Pros and cons of automating your sales process

Marketing and sales are constantly evolving. This way, new technologies make the process easier for both customers and the sales team. However, not all technologies are 100 percent beneficial and easy to use – some of them have disadvantages you should consider before implementing them into your business. To find out more about automation, we’ll discuss the pros and cons of automating your sales process and whether you should start using it for your customers.

What’s automation in sales?

Firstly, let’s go through some basic information about this technology. In simple terms, sales automation is used by businesses or their sales team to manage all the information about their customers. Essentially, it helps businesses make more sales by making the steps of the process faster and simpler. All the time-consuming tasks such as administration will now take a lot less time so it will allow sales reps to be more efficient. Surely, this technology has both positive and negative traits, so be sure to know all about them before you decide to use it.

Benefits of  automating your sales process

Let’s start this guide on a positive note, as automating your sales process has a lot more pros than cons. Here are all the benefits of implementing this technology into the way you deal with your customers.

Saves time and increases productivity

One of the main benefits of automating your sales is taking all the time-consuming tasks out of your sales reps’ checklist. They won’t have to bother with manual reporters and data collection that much. For example, you can get ConvertMore lead calling software and let sales reps do the rest of the work. This way, they can do some more interesting and important tasks that will also increase their productivity.

Better response time

online shopping via mobile phone
Better customer service – more sales!

Nowadays, people enjoy fast online services, search results, and communication. Automating your sales process will decrease the response time that your customers will certainly appreciate. You can be sure the solution your customers need will be much easier and faster to find – and if you were wondering how to reduce bounce rate, that’s surely one of the ways. Finally, all the records and customer information will be accurate and up-to-date. In general, automation helps to save time throughout the whole sales process, and that can significantly increase the quality of the results.

The simplicity of the data collection

Collecting data about the customers and making reports will now be piece of cake. Until now, it needed to be done manually, which required a lot of time but also was prone to errors. After automating your sales process you can expect these reports quickly, and be sure there are no duplicates or mistakes. It’s efficient and time-saving.

Minimized risk of errors

People get tired and make mistakes – that’s the reality even with the most encouraging working environment. The automated sales process minimizes the risks of errors which leads to increased customer satisfaction and better results. Automation technology helps build a trusting relationship with customers, making sure they can always expect the same quality services. This is also one of the ways to boost web lead conversions and see more new customers each day.

So, are there any cons?

Like any other technology or tool, this one also has minor disadvantages you should consider before taking a leap. Here are some of them.

The cost

a professional for training of automating your sales process
It can get costly to implement the technology and hire an expert to train your team – but it’s all worth it!

Implementing and maintenance of automation technology not only takes time and effort, but it also takes money. Even though it will provide great results, this technology may be a bit expensive for certain businesses that haven’t developed it yet. Furthermore, there’s the cost of training your sales reps, as it’s best to hire a knowledgeable expert to do that. Finally, such technology requires a high-quality and stable internet connection, which can be quite costly in certain countries.

The risk

The beauty of this technology, but at the same time, one of its cons is surely the simplicity and transparency of its features. Making it easy for anyone in your team to access the database also makes it a risky game due to all the viruses and hackers lurking in the online world.

Impersonal vibe

Not even the best technology can’t replace the warmth of human communication. While this is not necessarily a problem with sales automation, you should be aware of this minor disadvantage compared to traditional ways. The personal touch is still valued in the online world, so there might be some contact your sales reps should deal with individually.

Automating your sales process – how to do it right?

Implementing such great technology may intimidate you. However, if you have clearly defined goals and the right team by your side, there’s nothing to worry about. Consider all the factors that will affect this process, take all the steps carefully, and create a foolproof procedure everyone will follow. Choose the people in your team who will get proper training and watch the process from the beginning to the end. This way, you can minimize the risk of mistakes and make sure your sales process is impeccable.

Final words

When you opt for automating your sales process, you need to be aware of both its pros and cons. However, from the information, you could see in this article, the benefits this technology can bring you are far more stronger. It’s true that automation can’t replace humans, but it can complement everything we do and make some jobs a lot easier and more productive. Consider your goals first, and then see if the benefits of automation will help you achieve them. Every business is unique and you should adapt to its possibilities and requirements.

What They Say About Us

Next Steps


Create a Free Account

Signing up costs nothing and earns you 20 free credits. Once you use up the credits, we will start charging you for each phone call we convert for you.


Setup in 15 Minutes

Customize the widget you want to use. You can edit it to match your company's color theme.


Get a System-generated Code

Our proprietary system will generate a unique piece of code for you to install on your site.

Close popup image.

Schedule a Free Demo

Get 20 Free Credits