing_and_Sales_Optimization\"><\/span>CRM Automation Best Practices for Marketing and Sales Optimization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Let\u2019s wrap up by discussing some CRM automation best practices so your small business can be primed for success.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Complex_is_not_always_better\"><\/span>Complex is not always better<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Automation exists to simplify your processes.<\/p>\n<p>Make sure you don\u2019t overcomplicate what is an otherwise simple software with complex workflows. All you\u2019re doing is working harder to achieve a result that could have been done with half the effort!<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Integrate_social_media_with_your_CRM\"><\/span>Integrate social media with your CRM<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If there\u2019s one area that CRM automation doesn\u2019t usually touch on but should, it\u2019s social media integration.<\/p>\n<p>Fortunately, you can close that gap by <a href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\">integrating your social media channels with your CRM tool<\/a> of choice. Now, you\u2019ll have more metrics automatically fed into your dashboard that can inform your marketing and sales decisions.<\/p>\n<figure id=\"attachment_17388\" aria-describedby=\"caption-attachment-17388\" style=\"width: 797px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-17388 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/EngageBay-social-2.png\" alt=\"CRM automation with social media\" width=\"797\" height=\"681\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/EngageBay-social-2.png 817w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/EngageBay-social-2-300x256.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/EngageBay-social-2-768x656.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/EngageBay-social-2-595xh.png 595w\" sizes=\"(max-width: 797px) 100vw, 797px\" \/><figcaption id=\"caption-attachment-17388\" class=\"wp-caption-text\"><em>Social media CRM integration in EngageBay<\/em><\/figcaption><\/figure>\n<p>For instance, when you post on social media, what is your current reach? What behavior do your leads and potential customers show when they see your ads on social media? What are they expecting out of your brand and are you living up to those expectations?<\/p>\n<p>Answering those questions becomes a lot easier to do with social media <a href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\">CRM integration<\/a>.<\/p>\n<p><strong>With social media CRM integration, you can also <a href=\"https:\/\/www.engagebay.com\/blog\/strong-digital-brand\/\">monitor social media mentions<\/a> and get notifications about comments on your social pages so you can respond right away.<\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Do_data_audits\"><\/span>Do data audits<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The customer data you have will not stay current forever, which is where data audits come in.<\/p>\n<p>Through a data audit, you can confirm whether a contact\u2019s home address, work address, phone number, email address, job title, occupation, and marital status are all still correct.<\/p>\n<p>Data audits also review internal data such as domain changes, acquisitions among your company, and changes in employee status.<\/p>\n<p>The less incorrect data you have floating around in your CRM tool, the better it will work.<\/p>\n<blockquote><p><em><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/small-business-automation\/\">Read also: 6 Things You Need to Know About Small Business Automation<\/a><\/em><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>CRM automation software can simplify your business tasks to free up dozens of hours for your sales, marketing, and even customer support teams.<\/p>\n<p><span style=\"font-size: 16px;\">This can help your business reduce the cost per customer, increase the annual revenues, and enhance the bottom line. <\/span><span style=\"font-size: 16px;\">Also, a streamlined work software like this can enhance both employee and customer satisfaction.<\/span><\/p>\n<p>Pick a holistic and affordable CRM automation software, and get started with a <a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">free trial<\/a>. You\u2019ll see tangible results real soon.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Every company has only 24 hours in a day, from new startups to Fortune 500s. You have to use that [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":17486,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[120],"tags":[5687,5686,5688],"class_list":["post-13592","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-automated-crm","tag-crm-automation","tag-crm-marketing-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Is CRM Automation? 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