{"id":20236,"date":"2022-03-09T15:25:13","date_gmt":"2022-03-09T15:25:13","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=20236"},"modified":"2025-05-27T07:12:55","modified_gmt":"2025-05-27T07:12:55","slug":"crm-automation-functions","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/","title":{"rendered":"7 CRM Automation Functions to Generate More Revenue"},"content":{"rendered":"<p>Sales teams have long known the value of customer relationship management (CRM) systems for more efficient and effective sales operations.<\/p>\n<p>However, CRM automation functions are now adding even more value to the bottom line.<\/p>\n<p><strong>In particular, automating lead routing and nurturing can help sales teams focus on the most promising leads and close more deals.<\/strong><\/p>\n<p>Other automation functions that <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">CRM tools<\/a> are now getting good at include automatic lead capture from websites and other online sources, intelligent lead scoring and grading to prioritize leads, and campaign management and execution, which in turn includes email marketing and SMS marketing.<\/p>\n<p>All of these automation functions help sales teams move leads through the pipeline more efficiently and close more deals.<\/p>\n<p><strong>In short, CRM automation is a powerful way to drive more revenue.<\/strong><\/p>\n<p><center><iframe class=\"giphy-embed\" src=\"https:\/\/giphy.com\/embed\/eiMn9iNXA5hio0WtR6\" width=\"480\" height=\"480\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/center><\/p>\n<p style=\"text-align: center;\"><em><a href=\"https:\/\/giphy.com\/gifs\/hyperrpg-favorite-trollhunters-eager-eiMn9iNXA5hio0WtR6\">via GIPHY<\/a><\/em><\/p>\n<div class=\"tenor-gif-embed\" data-postid=\"22763246\" data-share-method=\"host\" data-aspect-ratio=\"1\" data-width=\"100%\">In this blog post, we will cover key CRM automation functionalities and a couple of examples of great CRM automation tools.<\/div>\n<div data-postid=\"22763246\" data-share-method=\"host\" data-aspect-ratio=\"1\" data-width=\"100%\">&nbsp;<\/div>\n<div class=\"tenor-gif-embed\" data-postid=\"22763246\" data-share-method=\"host\" data-aspect-ratio=\"1\" data-width=\"100%\">We will also tell you how to get started if you are <a href=\"https:\/\/www.engagebay.com\/products\/crm\">new to CRM automation<\/a>.<\/div>\n<div>&nbsp;<\/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-functions\/#Do_I_Need_CRM_Automation\" >Do I Need 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-functions\/#How_Do_I_Get_Started_with_CRM_Automation\" >How Do I Get Started with CRM Automation?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#Step_1_Select_a_CRM_software_that_offers_everything\" >Step 1. Select a CRM software that offers everything<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#Step_2_Train_your_teams_for_CRM_implementation\" >Step 2. Train your teams for CRM implementation<\/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-functions\/#Step_3_Import_all_your_customer_data\" >Step 3. Import all your customer data<\/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-functions\/#Step_4_Create_a_content_and_sales_strategy_based_on_your_goals\" >Step 4. Create a content and sales strategy based on your goals<\/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-functions\/#Step_5_Measure_and_review_results\" >Step 5. Measure and review results<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#Examples_of_CRM_Automation_Software_Tools\" >Examples of CRM Automation Software Tools<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#HubSpot\" >HubSpot<\/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-functions\/#EngageBay\" >EngageBay<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#7_CRM_Automation_Functions_that_Help_You_Generate_More_Revenue\" >7 CRM Automation Functions that Help You Generate More Revenue<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#1_Lead_Management_Automation\" >1. Lead Management Automation<\/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-functions\/#2_Reporting_and_Analytics\" >2. Reporting and Analytics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#3_Marketing_and_Email_Management\" >3. Marketing and Email Management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#4_Workflow_Automation\" >4. Workflow Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/#5_Sales_Forecasting\" >5. Sales Forecasting<\/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-functions\/#6_Proposal_Management\" >6. Proposal Management<\/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-functions\/#7_Customer_Support_Automation\" >7. Customer Support Automation<\/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-functions\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\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<h2><span class=\"ez-toc-section\" id=\"Do_I_Need_CRM_Automation\"><\/span>Do I Need CRM Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For both large and small businesses, spreadsheets and the old-school Rolodexes have already become relics from a long-lost past. This is in part because today\u2019s customers are savvier and more demanding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s more &#8212; they expect a lot from your business, which means you have to focus on customer satisfaction, and <a href=\"https:\/\/www.engagebay.com\/blog\/crm-process\/\">CRM process<\/a> automation can save you a lot of time, money, and effort in getting there.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the right CRM automation functions, you\u2019ll be able to not only save time but also generate more revenue. How?&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Essentially, CRM automation helps you meet your customers with the right message at the right time. For example, your potential client could be extremely busy, <\/span><span style=\"font-weight: 400;\">switching between multiple screens during the day.<\/span><\/p>\n<p><strong>How are you going to meet this customer with your pitch and make the sale? How will you even get their attention?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">CRM automation tools allow you to build a close working relationship with all your customers and make it easier to maintain those relationships. They help you get organized and manage complex tasks easily.<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"Introduction to EngageBay | All-in-One CRM - Marketing, Sales &amp; Support Software\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/PZROe8peDsY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">As your company and client base grow, your CRM automation tools should also be able to scale operations.&nbsp;<\/span><\/p>\n<p>CRM automation helps your sales rep track their customer engagement and build on it while freeing their energies for more complex tasks.<\/p>\n<p><span style=\"font-weight: 400;\">Whether you love it or hate it, CRM automation is here to stay. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, let\u2019s take a deep dive into how your company can get started with CRM automation. In the later section, we&#8217;ll look at the key automation functions that can boost your revenue. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ll also look at some examples of automation functions to give you a clearer picture.<\/span><\/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-for-construction-business\/\">Read more:&nbsp;The Importance Of CRM For Construction Business: Guide Blog<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"How_Do_I_Get_Started_with_CRM_Automation\"><\/span>How Do I Get Started with CRM Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Here are five simple and actionable steps that will help you get started with CRM automation immediately and do your first email marketing campaign. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM automation can be a complex process but these steps will give you a broad outline on getting started.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-5457\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage.png\" alt=\"marketing software EngageBay\" width=\"629\" height=\"488\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage.png 629w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage-300x233.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage-595xh.png 595w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/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-automation\/\">Read also: What Is CRM Automation? Learn the Basics Here (Guide Blog)<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"Step_1_Select_a_CRM_software_that_offers_everything\"><\/span>Step 1. Select a CRM software that offers everything<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">There are many kinds of automation software in the market today, and choosing <a href=\"https:\/\/www.engagebay.com\/blog\/best-sales-crm-tools\/\">the right CRM automation tools<\/a> is the first and most pivotal step.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">First, get crystal clear on defining your needs and your budget. Do you need an <a href=\"https:\/\/www.engagebay.com\/\">all-in-one CRM solution<\/a> with built-in marketing automation and sales analysis? Or is your requirement limited to customer support ticketing and <a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\">live chat<\/a>?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Decide which CRM function needs to be automated for your small business. <\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Train_your_teams_for_CRM_implementation\"><\/span>Step 2. Train your teams for CRM implementation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve found your perfect match for your CRM automation needs, the next step is to give your team and sales reps the right training and onboarding for <a href=\"https:\/\/www.engagebay.com\/blog\/challenges-of-crm-implementation\/\">effective CRM implementation<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The bare minimum is to expect the brand to give your team some free training. Some software companies will customize the implementation plan for your business, so check about that too.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Without this crucial know-how, your CRM investment will not translate into any meaningful results.<\/span><\/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=\"Step_3_Import_all_your_customer_data\"><\/span>Step 3. Import all your customer data<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can&#8217;t have business growth if you don\u2019t have customer data. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Getting this step right can and will save you a lot of hassle in the future. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ask the CRM provider for help in this step and see if you need automation for contact management. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">You should ideally be able to import customer data from any online source like your Gmail, CSV files, and more. Right off the bat, your CRM should also enable you to build your email distribution lists.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/crm\/contact-management-software\"><img decoding=\"async\" class=\"aligncenter wp-image-12397 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/09\/contact-list.png\" alt=\"contact-list\" width=\"1349\" height=\"625\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/09\/contact-list.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/09\/contact-list-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/09\/contact-list-1024x474.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/09\/contact-list-768x356.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/09\/contact-list-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_4_Create_a_content_and_sales_strategy_based_on_your_goals\"><\/span>Step 4. Create a content and sales strategy based on your goals<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have contacts imported, you can begin marketing to existing and potential customers. Based on your goals, you can now create a new content strategy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> For instance, if you are running an email marketing campaign, then you\u2019ll be able to create customized email templates to give a personalized experience for maximum customer satisfaction.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-modules\/\">Read also: These CRM Modules Can Skyrocket Your Customer Loyalty<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_5_Measure_and_review_results\"><\/span>Step 5. Measure and review results<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve started your campaign, you will be able to <a href=\"https:\/\/www.engagebay.com\/blog\/crm-metrics\/\">leverage CRM metrics<\/a> to analyze and understand the results of all your efforts so far. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your marketing team can analyze information like the click-through rate for your emails and other metrics around email bounces, unsubscribes, etc. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales team can keep track of information like where in the sales funnel a potential customer was dropped, and other such customer data. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can leverage all these complex insights to design a <a href=\"https:\/\/www.engagebay.com\/blog\/trigger-email-marketing\/\">powerful marketing campaign<\/a> and a more streamlined sales processes in the future.<\/span><\/p>\n<figure id=\"attachment_18670\" aria-describedby=\"caption-attachment-18670\" style=\"width: 2160px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\"><img decoding=\"async\" class=\"wp-image-18670 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1.png\" alt=\"EngageBay email newsletter\" width=\"2160\" height=\"1580\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1.png 2160w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1-300x219.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1-1024x749.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1-768x562.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1-1536x1124.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1-2048x1498.png 2048w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Email-regular-broadcast-1-595xh.png 595w\" sizes=\"(max-width: 2160px) 100vw, 2160px\" \/><\/a><figcaption id=\"caption-attachment-18670\" class=\"wp-caption-text\"><em>Email broadcast insights in EngageBay<\/em><\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"Examples_of_CRM_Automation_Software_Tools\"><\/span>Examples of CRM Automation Software Tools<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Let&#8217;s take a quick look at a couple of CRM automation tools that have excellent <a href=\"https:\/\/sourceforge.net\/software\/product\/EngageBay\/\">user reviews<\/a>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"HubSpot\"><\/span>HubSpot<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-8995 size-large\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-1024x595.png\" alt=\"HubSpot\" width=\"1024\" height=\"595\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-1024x595.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-300x174.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-768x446.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-595xh.png 595w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot.png 1220w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">One CRM platform most marketers know is HubSpot. It\u2019s a pioneer in marketing automation. HubSpot is easy to use, easy to navigate, and feature-packed. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">With HubSpot, you can automate a lot of your daily tasks such as email logging, call recording, data management, and social media management too.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Other features that HubSpot is used for include email marketing, chatbots, contact management, pipeline management, performance reporting, and sales tracking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Price:<\/strong> Essential CRM features are free, and other features start at $45 a month.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"EngageBay\"><\/span>EngageBay<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-16999 size-large\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-new-screenshot-1024x745.png\" alt=\"engagebay\" width=\"1024\" height=\"745\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-new-screenshot-1024x745.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-new-screenshot-300x218.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-new-screenshot-768x559.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-new-screenshot-595xh.png 595w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-new-screenshot.png 1185w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is a CRM automation tool that\u2019s been designed for small businesses. It has all the features you need to manage your leads and sales, as well as automate your marketing tasks.<\/p>\n<p><strong>One of the best things about EngageBay is its price. It\u2019s very affordable, which makes it perfect for small businesses on a tight budget.<\/strong><\/p>\n<p>With EngageBay, you can automate your email marketing, SMS marketing, social media campaigns, and lead management. You can also create custom workflows to automate your sales process.<\/p>\n<p><strong>Price:<\/strong> Free plan lasts forever, paid plans start at $12.99 a month.<\/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 Five Best CRM Automation Software<\/a><\/p><\/blockquote>\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<h2><span class=\"ez-toc-section\" id=\"7_CRM_Automation_Functions_that_Help_You_Generate_More_Revenue\"><\/span><span style=\"font-weight: 400;\">7 CRM Automation Functions that Help You Generate More Revenue<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, let&#8217;s delve into the really important part of this article. If a software tool offers all these CRM functionalities in one affordable package, you should shortlist it right away.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Lead_Management_Automation\"><\/span>1. Lead Management Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Leads are the lifeblood of your company. It is a no-brainer that if your lead generation dries up, your revenue dries up too. Lead management automation is hence the most important feature here.<\/span><\/p>\n<p><strong>Lead management helps in mining and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-lead-management\/\">capturing leads<\/a> from different channels and tracking their progress at every step of the sales funnel. <\/strong><\/p>\n<p><span style=\"font-weight: 400;\">You can then use the data to categorize your leads based on your criteria. You can categorize leads from different channels like email marketing lists or social media platforms, and make a set of qualified leads faster and more efficiently. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once this is done, lead nurturing can ensure that over time, your customers are ready to pull out their credit cards. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">A lead management automation platform will keep your sales team updated with live customer data so that they can just focus on closing the deals.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Reporting_and_Analytics\"><\/span>2. Reporting and Analytics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CRM reporting and analytics is a core CRM feature. It will provide you with summaries and analysis of all the performance metrics relevant to each role on your CRM suite. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will help your company use real-time insights to refine your sales and marketing campaigns and make smarter, data-backed decisions for your business. This analytical CRM function is among the top features you should look for.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>This function can help you stay on top of diverse <a href=\"https:\/\/www.engagebay.com\/blog\/crm-metrics\/\">CRM metrics<\/a> like profitability, customer interaction, buying patterns, sales performance, and conversion rates.<\/strong> <\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, a profitability report will help your team understand which customers:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Make the largest contribution to revenue<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Are loyal to your brand<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Have the potential to buy from you again<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_Marketing_and_Email_Management\"><\/span>3. Marketing and Email Management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you integrate your CRM with a marketing automation system, this can truly be a game-changer. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">By automating steps in the marketing-to-sales process, your team will have more energy to focus on overall strategy and nurturing leads that show true promise.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Marketing automation can give you a clearer picture of customer behavior, with methods like tracking a user\u2019s path through your website, the bounce rates on your website, etc.<\/strong> <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The CRM marketing automation tool will help you round up information from diverse touchpoints like website visits, downloads, social media activity, SMS marketing, webinar hosting through CRM as well as direct marketing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This information will help your sales team <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">score, prioritize and qualify leads<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Your team can also drive marketing campaigns like infrequent drip-feed emails to maintain interest, personalized emails, trigger-based marketing messages, and social media messaging.<\/span><\/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\/what-is-a-crm-database\/\">Read also: CRM Database Overview, Structure, Tips and Strategies<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"4_Workflow_Automation\"><\/span>4. Workflow Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Workflow automation is the process of using predefined business processes to automatically trigger certain actions to complete a particular activity. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">By automating the workflow, companies can easily automate manual tasks to reduce human error, boost productivity, and remove bottlenecks.<\/span><\/p>\n<p><strong>Here\u2019s an example of&nbsp; workflow automation for an invoice:<\/strong><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Using workflow automation, one team member shares an invoice with a client for review. Instructions get automatically populated in the file.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">The client receives an automated reminder about the pending document and a deadline for approval and revisions.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">If revisions are to be made within the workflow management, this gets automatically updated. You can track all of this in real-time.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">After addressing revisions and comments, the original sender gets an update about the approval of the invoice when the client e-signs.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">This process can be applied to a wide variety of tasks but is particularly helpful for processes that involve numerous documents and apps.<\/span><\/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\/advantages-workflow-automation\/\">Read more: 10 Ways Workflow Automation Makes Your Day Easier<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"5_Sales_Forecasting\"><\/span>5. Sales Forecasting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sales forecasting is another key part of your revenue cycle and customer relationship management. As a marketer, you would want your sales forecasting to be as accurate as possible, right? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why the tools you use to <a href=\"https:\/\/www.engagebay.com\/blog\/sales-forecasting-tools\/\">create sales forecasts<\/a> must be pulled directly from your CRM software. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if you&#8217;re using Salesforce, then you need Salesforce automation, or you will need Microsoft automation for a Microsoft Dynamics CRM. This is why your CRM software needs to be up-to-date and integrated with other sales force automation tools.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales automation can ensure that your data is updated regularly and is pulled accurately into your sales forecasts.&nbsp;&nbsp;<\/span><\/p>\n<figure id=\"attachment_16189\" aria-describedby=\"caption-attachment-16189\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-16189 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/sales-forcasting.png\" alt=\"sales forecasting\" width=\"1366\" height=\"768\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/sales-forcasting.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/sales-forcasting-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/sales-forcasting-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/sales-forcasting-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/sales-forcasting-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><figcaption id=\"caption-attachment-16189\" class=\"wp-caption-text\"><em>Sales forecasting in EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here are the three key ways sales forecasting automation can help your business:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\"><strong>Easily sort historic data and get accurate reports.<\/strong> If your sales reps have to manually pull data from various sources, it can get tiresome and time-consuming. A major benefit of automating your sales forecasting is the ability to retrieve clean, accurate data straight from your Customer Relationship Management or CRM tool. Sales forecast automation allows for efficient opportunity management &#8212; leading to more revenue for your small business.<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><strong>Plan and predict for the year. <\/strong>Visibility into the sales data can allow your sales leaders to make accurate predictions on anticipated revenue and close gaps, if any.<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><strong>Streamline your sales and revenue process.<\/strong> Manually creating documents for each opportunity takes away from the valuable time when sales reps could be focusing on customer experience and building customer relationships. Automating your sales forecasting can help you refine and make data-driven decisions based on accurate reports.<\/span><\/li>\n<\/ol>\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\/sales-forecasting-strategies\/\">Read more: Sales Forecasting: Comprehensive Guide For Small Business Owners<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"6_Proposal_Management\"><\/span>6. Proposal Management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Creating business proposals that contain valuable and personalized content for your clients is no easy feat. It can only come about through a collaborative team effort. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Without business proposals, there are no B2B sales, and with no sales, there is no revenue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Automating the proposal management function within your CRM can give you an easier, modern, and cost-effective way to collaborate on and deliver proposals at the right time to the right client.<\/strong> <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automating this process can allow you to hit the sweet balance between sending out irrelevant or outdated data to your clients and wasting their time and wasting your time by over-personalizing them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the right proposal automation, your sales team can create templates for proposals, share documents across multiple platforms, reduce version control issues, and allocate tasks in real-time with your team, creating a truly collaborative CRM solution. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, creating proposals faster can help your sales teams get more meetings and send proposals to a larger number of prospective clients. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">All this will translate into <a href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-tools\/\">more sales and more revenue<\/a> for your company.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-marketing-automation-integration\/\">Read also: The Power of CRM and Marketing Automation Integration<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Customer_Support_Automation\"><\/span>7. Customer Support Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Customer support automation is the cherry on the cake in terms of creating a great customer experience. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">You may have heard this also called contact center automation or <a href=\"https:\/\/getvoip.com\/blog\/call-center-automation\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">call center automation<\/a>. In today\u2019s digital age, customers now expect instant help with issues they\u2019re facing, and also expect these experiences to be personalized and specific. <\/span><\/p>\n<p>This is where customer support automation becomes your friend, especially when paired with strategic tools like an <a href=\"https:\/\/justcall.io\/tools\/call-center-roi-calculator\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Erlang calculator<\/a> that help forecast staffing needs and improve contact center ROI.<\/p>\n<p><span style=\"font-weight: 400;\">Studies found that 89% of customers prefer interacting with companies by messaging, but only 50% of companies offer this option. This is why chatbots are gaining traction too.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14152 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/customer-service-dashboard-1.png\" alt=\"customer-service\" width=\"1349\" height=\"625\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/customer-service-dashboard-1.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/customer-service-dashboard-1-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/customer-service-dashboard-1-1024x474.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/customer-service-dashboard-1-768x356.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/customer-service-dashboard-1-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Customer service actions like real-time voice calling, live chat, basic FAQs, and automated responses are very helpful for your customer service staff. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM automation for customer support can make your process more efficient by faster customer query management, faster responses to flagged queries, and assigning reps for social posts. Not only this, you will have expanded service hours and multiple channels for customer care.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>A <a href=\"https:\/\/blog.capterra.com\/3-ways-millennial-friendly-customer-service-is-different\/\">study by Capterra<\/a> found that 72% of customers say having to repeat their issues to multiple agents is the main cause of their bad customer service experience.<\/strong> <\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM automation functions can make sure that every customer issue is passed on to the right person at the first instance to save time and cost per interaction. This helps nurture good customer relationships too.<\/span><\/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-techniques\/\">Read more: 9 Awesome, Proven CRM Techniques to Improve Your Marketing ROI<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Investing in CRM automation functions can be one of the best business decisions you make, whether you&#8217;re a small business or an established enterprise.<\/span><\/p>\n<p><strong>The right CRM software with automation tools can help your sales and marketing teams perform better, be it task management, proposal management, or your social media campaign.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">What automation functions and CRM systems do you think would work for you the best? Do let us know in the comments below.&nbsp;<\/span><\/p>\n<p>If you want to know how EngageBay can help your CRM needs, just <a href=\"https:\/\/www.engagebay.com\/\">sign up for free<\/a> and we can schedule a product tour!<\/p>\n<p><em>\ud83d\udc49Boost your CRM success with our in-depth <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">guide on CRM databases<\/a> \u2013 dive in today! \ud83d\ude80<\/em><\/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>Sales teams have long known the value of customer relationship management (CRM) systems for more efficient and effective sales operations. 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