{"id":50479,"date":"2022-01-06T08:38:06","date_gmt":"2022-01-06T16:38:06","guid":{"rendered":"\/us\/en\/blog\/?p=50479"},"modified":"2025-03-13T07:22:46","modified_gmt":"2025-03-13T14:22:46","slug":"sales-automation-small-business","status":"publish","type":"post","link":"\/us\/en\/blog\/sales-automation-small-business\/","title":{"rendered":"What is sales automation? A guide for small businesses"},"content":{"rendered":"<p>If being more efficient is part of your <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-strategy\/\">sales strategy<\/a> this year, automation could be the game-changer you&#8217;ve been looking for.<\/p>\n<p><span style=\"font-weight: 400;\">Searching for prospects, tending your sales funnel, and following up on leads manually is a tedious, time-consuming affair. For very small companies just starting out, this manual method may seem like the logical choice, but it\u2019s really not the best way to scale your sales processes if you intend to grow\u2014and who doesn\u2019t?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales automation is a better way to handle your sales process. With sales automation, you can spend your valuable time closing deals faster instead of slogging through paperwork and emails at a snail\u2019s pace. Automation holds the key to more effective and efficient sales.\u00a0<\/span><\/p>\n<p>Here&#8217;s what&#8217;s in the guide:<\/p>\n<ul>\n<li><a href=\"#one\">What is sales automation?\u00a0<\/a><\/li>\n<li><a href=\"#two\">Benefits of sales automation for your business<\/a><\/li>\n<li><a href=\"#three\">Sales automation tools<\/a><\/li>\n<li><a href=\"#four\">Examples of sales automation in action<\/a><\/li>\n<li><a href=\"#five\">Potential pitfalls of sales automation<\/a><\/li>\n<\/ul>\n<hr \/>\n<p><strong>\u26a1\ufe0f Supercharge productivity with the <em>Buyer&#8217;s Guide to Sales Apps<\/em>.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\"><\/p>\n<div class=\"download-form-widget standart-download-form\" data-url=\"http:\/\/netstorage.ringcentral.com\/ebook\/the_buyer's_guide_to_sales_apps.pdf\" data-id=\"69d12b183dc1e\" id=\"69d12b183dc1e\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d12b183dc1e.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">Get the guide<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">The Buyer's Guide to Sales Apps: Find the best ones for your business<\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Read it now\">Read it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d12b183dc1e.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Happy selling!<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p><\/span><\/p>\n<hr \/>\n<h2 class=\"heading h2\"><span style=\"font-weight: 400;\"><a id=\"one\"><\/a>What is sales automation?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Sales automation is the process by which software eliminates repetitive, tedious sales tasks and makes them happen automatically in seconds rather than hours or days. Sales automation frees sales reps from having to manage routine manual tasks that are done monthly, weekly, or even daily.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales automation saves time and money in multiple ways. For example, sales automation may allow you to eliminate sales positions for your business, saving money in employee compensation. Better yet, sales automation may help you to use your existing sales workforce optimally, enabling you to double or even triple your sales with the staff you currently have. Sales automation, when done correctly, can help you achieve efficiency without losing the personal touches that make your sales experience unique and without skipping any important steps of the sales process.<\/span><\/p>\n<h2 class=\"heading h2\"><a id=\"two\"><\/a>Benefits of sales automation for a small business<\/h2>\n<p><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-process\/\"><span style=\"font-weight: 400;\">Sales processes<\/span><\/a><span style=\"font-weight: 400;\"> have become increasingly automated over the years as more sales automation software has become available. In short, they help you do more with less&#8230; and that&#8217;s something just about any small business would love.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some of the big benefits of sales automation include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Increased productivity<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Improved accuracy<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Streamlined processes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Faster route to closed deals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Improved customer satisfaction<\/span><\/li>\n<\/ul>\n<p>Let&#8217;s dig into these a little more:<\/p>\n<h3 class=\"heading h3\"><span style=\"font-weight: 400;\">Increased productivity<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Ask any good sales rep how they\u2019d prefer to spend their time, and you will probably hear that they want to concentrate on the tasks that actually help them close sales, not the tedious manual processes that can drag them down.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you automate these repetitive tasks, sales reps become more productive because they can focus their attention on the parts of the sales process that require a human touch rather than spending their time on other more time-consuming and less productive tasks. Think of sales automation as jet fuel for your sales process.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Just as jet fuel propels an airplane on its upward trajectory, the right automation tools can speed up the sales process and put your revenues on an upward trajectory.<\/span><\/p>\n<div class=\"rc-subscribe\" id=\"new-rc-subscribe\"  style=\"background-image:url('\/us\/en\/blog\/wp-content\/themes\/ringcentral\/assets\/images\/temp\/subscribe.png')\">\n\t\t<button class=\"close js-popup-close\"><svg class=\"icon_close_mobile\" width=\"20\" height=\"20\"><use xlink:href=\"#icon_close_mobile\"><\/use><\/svg><\/button><\/p>\n<div class=\"rc-subscribe__wrapper\">\n<div class=\"rc-subscribe__wrapper_text\">\n<h3 class=\"rc-subscribe__title h2\">Stay informed with RingCentral<\/h3>\n<div class=\"rc-subscribe__subtitle\">Subscribe to our emails for the latest blogs, events, and exclusive content on AI-powered communication solutions. Stay ahead with insights and tips from the leader in trusted AI communications.<\/p>\n<p>\t\t\t\t\t<a href=\"https:\/\/www.ringcentral.com\/legal\/privacy-notice.html\" target=\"_blank\" data-dl-name=\"Privacy Notic\" data-dl-element=\"link\" data-dl-additional-info=\"social\" rel=\"noreferrer noopener\">Privacy Notice<\/a>\n\t\t\t\t<\/div>\n<\/p><\/div>\n<div class=\"rc-subscribe__wrapper_form\">\n<form class=\"\" data-event-init=\"true\" novalidate data-js-form>\n<div class=\"rc-subscribe__row\">\n\t\t\t\t\t\t<input\n\t\t\t\t\t\t\t\tname=\"email\"\n\t\t\t\t\t\t\t\tplaceholder=\"Email address *\"\n\t\t\t\t\t\t\t\ttitle=\"Must be valid email. example@yourdomain.com\"\n\t\t\t\t\t\t\t\tminlength=\"4\"\n\t\t\t\t\t\t\t\tmaxlength=\"255\"\n\t\t\t\t\t\t\t\ttype=\"email\"\n\t\t\t\t\t\t\t\trequired\n\t\t\t\t\t\t\t\tpattern=\"[a-z0-9._%+\\-]+@[a-z0-9.\\-]+\\.[a-z]{2,}$\"\n\t\t\t\t\t\t\t\tclass=\"field__control\"\n\t\t\t\t\t\t\t\tautocomplete=\"on\"\n\t\t\t\t\t\t\t\taria-required=\"true\"\n\t\t\t\t\t\t\t\tdata-dl-events-hover=\"true\"\n\t\t\t\t\t\t\t\tdata-dl-element=\"email\"\n\t\t\t\t\t\t\t\tdata-dl-additional-info=\"LET'S WORK TOGETHER\"\n\t\t\t\t\t\t\t\taria-label=\"Email address *\"\n\t\t\t\t\t\t\t\taria-errormessage=\"email-subscribe-errors\"\n\t\t\t\t\t\t><br \/>\n\t\t\t\t\t\t<span class=\"field__errors\" id=\"email-subscribe-errors\" data-js-form-field-errors><\/span>\n\t\t\t\t\t<\/div>\n<div class=\"rc-subscribe__row\">\n\t\t\t\t\t\t<select\n\t\t\t\t\t\t\t\tname=\"Country__c\"\n\t\t\t\t\t\t\t\trequired\n\t\t\t\t\t\t\t\tclass=\"field__control\"\n\t\t\t\t\t\t\t\taria-required=\"true\"\n\t\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\t\taria-label=\"Country *\"\n\t\t\t\t\t\t\t\taria-errormessage=\"country-subscribe-errors\"\n\t\t\t\t\t\t><option value=\"\" disabled=\"disabled\" selected=\"selected\">Country<\/option><option value=\"Canada\">Canada<\/option><option value=\"United_States\">United States<\/option><\/select><\/p>\n<p>\t\t\t\t\t\t<span class=\"field__errors\" id=\"country-subscribe-errors\" data-js-form-field-errors><\/span>\n\t\t\t\t\t<\/div>\n<div class=\"rc-subscribe__row\">\n\t\t\t\t\t\t<button type=\"submit\" data-event-init=\"true\">Subscribe<\/button>\n\t\t\t\t\t<\/div>\n<\/p><\/form>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"confirm-form\" role=\"status\" aria-live=\"polite\" style=\"display: none;\" aria-hidden=\"true\">\n<div class=\"confirm-form__text\">Thank you for your interest in RingCentral<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<h3 class=\"heading h3\"><span style=\"font-weight: 400;\">Improved accuracy<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">By eliminating much of the manual data input involved in the sales process, automation also reduces the probability of human error and increases the probability of data consistency.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation tends to improve data quality. Higher data quality, in turn, can result in more accurate sales forecasting, more targeted sales messaging, fewer instances of mistimed or misaddressed sales outreach communications, and more accurate measurement of the results of your sales efforts.<\/span><\/p>\n<h3 class=\"heading h3\"><span style=\"font-weight: 400;\">Streamlined processes<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">According to <\/span><a href=\"https:\/\/www.mckinsey.com\/business-functions\/marketing-and-sales\/our-insights\/sales-automation-the-key-to-boosting-revenue-and-reducing-costs\"><span style=\"font-weight: 400;\">McKinsey research<\/span><\/a><span style=\"font-weight: 400;\">,<\/span><span style=\"font-weight: 400;\"> almost one-third of the sales process can be successfully automated with technology that exists today.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Streamlining different parts of the sales process leads to multiple benefits. For example, the same McKinsey report noted that when one advanced-industries company implemented automation in its bid process, it reduced proposal time from three weeks to just two hours, which led to a 5% uplift in revenue. As another example, automation in order processing cut the time from confirmed order to confirmed delivery from two to three days to one to two hours, increasing customer satisfaction and revenues at the same time. Further automation resulted in an overall cost savings of 10 to 15%. What could your business do with results like that?<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><\/p>\n<div class=\"rc-post-content-cta rc-post-content-cta_green\">\n<div class=\"rc-post-content-cta-columns\">\n<div class=\"bottom-cta-img\">\n\t\t\t\t<img decoding=\"async\" width=\"2048\" height=\"1367\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/Collaborative-culture-2-scaled.jpg\" class=\"responsive-image\" alt=\"\" \/>\t\t\t<\/div>\n<div class=\"bottom-cta-copy\">\n<div class=\"headline-copy\" style=\"text-align:left;\">How to create a sales process: Step by step guide for small businesses<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"rc-post-content-cta-footer\">\n<div class=\"bottom-cta-logo-container\">\n<div class=\"bottom-cta-logo\"><span aria-hidden=\"true\"><svg width=\"154\" height=\"34\" viewBox=\"0 0 154 34\" fill=\"#000\" role=\"img\" aria-labelledby=\"cta-ring-logo-954794817\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t\t\t<title id=\"cta-ring-logo-954794817\">Ring Central Logo<\/title>\t\n\t\t\t\t\t\t\t<path d=\"M154 3.89618H150.386V26.9657H154V3.89618Z\" \/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M141.313 11.6299C137.976 11.6299 135.388 13.2501 134.95 16.5546H138.504C138.754 15.3082 139.675 14.5591 141.313 14.5591C143.214 14.5591 144.086 15.6499 144.086 17.3647V18.1444H140.438C137.078 18.1444 134.593 19.6411 134.593 22.697C134.593 25.7529 136.619 27.3411 139.55 27.3411C141.826 27.3411 143.323 26.3721 144.133 24.8145H144.288V26.9529H147.716V17.4802C147.702 13.8276 145.833 11.6299 141.313 11.6299ZM140.58 24.5675C139.177 24.5675 138.303 23.8809 138.303 22.7339C138.303 21.4233 139.238 20.7383 140.921 20.7383H144.069L144.086 20.9549C144.088 23.2232 142.777 24.5675 140.58 24.5675Z\" \/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M128.187 26.9657V19.2047C128.187 16.8979 129.623 15.4317 131.896 15.4317H133.321V12.0036H131.854C130.14 12.0036 128.893 12.6581 128.114 14.1243H127.988V12.0036H124.591V26.9753L128.187 26.9657Z\" \/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M122.295 23.6627V26.9657H119.833C116.371 26.9657 114.47 25.3615 114.47 21.8997V14.9729H112.008V12.0036H114.47V8.03009H118.088V12.002H122.295V14.9713H118.088V21.4794C118.088 22.851 118.898 23.6611 120.269 23.6611H122.295V23.6627Z\" \/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M100.161 26.9657V18.3C100.161 16.1793 101.472 14.7917 103.589 14.7917C105.615 14.7917 106.831 15.9627 106.831 18.2535V26.9657H110.452V17.6776C110.452 13.9046 108.618 11.6299 104.872 11.6299C102.593 11.6299 100.851 12.6565 100.073 14.0586H99.9444V12.0036H96.5548V26.9753L100.161 26.9657Z\" \/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M86.8688 24.3814C84.5925 24.3814 83.0638 22.8542 83.0028 20.4528H94.0699L94.0539 19.2833C94.0539 14.2655 90.8119 11.6443 86.8512 11.6443C82.5729 11.6443 79.448 14.7002 79.448 19.4999C79.448 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fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.9769 0.548269C16.101 0.914019 15.307 1.44981 14.6364 2.12196L16.332 3.81756C16.7764 3.37 17.3041 3.01548 17.8865 2.77325C18.4688 2.53102 19.0928 2.40429 19.7232 2.40269C20.3537 2.40108 20.9777 2.523 21.5616 2.76362C22.1439 3.00264 22.6749 3.35556 23.1225 3.79991L24.8181 2.10431C23.8106 1.1001 22.5289 0.415123 21.1333 0.139206C19.7377 -0.139919 18.2907 0.00285184 16.9769 0.548269Z\" \/>\n\t\t\t\t\t\t<\/svg><\/span><\/div>\n<\/p><\/div>\n<div class=\"bottom-cta-link\">\n\t\t\t\t<a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-process\/\" class=\"view-all view-all-white \" data-dl-name=\"Read the blog\" data-dl-element=\"button\" data-dl-additional-info=\"bottom cta banner\" data-no-auto-dl=\"true\">Read the blog<span class=\"svg-icon\" aria-hidden=\"true\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"#000\" role=\"img\" aria-labelledby=\"cta-ring-arrow-954794817\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t<title id=\"cta-ring-arrow-954794817\">Ring Central Logo<\/title>\t\n\t\t\t\t\t<path d=\"M0 11.5C0 11.2239 0.223858 11 0.5 11H21.6797C21.9559 11 22.1797 11.2239 22.1797 11.5V12.5C22.1797 12.7761 21.9559 13 21.6797 13H0.5C0.223858 13 0 12.7761 0 12.5V11.5Z\" ><\/path>\n\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M21.1718 12.0001L15.8086 6.63691C15.6134 6.44165 15.6134 6.12506 15.8086 5.9298L16.5157 5.22269C16.711 5.02743 17.0276 5.02743 17.2228 5.22269L23.6467 11.6465C23.8419 11.8418 23.8419 12.1584 23.6467 12.3536L17.2228 18.7775C17.0276 18.9727 16.711 18.9727 16.5157 18.7775L15.8086 18.0704C15.6134 17.8751 15.6134 17.5585 15.8086 17.3633L21.1718 12.0001Z\" ><\/path>\n\t\t\t\t<\/svg><\/span><\/a>\n\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>\t<\/span><\/p>\n<h3 class=\"heading h3\"><span style=\"font-weight: 400;\">Faster route to closed deals\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Some sales automation tools enable you to capture leads automatically, which can shorten the time it takes your sales team to respond appropriately. When you improve your speed-to-lead time, you will likely also see an increase in closed sales.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales automation can also be leveraged in the nurture process. With the right sales automation tools, you can route leads that are not quite sales-ready into the appropriate nurture campaigns automatically. Nurtured with the right content at the right time, these leads will likely convert much more quickly than they would via manual nurturing efforts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By automating your lead follow-ups, you ensure that your sales team reaches out to leads before they change their minds or reach out to your competitors. Then, as the deal progresses through its natural steps, sales automation tools can speed delivery of vital documents and signed agreements, helping you move from first contact to final delivery more quickly.\u00a0<\/span><\/p>\n<h3 class=\"heading h3\"><span style=\"font-weight: 400;\">Improved customer satisfaction<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Customers will be more satisfied when the sales process unfolds with clarity and precision. Automated follow-ups and forms mean less uncertainty and less likelihood that the process will break down at any point. Customers benefit from a responsive system, but your sales team does not have to engage in constant hand-holding because there is no place for a customer to fall through the cracks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><\/p>\n<div class=\"rc-post-content-cta rc-post-content-cta_orange\">\n<div class=\"rc-post-content-cta-columns\">\n<div class=\"bottom-cta-img\">\n\t\t\t\t<img decoding=\"async\" width=\"930\" height=\"620\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/puppy-at-SMB-scaled-e1641313074345.jpg\" class=\"responsive-image\" alt=\"\" \/>\t\t\t<\/div>\n<div class=\"bottom-cta-copy\">\n<div class=\"headline-copy\" style=\"text-align:left;\">Budget-friendly tips for customer satisfaction<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"rc-post-content-cta-footer\">\n<div class=\"bottom-cta-logo-container\">\n<div class=\"bottom-cta-logo\"><span aria-hidden=\"true\"><svg width=\"154\" height=\"34\" viewBox=\"0 0 154 34\" fill=\"#000\" role=\"img\" 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\/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M11.6302 16.6477V16.5017C13.8424 15.8905 15.339 14.4051 15.339 11.0684C15.339 7.64031 12.782 5.14423 8.04169 5.14423H0V26.9657H3.73931V18.3H8.29354C10.4143 18.3 11.4746 19.3604 11.4746 21.4811V26.9817H15.2139V21.4811C15.2139 18.3946 13.9033 17.1482 11.6302 16.6477ZM7.84117 14.9329H3.73931V8.51618H7.83956C9.86562 8.51618 11.4233 9.35998 11.4233 11.7277C11.4233 14.0955 9.85119 14.9329 7.84117 14.9329Z\" \/>\n\t\t\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M19.7329 9.60219C20.2077 9.60219 20.6729 9.46262 21.0676 9.19794C21.4638 8.93485 21.7718 8.55948 21.9531 8.11994C22.1359 7.68039 22.1824 7.19754 22.091 6.73233C21.998 6.26552 21.7702 5.83721 21.4333 5.50194C21.0964 5.16506 20.6697 4.93727 20.2029 4.84423C19.7361 4.75119 19.2532 4.79931 18.8153 4.98219C18.3758 5.16506 18.002 5.47306 17.7373 5.86769C17.4742 6.26231 17.333 6.72752 17.3347 7.20235C17.3298 7.67879 17.4694 8.144 17.7325 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height=\"24\" viewBox=\"0 0 24 24\" fill=\"#000\" role=\"img\" aria-labelledby=\"cta-ring-arrow-1784223946\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n\t\t\t\t\t<title id=\"cta-ring-arrow-1784223946\">Ring Central Logo<\/title>\t\n\t\t\t\t\t<path d=\"M0 11.5C0 11.2239 0.223858 11 0.5 11H21.6797C21.9559 11 22.1797 11.2239 22.1797 11.5V12.5C22.1797 12.7761 21.9559 13 21.6797 13H0.5C0.223858 13 0 12.7761 0 12.5V11.5Z\" ><\/path>\n\t\t\t\t\t<path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M21.1718 12.0001L15.8086 6.63691C15.6134 6.44165 15.6134 6.12506 15.8086 5.9298L16.5157 5.22269C16.711 5.02743 17.0276 5.02743 17.2228 5.22269L23.6467 11.6465C23.8419 11.8418 23.8419 12.1584 23.6467 12.3536L17.2228 18.7775C17.0276 18.9727 16.711 18.9727 16.5157 18.7775L15.8086 18.0704C15.6134 17.8751 15.6134 17.5585 15.8086 17.3633L21.1718 12.0001Z\" ><\/path>\n\t\t\t\t<\/svg><\/span><\/a>\n\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>\t<\/span><\/p>\n<h2 class=\"heading h3 h2\"><span style=\"font-weight: 400;\"><a id=\"three\"><\/a>What are some good sales automation tools?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are plenty of sales automation tools out there. The question is, which ones should you use? Your needs are unique to your business, and your system should allow for customization to meet your specific needs.\u00a0<\/span><\/p>\n<p>The best automation solution is often to find software that can do a variety of automations for your sales team, so you aren&#8217;t switching between different apps all day. This is where <a href=\"\/us\/en\/blog\/sales-crm-small-business\/\"><strong>customer relationship management (CRM)<\/strong><\/a> software comes in handy. You can record and organize every bit of information you have on customers and potential leads. This is a great place to start when it comes to automation.<\/p>\n<p>Here are a few popular, helpful sales CRMs for businesses:<\/p>\n<ul>\n<li>Hubspot Sales<\/li>\n<li>Salesforce<\/li>\n<li>Zendesk<\/li>\n<li>Zoho CRM<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Ready for the next step in automation?<\/strong> <a href=\"https:\/\/www.ringcentral.com\/apps\/p\/crm\">RingCentral\u2019s CRM integration feature<\/a> pairs your business phone with your existing CRM to record your calls and store data at the same time. For example, here&#8217;s how RingCentral&#8217;s Salesforce integration looks. Dial your <a class=\"waffle-rich-text-link\" href=\"https:\/\/www.ringcentral.com\/lp\/small-business-phone-service.html\">business phone<\/a> within Salesforce and never let any touches fall through the cracks:<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-43002 size-full\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/08\/RingCentral-Salesforce.png\" alt=\"RingCentral Salesforce integration\" width=\"1122\" height=\"758\" \/><\/p>\n<p>Learn more about <a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce\">RingCentral&#8217;s solutions for Salesforce<\/a>.<\/p>\n<p>In addition to CRMs, here are some other automation tool categories to look into:<\/p>\n<ul>\n<li><a href=\"\/us\/en\/blog\/cold-calling-software\/\">Cold-calling software<\/a><\/li>\n<li>Email automation and templates<\/li>\n<li>Scheduling automation<\/li>\n<li><a href=\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/automated-customer-service\/\">Automated customer service<\/a><\/li>\n<\/ul>\n<h2 class=\"heading h2\"><span style=\"font-weight: 400;\"><a id=\"four\"><\/a>What can sales automation software do? 9 Real-life examples<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Any<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/how-to-be-a-good-salesperson\/\"> <span style=\"font-weight: 400;\">good salesperson<\/span><\/a><span style=\"font-weight: 400;\"> would be asking themselves at this point, what can sales automation do for me? Here\u2019s what you can do with sales automation tools, combined with RingCentral:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get a list of new, qualified prospects along with details about their preferences delivered to your RingCentral inbox every morning without having to lift a finger when you set up filters using LinkedIn Premium or a similar tool.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cull lists from your lead enrichment resources like webinars, new email subscribers, ad respondents, and even site visitors who watched a video.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customize email templates, saving you hours of time each week while still allowing your emails to be personalized enough to impress prospects.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automate an entire email campaign or series so that follow-ups happen automatically and stop automatically when the prospect responds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use a meeting and appointment tool with your software so prospects can sign up for meetings on their own. Then, get a notification that you have a new appointment and watch it appear in your version of the schedule, too.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get a quick summary of your previous sales calls, including analysis and AI suggestions for improvements in some cases.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Record your phone calls, emails, and meetings automatically and track them in the CRM with no manual work on your part.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Input customer information, product details, and prices into a proposal or quote automatically and set up timed reminders if you don\u2019t get an immediate response.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set up workflows so other team members who need to sign off on your projects can do so automatically.\u00a0\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Pretty cool, huh?<\/span><\/p>\n<h2 class=\"heading h2\"><span style=\"font-weight: 400;\"><a id=\"five\"><\/a>Potential pitfalls of sales automation<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">While sales automation has many benefits, there are also pitfalls to overcome. Sometimes, automated emails can come across as too robotic, or repeat too many times and become tiresome, especially if they are not personalized. And make sure to <a href=\"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/email-subject-lines-for-sales\/\">freshen your email subject lines<\/a> regularly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales prospects don\u2019t want to feel like a cog in a machine or a faceless entity that only sees bots and impersonal communications. Working some personal touch points into the process will alleviate this problem and add an important human touch to the process.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Avoid relying solely on sales automation so you maintain the human side of the process. After all, it\u2019s the humans in your business that make your brand unique and valuable!<\/span><\/p>\n<h2 class=\"heading h2\">Sales automation: Level up your small business<\/h2>\n<p><span style=\"font-weight: 400;\">RingCentral will help your business make the most of the sales automation software that has the features you need, and some systems and tools are even free for you to use in some cases, like <\/span><span style=\"font-weight: 400;\">Hubspot Free CRM<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Without a fully featured phone, video, and messaging system like RingCentral though, these integrations will not pack the punch you need. RingCentral is the ideal partner for your sales automation tools, bringing all the separate pieces together so they can work seamlessly as one integrated whole.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">RingCentral gives you everything you need to make your sales automation work to its full potential. As with so many advanced technologies that are changing today\u2019s business environment, it takes a combination of tools with different capabilities and functions to give the best results.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Want to see how RingCentral can help you automate? <\/span><a href=\"https:\/\/www.ringcentral.com\/solutions\/small-business.html\"><span style=\"font-weight: 400;\">Get a demo<\/span><\/a><span style=\"font-weight: 400;\"> and find out today what sales automation in combination with a voice, text, and video phone system could do for you.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If being more efficient is part of your sales strategy this year, automation could be the game-changer you&#8217;ve been looking for. Searching for prospects, tending your sales funnel, and following up on leads manually is a tedious, time-consuming affair. For very small companies just starting out, this manual method may seem like the logical choice, &#8230;<\/p>\n","protected":false},"author":29,"featured_media":50481,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901,43336],"tags":[380],"class_list":["post-50479","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","category-sales","tag-sales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What is sales automation? A guide for small businesses | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Learn how sales automation can help your small business&#039;s sales team get more done. 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