Sales automation software is becoming increasingly popular amongst sales leaders. With efficiency leading the decision making at many organizations, technology that helps this is at the forefront of everyone’s minds. Without sales automation, sellers waste precious time performing low-level manual tasks such as emailing, updating records, or even figuring out which tasks need to be done in a day. With this software, sellers do not have to think about any of these, and can focus on high-value tasks instead.

What is Sales Automation

As previously alluded to, sales automation is a way to automate the repetitive tasks sellers get bogged down with in their day-to-day roles. Sales automation software takes the thought out of these tasks and presents sellers with a simple solution.

For example, without this technology, a seller may only be able to send 50 emails in a day. By needing to copy and paste the body of the email after manually putting in the contact information to send it to the right person, the seller is wasting energy and time. With sales automation, the email process becomes as easy as clicking a few buttons. With it, the email template is preloaded, the recipients of the email are put in automatically, and the seller can send the email off to hundreds of people with the single click of a button. Imagine how much more your sellers could get done in a single day if you had access to technology like this.

Marketing Automation vs. Sales Automation

Now, if you have heard of marketing automation, you may be wondering how that is any different than sales automation. The biggest difference is sales automation is more individual focused, whereas marketing automation is group or company focused. Marketing automation is about strategy and content automation. Being broader and bigger picture marketing automation can work hand in hand with sales automation, as both would accomplish different things towards increasing efficiency.

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Benefits of Sales Automation

Reps Save Time

Perhaps one of the more valuable aspects of sales automation is the time given back to sellers in their day-to-day. By automating low-level tasks, sellers can gain around 25% of their day back, or nearly a full day back into their week. By eliminating the need to worry and spend time on administrative-like duties, sellers can focus on making important calls, and connecting with high-priority prospects in a deeper way.

Scalable Activity

Another aspect of sales automation software that is a big benefit is how scalable it is. Now, sellers can eliminate repeatable one-off tasks that could be done in bulk instead. No one likes doing the same thing over and over again, and sellers are no exception. Instead of sending the same email 100 times or manually updating 500 contacts in Salesforce, sales automation software performs these tasks for the sellers. The best part is it does not matter how big these numbers grow. Software like this would work just as well with 200 emails and 1,000 contacts, or 500 emails and 10,000 contacts. Sellers and leaders will never have to worry about outselling their capacity, because with sales automation software, this is no longer a worry.

Easier Onboarding

With a sales automation software up and running at a company, onboarding becomes significantly easier. By taking the guesswork out of a seller’s day, this software helps new sellers learn a brand-new environment. Sellers are given a system that makes their lives easier, so they can focus on actually selling, which is what they were brought in to do.

Consistency of Messaging

Sales automation software also helps with messaging. Because this software helps make tasks scalable and automated, that in turn helps keep the messaging of these tasks consistent. Rather than sending out 100 different emails with potential gaps or differences in the messaging, by using a template and sending all 100 out at the same time, it ensures they are all the same. It takes potential human error out of the picture.

Salesvue Sales Automation

A great example of a sales automation software is Salesvue. As a sales engagement platform, Salesvue was designed to enhance the lives of both sellers and their managers. Doing everything from helping automate email to taking the guesswork out of a seller’s day, Salesvue is a great way to help automate the selling process. Here are a few key examples of how Salesvue can help.

Automated Email

Sales automation software also helps with automated email, and Salesvue is no exception. Automated email is when emails are sent out based on a prospect’s actions. For example, if a prospect downloads an eBook off a company website, an automated email can go out with more information about that company. They can even be put in a cadence built around people who have downloaded an eBook! This is just another way time is freed up for sellers. Taking the minimal thought but high time-consuming tasks out of their day by automating these emails is just another way sellers will be able to become more efficient.

Lead Scoring Prioritizing Who to Call

A great feature of Salesvue is lead scoring. Basically, lead scoring is how Salesvue helps sellers prioritize who to call. Through data, Salesvue generated lead scores, which show how responsive a prospect is to messaging. The higher the score, the more likely the prospect is to answer emails, return phone calls, etc. This is a great tool for sellers because it can help show which prospects to target first.

Automated Salesforce Tasks

The automation of Salesforce tasks is a great benefit of Salesvue. Since Salesvue lives natively within Salesforce, it can help automate Salesforce tasks without the downfalls that off-platform sales automation software runs into. For example, updating contacts is made easy within Salesvue, because they automatically update within Salesforce. This is just another thing your sellers no longer must worry about with sales automation.


Sales automation software is a must have in this day and age. By increasing seller’s efficiency, this technology helps in a wide range of aspects in the sales process. No longer do sellers need to waste their time with tasks that can be automated. It should be a no-brainer to take these tasks out of the equation and provide sellers with technology that will allow them to focus on what they do best, which is closing deals.

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