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Back to Glossary

Sales Automation

The use of technology and software tools to streamline, automate, and optimize various sales processes and tasks. This includes automating repetitive activities such as lead generation, follow-up emails, appointment scheduling, and data entry, as well as managing customer relationships and tracking sales activities.

Related Terms

Campaign Management

Email campaign management involves planning, executing, and analyzing email marketing efforts. Key steps include strategy, segmentation, content, design, automation, A/B testing, compliance, and optimization for better engagement.

Email Automation

Email automation uses software to send personalized, rule-based emails automatically. It streamlines follow-ups, promotions, and customer engagement, improving efficiency and effectiveness in email marketing.

Nurture Flow

A nurture flow is an automated email series that engages leads or customers with personalized content, guiding them through the buyer's journey based on actions, interests, or lifecycle stages.

Lead Nurturing

The process of developing and maintaining relationships with potential customers throughout the buyer’s journey to guide them towards making a purchase.

Sales Funnel

A sales funnel maps the customer journey from awareness (TOFU) to consideration (MOFU) to decision (BOFU), guiding prospects through engagement and evaluation toward making a purchase.
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