Skip to content
All posts

How to use automation to close any sale in 5 mins flat

Sales automation is a sophisticated method that utilises software for lead generation and prospect communication. It can speed up lead conversions, reduce costs, and increase sales for any business. Although it may appear complex at first, dedicating time to understanding how automation works is well worth it once you start seeing the benefits.


Once you have some knowledge and training, automation becomes an invaluable tool in your sales process. Automated responses improve lead engagement, and tools like email tracking and auto-responses streamline lead management and speed up sales cycles. Embracing automation can help you amplify leads, customers, and revenue!

However, implementing automation to close sales requires some learning. Despite its complexity, the effort invested in automation yields remarkable results. Empowering your sales process with automation is achievable with some knowledge and training. Automated responses improve lead engagement, and tools like email tracking and auto-responses streamline lead management and accelerate sales.

Why Automation is Essential for Closing Sales:

Implementing automation across marketing channels is pivotal. Develop a mailing list for your target audience, initiate monthly newsletters, automate post-purchase follow-ups, and time-based follow-ups to engage customers efficiently.

The merits of employing automation for closing sales are multifaceted. It significantly improves response rates, reduces errors, increases sales closure probability, and optimises the efficiency of the sales process. There are compelling reasons to employ automation for sales. It's highly effective, especially considering the low response rates of cold emails. Automation minimises errors, enhances sales closure rates, and optimises the efficiency of the sales process.

Benefits include:

- Increased efficiency - Automate tedious tasks

- Higher conversion rates - Systematise follow-ups

- Reduced human error - Standardise processes

- Better record keeping - Activity logging

- Improved sales productivity - More time for selling

Untitled design (7)-2

Tactics and Tools to Automate Sales Tasks:

Many sales tasks can be automated to free up valuable time:

  • Lead capture forms to collect prospect contact info
  • Email sequencers for automated follow-up messaging
  • CRM workflows to update records and status
  • Calendar schedulers to book demos automatically
  • Social Media bots to Nurture leads

5-Step Guide to Implementing Sales Automation:

Follow this streamlined 5-step methodology to kickstart sales process automation:

  1. Identify repetitive manual tasks to eliminate
  2. Select software tools to automate priority areas
  3. Integrate technologies into the current sales stack
  4. Test and refine until seamless functionality achieved
  5. Continuously optimise the system based on data and feedback

Sales automation is a game-changer for small and medium-sized businesses looking to capture, nurture, and convert leads into loyal customers. To truly maximise your sales potential, it's crucial to manage your leads intelligently and optimise your sales process. That's where specialised software like Integromat comes in. This powerful tool automates a wide range of sales actions, from creating and delivering messages to managing email marketing campaigns and database activities. With Integromat, you can streamline your sales process and unlock new levels of efficiency and effectiveness.


Give your entire organisation the power they need


Order processing: Ensure timely delivery of orders and seamlessly enable online services by automating your complete fulfilment operations.

Contract management: Speed up the approval process for custom contracts and NDAs by automating your contract management procedures.

Lead routing management: Ensure prompt response to leads by efficiently assigning and distributing incoming leads to sales teams across the globe.


Lead generation: Generate valuable leads by efficiently scheduling, organising, and swiftly disseminating tailored social media content across various digital platforms simultaneously.

Lead nurturing: Track campaign engagement, and distribute personalised content to nurture leads in your pipeline.

Brand reputation management: Effectively manage your brand reputation online by actively monitoring and responding to customers on the leading review sites and social media platforms.


Accounts payable: Simplify and optimise your accounts payable and purchase order processes by seamlessly integrating various applications and systems into a single, centralised platform.

Invoice processing: Improve your cash flow by automating the creation, distribution, and management of supplier and customer invoices.

Reporting and compliance: Safeguard your company's confidential information by automating the secure uploading and storage of sensitive documents on your server or in the cloud.

Human Resources:

Employee onboarding: Ensure a smooth onboarding experience for new employees by automating the necessary tasks.

Performance management: Boost your 360-degree performance evaluations by automating the distribution of internal and external employee surveys.

Talent acquisition: Streamline your candidate pipeline and expedite the hiring process by automating the posting of job openings on popular social media platforms such as Facebook, Twitter, and LinkedIn.

Operations and Information Technology:

Incident management: Identify, escalate, and resolve critical incidents faster by automating your incident management processes.

Employee offboarding: Avoid security breaches and the loss of company assets by automating the deactivation of users' access to tools and documents.

Data pipelines and reverse ETL: Prevent errors and the loss of company data by automating the extraction and uploading of sensitive data on company-wide servers.

Tech & Customer Support:

Return and refund management: Effectively process returns and refunds faster by automating the approval and refunding of goods and services.

Customer onboarding: Equip customers to easily get started with a comprehensive onboarding program that automates access control, distribution of resources, set-up of training, and more.

Customer SLA management: Resolve customer queries within SLA guidelines set by automating the escalation, processing, and management of customer tickets

In Summary, Sales Automation is No Longer Optional:

To remain competitive and maximise productivity, some degree of sales automation is a must today. Adopting even minor levels of sales automation provides major increases in productivity, efficiency, and ultimately revenue. Leverage the tactics discussed here to get started. The above tips, case study, and implementation plan provide actionable direction to get started. Automate for efficiency now, and rapidly accelerate growth.

Find out how Make can transform your business