Sales automation
The use of software and tools to automate repetitive sales tasks and increase sales efficiency.
Detailed explanation
Sales automation is about eliminating manual, time-consuming tasks so your sales team can focus on what they do best: building relationships and closing deals. This includes: automatic lead assignment (new leads go directly to the right rep), email sequences and follow-ups (cadences run automatically), meeting scheduling (tools like Calendly eliminate email ping-pong), data entry (automatically enrich contacts and companies), task creation (automatic follow-up reminders), and reporting (real-time dashboards without manual data pulling).
Synonyms
Examples
An inbound lead fills out a form → CRM automatically enriches company data via Clearbit → Lead scoring calculates MQL/SQL status → Automatically assigned to SDR based on geography → SDR gets task + email template → Automatic cadence starts
An AE books a demo → Automatically: calendar invite with Zoom link, reminder emails to prospect, prep email to AE with account research, post-demo follow-up task created, next demo slot blocked in calendar
When to use this?
Implement sales automation once you've identified repetitive processes that cost time without adding value. Start simple (email sequences, meeting scheduling) and scale to complex (lead routing, enrichment, scoring).
Sources & further reading
Your Company OS approach
Your Company OS builds sales automation around one concrete process. We connect the AI colleague to your existing CRM, mailbox and calendar, define what the agent may do on its own and keep commercial communication under human control. You onboard the AI colleague with us in 4 weeks instead of a long advisory project, and then choose whether to extend the trial period.
Related terms
Want to know more about Sales automation?
Want to know how to put Sales automation to work in your organisation? Get in touch with Your Company OS.