Definition

What is Sales Automation?

Sales automation uses technology to automate parts of the sales process, including outbound prospecting, lead qualification, meeting scheduling, proposal generation, and pipeline management.

How it works

Sales reps often spend more time on admin than on selling. Sales automation targets this problem by automating outreach sequences, enriching lead data from multiple sources, scheduling meetings via calendar integrations, and generating proposals from templates. Advanced sales automation uses AI to prioritize leads, suggest next actions, and personalize outreach at scale. The result is more conversations with fewer manual steps.

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Last updated: March 2026