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However, you must always keep in mind that it is not required to automate every activity that is a commitment in the commercial area, since this, instead of benefiting your company, could cause very low performance. Well, even though automation supports repeated actions to be streamlined, you must guarantee that when you create it, they are executed exactly as you require. This is why, so that you can optimize and adequately manage your daily work, it is essential that you specify which tasks need to be automated . And you can establish this simply by understanding what your sales procedures are like, as we indicated in the previous section. Establish a functional automation plan.
the CRM system , your first duty is to plan how you want the automation process of commercial phone numbers in mexico functions to be carried out. Therefore, you will have to make some adjustments such as entering data, recording each of the calls, chats, emails, and other actions that need to be optimized. And so that you can do it correctly, it is essential that you get used to the operation and characteristics of the CMR platform, since the level of optimization and execution of your tasks depends on this. Know your sales processes. Automation with a CRM The Importance of CRM in Your Digital Marketing and Sales Strategies. 3 To achieve the objectives you want to achieve, we must know in advance what we are facing.



This applies both when creating a company and when expanding the portfolio of products and services. For this reason, to calculate the tasks that are still carried out manually, it is necessary to know and achieve everything that has to do with the sales process . And this transforms depending on the company, therefore, it is more than necessary that your sales team is analyzing in detail each of the factors that intervene during an agreement.