6 CRM Automation Examples Good For Your Business

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3 min read

Updated: April 21st, 2023

Email marketing. Lead generation. Lead scoring— Sales and marketing functions that can be fully automated. How does CRM automation work and what can it do for your business?

You may have heard about automation somewhere and still don’t know what it is and what it really means for your business. Well, you’re in the right place as we’ll show you how CRM automation actually works and how it can be good for your business.

Here are six CRM automation examples to get you started:

1. Gathering lead contact information in one system

Lead generation can be quite a challenge as it can be repetitive, and especially when it is manually done. Traditionally, companies get their leads from referrals, from those who subscribed to their email lists, or even cold calling.

Today, companies can get their leads from those who visited their websites and landing pages, or those who clicked on their ads on social media, among others.

With CRM automation, companies ditch tiring traditional methods and just wait for leads to fill out system-generated forms. CRM systems will then pull all the information the lead has typed in into its central database and use the information for future sales and marketing workflows (such as email marketing).

CRMs like Saphyte also allow their users to embed forms on their websites and easily track the performance of campaigns and content (e.g. number of signups or conversions) through these forms. 

2. Scoring leads based on quality or chances of conversion

Traditionally, lead scoring is done by sales teams by manually assigning a score on a lead based on a set of criteria. This score measures how “qualified” a lead is to make a purchase and how likely they will make one.

With CRM automation, this manual process of assigning scores can be eliminated. The CRM system can automatically assign this score for the company based on the conditions and the criteria set by the company in the system.

3. Sending emails based on schedule or conditions

Emails, for whatever purpose, don’t have to be manually crafted and sent using a CRM system. CRM automation allows companies to send out marketing emails based on trigger events such as when a form was submitted or an email was opened or clicked. 

Companies can also schedule the flow of their marketing email campaign by setting the specific count, time, days, or hours before an email is delivered to the target customer.

4. Notifying customers of upcoming meetings with you

CRMs can also let users automate customer reminders before a scheduled meeting or appointment. This reduces the amount of time and effort needed to remind customers to show up. The automated meeting notification has also been observed to minimize no-shows and cancellations.

5. Capture contact information from clients that booked an appointment

Automation also lets users avoid the process of manually adding invitees to their contacts. With a CRM like Saphyte, anyone who has booked in your calendar will have their details automatically captured and saved as a contact in the CRM database.

6. Assign meetings or schedules among team members

CRM automation can also eliminate the process of manually assigning a meeting appointment or schedule to a team member. Using CRM systems like Saphyte, users can automate the process of assigning meetings or appointments among team members using a round-robin distribution, depending on their availability or priority.

Learn More About Automation

CRM automation can make workflows shorter and more efficient. It allows sales, marketing, and admin members to focus more on important tasks that are yet to be automated while leaving the manual, repetitive tasks to the CRM to automate. This makes company workforces more productive, less costly, and more fulfilled.

Discover the power of CRM automation now and see how it can impact your business. Book a FREE demo with our experts at Saphyte to learn more.