A repurposed blog on '7 CRM automation functions to generate more revenue'

1. 7 CRM Automation
Functions to Generate
More Revenue

2. Capture leads from different channels and track progress
Lead Management
Automation
Categorize leads from different channels and qualify them
Update the sales team with the latest customer data

3. Use real-time insights to refine your sales and marketing
campaigns
Reporting and Analytics
Stay on top of diverse CRM metrics like profitability,
customer interaction, buying patterns, etc

4. Track the bounce rates on your website automatically
Marketing and Email
Management
Gather information from diverse touchpoints like website
visits, social media activity, etc
Automate your marketing campaigns like drip emails,
trigger-based marketing messages, and social media posts

5. Automate manual tasks to boost productivity and remove
bottlenecks
Workflow Automation
Some software like EngageBay allow custom nodes for
automation of workflows

6. Pull clean, accurate data straight from your CRM tool
Sales Forecasting
See accurate predictions on anticipated revenue and
close gaps
Streamline your sales and revenue processes with pipeline
automation

7. Collaborate and deliver proposals at the right time to the
right client
Proposal Management
Get more sales and in turn more revenue for your
company

8. Execute your customer service tasks faster and more
efficiently
Customer Support
Automation
Use automation tools like EngageBay to create
customer support tickets
Spare your customers the pain of having to repeat their
queries to different agents