{"id":1212,"date":"2018-08-07T16:04:14","date_gmt":"2018-08-07T20:04:14","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/3-automate-sales-pipeline\/"},"modified":"2026-09-29T06:43:31","modified_gmt":"2026-09-29T10:43:31","slug":"3-automate-sales-pipeline","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/3-automate-sales-pipeline\/","title":{"rendered":"3 Reasons to Automate Your Sales Pipeline Besides More Sales"},"content":{"rendered":"\nEveryone wants to sell more, and automating your sales pipeline will certainly help you do so. It is, however, far from the only benefit to be had! Pipeline management is key to managing and evaluating your sales process. It\u2019s also important for predicting and maximizing your revenue. In other words, in order to meet your sales goals, you have to understand where you currently stand\u2014and where you\u2019re going.\n\nYour pipeline can be challenging to decipher and optimize, however. It probably involves multiple customer touchpoints, sophisticated reports, and ever-changing data. And even the most efficient sales team doesn\u2019t have time to manually monitor its pipeline; they\u2019re too busy closing deals!\n\nSales pipeline automation can help you better understand your pipeline, as well as stay on top of crucial touchpoints. By managing your pipeline more holistically, you can take advantage of opportunities to sell, upsell, and renew more customers. Here are a few intelligent integration and automation workflows that can make your pipeline management more intuitive and effective.\n\nRelated: Everything you need to know about automating your sales processes<\/a>\n

1. Know how much you\u2019re going to sell with automated pipeline forecasting<\/h3>\nSales teams rely on forecasting to develop an action plan for each quarter. These numbers are fundamental to knowing where\u2014and how\u2014your team needs to step up its efforts. Usually, teams use a CRM like Salesforce<\/a> to generate these reports.\n\nBut there\u2019s one, big problem: these forecasts are only as good as the data in the CRM.\n\nUnfortunately, many sales teams struggle with keeping their CRM up-to-date. There\u2019s a lot of data entry that has to happen every day in order to maintain accurate records and get a robust picture of the future. Keeping this data current can be a challenge\u2014especially for high-volume sales teams!\n\nThe solution? Make it so easy to update your CRM that there\u2019s no excuse for the sales team not to. Automation and bots can help to make it much easier to update Salesforce as deals move through the pipeline.\n\n\"Workato\n\nYou can use tools like Workbot for Slack<\/a> to easily log things in Salesforce right from Slack. You can close opportunities, edit the value of a particular deal, and even approve pricing requests. You can also prompt reps to take action in response to key events like demos\u2014a plus for any team that wants to make sure they always have the most accurate information!\n\nSee more about how using Slack can give your sales team more time to sell ><\/span><\/a>\n

2. Automate your sales pipeline to discover upsell and cross-sell opportunities<\/h3>\nIf you\u2019re looking to increase revenue, don\u2019t forget the power of upselling a current customer. In fact, acquiring a new customer can cost up to 25 times more<\/a> than retaining an existing one! Existing customers are not only easier to sell to again, but they\u2019re much more likely to buy add-ons or extra services\u2014so it\u2019s crucial that you make the most of every upsell opportunity.\n\nTo increase your chances of successfully upselling a customer, you want to leverage everything you know about the client and reach out to them in the right moment. For example, you probably want to know which email marketing campaigns they\u2019ve interacted with recently or whether they have any open support tickets.\n\nOrdinarily, this information can be difficult for sales reps to find, because it often lives in other apps. That\u2019s where automation comes in: it can help you create a 360\u00b0 view of every customer.\n\nWith automation, important information from apps like Eventbrite<\/a> and Hubspot<\/a> can flow directly into your CRM, so you can always see a bird\u2019s eye view of all customer touchpoints. This can help you better identify opportunities for upsell or cross-sell. You can even expand the workflow to include support and ticketing apps like Intercom<\/a> and Zendesk<\/a>.\n\nTo better stay on top of your opportunities, you can also set up automatic Slack notifications for key events. If a customer registers for a webinar, for example, you can receive a notification via DM or in a dedicated channel. These notifications can also be triggered by more sophisticated occurrences, such as when a customer uses up a certain number of their support hours or amount of their project budget<\/a>. This way, you can reach out right away to make the most of that upsell opportunity!\n

3. Use automation and AI to optimize and increase renewals<\/h3>\nIn an ideal world, you could easily triage customers who are coming up on renewal and proactively reach out to the ones most likely to churn. In the real world, however, it can be difficult to determine which customers need a little extra help. After all, you\u2019re a sales rep\u2014not a mindreader!\n\nArtificial intelligence (AI) can be a huge help in determining the renewals in your pipeline that are most likely to fall through. Many teams feel overwhelmed or intimidated by the idea of using AI. But it doesn\u2019t have to be difficult; with automation, you can get instant, intelligent insights from your pipeline data.\n\nFor example, a common AI-based workflow takes data from all of your apps (CRM, support apps, and marketing apps) to create 360\u00b0 view of each upcoming renewal. This data is then run through an AI platform like Watson<\/a>, which analyzes it according to certain benchmarks. Watson then generates intelligent recommendations for which accounts to reach out to first. You can even automatically send these reports to the right reps in Slack, so they know as soon as one of their accounts is flagged as likely to churn.\n

Automate your sales pipeline for better sales, smarter renewals, and improved forecasting<\/h3>\nAs a salesperson, you\u2019re always looking for the latest and greatest ways to sell smarter, not harder. Pipeline management is a fundamental aspect of the sales cycle\u2014so why are you still doing it manually? Automated workflows won\u2019t just reduce the administrative work your team has to do; it can also help guide you through the sales cycle more intelligently and efficiently. That\u2019s a win for any team!\n\nReady to enhance your pipeline management with automation? <\/i>See how Workato can help ><\/i><\/a>\n","protected":false},"excerpt":{"rendered":"

Everyone wants to sell more, and automating your sales pipeline will certainly help you do so. It is, however, far from the only benefit to be had! Pipeline management is key to managing and evaluating your sales process. It\u2019s also important for predicting and maximizing your revenue. In other words, in order to meet your […]<\/p>\n","protected":false},"author":15,"featured_media":11904,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-1212","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration"],"acf":[],"yoast_head":"\n3 Reasons to Automate Your Sales Pipeline Besides More Sales<\/title>\n<meta name=\"description\" content=\"Here are a few ways you can automate your sales pipeline management to increase revenue, improve upsell, and make renewals more intuitive and intelligent.\" \/>\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\/3-automate-sales-pipeline\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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