Send updates using Slack when a deal is added or closed

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Many of these activities are repetitive and time-consuming, especially when they have to be performed several times a day. The good news is that automation can do most of them, saving time and money while eliminating the risk of human error.

CRM tools allow you to automate data entry for all customer interactions, such as:

Phone calls

Emails

Your chatbot 's scripts

You can also use CRM information to create templates and automate personalized email marketing campaigns without having to write each message from scratch.

For example, with Pipedrive's automation templates, you can quickly automate a marketing email every time you add a new person to your CRM. For example, sending a welcome email to a new prospect or notifying your team about a new contact.

Work automation


It's important to keep in mind that even the most advanced CRMs can't automate everything. However, connecting your CRM to other applications, through integrations or application programming interfaces (APIs), offers more automation possibilities, such as:

View details about leads who visited your website


Import contact information from LinkedIn

Request electronic signatures for proposals and contracts

Update project management applications as deals 99 acres database progress

Automating low-touch customer activities will free up your team's time for higher-touch activities, allowing you to understand customer needs and deliver a better experience.

4. In having a truthful source of reference
Throughout the sales process, customers will have interacted with different people from different teams. Each touchpoint will impact the overall customer experience. If you want to deliver a consistent customer experience, everyone needs access to the same information.

CRM software provides a source of reliable information about the customers your teams have direct contact with. All this data offers the opportunity to better understand and serve your customers' needs. Sales teams are accustomed to tracking and managing their sales activities in CRM, and while marketing teams don't typically work directly with CRMs, many of the tools they use can be integrated with them.