The Ultimate Guide to Sales Automation with

sales automation with

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In this guide to sales automation with, we aim to provide you with all the insights and practical steps necessary to leverage this platform to its fullest potential.
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Table of Contents


Sales automation has become a vital component for companies striving to enhance their efficiency and productivity. Sales automation streamlines repetitive tasks, allowing sales teams to focus on what they do best: closing deals and building relationships. This is where our blog post on sales automation with comes into play. is a powerful and versatile tool designed to help businesses automate their sales processes seamlessly. Whether you’re a small startup or a large enterprise, offers the flexibility and features needed to tailor your sales workflows. The platform ensures you can manage leads, track progress, and achieve your sales goals more effectively.

In this guide to sales automation with, we aim to provide you with all the insights and practical steps necessary to leverage this platform to its fullest potential. This guide will walk you through every aspect of automating your sales operations using From understanding the core concepts of sales automation to setting up and optimising your sales processes.

Understanding Sales Automation

What is Sales Automation?

Sales automation refers to the use of software and technology to automate various aspects of the sales process. This includes automating repetitive tasks such as data entry, follow-up emails, and task assignments. In turn, this frees up sales teams to focus on higher-value activities. With sales automation, businesses can streamline their workflows, reduce human error, and enhance overall productivity.

Key components of sales automation include:

  • Lead Management: Automating the process of capturing, tracking, and nurturing leads.
  • Sales Pipeline Management: Automating the progression of deals through various stages of the sales funnel.
  • Communication Automation: Automating routine communications, such as follow-up emails and meeting reminders.
  • Reporting and Analytics: Automating the generation of sales reports and analytics to provide real-time insights.

Why Sales Automation is Crucial for Modern Businesses

Implementing sales automation with is essential for modern businesses aiming to stay competitive and efficient. Here are some key reasons why sales automation is crucial:

  • Efficiency and Productivity Gains: Automating repetitive tasks allows sales teams to focus on selling and customer engagement rather than administrative work. Sales automation ensures that no lead falls through the cracks and that tasks are completed on time.
  • Enhanced Accuracy and Reduced Human Error: Automation reduces the risk of human error in data entry and task management. As a result, this leads to more accurate records and better decision-making. With sales automation, businesses can trust that their data is reliable and up-to-date.
  • Improved Customer Relationship Management: By automating follow-ups and reminders, sales teams can provide a more consistent and personalised experience for their customers. Automating sales tasks with helps maintain strong relationships with prospects and clients through timely and relevant communication.

Why Choose for Sales Automation?

Key Features of for Sales Teams

When it comes to sales automation with, the platform offers a variety of features designed to streamline and enhance your sales processes. Here are some key features that make an ideal choice for sales teams:

  • Customisable Workflows and Pipelines: CRM allows you to create custom sales pipelines that align perfectly with your unique sales process. You can easily add, modify, and track stages to ensure a smooth progression of deals. Additionally, you can automate your workflows to free up more time for your sales team. This includes automations like notifications when a deal is closed, moving it to the project group, and notifying the team lead to get started with said project, etc. Your imagination is the limit when it comes to these types of automations.
  • Real-time Collaboration and Communication: With, your sales team can collaborate in real-time, share updates, and communicate effortlessly. This ensures everyone is on the same page and can respond quickly to any changes or opportunities.
  • Integration with Other Essential Sales Tools: CRM integrates seamlessly with a variety of other tools that sales teams commonly use. These include email marketing platforms and calendar applications. This ensures that all your sales data and activities are synchronised and accessible from a single platform.

Benefits of Using

Sales automation with offers numerous benefits that can significantly enhance your sales operations. Here are some of the key advantages:

  • User-friendly Interface and Ease of Use: is known for its intuitive and visually appealing interface, which makes it easy for users to navigate and manage their tasks. Even those who are not tech-savvy can quickly learn how to use the platform effectively.
  • Scalability for Growing Sales Teams: Whether you have a small sales team or a large one, can scale to meet your needs. The platform is designed to grow with your business, accommodating increasing volumes of data and users without compromising performance.
  • Comprehensive Reporting and Analytics: provides powerful reporting and analytics tools that offer real-time insights into your sales performance. You can track key metrics, analyse trends, and make data-driven decisions to improve your sales strategy.

By choosing for your sales automations, you can leverage these features and benefits to create a more efficient, collaborative, and data-driven sales environment.

Setting Up Sales Automation with

Getting Started

To begin your journey of sales automation with, the first step is to sign up and complete the initial setup. Here’s how to get started:

  • Signing Up and Initial Setup: Sign up for a free account through our link. Once you’ve registered, you can choose a plan that suits your business needs. During the initial setup, you’ll be prompted to create a workspace and invite team members.
  • Navigating the Dashboard and Interface: Familiarise yourself with the dashboard. The interface is user-friendly and designed to help you easily navigate through different sections such as boards, tasks, and timelines. Spend some time exploring the features and customisation options available.

Creating Custom Sales Pipelines

One of the core aspects of is the ability to create custom sales pipelines that reflect your sales process. Here’s how you can do it:

  • Steps to Build a Sales Pipeline: Start by creating a new board and selecting a sales pipeline template. You can also build one from scratch. Add columns and tasks that represent each stage of your sales process, such as Lead, Contacted, Proposal Sent, Negotiation, and Closed.
  • Customising Stages and Fields: Tailor the pipeline to your specific needs by adding custom fields. These could include fields for lead source, deal value, expected close date, and more. Customising your pipeline ensures that all relevant information is captured and easily accessible.

Automating Routine Tasks excels in automating routine tasks, saving your sales team valuable time. Here’s how to set up these automations:

  • Setting Up Automated Notifications and Reminders: Use’s automation recipes to create automated notifications and reminders. For example, you can set up notifications for when a lead moves to a new stage or reminders for follow-up tasks.
  • Automating Follow-ups and Lead Assignments: Automate follow-up emails and lead assignments to ensure timely communication. You can set rules to automatically assign leads to specific sales representatives based on criteria such as region, industry, or lead score.

By setting up sales automation with, you can create a streamlined and efficient sales process that minimises manual work and maximises productivity.

Optimising Your Sales Workflow

Integrating with Other Tools

One of the strengths of is its ability to integrate seamlessly with other tools, enhancing your sales workflow. Here’s how to make the most of these integrations:

  • Popular Integrations: CRM integrates with a variety of tools that are essential for sales teams. These include, among others, email marketing platforms like Mailchimp, and calendar tools like Google Calendar. These integrations ensure that all your sales data and activities are connected and easily accessible.
  • How to Set Up and Manage Integrations: Setting up integrations on is straightforward. Navigate to the integrations section, select the tool you want to integrate with, and follow the prompts to connect your accounts. Once set up, you can manage and customise these integrations to suit your workflow needs.

Best Practices for Sales Automation

To fully leverage sales automation with, it’s important to follow best practices that ensure your automation processes are effective and efficient:

  • Regularly Updating and Reviewing Automation Rules: Sales processes and strategies evolve over time. Hence, it’s crucial to regularly review and update your automation rules. This ensures that your automations remain aligned with your current sales objectives and processes.
  • Involving Your Sales Team in the Setup Process: Engage your sales team in the setup and customisation of your automation processes. Their input and feedback can help identify areas that need automation and ensure that the automated workflows are practical and beneficial.
  • Continuous Monitoring and Optimisation: Regularly monitor the performance of your automated workflows. Use the reporting and analytics features of to track the effectiveness of your automations and identify areas for improvement. Continuous optimisation ensures that your sales automation efforts yield the best possible results.

By optimising your sales workflow with sales automations, you can create a more efficient and responsive sales process that drives better outcomes.

Tips and Tricks for Maximising

Leveraging Templates

When implementing sales automation with, using templates can significantly speed up the setup process and ensure consistency across your sales processes. Here’s how to make the most of templates:

  • Overview of Available Templates: offers a variety of pre-built templates specifically designed for sales teams, such as Sales Pipeline and Lead Management templates. These templates are designed to cover common sales processes and can be customised to fit your specific needs.
  • How to Customise Templates for Your Business Needs: Start by selecting a template that closely matches your sales process. Then, customise it by adding or modifying columns, changing the stages of the pipeline, and incorporating any additional fields relevant to your business. Customising templates ensures that your sales automation processes are tailored to your unique requirements.

Advanced Automation Techniques

To get the most out of sales automation with, consider implementing advanced automation techniques that go beyond basic task automation. Here are some examples:

  • Using Conditional Logic and Complex Workflows: allows you to create complex automations using conditional logic. For example, you can set up rules that trigger specific actions based on certain conditions, such as sending an email reminder if a deal is in the negotiation stage for more than two weeks.
  • Examples of Advanced Automation Setups:
    • Lead Scoring and Prioritisation: Automatically assign scores to leads based on criteria such as engagement level, deal value, and demographic information. Use these scores to prioritise follow-ups and allocate resources effectively.
    • Automated Sales Reporting: Set up automations that generate and send sales reports at regular intervals, ensuring that your team always has access to up-to-date performance metrics without manual effort.

By leveraging templates and implementing advanced automation techniques, you can maximise the benefits of sales automation with and create a highly efficient and effective sales operation.


In conclusion, sales automation with offers a comprehensive solution for streamlining your sales processes and enhancing your team’s productivity. By leveraging the powerful features and customisable workflows of, businesses can automate routine tasks, improve accuracy, and maintain strong customer relationships.

We’ve walked you through the essential steps to set up and optimise sales automation with, from creating custom pipelines to integrating with other tools and implementing advanced automation techniques. These strategies will help you create a more efficient, responsive, and data-driven sales environment.

Try for Free

Ready to experience the benefits of sales automation with for yourself? Sign up for a free trial through our exclusive link and see how can transform your sales processes. This is the perfect opportunity to explore the platform and discover its full potential without any initial commitment.

Partner with Omnitas for Expert Implementation

Implementing sales automation with can be a complex task, especially if you’re aiming to tailor it perfectly to your business needs. That’s where Omnitas comes in. As leading partners in the EMEA region with extensive knowledge and expertise in, we can help you navigate the setup and customisation process, ensuring your sales automation workflows are optimised for maximum efficiency and effectiveness.

Partnering with us means you’ll benefit from our deep understanding of the platform and our proven track record in helping businesses implement successful sales automation strategies. We provide tailored solutions and hands-on support to ensure that your implementation meets your unique requirements and drives tangible results.

Don’t let the complexities of setting up sales automation hold you back. Reach out to us at Omnitas for professional assistance. Whether you need help with initial setup, customisation, or ongoing optimisation, our team is here to support you every step of the way. Contact us below to get started and take your sales automation to the next level.

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