What is CRM Automation?

Increase Productivity

The ability to streamline tasks is a huge benefit. By taking the time (once!) to build workflows and triggers, redundant, monotonous tasks can be relegated to a single click. In turn, this allows marketers, sales reps and customer service reps to turn their minds to more important things than paperwork: like lead generation, lead nurturing and phone calls... to leads.

Improve Pipeline Performance

Because teams are able to follow up faster, automating your customer relationship management can help them generate more MQLs and SQLs with better qualification rates.

Shorter, Better Sales Cycle

Automation allows teams to make more out of your CRM data. It can handle customer research, quote creation, and even legal paperwork, making the sales process shorter. Because all the potential customer's data is at their fingertips, lead scoring is better. So, it's easier to match high-performing sales reps with high value leads.

Better Data, Bigger Picture

When you can pull in multi-source marketing data and have it at your fingertips, it means greater accuracy for marketing campaigns. The big data picture of metrics you use to focus your marketing efforts is much more filled in, providing powerful insight for complicated decisions.

Higher Customer Engagement

Greater data accuracy means more tailored sales interactions. Just like matching sales with leads, you can also match strong account managers with prize acquisitions for better customer retention.

Improve Customer Satisfaction

One functionality of many CRM automation tools is the integration of chatbots as part of the customer service process. These handy software bots can help quickly identify customer issues and address them promptly with the appropriate action, whether that means triggering a phone call request from a CSR or answering a question.

Healthcare

Because of the 2010 Patient Protection and Affordable Care Act, or PPACA, digitization became a requirement. It became possible for medical facilities of any size—whether private practices, urgent care clinics or hospitals—to incorporate digital patient management and record keeping into their processes.
Now, the healthcare industry uses automated CRM to manage appointments, send patient reminders and handle insurance pre-authorizations. Some hospitals are even using AI-powered automation solutions to identify common health issues based on blood work results.
Reducing the amount of time taken for digitizing patient information including scheduling and insurance paperwork alone can reduce cost in man hours. However, automation technologies are also being used to revolutionize patient care.

Fitness

Globally, the fitness industry is worth almost $100 billion annually, and it's forecasted to keep growing as more and more people realize the impact their lifestyle has. Physical gyms aren't the only rage, however. Post-pandemic life has added a number of online and virtual training activities to mainstream fitness. Personal fitness apps now come pre-installed on phones, and individuals can get automation-powered fitness mirrors.
Fitness companies are notoriously minimal on staff, automated CRM software is a boon. For example, it allows companies to increase their customer retention efforts by freeing staff from backend administrative tasks. One-on-one care is a major factor of reducing membership cancellation.

Ecommerce

CRM automation software has obvious benefits for ecommerce. They might not be as upfront as the healthcare industry, but that's mainly due to ecommerce already being digitized. Rather than setting up digital systems, ecommerce only has to decide how best to manage and put data to use.
With a huge number of automation and third-party integration options, it's possible for a single business owner to run a fairly large ecommerce storefront with relatively low operating costs. A single CRM automation platform can pull data from a plethora of touch points and run complex customer segmentation models from that data. It can help nurture leads, update contact information for old and new customers, and handle customer re-engagement workflows. It's no surprise that CRM automation software is expected to become one of the most used operating models for the marketing industry.

Legal

When the American Bar Association studied why attorneys billed less than one-third of the hours they worked, they found that almost half of the missing time is spent in admin tasks. Another third is building new business.
Attorneys bill by the hour, so the time spent on administrative duties can be costly. Automation helps reduce that time by letting automation handle hour tracking and appointment scheduling, among other administrative tasks.
Chatbots and CRM automation have helped many attorneys reclaim their time. They allow the firms to focus on more profitable work by helping them 1) prioritize new client leads and 2) provide a responsive customer experience to current clients. Automated CRM systems also help law firms to respond more quickly to sales leads, which greatly increases the chance of qualifying those leads.

Retail

Many retail brands have a wide selection of products, each with a different branding package, marketing focus, and customer base. Keeping track of all this information - as well as putting it in a format that’s actionable and easy to understand - can be a serious challenge.
Brands use CRMs to capture customer interactions in real time. They pull the data in from all the channels, creating targeted campaigns. This is where CRM automation comes into play.
CRM automation helps big brands with multiple products by making customer data integration, segmentation and marketing response easier. Among other benefits, automation reduces the chances of errors, such as merging customer data from two similar, but different customers, by comparing multiple data points. And all the processes are completed in a fraction of the time it would take to manual process this type of data.

Sales

Sales teams have found that expanding CRM software with automation allows them to better manage the sales cycle across all aspects. The main top goal of sales is always to convert leads into new customers, and CRM automation makes achieving this goal much easier.
Automation provides sales with the ability to track every customer interaction as they move down the pipeline: every call, email, download, etc. Because of this, team members can make sure that the lead isn’t inundated with too many emails, phone calls, texts and so on; rather, leads get just the right amount of contact to help them convert.
CRM automation also works to streamline the sales process by locating gaps in efficiency. As well, manual tasks can be automated, leaving team members with the time to focus on what they do best: closing deals.