Sales automation handles repetitive tasks automatically and reminds the team to follow up with customers at regular intervals. This helps sales representatives keep better track of their clients. It eliminates the complexity of using CRM systems and simplifies data entry. As a result, it saves time, speeds up decision-making, and reduces risks.
Sales representatives work intensively throughout the day—presenting demos, taking orders, and communicating with customers. At this point, field sales automation functions like a mobile assistant. It manages both hot and cold sales and organizes customer visits through pre-planned or dynamically changing routes. Additionally, the field sales team can make online sales, create orders, check account balances, and collect payments. It also integrates easily with e-archive, e-invoice, and e-delivery systems.
