{"id":7463,"date":"2022-01-19T08:31:05","date_gmt":"2022-01-19T08:31:05","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=7463"},"modified":"2025-04-01T06:27:17","modified_gmt":"2025-04-01T06:27:17","slug":"sales-automation-process","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/","title":{"rendered":"The Sales Automation Process \u2013 All You Need to Know"},"content":{"rendered":"<p>It&#8217;s 2022, and sales processes at the best and largest of organizations are increasingly getting streamlined with sales automation software, giving their sales reps more time to sell.<\/p>\n<p>On the other hand, most sales teams still spend around <a href=\"https:\/\/www.forbes.com\/sites\/kenkrogue\/2018\/01\/10\/why-sales-reps-spend-less-than-36-of-time-selling-and-less-than-18-in-crm\/?sh=508623e5b998\">50% of their time on sales tasks that can be automated<\/a>.<\/p>\n<p>Sales automation is already beginning to play a major role in the sales process as it automates many manual tasks that are currently carried out by salespeople.<\/p>\n<p>A recent study found that over <a href=\"https:\/\/www.frevvo.com\/blog\/workflow-automation-statistics\/\">80% of business leaders are looking into sales automation solutions<\/a> because they realize how important it is for them to streamline their sales management processes. Are you among them? Great!<\/p>\n<p><strong>Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.&nbsp;<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">And with powerful tools like automated email campaigns, automated follow-up emails, a visual <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline<\/a>, and automated segmenting and assigning of leads, it&#8217;ll be easy as pie!<\/span><\/p>\n<p><span style=\"font-size: 16px;\">In this blog post, we will tell you exactly how sales automation works and how you can start automating your sales process today.<\/span><\/p>\n<p><span style=\"font-size: 16px;\"><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\/sales-automation-process\/#What_Is_Sales_Automation\" >What Is Sales 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\/sales-automation-process\/#How_Does_Sales_Automation_Work\" >How Does Sales Automation Work?<\/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\/sales-automation-process\/#Automated_guidance\" >Automated guidance<\/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\/sales-automation-process\/#Lead_management_automation\" >Lead management automation<\/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\/sales-automation-process\/#Communication_automation\" >Communication automation<\/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\/sales-automation-process\/#Automated_data_entry\" >Automated data entry<\/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\/sales-automation-process\/#Automated_research\" >Automated research<\/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\/sales-automation-process\/#Automated_activity_logging\" >Automated activity logging<\/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\/sales-automation-process\/#Automated_record_creation\" >Automated record creation<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#The_4_Stages_in_Automating_the_Sales_Process\" >The 4 Stages in Automating the Sales Process<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#Awareness\" >Awareness<\/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\/sales-automation-process\/#Interest\" >Interest<\/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\/sales-automation-process\/#Decision\" >Decision<\/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\/sales-automation-process\/#Action\" >Action<\/a><\/li><\/ul><\/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\/sales-automation-process\/#The_Difference_Between_Sales_Automation_and_Marketing_Automation\" >The Difference Between Sales 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-16\" href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#How_EngageBay_Can_Help_with_Sales_Automation\" >How EngageBay Can Help with Sales Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<\/span><\/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<h2><span class=\"ez-toc-section\" id=\"What_Is_Sales_Automation\"><\/span><span style=\"color: #339966;\"><strong>What Is Sales Automation?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Customer relationship management (<a href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality-growth-hacks\/\">CRM<\/a>) and <a href=\"https:\/\/www.engagebay.com\/crm\/sales-automation\">sales automation software<\/a> refer to the technology designed to streamline sales organizations by automating sales tasks and workflows.<\/p>\n<p>Sales automation facilitates the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales process<\/a> across sales teams, partners, distribution channels, and customers, enabling salespeople to focus more on closing deals with high-value prospects while maintaining relationships with existing customers.<\/p>\n<p><strong>Sales automation enables sales professionals to save time by taking care of administrative tasks like updating contact information, managing calendars, and processing opportunities without having to manually enter data into their CRM system.<\/strong><\/p>\n<p>With the assistance of pre-built applications that are integrated into their software suite, sales professionals can <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\">manage their sales pipeline in real-time<\/a>, proactively follow up with leads instead of waiting for them to contact them first, record touchpoints with customers, and close sales faster.<\/p>\n<figure id=\"attachment_14881\" aria-describedby=\"caption-attachment-14881\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/crm\/sales-automation\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-14881 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/image1sales.gif\" alt=\"sales planning\" width=\"1370\" height=\"782\"><\/a><figcaption id=\"caption-attachment-14881\" class=\"wp-caption-text\"><em>A sales process automation example from EngageBay<\/em><\/figcaption><\/figure>\n<p>Most sales organizations use sales automation software to build sales funnels that map out each prospect&#8217;s journey from the moment they are first identified until they become a customer.<\/p>\n<p>The sales funnel includes activities like identifying relevant prospects (<a href=\"https:\/\/www.engagebay.com\/blog\/sales-prospecting\/\">prospecting<\/a>), finding contact information for those prospects (lead generation), following up with leads, <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">moving qualified leads forward<\/a> in the sales process through lead nurturing, converting these leads into opportunities, and closing deals.<\/p>\n<p>Sales teams can automate repetitive tasks associated with each stage in their sales pipeline by embedding them in their <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM platform<\/a> or linking them to their sales data so that every member of their sales team has access to accurate information.<\/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\/sales-velocity\/\">Related blog: What is Sales Velocity and How Do You Measure this Metric?<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Does_Sales_Automation_Work\"><\/span><span style=\"color: #339966;\"><strong>How Does Sales Automation Work?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>There are seven steps in the sales automation process:<\/p>\n<ul>\n<li>Automated guidance<\/li>\n<li>Lead management automation<\/li>\n<li>Communication automation<\/li>\n<li>Automated data entry<\/li>\n<li>Automated research<\/li>\n<li>Automated activity logging<\/li>\n<li>Automated record creation<\/li>\n<\/ul>\n<p>Let&#8217;s get into the details.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automated_guidance\"><\/span><span style=\"color: #993300;\">Automated guidance<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">With this form of automation, the <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/social-selling-a-complete-guide\/\"><span style=\"font-weight: 400;\">sales teams<\/span><\/a><span style=\"font-weight: 400;\"> receive reminders and notes from the sales automation software. This keeps the reps on-task and prevents them from missing important prospects who could be converted into paying customers.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Lead_management_automation\"><\/span><span style=\"color: #993300;\">Lead management automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Speaking of converting prospects into customers, there\u2019s lead management automation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With this step of automation, the sales executive can use rules and filters that allow them to create a more curated list of leads.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Based on lead characteristics and behavior, including email opens, click-through rates, and social searches, your sales automation software can easily segment and <a href=\"https:\/\/www.engagebay.com\/crm\/lead-scoring\">score your leads<\/a> and divide them into neat lists or \u2018buckets\u2019 to work on.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Communication_automation\"><\/span><span style=\"color: #993300;\">Communication automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">From <\/span><b>sales email automation<\/b><span style=\"font-weight: 400;\"> to automated voicemails, appointment scheduling tools, and personal <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\"><span style=\"font-weight: 400;\">email sequences<\/span><\/a><span style=\"font-weight: 400;\">, communication automation matters a lot.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-11885 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/communication-is-key.gif\" alt=\"communication-is-key\" width=\"498\" height=\"278\"><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">With automated voicemails, the sales reps can pre-record a message at their leisure that the lead or customer receives when they don&#8217;t answer the phone. This prevents the agent from having to come up with responses on the spot, again and again.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">With built-in <a href=\"https:\/\/www.engagebay.com\/crm\/appointment-scheduling-software\">appointment scheduling<\/a>, your sales agents can work with customers quickly and conveniently to schedule meetings based on when they\u2019re both available. The software does all the tracking, so nobody has to make notes. The software sends reminders to the sales reps and customers as well.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">With personalized sales <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">email sequences<\/a>, customers can keep receiving important information in bits and pieces about the product or service on sale.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then there&#8217;s sales email automation, which can automate tasks like unsubscribing the email addresses of inactive subscribers from the <a href=\"https:\/\/www.engagebay.com\/blog\/grow-email-list\/\">email lists<\/a>. This helps save time and reduce bounce rates and spam complaints.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Automated_data_entry\"><\/span><span style=\"color: #993300;\">Automated data entry<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Data entry can be incredibly tedious and time-consuming, but it&#8217;s also a duty that&#8217;s unavoidable. Well, that was before the proliferation of sales automation tools.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By auto-filling sales data like prices, product details, and contact details for leads and customers, the sales automation software streamlines contact management and saves valuable hours for your sales reps every day.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automated_research\"><\/span><span style=\"color: #993300;\">Automated research<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sales automation software goes beyond the sales team&#8217;s human ability to shake down the web and <\/span><span style=\"font-weight: 400;\">social media<\/span><span style=\"font-weight: 400;\"> for key information on prospects and customers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It uses that information to create and update lead profiles, score leads on their win probability, and identify hot <a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">sales opportunities<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This helps the sales reps incredibly because it saves them time and ensures that they are constantly up to date on the latest information about their contacts and prospects.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All this knowledge is stored in a central repository so it can be easily accessed by all members of the sales team.<\/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\/sales-blitz\/\">Read more: Sales Blitz Definition, Example, and Strategy<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automated_activity_logging\"><\/span><span style=\"color: #993300;\">Automated activity logging<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sales emails, phone calls, in-person visits: all this needs to get logged in real-time, so other reps know how far one rep has gotten with a prospective customer.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automated activity logging does all that for the agent, once again saving them a lot of time to focus more on <a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-process\/\">lead generation<\/a> and closing deals.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automated_record_creation\"><\/span><span style=\"color: #993300;\">Automated record creation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When your sales teams scan business cards or receive newsletter opt-in confirmations, they can simply let the sales automation software create the new records and profiles.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As record creation is automated, the sales reps are relieved of a major time-wasting task. They can instead focus on closing deals with hot leads that the software identifies for them.<\/span><\/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<h2><span class=\"ez-toc-section\" id=\"The_4_Stages_in_Automating_the_Sales_Process\"><\/span><span style=\"color: #339966;\"><strong>The 4 Stages in Automating the Sales Process<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You know that you want to automate your sales processes, but you may not yet know how to do so. <\/span><span style=\"font-weight: 400;\">In this section, we will walk you through the four stages of sales automation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales process automation must follow a pattern that looks something like this:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Awareness<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Interest<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Decision<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Action<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Here goes:<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Awareness\"><\/span><span style=\"color: #993300;\">Awareness<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your potential customers may find your business through a Google search, a paid advertisement on a website or social media, or even from a guest post on a blog.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The lead knows nothing much about your company yet.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At this stage, it&#8217;s best to make some great sales offers for a limited period. <\/span><span style=\"font-weight: 400;\">Email and <\/span><a href=\"https:\/\/www.emailvendorselection.com\/sms-marketing-guide\/\"><span style=\"font-weight: 400;\">SMS marketing<\/span><\/a><span style=\"font-weight: 400;\">, are perfect for direct channels for this. You can engage with the leads and evoke more interest.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Interest\"><\/span><span style=\"color: #993300;\">Interest<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If the lead takes interest in your products, you move on to the next step.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To reach this stage, the lead must have had some form of interaction with a sales rep from your company, such as opting in for an <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/create-email-newsletter\/\"><span style=\"font-weight: 400;\">email newsletter<\/span><\/a><span style=\"font-weight: 400;\"> or calling for a price quote.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now that you have their interest, you must maintain it, and that means peppering the lead with information about why they need your products or services.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To that end, whitepapers, eBooks, and blog content can help.<\/span><\/p>\n<p><strong>You can automate sending a sequence of <a href=\"https:\/\/www.engagebay.com\/blog\/welcome-email\/\">welcome emails<\/a>. You can also set automation for reminders to be sent to your sales reps to call the leads if the leads click through the emails.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">This stage is all about capturing and building on interest, and automation can save plenty of time here.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Decision\"><\/span><span style=\"color: #993300;\">Decision<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Now, your lead moves on to the third phase, or the decision stage.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, you want to save time and use automation to keep in touch with them, share key information about your products, and even send across some confidential information that can include product documentation, pricing contracts, invoice details, and so on.&nbsp;<\/span><\/p>\n<p><strong>Sales automation tools can help you automate the entire process of storing, updating, and sharing all these documents with no or little effort from your sales reps.&nbsp;<\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Action\"><\/span><span style=\"color: #993300;\">Action<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The last step of course would be payment and confirmation of the same, sending across the product to the new customers or getting them started with your company\u2019s services, and so on.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As you\u2019d know, this step in the sales funnel can take up a lot of man-hours, and that keeps you from contacting new hot leads.&nbsp;<\/span><\/p>\n<p><strong>Sales automation software can do the job of tracking all new deals, payments, and customer details. Your software can tell you exactly how many deals have been made, and who\u2019s yet to make their payment or receive their products.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Deploying an <\/span><span style=\"font-weight: 400;\">automated billing <\/span><span style=\"font-weight: 400;\">system<\/span><span style=\"font-weight: 400;\"> also reduces administrative effort, improves your cash flow, and makes <a href=\"https:\/\/www.hubspot.com\/products\/commerce\/subscriptions\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">subscription management<\/a> easy in general.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This way, you get to track revenue by the types of products or services, for monthly, weekly, quarterly, or any other custom time frame you like.<\/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\/sales-process\/\">Related blog: Ace the Sales Process &#8212; 9 Strategies Nobody Ever Follows<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Difference_Between_Sales_Automation_and_Marketing_Automation\"><\/span><span style=\"color: #339966;\"><strong>The Difference Between Sales Automation and Marketing Automation<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The <\/span><span style=\"font-weight: 400;\">difference<\/span><span style=\"font-weight: 400;\"> between sales automation and marketing automation can be subtle.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can depend on the extent to which your organization has matured in assigning separate tasks to the sales and the marketing teams.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Largely, marketing tasks are related to attracting leads, qualifying them based on their behavior, and passing the <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> on to the sales team.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-10653 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sa-and-ma.png\" alt=\"sales automation &amp; marketing automation\" width=\"1000\" height=\"600\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sa-and-ma.png 1000w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sa-and-ma-300x180.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sa-and-ma-768x461.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sa-and-ma-595xh.png 595w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p>Sales reps have the responsibility of converting qualified leads into paying, repeat customers. This can involve a lot of tasks, some of which we\u2019ve covered in detail.<\/p>\n<p><span style=\"font-weight: 400;\">To keep it simple, just think of <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a> as saving time in finding and qualifying new leads, and sales automation as saving time in the whole process of converting leads into customers and keeping them engaged with the brand.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Till now, businesses had to rely on plenty of different software to automate these tasks, but now there are some powerful CRM systems that can do both marketing and sales automation.<\/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\/sales-force-automation-sfa\/\">Related blog: Sales Force Automation &#8212; An Easy Guide for Beginners<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_EngageBay_Can_Help_with_Sales_Automation\"><\/span><span style=\"color: #339966;\"><strong>How EngageBay Can Help with Sales Automation<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Let\u2019s get one thing out of the way: HubSpot is the big daddy in this space.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, if you do just a little homework, you\u2019ll realize that HubSpot is super expensive, and not really made for small businesses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay was launched in 2017 to help small businesses and startups that need an all-in-one marketing and sales automation software on par <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-alternatives\/\"><span style=\"font-weight: 400;\">with HubSpot<\/span><\/a><span style=\"font-weight: 400;\">, with similar features but without the crazy prices.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/crm\/crm-reports\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-14419 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/image3.gif\" alt=\"sales dashboard\" width=\"1366\" height=\"656\"><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Thanks to its powerful, smooth automation tools, EngageBay can help you with:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reaching out to customers&#8217; phone numbers via phone from the <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/online-crm\"><span style=\"font-weight: 400;\">online CRM<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Call recording and logging call data in real-time, so you never misplace any communication records.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Appointment scheduling with calendar links inserted right into the <a href=\"https:\/\/www.engagebay.com\/blog\/email-signature-guide\/\">signature of your emails<\/a>.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email tracking to predict what your leads and prospects might do next, such as opening emails and clicking through; you can then establish an automated workflow to strike while the iron is hot.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Studying sales analytics for default and custom metrics.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Establishing multiple visual deal pipelines, so you can track the progress of hundreds or thousands of leads in the sales funnel.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reviewing data like past customer communications, updated customer information, and other interactions to get a <a href=\"https:\/\/www.engagebay.com\/crm\/360-degree-customer-view\">360-degree view<\/a> of the customer&#8217;s needs. This allows you to achieve greater customer satisfaction.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">To be a bit more specific, let\u2019s look at what you can do in sales automation with EngageBay:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create <a href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\">web forms<\/a> with setup rules that ensure the message appears when you want it, such as an exit pop-up that can retain a potential customer and drive them back to make a buying decision.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personalize emails to build a bond between your company and the customer.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Segment your audience based on their persona, email response, online behavior, and the corresponding lead score (win probability).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automate drip email campaigns and email sequences.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automate the workflow of interacting with the customers from the first contact to the payment point.<\/span><\/li>\n<\/ul>\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\/sales-dashboard-improve-revenue\/\">Related blog: How Does a Sales Dashboard Help Improve Revenue?<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong><span style=\"color: #339966;\">Conclusion<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In summary, sales automation refers to using cloud-based sales software to streamline sales processes and enables salespeople to automate repetitive sales tasks.<\/p>\n<p><strong>Sales automation frees up time for salespeople by eliminating many of the manual activities they&#8217;d have to do in a CRM system, such as changing contact information, scheduling meetings, and resolving potential sales.<\/strong><\/p>\n<p>If you&#8217;re looking for the right CRM and sales automation software to take care of all this for your business, try EngageBay &#8212; it is loved by more than 30,000 business owners around the world! (Read some 5-star reviews <a href=\"https:\/\/sourceforge.net\/software\/product\/EngageBay\/\">here<\/a>).<\/p>\n<p>Dan A goes into detail about how he used EngageBay to solve his business problems. Here&#8217;s a sneak peek:&nbsp;<\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"Dan A on the problems he solved using EngageBay\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/n1ZJLlGwn1E?list=PLIrWsKEdcWlK-vKuKE3YyT8Puhv4PXIJg\" 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>EngageBay can help you automate sales tasks, track your sales funnel and sales activities, manage your sales pipeline, manage leads, and close more deals. Sign up for the <a href=\"https:\/\/www.engagebay.com\/\">free plan<\/a> today!<\/p>\n<p><span style=\"font-weight: 400;\">Want a sneak peek first? We have a comprehensive demo of our product in this video:&nbsp;<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"EngageBay Product Demo | All-in-one Marketing, Sales, Support CRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/5fAdDwlx5WY?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><a href=\"https:\/\/app.engagebay.com\/signup\">Sign up<\/a> now, or book a <a href=\"https:\/\/meetings.engagebay.com\/book-demo-free\">30-minute demo<\/a> with our experts &#8212; we are here to help you grow your business.&nbsp;<\/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_6268678992035840' data-id='6268678992035840'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>It&#8217;s 2022, and sales processes at the best and largest of organizations are increasingly getting streamlined with sales automation software, [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":16490,"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":[158],"tags":[121,136,2767,6212,2776],"class_list":["post-7463","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales","tag-crm","tag-sales","tag-sales-automation","tag-sales-automation-process","tag-sales-crm"],"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>Sales Automation Process: All You Need to Know (7 Steps, 4 Stages)<\/title>\n<meta name=\"description\" content=\"Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Sales Automation Process \u2013 All You Need to Know\" \/>\n<meta property=\"og:description\" content=\"Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.\u00a0\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2022-01-19T08:31:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-01T06:27:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Nicole Malczan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Nicole Malczan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\"},\"author\":{\"name\":\"Nicole Malczan\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda\"},\"headline\":\"The Sales Automation Process \u2013 All You Need to Know\",\"datePublished\":\"2022-01-19T08:31:05+00:00\",\"dateModified\":\"2025-04-01T06:27:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\"},\"wordCount\":2337,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png\",\"keywords\":[\"crm\",\"sales\",\"Sales Automation\",\"sales automation process\",\"sales crm\"],\"articleSection\":[\"Sales\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\",\"name\":\"Sales Automation Process: All You Need to Know (7 Steps, 4 Stages)\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png\",\"datePublished\":\"2022-01-19T08:31:05+00:00\",\"dateModified\":\"2025-04-01T06:27:17+00:00\",\"description\":\"Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.\u00a0\",\"breadcrumb\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png\",\"width\":1000,\"height\":600,\"caption\":\"sales-automation-process\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.engagebay.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sales\",\"item\":\"https:\/\/www.engagebay.com\/blog\/category\/sales\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"The Sales Automation Process \u2013 All You Need to Know\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"name\":\"EngageBay - All-in-one marketing, sales, and service\",\"description\":\"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses\",\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\",\"name\":\"EngageBay\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"width\":256,\"height\":256,\"caption\":\"EngageBay\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/engagebay\",\"https:\/\/x.com\/engagebay\",\"https:\/\/www.instagram.com\/engagebay\",\"https:\/\/www.linkedin.com\/company\/engagebay\",\"https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda\",\"name\":\"Nicole Malczan\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g\",\"caption\":\"Nicole Malczan\"},\"description\":\"Nicole Malczan is a freelance writer who specializes in writing about marketing and small business. She's passionate about sharing affordable solutions that leverage small businesses with the big fish.\",\"url\":\"https:\/\/www.engagebay.com\/blog\/author\/nicole\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Sales Automation Process: All You Need to Know (7 Steps, 4 Stages)","description":"Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.\u00a0","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/","og_locale":"en_US","og_type":"article","og_title":"The Sales Automation Process \u2013 All You Need to Know","og_description":"Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.\u00a0","og_url":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/","og_site_name":"EngageBay - All-in-one marketing, sales, and service","article_publisher":"https:\/\/www.facebook.com\/engagebay","article_published_time":"2022-01-19T08:31:05+00:00","article_modified_time":"2025-04-01T06:27:17+00:00","og_image":[{"width":1000,"height":600,"url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png","type":"image\/png"}],"author":"Nicole Malczan","twitter_card":"summary_large_image","twitter_creator":"@engagebay","twitter_site":"@engagebay","twitter_misc":{"Written by":"Nicole Malczan","Est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#article","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/"},"author":{"name":"Nicole Malczan","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda"},"headline":"The Sales Automation Process \u2013 All You Need to Know","datePublished":"2022-01-19T08:31:05+00:00","dateModified":"2025-04-01T06:27:17+00:00","mainEntityOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/"},"wordCount":2337,"commentCount":0,"publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png","keywords":["crm","sales","Sales Automation","sales automation process","sales crm"],"articleSection":["Sales"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/","url":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/","name":"Sales Automation Process: All You Need to Know (7 Steps, 4 Stages)","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png","datePublished":"2022-01-19T08:31:05+00:00","dateModified":"2025-04-01T06:27:17+00:00","description":"Sales automation will help you close more deals by freeing up all the time spent on routine tasks so you can spend it on high-value activities that drive revenue.\u00a0","breadcrumb":{"@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.engagebay.com\/blog\/sales-automation-process\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#primaryimage","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/sales-automation-process-2.png","width":1000,"height":600,"caption":"sales-automation-process"},{"@type":"BreadcrumbList","@id":"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.engagebay.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Sales","item":"https:\/\/www.engagebay.com\/blog\/category\/sales\/"},{"@type":"ListItem","position":3,"name":"The Sales Automation Process \u2013 All You Need to Know"}]},{"@type":"WebSite","@id":"https:\/\/www.engagebay.com\/blog\/#website","url":"https:\/\/www.engagebay.com\/blog\/","name":"EngageBay - All-in-one marketing, sales, and service","description":"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses","publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.engagebay.com\/blog\/#organization","name":"EngageBay","url":"https:\/\/www.engagebay.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","width":256,"height":256,"caption":"EngageBay"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/engagebay","https:\/\/x.com\/engagebay","https:\/\/www.instagram.com\/engagebay","https:\/\/www.linkedin.com\/company\/engagebay","https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug"]},{"@type":"Person","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda","name":"Nicole Malczan","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g","caption":"Nicole Malczan"},"description":"Nicole Malczan is a freelance writer who specializes in writing about marketing and small business. She's passionate about sharing affordable solutions that leverage small businesses with the big fish.","url":"https:\/\/www.engagebay.com\/blog\/author\/nicole\/"}]}},"_links":{"self":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/7463","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/comments?post=7463"}],"version-history":[{"count":5,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/7463\/revisions"}],"predecessor-version":[{"id":72924,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/7463\/revisions\/72924"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media\/16490"}],"wp:attachment":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media?parent=7463"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/categories?post=7463"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/tags?post=7463"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}