Cut Admin with These 10 Sales Automation Tips

13 minutes read
Manveen Kaur - 30.11.2023
10 Sales Automation Tips to Save 75% of Your Time

Sales representatives play a crucial role in generating company revenue. As valuable as their time is, unfortunately it's frequently consumed by mundane, manual tasks that detract from their primary focus—selling. If your technology stack consists of outdated and inefficient tools, it's likely that your team is dedicating more time to handling administrative tasks than actively contributing to revenue generation. This blog post seeks to highlight the key 10 time-consuming administrative tasks impeding your sales team's efficiency and demonstrate how the utilisation of an integrated system like HubSpot can simplify these processes, ultimately restoring your team's significant selling time.

The Challenge of Manual Tasks in Sales

A significant challenge plaguing sales teams across the globe is the burdensome nature of manual, administrative tasks. Sales representatives find themselves entangled in paperwork, data entry, scheduling meetings, and other tedious tasks that consume an inordinate amount of their time. These duties can take up to 75% of a sales rep's workday, leaving them with just a quarter of their time to actually sell.

The use of outdated and inefficient tools further aggravates these issues. With the sales process scattered across multiple platforms, reps spend unnecessary time toggling between applications, tracking down information, and maintaining disparate databases. This siloed approach not only eats into their productive hours but also heightens the risk of errors, leading to lost opportunities and revenue.

The impact of such inefficiencies in the sales process on overall productivity is profound. They aren't merely time-wasting activities; they directly affect the bottom line by impeding the team's ability to close deals. Thus, a streamlined, integrated approach becomes not just a nice-to-have, but an absolute necessity. By automating routine tasks, sales teams can focus on what they do best - building relationships, identifying opportunities, and driving sales.

This is where platforms like HubSpot come into the picture, offering a comprehensive solution that can revolutionise the way your team works.


The Promise of Automation in Sales

The equation is simple - the more time sales representatives can dedicate to selling, the better the outcomes. This is where automation comes into picture. When effectively implemented, automation tools can drastically reduce the time spent on manual, administrative tasks, freeing up sales representatives to do what they do best - sell.

From managing contacts, tracking customer interactions, scheduling appointments, to executing email campaigns, automated systems handle these duties with impeccable precision, leaving no room for human error.

The impact of automation on sales productivity is profound. When freed from the tedium of manual tasks, sales reps can focus their efforts on strategic initiatives. They can spend more time on nurturing leads, crafting personalised offers, and closing deals.

Moreover, with automation, there is a single, unified platform for all sales activities. There's no need to juggle multiple tools or scramble for bits of information scattered across different databases.

Automation has the potential to transform your sales process, boosting efficiency and productivity manifold. As we delve deeper into the next section, we'll explore some specific automation tips that can help you unlock this potential and revolutionise your sales operations.

Are your sales reps spending more time on administrative tasks than building relationships and driving revenue? Assess your current operational efficiency by taking our RevOps Maturity Assessment and discover the transformative power of Revenue Operations (RevOps).

Take the RevOps Assessment


10 Admin Tasks You Can Automate on HubSpot

1. Prospecting

Prospecting tool on HubSpotSource: Lead Management & Prospecting Software, HubSpot

Effective prospecting involves finding and qualifying potential clients before entering the sales pipeline. HubSpot streamlines this process by incorporating automation in several ways.

  • Prospect identification & tracking

    HubSpot's CRM has a comprehensive database that helps in identifying potential customers and tracking interactions with them. Information about a lead's online activity, such as web pages visited, forms filled out, and emails opened, is automatically logged and easily accessible. This data can provide valuable insights into a lead's interests, which can be used to tailor a sales approach.

  • Data Collection

    HubSpot’s Prospects Tool allows sales reps to see which companies are visiting their website. It collects data on the visitor's industry, size, location, and more, providing a rich source of information for lead prioritisation.

  • Lead Scoring

    With an automated lead scoring system, leads are automatically scored based on demographic information and engagement, helping your team to prioritise the leads most likely to convert, reducing time spent on low-quality leads.


2. Lead Enrichment

With HubSpot's lead enrichment feature, sales reps can automatically gather and update information about a lead from various external databases, social media profiles, and corporate websites. This data might include the lead's job title, industry, company size, and location, along with personal interests or recent company news.

HubSpot also integrates with lead enrichment tools like Clearbit, which automatically fills in missing data about your contacts and keeps your database current. This automated process ensures a richly detailed, continually refreshed profile for every lead, allowing sales reps to personalise their outreach efforts and improve the chances of closing a deal.

By automating lead enrichment, HubSpot not only saves your sales team valuable time but also enhances the quality of your lead data, giving your team the insights they need to engage prospects effectively.

3. Contact and deal creation

The platform enables sales reps to automatically create new contacts in the CRM whenever a visitor fills out a form on the website or clicks on a CTA, eliminating manual data entry. These contacts are then enriched with information from their interactions with the company's online presence, providing a 360-degree view of each prospect.

Additionally, HubSpot's deal automation feature can save time in creating and updating deal records. When a lead takes a significant action - like signing up for a trial, requesting a demo, or responding positively to an email, HubSpot can automatically trigger the creation of a new deal. These deals are then tracked and updated throughout the sales pipeline, providing real-time visibility into the sales process and saving reps from time-consuming manual updates.

By automating contact and deal creation, HubSpot allows sales reps to focus on engaging with leads and closing deals, rather than getting bogged down in administrative tasks.

4. Email

By automating the email process, HubSpot enables sales reps to focus more on crafting compelling messages and less on the administrative tasks of managing email outreach.

  • Email Templates

    Sales reps can create personalised email templates for common situations or responses, and share them with the team, saving hours spent on drafting similar emails repeatedly. 

  • Sequences

    These can be used to nurture leads over time, automatically sending a series of messages until the recipient takes a desired action or the sequence ends. Sequences can be customised to cater to various stages of the sales pipeline, ensuring consistent and timely communication with each lead.

  • Email scheduling

    The platform also allows sales reps to schedule emails to be sent at a specific time for optimal response rates, eliminating the need to remember or guess when to hit the 'send' button.

  • Email tracking

    HubSpot’s tracking feature ensures that reps are notified when a lead opens an email or clicks on a link within it. This allows them to follow up in a timely manner, increasing the chances of conversion.


5. Appointment Scheduling

HubSpot's automation capabilities extend to appointment scheduling as well, making the process more efficient for sales teams.

With HubSpot's Meetings Tool, sales reps can share their available times with leads directly, enabling leads to book a meeting slot that works for them without the back-and-forth of traditional scheduling. Sales reps simply set their availability preferences and the tool syncs with their calendars to prevent double-booking and manage time zones.

Once a meeting is scheduled, the information is automatically logged in the CRM, and an email confirmation and calendar invite are sent to both the lead and the rep. This eliminates the need for manual data entry and prevents any scheduling mishaps.

In addition, sales reps can also use the tool to set up group meetings or round robin meetings, in which a lead is matched with any available rep. This ensures that leads are attended to promptly, enhancing the overall customer experience.

6. Sales calls

Their sales call management helps streamline the process for sales reps and enables them to concentrate their efforts on meaningful interactions.

  • Call scheduling

    The platform's call scheduling feature allows reps to set up calls at predetermined dates and times, which are then automatically logged in the CRM. This saves time on manual data input and ensures all interactions are accurately recorded for future reference.

  • Click to call

    With a single click, sales reps can dial a lead's phone number directly from their contact record in the CRM. Not only does this save time in manually dialling numbers, but it also minimises errors.

  • Call recording

    HubSpot provides the ability to record calls with the lead's permission. These recordings can be stored against the lead's contact record, providing valuable context for future communications and enabling an ongoing review of call quality for training purposes.

  • Post-call workflows

    Automated workflows can be configured after your sales calls to trigger actions such as sending a follow-up email, creating a task, or moving the lead to a different stage in the sales pipeline based on the outcome of the call.

7. Deal management

By providing a well-rounded system to track and manage sales opportunities effectively, HubSpot further refines the sales process with automation in deal management.

The platform's deal automation feature simplifies the process of creating, updating, and monitoring deals within the sales pipeline. With this feature, a new deal is automatically created when a lead performs a significant action, such as signing up for a trial or requesting a demo. These deals are then systematically updated based on progress and interactions, offering real-time visibility into the status of each deal.

Furthermore, HubSpot's automated workflows can be configured to move deals along the sales pipeline based on defined triggers or lead behaviour, such as a completed sales call or an email response, reducing manual effort and ensuring deals progress smoothly.

Moreover, automatic notifications can be set up to alert sales reps whenever a deal reaches a certain stage or if there's been no activity on a deal for a specified period. This keeps the sales team proactively engaged with their deals and prevents opportunities from slipping through the cracks.

Take the RevOps Assessment

8. Proposal

HubSpot aids sales reps in creating persuasive and well-structured proposals with minimal time investment.

HubSpot's sales hub includes a proposal tool that automatically pulls in relevant deal data from the CRM, thus eliminating the need for time-consuming manual data entry. This tool allows reps to build custom proposal templates tailored to their sales process, ensuring consistency and professionalism across all proposals.

Furthermore, it has the ability to auto-fill these templates with specific deal, company, and contact details, considerably saving time and reducing errors. With automation in proposal drafting, HubSpot enables sales reps to deliver high-quality proposals to their leads in a timely manner, thereby accelerating deal closures and enhancing efficiency.

9. Lead rotation


With HubSpot's automated lead rotation feature, once a lead enters the system, it is automatically assigned to a sales rep based on predefined rules such as geography, industry, or deal size. This automatic assignment saves significant time and effort that would otherwise be expended in manual allocation, and prevents potential conflicts or imbalances among sales reps.

Moreover, HubSpot's lead rotation feature ensures that every lead is promptly attended to, thereby enhancing the speed of response and the overall lead experience. This timely and systematic assignment of leads allows sales reps to focus more on strategising and building relationships with leads rather than on administrative tasks. The automation of lead rotation is another testament to how HubSpot's powerful features can significantly enhance efficiency and productivity in the sales process

10. Reporting

Sales Velocity Reporting

HubSpot's sales analytics tools automatically compile data from various sales activities, enabling teams to view and analyse key metrics without the need for manual compilation or calculations. This includes tracking individual and team performance, deal forecasts, sales pipeline health, and revenue projections, among others.

The platform's customisable dashboard allows teams to visualise their data in a way that makes the most sense for them, facilitating efficient and informed decision-making.

Additionally, automated report scheduling can be configured to send these insights directly to your inbox at set intervals, keeping you informed about notable changes or trends without the need for constant manual checks.

By automating sales reporting, HubSpot empowers sales teams to focus on strategy and execution, while ensuring they have the most up-to-date and accurate data at their fingertips.

Sales representatives play a crucial role in revenue generation, but are time-consuming manual tasks hindering their true selling potential? Our assessment, powered by insights from HubSpot's automation capabilities, identifies key administrative tasks that might be siphoning up to 75% of your team's valuable time. 

Discover the gaps and errors within your sales operations by taking our exclusive RevOps Maturity Assessment. 

By understanding your current operational efficiency through this assessment, you pave the way for increased productivity, strategic focus, and sustained success in a competitive market.

Don't let inefficiencies hold you back. Take the RevOps Maturity Assessment now and revolutionize your sales process.

Take the RevOps Assessment

Maximize revenue and sales today.

Get actionable insights and recommendations to remove friction and streamline your revenue operations.

Take Your RevOps Assessment