A Guide To Sales Automation Software: Maximise Your Sales

by | Aug 10, 2023 | Uncategorised

The number of leads in a sales pipeline is the driving force of a successful sales team. Unfortunately, emails and spreadsheets won’t cut it anymore. Sales teams need technology that streamlines the process in order to keep up with the modern landscape. Sales automation software is the answer. 

This guide will discuss the importance of sales automation software in the modern business landscape. So if you are curious about how to maximise your sales process and reduce the manual labour associated with it, keep reading.


The Importance Of Sales Automation In The Modern Business Landscape


The business landscape is changing at a rapid pace. According to an article written by IT News Africa, a study was conducted by Citrix about the role of technology in shaping South African businesses. 

The research concluded that 92% of South African businesses agree that digital adoption directly impacts company profits. About 54% of these businesses realised they were unprepared for the future by not adopting these technologies. 

Automation is one such technology that rises above the rest as more and more businesses realise the potential of automating their processes. 

So if you want to prepare your business for the future, it is important to start looking into automation tech, such as sales automation software.


What Is Sales Automation Software?


A sales team has to deal with a lot all at once. Their daily tasks usually include, but are not limited to, customer relationship management (CRM), lead generation and nurturing, customer feedback management, reporting, call tracking, and analytics. If every single task is done manually, it can be time-consuming and difficult to keep up with. 

Luckily with sales automation software, you can automate follow-ups, manage your sales pipeline, implement lead generation and lead management campaigns, and even get insights into customer behaviour. In short, sales automation software enables your team to close deals faster and turn leads into customers.


How Does A CRM And Sales Automation Software Link?


A CRM system is a critical piece of your sales automation effort, as it provides the data and insights needed for better decision-making. CRM systems are designed to track customer interactions, making it easier for businesses to understand customer behaviour and preferences.

At the same time, sales automation software integrates with your CRM system and takes it one step further. It helps to automate tasks associated with lead nurturing and customer segmentation, as well as providing features such as email and phone automation, statistical analysis, and automated reports.


What Is A Sales Automation Software’s Functionality? 


A sales automation software’s functionality is to automate repetitive tasks that are key to building and maintaining customer relationships. It can also help improve how you generate leads, manage customer feedback, and track and measure performance. 


Benefits Of Using Sales Automation Software


This software can provide you with many benefits. Here are just a few that you should take note of:


1. Easier Lead Management: 

Lead management is where sales automation software plays an important role. It can help you track lead sources; nurture leads through automated campaigns, assign leads to reps, and measure the success of your campaigns.

2. Accessible And Accurate Data In One Place: 

Sales automation software replaces manual data entry with structured, automated processes. It collects and stores all customer information in one place, making it easier to access and analyse the data. 

3. Fewer Chances For Error: 

Errors are inevitable if data is entered manually, and while it can be forgiven, it is still costly. With this software, your data is entered only once and accurately, reducing the risk of errors that can lead to lost customers. 

4. Saves Time:

Time is precious, and sales automation software helps you save time by automating processes like lead generation, follow-up reminders, and customer segmentation. This means you can focus on more important tasks. 

5. Helps Close Deals Faster: 

The ultimate goal of every business is sealing deals. The more deals you close, the more money your business makes. Sales automation software helps you do this by providing insights into customer behaviour and helping you identify opportunities to sell more efficiently. 


Top Sales Automation Software In 2023




Leadtrekker is your all-in-one customer relationship management, sales engagement, and sales automation software. It helps you track leads, automate lead scoring and segmentation, nurture leads with automated email campaigns, and close deals faster.

With only R220 per month, this system is perfect for small and large businesses alike! With an impressive South African customer base with brand names such as PG Bison, Accident Angels, and Starbright Solutions already using Leadtrekker, it’s easy to see why this system is gaining traction in the sales automation market.

Features of Leadtrekker:

  • Unlimited lead management
  • Unlimited advanced lead scoring
  • Automated lead assignment
  • Integration with compatible platforms
  • Full access to reports




Hubspot is a worldwide known CRM Software integrated with sales automation features. With its comprehensive Sales Hub platform, you can effectively follow up, personalise outreach, track engagement, and close deals faster.

HubSpot starts at R800 per month for their starter package and goes up to R21 000 per month for their enterprise package. Kahoot, the Linux Foundation, and IDEO are just some of the many brands that have chosen HubSpot as their sales automation software.

Features of HubSpot: 

  • Fully featured CRM sales software
  • Reporting and analytics
  • Automated emails and follow-up tracking
  • AI-powered insights
  • Call tracking


Vetro’s Marketing Automation Software 


Vetro’s marketing automation software is a marketing and sales automation software integrated with a CRM system. This software helps your business to reach and engage with customers, equips teams with tools to close deals faster. In addition it provides a CRM system to capture, nurture and close leads.

To get more information about Vetro’s marketing automation software, you’ll need to contact them directly to get a quote. 

All three of these sales automation software offer a range of features to help businesses. Be sure to compare them in detail to see what best fits your business needs. 


How To Choose The Right Sales Automation Software For Your Business?


In order for you to choose the best sales automation tool for your business, take into account these few points:


  1. Budget: Software prices vary greatly from platform to platform, so set a budget and stick to it. 
  2. Features: Different platforms offer different features; some platforms provide more tailored features to specific industries. Make sure to compare different platforms and choose one that best fits your needs. 
  3. Integration: Nobody wants to struggle with multiple systems and data sources, so make sure to choose a platform that integrates well with other software in use.
  4. Automation Needs: What kind of automated tasks are you looking to handle? Be sure to choose a platform with the features and functionalities to meet your business needs.


Try A Sales Automation Tool For Free Today!


With sales automation software on your side, you can accomplish so much more with less. Some software even offers a free trial, so you can get an idea of how it works and if it fits your business correctly. 

Leadtrekker offers a 30-day free trial which includes all the business revolutionising features and benefits so that you can experience what this software can do for your business. 

Contact Leadtrekker today and start your free trial!

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