{"id":1115,"date":"2018-02-01T16:00:35","date_gmt":"2018-02-01T21:00:35","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/intelligent-automation-sales-pros\/"},"modified":"2026-09-29T06:41:19","modified_gmt":"2026-09-29T10:41:19","slug":"intelligent-automation-sales-pros","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/intelligent-automation-sales-pros\/","title":{"rendered":"Three Ways Intelligent Automation Can Help Sales Pros Sell Smarter"},"content":{"rendered":"\nSales is one of the oldest professions, but it\u2019s also one of the most important. It\u2019s key to any company\u2019s growth strategy. After all, even a great product can\u2019t sell itself!\n\nAs a whole, salespeople have been excellent at adopting useful technology. If there\u2019s an app or a tool that can make their jobs easier, they\u2019re quick to pick it up! But with so many advancements in sales technology, some new tools aren\u2019t used to their fullest potential.\n\nOne under-leveraged tool is intelligent automation, which entails connecting your technology into comprehensive workflows that complete tasks\u2014you guessed it!\u2014automatically. These workflows can be as simple as moving lead data between your marketing app and your CRM in real time or as complex as automatically generating, approving, and sending contracts. And they\u2019re intelligent because you can add artificial intelligence (AI) or machine learning (ML) to the process.\n\nFor non-technical sales professionals, automation may seem really intimidating. After all, you\u2019re not a coder! Thankfully, intelligent automation platforms are increasingly user-friendly and easy to pick up. The <a href=\"https:\/\/www.workato.com\/?utm_source=blog\">Workato<\/a> platform, for example, calls its integrations\u00a0<em>recipes<\/em>, because they are instructions for getting work done between your apps. And recipes are written in everyday English; to build an integration, you just need to know the logic of the process you want to automate.\n\nHere are three ways that intelligent automation can help all sales professionals sell smarter\u2014not harder.\n\n<em>Related: <a href=\"https:\/\/blog2workato.wpengine.com\/sales-automation-guide\/#3\">4 reasons why sales automation is so important<\/a><\/em>\n<h3><b>It can reduce administrative work.<\/b><\/h3>\nIn an ideal world, sales professionals would spend all of their time persuading prospects. Unfortunately, the sales cycle creates mountains of administrative work. You have to log demos, update opportunities, and send follow-up emails.\n\nThere are many apps that can help the average rep make the most of their time. But sales processes often span multiple apps, which means you have to manually move information between them.\n\nA common scenario is demos. You might, for example, manage your schedule through\u00a0<a href=\"https:\/\/www.workato.com\/integrations\/calendly?utm_source=blog\">Calendly<\/a>, host your demos using an app like <a href=\"https:\/\/www.workato.com\/integrations\/ringcentral?utm_source=blog\">RingCentral,<\/a> but store all your lead data in <a href=\"https:\/\/www.workato.com\/integrations\/salesforce?utm_source=blog\">Salesforce<\/a>. When you\u2019re juggling a high volume of leads, logging demos or updating opportunities quickly becomes tedious!\n\nDemo logging is a great opportunity to use intelligent automation to remove most of the manual work. For example, you can use a Workato integration to bridge the gap between Calendly and Salesforce by automatically logging scheduled demos.\n\nYou can also use an integration to remind you to log demo notes an hour after their scheduled start time. The recipe will send a <a href=\"https:\/\/www.workato.com\/integrations\/slack?utm_source=blog\">Slack<\/a> notification to the rep who gave the demo, asking what the demo\u2019s status is. By simply clicking buttons and using drop-down menus, the rep can update the status inside of Salesforce\u2014without ever leaving Slack.\n\n<span style=\"font-weight: 400;\">Best of all, you can tweak this workflow to fit any sort of sales or upsell cycle by customizing the Slack messages depending on what kind of team member help the demo. For example, if an Account Executive (AE) gave the demo, it\u2019s likely that the lead is not recorded in Salesforce yet, so <a href=\"https:\/\/www.workbot.com?utm_source=blog\">Workbot<\/a>\u2014a bot Workato built to help you do work in other apps directly from Slack\u2014can prompt them to create a new opportunity in Salesforce, which they can do directly from Slack.<\/span>\n\nThis scenario is just one example of how intelligent automation can relieve sales reps of manual work. <a href=\"https:\/\/blog2workato.wpengine.com\/creating-deal-desk-slack\/\">Learn more about how we streamlined our sales ops with automation &gt;<\/a>\n<h3><b>It can help you time travel.<\/b><\/h3>\nThe way that salespeople think about the sales cycle is often very linear. We tend to imagine it as a straight progression of steps from lead outreach to delivery. But in practice, every salesperson knows that the sales cycle isn\u2019t a perfectly linear progression of carefully controlled steps. It\u2019s more frequently a hodge-podge of patterns and achievements\/milestones.\n\nThese milestones range from making the first contact with a prospect to technical wins, business cases, budgets, security reviews, approvals, paper process, booking, and ultimately ensuring a successful deployment of the solution. Each of these steps has a different lead time associated with it, and sales reps are tasked with seamlessly juggling the micro-processes needed before completing each step.\n\nIn my experience, the very best sales professionals can effectively time travel, hopping back and forth between steps as needed. They have the foresight to ask important questions about Milestone Z (such as \u201cWho will be key to successfully implementing this solution?\u201d) while they\u2019re still working on getting to Milestone C.\n\nBut it\u2019s been shown that most people are bad at multitasking; only 2% of the population can truly multitask effectively.\n\nSo what\u2019s a salesperson to do? Leverage technology, of course! Intelligent automation is incredibly useful for helping sales reps time travel. Automation platforms are increasingly user-friendly, and you can construct powerful workflows that help you juggle time-sensitive micro-processes. These comprehensive workflows can complete tasks automatically based on \u201cif-then\u201d logic. So if you need to coordinate demo logging with your follow-up emails, you can build a custom workflow with just a few clicks\u2014no code required!\n\nMore importantly, intelligent automation can help you build a 360\u00b0 view of every customer. In order to truly time travel, you need to be aware of every single touchpoint your business has with a client. In fact,\u00a0<b>68% of sales professionals<\/b>\u00a0say it&#8217;s critical to have access to a holistic view of the customer across departments, according to a recent Salesforce study.\n\nBy connecting all your apps, you can make sure that the right information (such as all the support cases the customer has opened or whether they&#8217;ve participated in any recent promotions)\u00a0<span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">is available to you whenever you need it. Intelligent automation also makes it possible for you to access that information from wherever you spend most of your time\u2014whether it&#8217;s your CRM or a chat app like Slack.\u00a0\u00a0<\/span>\n<h3><b>It can make negotiation and contract approvals easier.<\/b><\/h3>\nYou\u2019ve done it: you\u2019ve made it all the way through the sales cycle to the contracting phase. You might think that the hard work has already been finished, but the truth is that getting a contract signed is more difficult than it looks. You need to prepare the paperwork, have it approved, send it, get all the right signatures, and then make sure it\u2019s filed properly.\n\nIntelligent automation can help speed up the process. For example, you can use Workato to integrate <a href=\"https:\/\/www.workato.com\/integrations\/docusign?utm_source=blog\">DocuSign<\/a> (or another e-contract service) with your CRM (such as Salesforce) to automatically send contracts. When a lead is marked \u201cClosed Won\u201d in Salesforce, Workato will automatically send the correct contract and fill in the customer\u2019s information.\n\nAnother Workato recipe can monitor DocuSign, waiting for the signed contract to come back. When it does, Workato will automatically place the signed contract in your CRM and associate it with the correct contact\u2019s profile. You can also receive a Slack notification letting you know the signed contract has arrived.\n\nYou can even automate custom contract approvals\u2014which require a lot of communication between the prospect, the rep, and managers higher up the chain of command. With Workbot, reps can request certain deal terms in Salesforce directly from Slack. Workbot enters those deal terms into the correct Salesforce account and triggers a price request. The request goes to a specific Slack channel, where a manager clicks \u201capprove\u201d or \u201creject.\u201d\n\nYou can create any variation of these automations that works for your business. On the surface, they may seem like simple integrations, but they bring real value to the sales team by eliminating a lot of tedious work. Automation also decreases the likelihood of human error when moving data around. And because the processes move automatically, it can significantly speed up the contracting process\u2014so deals close faster, customers are onboarded sooner, and you get that commission check!\n<h3><i>Curious about how intelligent automation can transform sales? <a href=\"https:\/\/resources.workato.com\/inside-workatos-kitchen-ebook\/?utm_source=blog\">See how we revamped our entire business, from sales ops to engineering &gt;<\/a><\/i><\/h3>\n","protected":false},"excerpt":{"rendered":"<p>Sales is one of the oldest professions, but it\u2019s also one of the most important. It\u2019s key to any company\u2019s growth strategy. After all, even a great product can\u2019t sell itself! As a whole, salespeople have been excellent at adopting useful technology. If there\u2019s an app or a tool that can make their jobs easier, [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":11857,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31,33],"tags":[],"class_list":["post-1115","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration","category-thought-leadership"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Three Ways Intelligent Automation Can Help Sales Pros Sell Smarter - Workato<\/title>\n<meta name=\"description\" content=\"Sales is one of the oldest professions, but it\u2019s also one of the most important. It\u2019s key to any company\u2019s growth strategy. After all, even a great product can\u2019t sell itself! Here are three ways that intelligent automation can help all sales professionals sell smarter\u2014not harder.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/intelligent-automation-sales-pros\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Three Ways Intelligent Automation Can Help Sales Pros Sell Smarter - Workato\" \/>\n<meta property=\"og:description\" content=\"Sales is one of the oldest professions, but it\u2019s also one of the most important. It\u2019s key to any company\u2019s growth strategy. After all, even a great product can\u2019t sell itself! Here are three ways that intelligent automation can help all sales professionals sell smarter\u2014not harder.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/intelligent-automation-sales-pros\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2018-02-01T21:00:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-29T10:41:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/rawpixel-com-323217-e1517402778712.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"801\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Todd Gracon\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Todd Gracon\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/\"},\"author\":{\"name\":\"Todd Gracon\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/651818a8dcf6c06c5fa60d961f60cde7\"},\"headline\":\"Three Ways Intelligent Automation Can Help Sales Pros Sell Smarter\",\"datePublished\":\"2018-02-01T21:00:35+00:00\",\"dateModified\":\"2026-09-29T10:41:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/\"},\"wordCount\":1352,\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/rawpixel-com-323217-e1517402778712.jpg\",\"articleSection\":[\"Automation &amp; Integration\",\"Thought Leadership\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/\",\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/\",\"name\":\"Three Ways Intelligent Automation Can Help Sales Pros Sell Smarter - Workato\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/intelligent-automation-sales-pros\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/rawpixel-com-323217-e1517402778712.jpg\",\"datePublished\":\"2018-02-01T21:00:35+00:00\",\"dateModified\":\"2026-09-29T10:41:19+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/651818a8dcf6c06c5fa60d961f60cde7\"},\"description\":\"Sales is one of the oldest professions, but it\u2019s also one of the most important. 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