CRM Automation: Benefits and Examples | Comidor

CRM Automation: Benefits and Examples

CRM Automation: Benefits and Examples 789 526 Comidor Low-code Automation Platform

Sales reps are under a lot of pressure to close deals and hit quotas. They know that staying organized and keeping track of their leads is essential to a successful career. 

However, with so many other tasks to worry about, it can be tough to find the time to keep everything straight. Often, this means they have to spend a lot of time on administrative tasks that don’t directly help them sell.  

Are you looking for ways to improve your sales processes and boost your business’s bottom line? If so, CRM automation may be just what you need. Automating your CRM system can speed up the sales process and improve efficiency. 

What is CRM Automation? 

CRM automation is the process of using CRM software to automate sales processes. This can include tasks like lead generation, assignment, tracking, and follow-up. Businesses can speed up their sales cycle and close more deals by automating these processes.  

In addition, CRM automation can help businesses keep track of their customer data and sales metrics. This can be extremely helpful in identifying areas of process improvement and ensuring that the sales team is meeting its goals. Sales teams can set up personalized reporting or follow CRM dashboard examples to automate their CRM analytics

A CRM automation solution lets businesses automate routine procedures, tasks, and processes using a single platform with less human involvement. With workflow automation, organizations can do more with less effort.

Benefits of CRM Automation Software 

Below are the benefits of CRM automation software: 

1. Reduced time spent on mundane tasks 

CRM automation can help sales reps to save time on mundane tasks like data entry and lead assignment. By automating these processes, sales reps can spend more time on selling and less time on administrative tasks.  

It not only makes it easier to keep track of vital customer information but can also help you to make better sales decisions. However, to benefit from CRM automation, you need to have high-quality CRM software in place. 

2. Eliminated human errors 

When sales reps input data manually, there’s always the risk of human error. This can lead to inaccurate customer information and a lack of data visibility.   

CRM automation can help to eliminate these errors and ensure that your CRM system is always up-to-date. In addition, CRM automation can help you to avoid duplicate data entry, which can further improve the accuracy of your CRM system. 

3. Increased efficiency 

Repetitive tasks and paperwork can be tedious and time-consuming. CRM automation can help sales reps be more efficient in their work. Automating tasks like lead assignments and follow-up allows sales reps to focus more on selling. 

Investing in a CRM system is a good idea if you want to optimize your sales process. You can also use CRM automation to keep track of your sales pipeline and make improvements. This method can help you close more deals and exceed your sales goals. 

4. Streamlined processes

Automated workflows enable standardizing entire sales processes, from lead capturing to deal closing. This makes it easier for sales reps to follow the process and helps to ensure that nothing falls through the cracks.  

5. Improved accuracy of data entry 

With automated data entry software, businesses can improve the accuracy of data entry. It helps enterprises become more efficient by getting rid of manual processes and lowering the need for repetitive data entry.

Inaccurate data can lead to problems such as a lack of data visibility or incorrect sales decisions. 

6. Improved customer satisfaction  

CRM automation can help to improve customer satisfaction by providing sales reps with the tools they need to sell more effectively. When your sales reps have more time to sell, they can provide a better customer experience and improve customer satisfaction. 

In addition, it can help you to keep track of your customer interactions and follow-ups. This can help to ensure that your customers are always happy with your product or service.  

CRM Automation infographic | ComidorExamples of CRM automation Software 

The following are examples of CRM automation that can help businesses to automate their sales process: 

A. Deal management  

Deal management refers to the process of tracking and managing sales deals. It includes activities like lead generation, lead assignment, and follow-up. It enables sales reps to focus on selling rather than worrying about administrative tasks.  

It also allows businesses to keep track of their sales pipeline and CRM data. With automation software, the whole sales process can be automated end-to-end to orchestrate all sales lifecycle steps.

B. Lead assignment and generation

The lead assignment is the process of assigning leads to sales reps. Lead assignment can help to ensure that the right sales rep is assigned to each lead. This can help to improve the chances of closing a deal. 

Automating lead assignments can help you to decrease your workload and increase the possibility of getting called back. You may also create assignments for your team members or new contacts when the new contract is assigned to them. 

Comidor can help sales reps save valuable time and effort when searching for new leads. Let’s take the example of a sales rep who is using LinkedIn to generate new leads. The sales rep saves a search in LinkedIn and automatically triggers a workflow inside Comidor. An RPA bot replicates human actions to log in to the LinkedIn account and go to the saved list with multiple pages.  For each saved contact, the bot extracts the name, job title, and company and sends all those data to the Comidor system. A CSV file with all those data is produced and sent to the sales team via an automated email.

C. Data entry automation 

Data entry automation is the process of automating the process of entering data into your CRM system. In addition, data entry automation can also help businesses to avoid duplicate data entry, further improving the accuracy of their CRM system. 

Comidor can be integrated upon request with any CRM system with REST/SOAP services. Our workflow designer has generic RESTful Web Service components to communicate and retrieve or send data automatically to other systems. Finally, with the Selenium RPA component Comidor can be integrated with any cloud-based system.

D. Send onboarding/ welcome emails 

Sending onboarding or welcome emails is the process of sending emails to new customers or employees to welcome them to your company. 

It can help to improve customer satisfaction and increase customer loyalty. Moreover, it helps potential customers to understand your product or service and how to use it. 

E. New Customer Verification

The New Customer Verification process is a security process that requires companies to verify their customer’s identity and details before they can collaborate.

In this particular example, our client wanted to involve their client himself in the internal process by giving him the capability to upload his identity file via email, extract data from the identity file, connect to a central database for some controls such as money laundering check, and also connect to Zoho, a third-party CRM system to import the new account. The last requirement concerned the creation of digital contracts including the client‘s details and the capability for the client to digitally sign the document. The solution by Comidor includes:

  • organization and automation of the entire process
  • a central hub for the employees to exchange information
  • replacement of manual actions through RPA bots
  • Production of digital contracts with customer data & digital sign of contracts via email.
  • extraction of data from identities which of course resulted in recourse and time savings
  • compliance with business regulations and full transparency

F. Customer Requests management

Customer requests management is a process that is often delegated to customer service representatives. They are in charge of dealing with the customers’ inquiries, complaints and suggestions. This has become an important part of the job for customer service representatives because it can make or break the company’s reputation. Here is an end-to-end solution provided by Comdior to customer requests management.

In a B2C company, one of their main objectives was to increase their sales conversion rates by improving the quality of their customer service and reducing the number of complaints from customers. Our aim was to enhance Customer Request management by implementing a low-code solution that would help them better track, analyze, and resolve all types of customer requests. Comidor solution includes:

  • Public form by engaging non-Comidor users to trigger an internal customer request process
  • ML text classification model that assists in request categorization based on historic data
  • AI for analyzing customer sentiment and determining whether the customer’s attitude is positive, negative, or neutral
  • A workflow engine that orchestrates all process steps
  • A low-code application to monitor all customer requests and their status

customer request workflowConclusion 

CRM automation can help sales reps be more efficient and accurate in their work, leading to increased productivity and improved customer satisfaction. 

When your sales reps have more time to sell, they can provide a better customer experience. CRM automation can help you track your customer interactions and follow-ups. This can help to ensure that your customers are always happy with your product or service.  

Investing in a CRM system is a good idea if you’re looking to streamline your sales process and improve your bottom line. You can use CRM automation to free up your sales reps to sell, keep track of your sales pipeline, and improve your overall sales workflow.

Author bio:
Hinal Tanna is an SEO strategist and content marketer, currently working with the marketing team of Salesmate. She has a knack for curating content that follows SEO practices and helps businesses create an impactful brand presence. When she’s not working, Hinal likes to spend her time exploring new places.