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CRM Automation

CRM automation revolutionises how businesses manage customer relationships by streamlining processes and enhancing efficiency.


What is CRM Automation

Implementing CRM software clearly indicates that you are prioritising scaling and growth for your business. For businesses of all sizes, spreadsheets and manual record-keeping get old quickly. Using a CRM makes your life much easier and helps your business grow—research shows sales reps who work at companies using mobile CRM software reached 65% of their sales quotas, compared to 22% at companies that don’t use mobile CRM software.

CRM stands for Customer Relationship Management. CRM automation uses technology to systematise, optimise, and automate recurring CRM tasks. This includes everything from data entry and customer communication to workflow triggers based on customer actions. Automating CRM processes saves time and human effort while ensuring consistency across all customer touchpoints. With CRM automation, key relationship-building activities happen behind the scenes without constant manual oversight.

Automated CRM takes this further by setting up rules, triggers and scheduled actions within your CRM. This way, key workflow steps execute automatically based on customer behaviours – no manual intervention is required.

The Benefits of Automated CRM

Imagine a world where customer follow-ups, appointment scheduling, and data entry happen behind the scenes, giving you more time to focus on what truly matters – growing your business. Automated CRM systems offer numerous benefits, including:

  • Identify & engage customers faster with automation triggers
  • Build stronger customer relationships
  • Access a unified view of all customer interactions
  • Scale CRM processes efficiently as you grow
  • Eliminate inconsistencies & human error
  • Improved customer satisfaction and retention
  • Increased sales and revenue growth
  • Better data analysis and decision-making
  • Streamlined communication across all departments

With CRM automation, you can focus less on managing CRM itself and more on enhancing customer experiences.

Automated CRM

CRM Workflow Automation

What CRM Automation Means to Your Business

CRM workflow automation takes the capabilities of CRM to the next level. It allows you to create and manage a series of automated actions that trigger based on specific criteria. This means you can customise your CRM to perform tasks such as sending out personalised emails, updating contact information, or assigning leads to sales reps automatically.

  • New lead assignment & lead nurturing
  • Account data standardisation
  • Customer order updates triggering billing
  • Renewal reminders & upsell offers for retention
  • Support case assignment & resolution
  • Post-sale or post-support survey distribution


CRM Workflow Automation

25 Things Every Business Should Automate

Ready to automate your business? Download our eSeries today and get ready to out your business on automatic. 

We'll work with you to find the right CRM software for your business

Based on our initial discussions with you, we can figure out which solution suits your particular needs and budget. Our CRM software can be a powerful tool to automate your sales, CRM, marketing and business processes. There are systems to suit every business’s strategies and goals. We help you choose the one that’s right for you.


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No matter your company’s needs, HubSpot has the features to help you become more effective in your sales process

Why Choose HubSpot for Your Business?

Consider using HubSpot for streamlining your operations into a centralised system.

  • Save time and reduce errors in marketing, sales, and customer service.

  • Integrates with other tools like Salesforce and Zapier for efficiency.

  • Offers extensive resources, including blog posts, eBooks, webinars, and training courses, to help you master the platform and achieve your business goals.


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