What is Sales Automation? 

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jul 17th, 2025

Sales automation is a process to eliminate manual tasks in workflows. Sales automation software is designed specifically to support sales teams by reducing administrative tasks so they can focus on closing deals.

For example, a study reported by McKinsey & Company states that sales automation increases productivity by 15% and cuts costs by 15%.

If you want to find out more about what is sales automation in CRM so you can streamline processes and save money, keep reading! We explore this Salesforce Sales Cloud topic in more detail below.

Benefits of Automated Sales Processes

There are many benefits of sales automation for Salesforce. On a higher level, automation tools serve teams by making their admin work tasks easier to perform. Then, these sales professionals can be efficient with their time and more present in creative tasks that need their attention.

Here are 6 of our favorite reasons for updating to an automated sales process with Salesforce:

#1 Increased Productivity

Entering data into Salesforce, following-up with prospects, responding to emails, or even assigning leads to sales representatives are pretty repetitive tasks. Why not boost productivity for teams by using automation to handle these sales tasks?

An automated sales process will take care of administrative tasks, giving the sales team free time to work on the important activities a computer cannot perform, like closing deals swiftly.

#2 Consistency and Accuracy

We already covered follow-up emails as a benefit of sales automation, but there are communication tasks that can be automated easily, too. Think of monthly reminders for tasks that get missed or an email notifying you whenever there is a change to a sales agreement. Automating these tasks to be consistent will ensure that internal business communication is on point and customers get the fastest and most elevated experiences.

When it comes to accuracy, an automated sales process can reduce the errors commonly found in Salesforce from manual data entry methods. These types of errors are not professional when discussing prices and orders with clients. You could lose your customer’s trust if you pull incorrect information from Salesforce. With an automated sales process, you get software to enter data accurately into Salesforce in real time without the need for human assistance.

Your sales teams can say goodbye to typos, duplicates, and incomplete data.

#3 Better Lead Management

Customers are not the only people sales representatives are in contact with. Leads are also approached to drive business growth. However, managing their data can be a complicated task. Luckily, in this era, we have automation tools that can categorize and score leads in Salesforce.

These scores help sales representatives quickly identify which leads are worth pursuing. All that’s needed is to give the automation tools specific business criteria to score and prioritize leads.

#4 Improved Efficiency

What about those leads who are not ready to convert to customers just yet, based on their score? Usually, they need to be nurtured and a good strategy is to send them personalized content via emails. This approach can be implemented after analyzing lead purchasing data in Salesforce. Sales teams can then focus on creating content that is relatable to them.

This method is used to help leads through a sales funnel. And since emails can easily be automated, setting up this type of system for your sales teams means they get to maximize their work productivity in other areas as they can spend minimum time on email tasks.

#5 Reduced Response Time

Another way that an automated process can help sales teams who use Salesforce is by automatically and independently communicating with clients and leads. For example, software can respond to customer questions instantly. This saves sales representatives time to focus on other projects since they are only called upon to answer difficult queries while customers are automatically helped on frequently asked questions.

#6 Cost Savings

As we learned, with an automated sales process, a lot of administrative tasks for Salesforce are taken off a sales team’s to-do list. This allows businesses to save costs as they do not have to spend extra fees or time on labor-intensive administrative work.

Must-Have Sales Automation Features

If these benefits sound good to you, the next step would be to find sales automation software that fits your business needs and integrates with Salesforce. There is no point installing tools that cannot improve your specific sales process and tasks. And not all automation software are the same or have the same quality.

Sales Automation Examples

For this reason, we have provided a few examples of automation features that you should look for from third-party software for Salesforce to manage leads, optimize work productivity, and increase sales:

• Automatically gather lead data for Salesforce from forms, emails, and social media platforms.
• Score lead data in Salesforce based on how the individual engages with the business or purchases products and services.
• Assign leads to the correct sales agents who are in the right location and have the best knowledge to close deals.
• Automated document generation features for Salesforce using no code.
• Deliver custom emails from Salesforce at specific times to leads when following up is required.
• Send relevant emails to leads from Salesforce to guide them through a sales funnel.

Titan’s No-Code Workflow Tool

If you want to skip all the research and reviews to get up and running quickly with sales automation, we recommend Titan, our no-code platform for Salesforce. It’s so powerful that it can give you 10,000 Salesforce automations per second for any business process, so you can speed up sales tasks at scale. Whether it’s sales, marketing, customer service or any other operation, the best part about using Titan is that automation can be built with zero code!

Imagine connecting Salesforce, your payment providers, cloud-based storage apps, and more to your software stack. With Titan, you can rest assured that your automation has end-to-end security and is compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Here are some of our robust features to instantly eradicate manual admin tasks for your sales teams:

Our OCR (Optical Character Recognition) feature can read receipts, bills, invoices, and more , upload your documents to Salesforce, and create records in seconds from the scanned text.

Titan can create, route, update, and execute approval processes in Salesforce to support your contracts, agreements, onboarding programs, and more.

Connects third-party file storage apps, like Google Drive or OneDrive, to Salesforce.

Automatically merges any file using no-code.

Scans barcodes in payment processes with ease and pushes data to Salesforce.

This is just a small feature list of what you can achieve with the power of Titan and Salesforce. For more information or a custom solution, please feel free to book a demo with us.

Sales Automation Vs. Marketing Automation

Whether using Sales or Marketing Cloud, these Salesforce platforms can be used to automate processes and tasks for people so they can be more efficient at work. With the extra time they gain from reduced administration in their Clouds, they can focus on growing the business in other ways.

However, which automation does a team need? Sales and marketing functions are pretty closely related after all. They both support a customer through a sales journey at different times. So, let’s take a look at their differences in automation and how they come together to complement the whole customer journey.

See you soon.

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.