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You’ve decided to automate parts of your sales process, go you!

How you build and scale your sales automation workflow will massively dictate the success (and adherence) of your sales reps. 

But where do you start with automation? And more importantly—where do you stop?

There are many things that robots are better at than humans are, and that includes:

  • Pulling data together
  • Keeping track of conversations and files
  • Enriching data
  • Checking in with customers that have gone quiet
  • Reminding you that you haven’t followed up on an important email
  • Dancing

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Okay...maybe humans still have the upper hand over dancing—but for some reason, human sales reps are still handling a lot of these tasks regularly when robots can do them better. Those should be automated.

Just like dancing, humans are better at creativity, empathy, and developing relationships with other humans.

So if you’re trying to build a workflow that combines the unique capabilities of humans and robots, this article is for you.

sales automation guide
What is Sales Automation? The Definitive Guide You’ve decided to automate parts of your sales process, go you! How you build and scale your sales automation workflow will massively dictate the …
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