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Sales: Looking for help determining ideal marketing automation -> CRM workflow.
JB
JB
Joy Broto Nath , Global Corporate Trainer & Strategist answered:

The goal of any kind of automation is to increase efficiency. Automation frees up time that can be better spent on tasks that require the unique expertise of your team members, such as strategy and client interaction. Implementing automation can, therefore, lead to increased productivity and better efficiency for your business. In turn, projects are delivered faster and without the need for investment in extra staff. Automation removes the drain of repetitive tasks, allowing you to get the most out of specialists. But this does not require staff spending all day dealing with emails. Email automation is one of the easiest places to start, for example, when a website visitor makes a conversion, a sequence of well-timed and written automated emails can be sent to a new lead to keep them warm. Emails give you a sense of the potential of automation. From there, you can move on to other formats such as chatbots for immediate customer support on your website, time-limited offers by text message, and automatic phone reminders. Automation software collects and analyses data regarding leads, customers, sales, campaign success, and so on. The reporting from these auto-analytics allows each stage of your marketing process to learn and improve.
You can read more here: https://digitalmarketinginstitute.com/blog/the-ultimate-guide-to-marketing-automation
Besides if you do have any questions give me a call: https://clarity.fm/joy-brotonath

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