Sales Workflow Automation

Automate mundane sales tasks and repetitive sales activities with sales workflow automation so that you can spend more time closing deals.  

Sales workflow automation in sales simplify
  • 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.  

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. 

  • 26% more

    Leads generated by companies deploying high-level automation for their sales workflow and process than those who don’t.  

  • 30% plus

    Activities in the sales workflow can be automated, approximately. That means 30% saved time to do more sales.  

  • 55% improvement

    In the efficiency of sales teams using sales workflow automation along with better customer and job satisfaction. 

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.  

Create an automated workflow from scratch or start with a template   sales workflow automation in sales simplify

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.  

Give your workflow a name and select the module   sales workflow automation in sales simplify

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

Add triggers and conditions to your workflow   sales workflow automation in sales simplify

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. 

Set workflow actions and activities you want to automate   sales workflow automation in sales simplify

Sales workflow automation has made our life so much easier

"We were sick of spending big time on mechanical sales tasks that were always repetitive. So, when we first heard of sales workflow automation by Sales Simplify, we just gave it a try to see if it helps. After implementing it in our sales process, we really started saving a big chunk of our time. Sales Simplify automation technology helped us in automating many pieces of our sales process. Besides improved productivity, the best part is that it helped us increase the overall happiness and job satisfaction of our sales team since they no longer need to spend time on boring tasks that are now taken care of by amazing automation!"

Jason Tom, VP of Sales

Top companies work with us

  • Use personalization and automation to increase sales.
  • Be faster and better at capturing and converting.
  • Analytics to drive revenue growth.

Save about 30% of your time with sales workflow automation

Sign up for Sales Simplify and start automating your sales workflow today.