What is CRM Automation?
CRM automation is software developed for the system of managing a company’s customer relations. CRM is short for Customer Relationship Management, and CRM automation is the process of automating sales and customer service functions to help teams track and manage their engagement efforts with current and future customers. It also enables sales teams to save time, nurture leads, and convert faster by automating tedious sales processes. Automating the CRM allows sales teams to automate redundant prospecting and customer management tasks which are otherwise time-consuming. These tasks involve day-to-day activities such as data entry, contact updates, follow-up contacts, communication details and notes, calendar management, & lead and opportunity updates.