Sales and Marketing Automation

transfunnel By transfunnel, 14th Jun 2018 | Follow this author | RSS Feed | Short URL
Posted in Wikinut>Business>Sales & Marketing

Salesforce is a powerful tool but a basic knowledge is bound to give you basic results. If you wish to skyrocket your conversions, you will need an in-depth knowledge of the tool to make the most of it. A skillfully executed, customized implementation and integration can guarantee the success you are looking for.

Sales and Marketing Automation

Earlier while automation was limited to the software installation for performing automated actions regarding marketing processes such as sending scheduled emails or any other information to the people in our contact list, it is now extending its arms to include sales processes also. You can even send internal task notification to your sales reps using automation process.

Since automation has entered sales world also, businesses across the globe are taking maximum advantage from this to accomplish their business objectives. Automation, hence has successfully collaborated the sales and marketing and it is immensely beneficial for both sales and marketing professionals.

About Marketing and Sales Automation

Automation means automating your sales and marketing automation processes with the help of a software. Many companies automate their processes that include EDMs, email follow-ups, capturing website actions of a visitor, social media and recording behavior aspect of site user and much more.

These actions that are accomplished using the automation are referred to as Workflow, which means the set of operations that are performed by the automation software based on the rules set by the user. For example, capturing the behavior of the website visitor or create a list for emailing opt-ins, etc.

Importance of Workflow

Once you create a workflow, the automation software will automatically execute the set of instructions given such as sending mass emailing, internal task notifications or get the information of the website visitor using the cookie. This doesn’t only save time but efforts also.

Workflow is not about lots of content; it is operational. Initially, you can start with the workflow that helps in the internal communication to create more transparency in the system.

Automation Tool

Automation software tool offers you flexibility and scalability to achieve unique goals. While marketing automation tool help gathers the prospects for a business, sales automation provide resources to the sales team to work on large sale volumes and handle customer relationships.

Automation helps marketing team to collect the information about the business prospects or leads and nurture them before they give it to the sales team. Automation is unbeaten when timely and relevant actions are taken depending upon the context. That is where the role of the inbound comes into the picture; as how they start the conversation with prospects and what action a lead performs on the offered content. Besides, content plays a vital role in overall conversations.

In simple words, the prospects are not reading emails only that the sales team sends them. They also visit your website, read blog posts and see your social media profile.

So, it is crucial to have a workflow that is closely aligned with your promotional strategies to get maximum leads. With the effective workflow, you can utilize the contact’s data such as personal details, email id, and their behavior and generate the personalized marketing campaign as per their interest and requirement.

These workflows are a powerful tool that not only automates the lead nurturing but also do your daily jobs such as sending a notification to the sales representative when someone fills and submits any form provided in the website or setting up the start date of the trial that any contact has requested for, etc.

Automation of Inbound Processes

While most companies use their automation tool for achieving various goals, many of them still use it for the enhanced emailing campaign. For your inbound to be prosperous, it is essential to make strategies, set objectives of automation and then use the workflow according to your business requirements. And then you can accomplish the tasks at hand inside and outside automation.

The key to flourishing business through effective automation is that both sales and marketing team understand the importance of communication and value the actions performed by the workflow. If both the teams work together in synchronization, then only automation can help your business succeed.


Marketing Automation, Marketing Funnel Automation, Mobile Marketing Services, Online Marketing Automation, Sales And Marketing Automation

Meet the author

author avatar transfunnel
Transfunnel marketing automation consultant helping small & medium companies to achieve growth using the business aligned marketing automation strategies.

Share this page

moderator Peter B. Giblett moderated this page.
If you have any complaints about this content, please let us know


Add a comment
Can't login?