Increasing sales activity with less resources is the key to unlocking more revenue. Learn the key ways sellers are using sales automation across prospecting, engagement, and pipeline management and the Apollo features that will help you do it.
by
Karli Stone
PUBLISHED Dec 12, 2023
4Min Read
UPDATED Aug 14, 2025
In fact, automation implementation in sales is severely lacking. Sales automation is transforming how modern sales teams operate — and if you're not using it yet, you're leaving money on the table. This survey found that out of the hundreds of business leaders surveyed, only 26% are automating a process in sales and marketing. This powerful technology handles the repetitive tasks that eat up your day, freeing your team to focus on what really matters: building relationships and closing deals.
In this guide, we'll break down everything you need to know about sales automation. You'll discover what it is, how it differs from a CRM, the concrete benefits it delivers, and exactly what you can automate in your sales process. We'll also show you how to choose the right sales automation software and how Apollo can help you implement it all seamlessly.
Whether you're looking to boost productivity, reduce costs, or simply give your sales team more time to sell, this article will show you how sales automation makes it possible.
Sales automation is the use of AI-powered tools to handle sales tasks that would normally be done by hand. It’s any software-based solution that helps a salesperson perform their job faster, easier, and more efficiently.
Before sales automation, reps spent most of their time on tedious, non-revenue generating tasks like finding contact information or manual data entry. With automation, they're freed up to focus on high-value activities that actually drive revenue and improve the customer experience.
You can use sales automation tools in endless ways. They can tackle a single, specific task or offer end-to-end solutions. Whatever your current sales process looks like, there is surely a way that sales automation can better it.
It's easy to confuse sales automation with a Customer Relationship Management (CRM) platform, but they serve different primary functions. Think of it this way: a CRM is your system of record — it's the database that stores all your customer and prospect information.
Sales automation software, on the other hand, is the action engine. It uses the data in your CRM to perform tasks, like sending follow-up emails, scoring leads, and scheduling meetings. While many modern platforms (like Apollo) combine both, the key difference is that CRM stores data and sales automation acts on it.
Let’s look at some of the specific ways that sales automation can take your sales process to the next level…
Sales automation isn’t about replacing sellers; it’s about giving them superpowers. It handles the repetitive work so your team can focus on what humans do best: building relationships and closing deals. Here are a few key areas where automation makes a huge impact:
When you're ready to invest in a sales automation tool, here are a few things to consider:
Forrester predicts that spending on sales automation technology will increase from $11.4 billion to $25.1 billion by 2023! It’s predicted to be one of the most important business solutions in the coming years.
Sales automation is the way of the future.
Don’t wait to implement it. With the right tools and strategy, you’ll empower your team to focus on what they do best — building relationships and closing deals — while automation handles the rest.
A CRM is a database for storing customer information, while sales automation software acts on that information to perform tasks like sending emails and scoring leads. Many modern platforms, like Apollo, combine both.
Costs vary widely, from free plans for basic use to thousands per month for enterprise teams. The price depends on the number of users, features, and contact credits you need.
Absolutely. In fact, small businesses often see the biggest impact because automation allows them to compete with larger companies without needing a huge team. It helps them do more with less.
Modern, user-friendly platforms can be set up in minutes. You can connect your email, sync your CRM, and launch your first automated sequence in less than an hour.
No. Automation is designed to handle repetitive, administrative tasks so that sales reps can spend more time on strategic activities like building relationships, giving demos, and closing deals. It’s a tool to make reps better, not replace them.
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