Five workflows every sales team should automate

Sales reps spend a large share of their week on work that is not selling. Updating the CRM, researching accounts and writing follow-ups all add up.

The five workflows we automate most often are lead enrichment, lead scoring, first-touch replies, meeting notes and CRM updates. Each one is small on its own. Together they return several hours per rep every week.

Start with first-touch replies. Speed of response is one of the strongest predictors of whether a lead converts, and it is the easiest of the five to put in place.