Where to Start Automating Your Sales Process & Where to Stay Human

Your sales reps are burnt out. There’s a list of opportunities they need to update in Salesforce, hundreds of prospects to follow up with, and a few dozen contracts to spin up. But they don’t have capacity because their calendars are (thankfully) packed with demos. Plus, they don’t want to waste their time on mundane data entry when they should be spending their energy connecting with prospects.

Automation sounds like the best solution, but where do you start? What are the most important things to automate and which tasks still require that human touch?

Checkout the 30-minute conversation between our Co-Founder & Chief Product Officer, Jarek Owczarek, and Director of Press & Communication, Mikkel Boris, on how to start automating your most crucial business processes. You’ll also see our Automation Builder in action so you can put what you’ve learned into practice.