Sales Automation Support: Drive Sales with Automation Services

Do you feel like your sales team is always bogged down with time-consuming tasks that keep them from earning sales for your business?

If you answered yes, then sales automation is the solution for you. With sales automation support, you can help your sales team work more efficiently so they can drive results for your business.

On this page, we’ll discuss what sales automation is, what you can do with sales automation, and how WebFX can help your sales team work more effectively.

If you want to learn more about our sales automation support services, contact us online or call us today at 888-601-5359 to speak with a strategist.

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WebFX has driven the following results for clients:

$3 billion

In client revenue

7.8 million

Leads for our clients

5.2 million

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What is sales automation?

Sales automation is the process of taking manual, time-consuming tasks, and automating them to make the process easier. These are tasks that your sales reps do daily, weekly, or monthly.

Let’s start with an overview. In short, sales automation:

Automates sales processes

Sales automation helps you automate processes that your sales reps may spend hours doing in a matter of minutes. When your team isn’t spending hours drudging through tedious manual tasks, they can spend more time engaging customers and getting them excited about your products.

Improves the accuracy of your information

Sales automation also helps you improve your accuracy. Humans are bound to make errors or forget to log information. With sales automation, the algorithms in your place make your data more accurate and reliable for your sales reps.

Accelerates the sales process

Additionally, sales automation helps accelerate the sales process. It’s easy for your audience to lose interest in your products if the sale takes too long. By speeding up the sales process, you’ll keep your leads more interested and make them more likely to convert.

graphic for the importance of connecting with customers one-on-one

Even with all of these benefits in mind, you must use sales automation sparingly. Some companies make the mistake of automating nearly every process of their sales cycle, and while it may make the process more efficient, it doesn’t always make leads convert more.

People still want the personalized touch of speaking or engaging with a person. They don’t want to engage with a robot to make a sale. Automation should never take away from the value of connecting with customers one-on-one and building those relationships.

With sales automation support, you’ll get help in knowing what to automate and what not to automate. You’ll have guidance on where automation will benefit your business the most and how your sales team can continue to thrive and coexist with automation.

How can I use sales automation services?

Let’s take a look at a few ways you can integrate sales automation into your process.


Prospecting is an excellent place for you to use sales automation. Automation helps you reach the right leads for your business and capture them. You can even use similar automation tactics to help you find employees for your company, too!

To help you find clients, you can use these tools to produce a list of valuable leads for your business. Your sales reps provide the criteria for the right type of leads, and your automation tool will help you connect with leads that fit the profile.

This can help you make initial contact with interested users to ensure you engage them as soon as possible.

When your sales team reaches out to new clients, they often spend time digging for information to learn more about the clients to see if they’re a good fit. Your sales reps save time finding information about different clients when you automate your sales process.

They don’t need to spend time digging through information to find the right candidates and learn about them so they can figure out if they’re a good fit. Automation makes it easy for you to know who is interested in your business and connect with them immediately.

Contact creation

After you have your pool of prospects, you must decide who is likely to convert. People are considered likely to convert when they take certain actions, like filling out a form or visiting a page for a long time.

With sales automation support, you can weed out people unlikely to convert and focus your time on those who likely will.

With automation, your team can set up filters to automatically create records for people who meet your criteria for being a lead.

Let’s say your criteria for being a lead is that the person had to watch a video on a specific page and hold a particular position at their job. When you use automation, you can set up these perimeters so the program will pull people who meet this criterion.

Your sales team doesn’t need to spend time weeding through each individual’s profile to see if they fit the bill. Instead, you can automate this process to help your sales team know your leads and start working on making them become customers.

Email automation

Email automation is one of the most popular forms of sales automation companies use. You can send mass amounts of personalized emails to prospective leads. It helps prevent you from sending mass, generic messages, but also saves you time on creating individual customized emails.

graphic for the importance of personalization

With email automation, you personalize the message for your prospects. You choose when to send the email, the personalization within the email, and the unique message for that subscriber.

Email personalization is exceptionally effective. Personalization increases your average clickthrough rate by 14% and increases conversions by 10%. With sales automation, you’ll make it easier for your sales reps to send valuable, personalized emails quickly.

Organizing sales calls

Your sales reps spend a significant amount of time talking with leads on the phone. With sales automation support, your reps can get more information out of phone calls and better understand leads.

Sales automation services allow you to summarize all of your calls. You record calls and transcribe them later, which is an excellent way for your reps to reflect on common topics discussed, as well as what mattered most to those prospects.

Call tracking also allows you to understand which pages drive people to call your business. You can see if there are particular pages on your site, like a pricing page or a video, that encourage people to call your business and learn more.


You want to create a comprehensive report on all the information your sales reps gathered. This reporting can take hours per day as you document important information and insights.

With support from sales automation, you can spend less time generating reports. Sales automation will automatically help you create email reports that you can send to your executives and sales reps. It will help you gather all the information and make sense of it.

Measuring the metrics that affect your bottom line.

Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX creates custom reports based on the metrics that matter most to your company.

  • Leads
  • Transactions
  • Calls
  • Revenue
Learn More

How can WebFX help automate the sales process?

At WebFX, we’re dedicated to helping you simplify your sales process and earn more valuable conversions for your business. With our IBM Watson-powered sales automation softwareMarketingCloudFX — we’ll help you streamline the sales process so you can spend more time nurturing leads and driving sales.

MarketingCloudFX offers numerous features for your business. Let’s take a look at what you can expect to get from this sales automation support tool.


Screenshot of MarketingCloudFX for sales automation

With CallTrackerFX, you can track your phone calls to learn more about your audience. Our team of experts can track phone calls from numerous sources, including:

  • Your website
  • Paid advertisements
  • Referrals
  • Social media campaigns
  • Traditional offline campaigns

CallTrackerFX allows you to add a unique phone number to each campaign. When you get calls, from a specific number, you’ll know exactly what campaign it’s associated with. Knowing this information makes call tracking an excellent way for you to see where your prospects are when they decide to call your business.

One of the essential features of CallTrackerFX is the call recording. When enabled, we can review your calls to see what customers inquire about the most. It allows our team to optimize your purchasing funnel so you can provide your audience with valuable information before they call your business.


When you invest in sales automation consulting from WebFX, you’ll get access to our feature tool, LeadManagerFX. LeadManagerFX allows you to create a searchable database of current and past prospects. This means that you never have to worry about missing or forgetting about another lead again.

The database allows you to get an overview of your audience. You can tailor your approach based on the data you receive and use that to see which pages garner the most interest for your target consumers.

With LeadManagerFX, you’ll have a better grasp on how leads arrive at your site, what pages get them engaged, and how long they spend on your website. All this information will help you create a more effective campaign for your business.


LeadNurtureFX is the bridge between lead generation and lead nurturing. This feature helps you set up a lead nurturing campaign that helps you earn more conversions for your business.

Leads don’t typically make a purchase right away. It can take weeks for a customer to finally decide to purchase. LeadNurtureFX keeps these leads interested and gets them to choose your business when they’re ready to convert.

With support for sales automation, you can collect leads and nurture them through an email marketing campaign, which LeadNurtureFX can help you create.

Invest in sales automation support today

Sales automation support will help your sales team work more efficiently to attract and nurture leads. You’ll save your team time from working on tedious tasks and spend more time building a relationship with your leads.

At WebFX, we have a team of 500+ experts that will bring their knowledge and expertise to your campaign. With our MarketingCloudFX software, we’ll help you automate the sales process to create a more effective strategy for your business.

If you want to learn more about MarketingCloudFX, contact us online or call us today at 888-601-5359 to speak with a strategist.