Sales Workflow Automation
Automate mundane sales tasks and repetitive sales activities with sales workflow automation so that you can spend more time closing deals.
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Do more in sales with sales workflow automation
Imagine how you would feel if you could generate more leads, do more sales in less time, and have the happiest sales team in the world? Sales workflow automation can make that all a reality for you.
Goodbye tedious tasks
Scheduling a meeting, adding the next follow-up, creating the deal, sending a thank you note - Your new friend, Sales Simplify Automation, can do it all and more for you.
Avoid sales mistakes
Have you ever lost a client because you forgot to follow-up on time or send that email? Let sales workflow automation help you do it all on time now.
Close more deals
Invest your time doing the most important sales work and your key business activities: Talking to clients, developing real relationships, and closing more deals.
Skyrocket your sales productivity
16%
Leads generated by companies deploying high-level automation for their sales workflow and process than those who don’t.
50%
Activities in the sales workflow can be automated, approximately. That means 30% saved time to do more sales.
40%
In the efficiency of sales teams using sales workflow automation along with better customer and job satisfaction.
Make impossible sales targets achievable
Set up as many workflow automations as you need for your sales process, start saving crazy number of hours, and check off all those tasks and targets that always seem so impossible.
Create an automated workflow from scratch or start with a template
Set custom workflow by starting from scratch or use pre-built sales automation templates created by Sales Simplify. You can add multiple automations at the same time like:
Give your workflow a name and select the module
Sales Simplify allows you to set workflow automation based on updates in Lead, People, Company, and Deal. You can choose to automate a workflow for yourself only or your team as well.
Add triggers and conditions to your workflow
In the Set Trigger section, you can choose to trigger your sales automation on the condition when any new Lead, People, Company, or Deal is Created or any old record is Edited. Oh, did we also mention that you can also use conditional logic? Popular triggers and conditions:
Set workflow actions and activities you want to automate
You can automate follow-ups, scheduling client meetings, email notifications, field updates, deal creations, and just about any repetitive sales activities and tasks. Popular use cases:
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Frequently Asked
Questions
Save about 30% of your time with sales workflow automation
No credit card required.
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Sales are now fun—not just for
the salesperson, but for everyone.