As a salesperson, you’re likely very familiar with Salesforce. Even if your organization doesn’t use it, you have probably heard of it and are aware of its capabilities. It seems like they have a hand in every part of the technology world and have a product built for everything. If your team isn’t using it, the possibilities may seem endless with this tool. 

However, for this blog we’re going to focus on those teams using this CRM. Those that use it may be aware that while they appear to be the best at everything, there are some gaps in their abilities. This blog will show some of the ways you can get more out of your Salesforce with the use of Salesforce automation tools. 

Salesforce as a Selling Tool

Many teams are already using Salesforce as part of their sales process, whether that be to store prospect contact information, help send renewal contracts out to existing customers, or anything in between. Salesforce has the foundation to be a truly A to Z tool throughout this process. It has features at every step of the way to help. However, they don’t have all the bells and whistles at every step. So, Salesforce itself can be an effective selling tool, but we encourage users to add onto their Salesforce if they truly want the best sales process from beginning to end. 

Why Use Automation in Your Selling Efforts

As mentioned earlier on in the blog, a big way you can take your Salesforce to the next step is by adding automation to it. Automation can be a salesperson’s best friend. Allowing sellers to automate the mundane tasks that clog up their days can allow them to focus more on high value selling activities. 

Rather than spending hours a day copying and pasting the same email content dozens of times to send a new data sheet to prospects, why not put the time towards having meetings or preparing for a big pitch coming up? 

There are many tools that help create this automation, the most notable being sales engagement tools. These tools help clear up your seller’s day and make it easier for them to make repetitive connections with prospects and clients, allowing them to spend more time actually selling. 

Salesforce Automation

So, now that we know how important automation can be to a seller, let’s look at some of the automation featured in Salesforce. There are some Salesforce automation features, but not many of them are top of the line solutions. For example, Pardot handles the Salesforce marketing automation. While it has lots of the general marketing automation features a customer would expect, there is room for improvement. In terms of process automation in Salesforce, they provide some tools to help. Through process builders and flows, you can create one-off automated processes within Salesforce. This option allows teams to create some automation they desire in certain situations, but would be hard to scale.

Is Salesforce a Sales Automation Tool?

Salesforce does have some automation that helps during parts of the sales process, but is not a sales automation tool. Similarly, if you’re asking yourself “Is Salesforce a marketing automation tool,” the answer is still no. 

While it would be great if both were true, it wouldn’t be giving justice to tools built specifically to help create the automation sellers want and add it right into Salesforce. 

Which Automation Tool is Best for Salesforce?

If we had to pick one type of tool to help give teams the automation that will take them to the next level, it would be a sales engagement platform. We talked about these earlier in the blog but wanted to highlight the one we think is best for teams using Salesforce. For those looking to get more out of their Salesforce investment, we recommend using Salesvue.

How Salesvue Helps in the Sales Process

We’ve talked about this constantly throughout the blog, but giving sellers effective automation can be truly game changing. Salesvue has the capability to do this. With a variety of features that help sellers automate their day and automate the entire sales process, Salesvue can give your team the lift they need. 

A great example of this is with cadences. These cadences allow sellers to keep a consistent process for reaching out to prospects or clients. They can create a timeline of tasks, and add contacts to this timeline, prompting the seller when to call, email, or reach out at the right time, every time. 

How Salesvue Helps in Marketing Efforts

A big part of marketing is bulk emailing and being able to reach many prospects at once. When the right message is paired with the right content, it’s a great way to easily and efficiently reach a mass audience. Salesvue helps you accomplish this. By giving sellers the ability to send hundreds if not thousands of emails in only a few clicks, Salesvue helps give your sellers the emailing help they’ve been looking for. 

Other Benefits of Salesvue’s Automation

Salesvue has many other ways it helps boost your Salesforce investment. One of them being other forms of automation. Since your cadences live directly inside of Salesforce, you can automatically move a contact from one cadence to another based on a certain result. For example, if you have a marketing outbound email asking prospects if they’re interested in a demo and they raise their hand, they can be automatically moved into another cadence for those people currently assigned to a seller that will help them set up a demo or provide more specific information. This function also works with inbound form submissions and will automatically update a contact field based on the changes made.


Salesvue can help provide the automation that Salesforce lacks in some areas. Sales leaders are always looking for ways to help give their sellers time back in their days so they can focus on more important tasks. Also, those same leaders are often looking for ways to get more out of their Salesforce investment. Why not accomplish both at the same time by leveraging Salesvue in your selling efforts?

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