Automate your sales workflows. It's a big deal.
If leads are the lifeblood of your business, then you can’t risk any slipping through the cracks. When you use Make software to connect your sales systems, you benefit from automating your processes so you can close more deals faster.
How does sales automation work?
Sales automation leverages technology to streamline repetitive and time-consuming tasks in the sales process, transforming how teams operate. By integrating automation tools into workflows, sales teams can shift their focus to what truly matters — building strong relationships and sealing deals. Central to sales automation are tools like CRMs, email automation platforms, and analytics software, which ensure that every sales activity is timely, personalized, and highly efficient.
Our sales apps offer a suite of tools to automate everything from prospecting, outreach, and lead scoring to follow-up emails, appointment scheduling, and data entry. This empowers sales teams to maintain consistent communication without manual intervention, which ultimately boosts productivity and improves customer experience.
Use Cases
Automate your sales workflows with Make
Outreach
Personalized outreach messages, follow-up calls, and close tracking of prospects in your CRM are just some of the proven ways to drive sales. But they take manual work. Automation for outbound outreach, using Make to connect the tools you already rely on, gives you the power to level up your performance.
Prospecting
Prospecting is a necessary step in the sales process, but it’s highly repetitive and time-consuming. Moving a deal forward shouldn’t put your sales team at a standstill. Let Make orchestrate your prospecting process and discover ways to integrate AI to your existing sales stack. In no time, you'll be automating routine, daily prospecting tasks so you can spend more time closing deals.
Contracting
Contracts are critical, which is why so many people insist on managing them manually. But drafting, reviewing, and distributing contracts is a time-consuming process with the potential for compliance errors and slowing deals. Make can tackle automated contracting, connecting your internal data systems with simple-setup scenarios.
Benefits of sales automation
With Make's sales automation software, you can set up workflows that automatically trigger actions when certain conditions are met. These automated workflows can be customized to handle prospecting, outreach, contracting, lead processing, and more.
Automate time-consuming tasks within the sales process like contracting, lead management, and follow-ups, enabling your team to focus on closing deals and driving growth.
Reduce mistakes by automating complex sales workflows, ensuring accurate data management and consistent execution across your sales pipeline.
Leverage sales automation to deliver highly targeted messages and offers while using insights from customer data to build stronger, more meaningful relationships.
How to automate your sales processes
Ready to start reaping the benefits of Make's sales automation? We've got what you need to get started.
Identify recurring sales activities, such as lead follow-ups, data entry, and appointment scheduling, that can be automated to save time and boost efficiency.
Choose a robust sales automation software like Make that aligns with your team's needs, integrates with your CRM, and complements your existing tech stack.
Explore Make's ready-to-use sales templates to find quick solutions for common sales automation tasks.
Design a tailored workflow that automates the identified sales tasks to ensure seamless integration between your existing sales tools for a streamlined process.
Learn from business turning automation vision into reality
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
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