Sales Force Automation

Manage your visual sales pipeline, nurture leads by stage in the sales cycle, distribute your leads to your sales team and never drop a lead with automatic follow-up with sales force automation in Ontraport.

Sales Force Automation
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Want to make more sales? Learn how Ontraport can help you to:
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Organize
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Automate
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Nurture
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Score
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Salesforce Automation

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See Ontraport in Action
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Organize
Organize your sales process
Use Ontraport’s sales force automation platform to generate more prospects, nurture your leads, and close more sales. With visual pipeline management your sales team can organize and oversee deals by stage and set in motion automated follow-up with a simple drag and drop to guide them toward a purchase.
Store all the information you need about each deal including its associated contacts and companies—and quickly know the status of your deal with automated color cues.
View critical information, such as deal value and expected win percentage, to gauge progress toward quotas and zero in on your hottest leads.
Keep all your sales outreach together with built-in email, SMS and task functionality that seamlessly connect with your automated pipeline.
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Automate
Streamline your workflow with task automation
Keep your sales team on track with automated task prompts and reminders to reach out to specific leads. Once completed, select a task outcome to automatically trigger the next action.

Include any customer information in your task notification so your reps are set up to build rapport and close the deal.

Set next steps to occur automatically based on the unique outcomes of each task so each lead receives personalized follow-up.

Assign individual tasks to specific members of your team so everyone stays on-task and on the same page.

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Nurture
Nurture your leads with automated follow-up
Create automated follow-up funnels that drive leads back to your site, sell leads on your products and build stronger relationships that seal the deal.

Measure and track contact engagement so you can easily identify your hottest leads.

Automate your lead generation with marketing funnels that deliver a constant stream of qualified leads to your sales team.

Engage leads using targeted emails and other media channels to build personalized relationships and increase the likelihood of sales.

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Score
Score your leads to determine your hottest prospects
Automatically rank your contacts based on their behaviors and demographic info so that you can quickly target the most qualified leads.
Use information such as location, industry or title to rank leads and focus on conversations with the most qualified prospects.
Trigger automation based on contacts’ lead score so that you can ensure your top leads are always receiving the right follow-up.
Have your leads’ score degrade over time so that you can focus your energy on your newest leads.
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Route
Effectively distribute your leads to your sales team
Automatically assign leads to individual users in your account so they can easily follow up with every lead who enters your system.

Use our Round Robin feature to easily distribute leads one by one so that everyone on your sales team gets an equal number.
Use our Weighted Random feature to set percentages of leads to each user seat so your most experienced team members get a higher number of leads.
Segment leads based on any information in their contact record to create the most relevant experience for each prospect.
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Frequently Asked Questions:
​​​​​​​Sales Force Automation

What is the definition of sales force automation?

The term “sales force automation” refers to using a software tool to automate many of the interactions with the leads in your sales pipeline. This might include automatically sending them an email with follow-up information when they submit an inquiry on your website, creating tasks to remind your team to call or email a lead personally, automatically routing incoming leads to distribute them between your team equally or even assigning a lead score that quickly shows your team how qualified each prospect is. 

Many entrepreneurs are unsure about the difference between sales and marketing automation. Although you can (and should) use one system for both, they focus on different types of communications and different goals. While marketing automation focuses on turning people on your list into qualified leads, sales automation is about turning qualified leads into customers for your business.

What is the definition of sales force automation?

Some of the most common ways you can implement sales force automation in your business is by automating demo requests, free consultations, inbound and outbound sales, lead scoring and lead routing. To see these examples in action, check out our Ontraport usecase, Streamline Your Sales Process.
What are the benefits of sales force automation?
Although sales force automation (SFA) requires some time and energy to implement in your business, the payoff is worth the initial investment. By adding SFA to your business, you can reduce your marketing costs, create more loyal customers, save time, increase your sales conversions, increase your revenue, and more.
Which sales force automation features does Ontraport have?
Ontraport’s feature set offers automated tasks and follow-up, lead scoring, lead routing, and sales pipeline management with deals and opportunities.
What plans does Ontraport offer?
View our plan comparison page.
Need more time?
Browse our free business resources:
The Complete Guide to SFA
Discover how to plan, execute and optimize your sales force automation strategy with this comprehensive marketing blueprint.
SFA on the Blog
Check out our in-depth blog articles for strategic insights and best practices for implementing sales force automation in your business.
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Put SFA to Use: SFA Usecase
Nurture your leads, close more deals, and create a remarkable sales experience — all automatically.
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