It is hard to track information and data as a business grows. Salespeople don’t have access to updated customer information. By automating tasks in CRM, sales reps eliminate unnecessary manual entries, improve their efficiency, and streamline processes.

After deciding on implementing CRM, you need to go through some preparations. Such as studying the scenario and latest trends in CRM in the market. You need to purchase a CRM system that matches your business. Before implementing CRM, you need to have a perfect plan and a backup plan in hand. 

Knowing about CRM automation can help your business place it at the forefront of your sales goals. Follow the below-given steps to automate activities. 

1.  Identify which Processes are Worth Automating.

 At first, you may have 'automation fever,' where you feel compelled to automate everything. But, this is a mistake. Using information and data, determine which processes should be automated and which should not.

2. Increase Everyone's Performance.

 If you design an automated procedure that works for some but not for others, your company will lose. Therefore your primary goal should be to improve everyone's performance. This way, everyone can achieve great results. One way to accomplish this is to speak with team members who consistently exceed your expectations.

Discuss:

• The challenge you face as a team.

• The hurdles affecting your performance.

• Celebrate accomplishments.

• Things need to be done to keep workflow.

• Challenge with acquiring new leads and so on.

Then try to cut out the processes that are a waste of time before creating your workflow.

3. Test, Audit, Repeat.

Now, it’s time to run your tests and monitor them. Keep an eye on your workflows and whether or not they are assisting your sales staff in meeting their objectives. Testing and auditing will become routine until you've created the ideal arrangement. But even then, you’ll have to evolve. More changes and implementation keep your sales teams up to date.

4. Implement. 

At the end of the day, you want your CRM routine to be automated.

Workflow Management: Automate sales, marketing, business procedures, and standardized work practices.

• Make schedules for one-time or ongoing tasks.

• Create a blueprint of activities to perform tasks.

• Create a lead rating system to guarantee that high-priority prospects.

• Set assignment rules for records created using web forms.

• Make rules to determine which instances need to escalate for members of the operational hierarchy.