Which business processes can I automate?

Exactly what you can achieve with automation depends largely on the tool you choose, but popular use cases include: Data entry Performance reporting Lead generation and management Meeting scheduling Follow-up features Supply chain updates Some automation tools perform actions based on pre-defined triggers set manually by users (e.g., sending an email when a lead reaches a certain stage of the customer journey). This is called robotic process automation, or RPA. Others – known as AI automation tools – rely on AI technologies like natural language processing (NLP) and deep learning to make “decisions” or recommendations on the user’s behalf.

What is the impact of sales automation?

By eliminating admin from lengthy and complex sales processes, automation tools give humans time to focus on more creative and nuanced work. Instead of getting bogged down in repetitive, low-skilled tasks, team members can support customers with complex needs, optimize sales strategies and collaborate with colleagues. Ultimately, it makes companies more productive, efficient and profitable. Explore more uses and benefits in our complete guide to workflow automation .

What are the different types of AI in sales?

AI is a complex field with many types and subsets. Some of the most common in sales are: Generative AI . AI tools that generate new content, like ChatGPT. Conversational AI . Applications that use NLP to simulate human intelligence, like AI chatbots. Predictive analytics. Apps that forecast future outcomes based on historical data, algorithms and machine learning, like IBM Watson. Other AI applications include computer vision (enabling machines to visually recognize items and imagery) and voice recognition products like Amazon’s Alexa and Apple’s Siri.

Which industries benefit from sales AI?

A great sales AI system can benefit sales professionals in any field, from healthcare and education to financial services and IT . What’s more, sales AI tools are more affordable and intuitive than ever. The best providers offer solutions for startups, enterprises and all organizations in between.

Sales AI and automation

Sell smarter with CRM AI and automation

Repetitive admin distracts salespeople from the most important part of the job: building meaningful relationships with leads and customers.

Sales artificial intelligence (AI) and automation tools handle menial tasks and make selling easier so you can deliver loyalty-building customer experiences.

Pipedrive’s customer relationship management (CRM) system uses AI and automation to help you convert and retain buyers.

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Pipedrive’s AI and automation features

Get ahead with AI assistance

Let the AI Sales Assistant analyze your sales data, contacts and deals to get AI-powered actionable insights.

Automate sales admin

Remove unnecessary admin tasks from your sales process to close more deals in less time.

Make informed decisions

Find winning patterns and room for improvement in your sales data with custom reports and dashboards.

Make smarter decisions

Get tips on deals with a high probability of success and next-best-action recommendations.

Generate leads on autopilot

Set up a Chatbot that responds to queries and collects customer data around the clock.

Summarize emails with AI

Save time and reduce information overload with quick and insightful email thread summaries.

What are AI and automation in sales?

AI in sales uses algorithms and machine learning to analyze data, speed up tasks, generate ideas and more. Sales automation uses technology to remove human labor from the sales process. AI and automation are individually useful but the best sales tools apply both to deliver even greater productivity and performance benefits.

What to look for in a CRM with AI and automation

Prioritize these key features when choosing a sales tool that has AI and automation.

Usability: Get straight to work with a simple, user-friendly CRM.
Scalability: Meet evolving needs with various pricing plans and sales tool integrations.
Regular updates: Harness the latest AI advancements through beta programs and product updates.
Privacy and security: Protect your contacts and reputation with robust CRM security features.
Customization: Tailor data fields, dashboards and pipeline stages to your unique sales process.

Maximize selling time with a personal AI assistant

Selling involves many routine and ad-hoc tasks. Keeping track of deals in the pipeline and what must happen for them to progress can be challenging.

Sales AI systems remove the guesswork from daily decision-making. They allow sales leaders, reps and small business owners to focus on the actions that are most likely to get results.

Using AI algorithms and machine learning, Pipedrive’s Sales Assistant analyzes deals and activities to predict win probability and recommend next steps.

Find out about Pipedrive’s AI Sales Assistant.

Eliminate repetitive tasks and streamline your sales cycle

The more time reps spend on repetitive, low-skill admin tasks, the less they have for building relationships, finalizing offers and closing deals.

Sales automation platforms handle admin workflows so your team can apply their skills more effectively. It’s why people who automate tasks are more likely to hit their targets.

Pipedrive helps sales leaders boost productivity by automating routine tasks like data entry, scheduling, lead generation and drip campaigns.

Explore Pipedrive’s automation features.

Find and manage leads on autopilot

Sales teams can only build profitable relationships once they find their ideal buyers. Doing this manually takes a lot of time.

Thanks to intelligent automation, you can use conversation bots to engage website visitors, collect data and assign deals to suitable reps.

Chatbot lets you engage prospects around the clock with natural answers and responses in real time. Then transition to human agents at the right moment with Live Chat.

Learn more about Pipedrive’s Chatbot.

Boost email engagement and productivity with AI support

AI software eases email strain by generating engaging content and summarizing message threads.

Pipedrive uses OpenAI to deliver compelling sales emails, follow-ups and proposals via customized prompts based on your chosen criteria.

Get comprehensive email thread summaries, including sentiment and action items, to make better decisions faster.

Explore Pipedrive’s AI email capabilities.

Find the apps best suited to boost your revenue

With thousands of sales, marketing and productivity apps available, it’s more difficult than ever to know which are worth your time.

AI tools remove the stress of searching and researching by taking you straight to the tools best suited to your team’s challenges and objectives.

Pipedrive’s intelligent search tool and smart app recommendations help you find the best third-party apps. You’ll streamline processes, save time and increase revenue.

Browse Pipedrive’s Marketplace.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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How Monterail increased its sales conversion rate with Pipedrive’s automations

Monterail’s sales team wasn’t getting the task and pipeline management support they needed from a previous CRM.

Using an open API, the team smoothly transferred their data to Pipedrive and integrated their favorite tools. The move quickly improved visibility for all users and boosted sales conversions.

“We believe that providing comfortable working conditions and offering the right tools to our team members can actually translate into better services for our customers. Above all that, the numbers also prove that Pipedrive was the right choice!”

Read the case study