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Top 5 Sales Automation WINS

Sales automation • Nov 6, 2023 1:24:06 PM • Written by: Frederic Marcillaud


Sales automation is a powerful way to boost your productivity, save money, and reach more prospects. It can help you overcome the challenges of having a limited staff and a tight budget. But how do you get started with sales automation? What are the best tools and practices to use? In this blog post, I will share with you some insights and tips on how to automate your sales process and achieve your targets.


Sales automation is not just for marketing. It can also help you as a salesperson to generate more leads, nurture them, and close more deals. You can use AI-powered tools to create personalized and engaging messages, send proposals and contracts, and follow up with your prospects. By automating these tasks, you can save time, reduce errors, and focus on the most important activities.


But not all sales automation tools are created equal. Some are better than others, and some may not suit your needs or goals. That's why you need to do some research and testing before you invest in any tool. Here are some steps you can follow to find the best sales automation tools for your business:


  1. Make a list of what you want to automate. Think about the tasks that take up most of your time or that are repetitive and boring. For example, you may want to automate lead generation, email outreach, appointment scheduling, proposal creation, contract signing, etc.
  2. Watch online videos from different sources on different tools and create a shortlist of 10 tools for each task you want to automate. You can use platforms like YouTube, Udemy, Skillshare, etc. to find tutorials and reviews on various tools.
  3. Try out the different tools and use the maximum features that are available in the free or trial versions. Evaluate each tool based on how well it works, how easy it is to use, how compatible it is with your other tools, and how much value it provides.
  4. Avoid all-in-one solutions that claim to do everything for you. They may not be as effective or reliable as specialized tools that focus on one thing. And make sure you uninstall or delete any tool that you don't use or like after testing it.
  5. Hire a specialist to help you set up and optimize your sales automation tools. This will save you time and money in the long run and ensure that you get the most out of your investment. They may also have access to discounts or special offers that you can benefit from.


Sales automation is not something to be afraid of or to ignore. It is something to embrace and leverage for your success. By using the right tools and strategies, you can automate your sales process and achieve your targets faster and easier than ever before.

Ready to Transform your Business with Frederic Marcillaud?

Frederic Marcillaud

Business and Sales Strategist, advising entrepreneurs and heads of Sales how to grow their business.