Include any customer information in your task notification so your reps are set up to build rapport and close the deal.
Assign individual tasks to specific members of your team so everyone stays on-task and on the same page.
Set next steps to occur automatically based on the unique outcomes of each task so each lead receives personalized follow-up.
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.
Utilize a customized contact view for your team, so they have the exact information they need for manual follow-up that is tailored to each customer they reach out to.
What is the definition of sales force automation?
How do businesses use sales force automation?