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Choose a template that closely matches your sales process. RSOF likely offers templates tailored for different industries or specific sales methodologies.Connect the components by dragging lines between them to create a flowchart-like structure. Ensure the flow follows your sales process logic, from lead generation to closing a sale.
Drag components such as triggers, actions, conditions, and delays onto the canvas. Triggers initiate the automation, actions perform tasks, conditions add logic, and delays control timing.Double-click on each component to customize its settings. For example, if a trigger is "New Lead Added," specify where the leads are coming from and what criteria they must meet.
We believe in helping you create workflows according to your business needs, not remodelling your process for our Sales CRM.
Use our drag-n-drop builder to create advanced automation according to your business needs.
Define lead stages and view your entire pipeline at a glance with a complete sales management software.
Notify your sales reps as soon as their lead takes important action. Schedule tasks & reminders to ensure zero missed follow-ups.
Rank leads based on aspects like stage, quality, and engagement. Help your reps identify and prioritize the best leads.
Use Permission Templates & Smartviews to show reps only what they need to see. Eliminate distractions from your rep’s workday.
Reports and custom dashboards to measure everything important to you – from campaign performance to sales closure rates.
CRM to automate lead generation from multiple sources, like websites, chats, social media, and trade shows.
This optimized process ensures swift allocation of leads to the most suitable salespersons, enhancing efficiency and conversion rates. RSOFT's robust automation capabilities enable you to tailor lead assignment rules to your specific sales workflow, empowering your team to prioritize their efforts effectively.
As an example, activate notifications for sales representatives and task creation for subsequent follow-ups whenever a prospective lead spends more than three minutes browsing the pricing page.
Automate notifications to sales managers regarding critical sales activities or lack thereof by sales team members For example, alert managers when a positive sales interaction occurs but there have been no further actions.
These leads are then automatically distributed among sales representatives among sales representatives either through round-robin allocation or according to predefined rules set by your team This ensures that every potential opportunity.
Establish rules to allocate a higher quality score to leads exhibiting specific attributes. By integrating this quality score with lead activity scoring dynamically generate priority lists of leads for proactive pursuit, enhancing your team's efficiency and productivit.
Get ready for a quick and easy ride to understand everything it has to offer!
Use permission templates and smartviews to curate a simple, clean interfacewhich helps reps focus on just the next task and getting it done.
Ensure that deals move forward at a good pace by automating reminders and notifications that alert sales teams of upcoming tasks.
Automatically analyze a lead’s behavior, then organize, score, and prioritize those leads before assigning them to the best sales rep.
This kind of automation covers everything from email, to chatbots, to appointment scheduling tools Salespeople have limited amounts.
Probably the most tedious task of any sales rep’s day are manual tasks. Like entering customer data into their system.
Automatically create new profiles for leads engaging with your marketing materials, and store contact data.
Automatically perform research of public information to search for new potential customers sales team.
We are proud to be regarded as a trusted leader in the CRM industry. For over 25 years,
RSoft has earned and kept the trust of over 5000+ businesses.
From streamlining operations to boosting overall efficiency, our Real Estate CRM
has delivered exceptional service to all our clients. But don’t take our word for it, but
check out the success stories shared by our valued customers.
The team has been very good when it comes to timely delivery and understanding of the requirement.
SalezRobot reporting system is extraordinary, and my management is happy with it. We have been using it for almost 3+ Years now, and quite comfortable.
I recommended SalezRobot to all my Real Estate colleagues; SalezRobot is simple yet powerful.
We are unable to run our business without SalezRobot, and it's a part of our business now.
We are able to manage multiple projects seamlessly with SalezRobot. The team is able to fulfill our requirements with ease.
SalezRobot software and the team have been helpful since the day of changing from another software. It works like a breeze, and they understand the real estate business very well.
Here’s why we stand out from the crowd and our due recognition for the
innovation and excellence we pioneer in the industry.
Do you have a question? We're here to help! If you don't find your question here, please contact us using our Contact Page.
Sales automation refers to the use of technology to streamline and automate repetitive tasks in the sales process, such as lead management, email communication, and follow-ups. It benefits businesses by saving time, increasing productivity, improving accuracy, and enhancing customer relationships.
Tasks such as lead scoring, data entry, email outreach, appointment scheduling, follow-up reminders, and report generation can be automated in sales.
Sales automation eliminates manual data entry and repetitive tasks, allowing sales teams to focus on high-value activities like closing deals and building relationships. This results in increased efficiency and productivity.
Yes, sales automation is beneficial for businesses of all sizes. It helps small businesses compete with larger competitors by enabling them to operate more efficiently and effectively.
Yes, most sales automation platforms offer integrations with CRM systems, email marketing tools, calendar applications, and other business software, allowing for seamless data exchange and workflow automation.
Sales automation enables personalized communication and timely follow-ups, which can strengthen customer relationships and improve satisfaction. It ensures that no leads fall through the cracks and helps businesses stay top-of-mind with prospects and clients. [email protected] You will hear back from us within 24 hours.
Yes, reputable sales automation platforms prioritize data security and compliance with industry regulations. They implement measures such as encryption, access controls, and regular security audits to safeguard sensitive information.
Many sales automation providers offer training resources, documentation, and customer support to help businesses implement and optimize their automation workflows. Additionally, some platforms provide onboarding assistance and dedicated account managers for ongoing support.
Key performance indicators (KPIs) such as conversion rates, sales cycle length, lead response time, and revenue growth can be used to evaluate the effectiveness of sales automation. Tracking these metrics over time can provide insights into the impact of automation on your business outcomes. [email protected]
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