How to launch a new product: definition, examples, and tips

[mouakter13]

Today's CRM systems can automate many of the tasks that marketing and sales teams have to perform , making it harder for them to miss anything.

It's important to choose the right activities to automate, as your customers will continue to require personalized support, especially when they have very specific questions or complex issues. It's important to remember that personalized customer service will help you achieve greater customer satisfaction and loyalty.

Before you decide what you're going to automate, the first thing you need to understand is your workflows —for example, what tasks should your sales reps and marketing team be doing?

According to Pipedrive's State of Sales report , salespeople do much more than just sell. According to the report, 16% say they spend most of their time on administrative tasks.



Many of these activities are repetitive and time-consuming, especially advertising database when they have to be performed several times a day. The good news is that automation can do most of them, saving time and money while eliminating the risk of human error.

CRM tools allow you to automate data entry for all customer interactions, such as:

Phone calls

Emails

Your chatbot 's scripts

You can also use CRM information to create templates and automate personalized email marketing campaigns without having to write each message from scratch.

For example, with Pipedrive's automation templates, you can quickly automate a marketing email every time you add a new person to your CRM. For example, sending a welcome email to a new prospect or notifying your team about a new contact.