Salesforce Sales Workflow Automation
Sales workflow automation that ensures no lead is lost in Salesforce
Manual tasks slow sales teams down. Conquer’s sales workflow automation eliminates busywork by automating follow-ups, logging activities, and moving deals forward—without manual effort. AI-powered workflows ensure reps always take the right action at the right time, keeping deals on track. Less admin, more selling—automate your way to more revenue.
Metrics
Cut through sales cycles by closing deals faster
Key Points
What sales teams usually struggle with
What is Salesforce sales workflow automation?
Sales workflow automation eliminates repetitive tasks, ensuring that reps spend less time on admin work and more time closing deals. But many automation tools lack real-time intelligence, forcing teams to manually manage CRM updates, follow-ups, and next steps.
Conquer’s sales workflow automation solves this by integrating AI-driven processes that track deals, automate outreach, and ensure every lead moves through the pipeline efficiently. From automated follow-ups to intelligent task assignments, Conquer helps sales teams scale their efforts without increasing workload—so every rep can focus on selling.
Standardize sales processes to eliminate all inefficiencies
Without automation, sales teams spend too much time logging calls, updating CRM records, and managing follow-ups manually. This leads to missed leads, inconsistent processes, and wasted selling time. Conquer fixes this by automating key sales tasks, ensuring that every follow-up happens at the perfect time and every deal progresses efficiently.
Sales leaders gain complete visibility into team performance, ensuring reps follow best practices and focus on high-value activities. No more dropped leads, no more wasted hours—just seamless sales execution.
Intelligent sales sequencing that removes manual follow-ups
Conquer isn’t just about automating sales tasks—it’s about optimizing your entire workflow. With AI-driven sequencing, automatic CRM updates, and intelligent task prioritization, reps always know what to do next without manually managing their pipeline.
Every interaction is tracked, follow-ups are scheduled automatically, and deals progress based on real engagement data. And because Conquer is natively built into Salesforce, all automation happens in real time—no syncing delays, no external tools, just effortless sales execution. More automation, less admin, and a faster path to closed deals.
Testimonials
Trusted by industry leaders around the world
Why Conquer is the best Salesforce sales workflow automation software
Conquer’s sales workflow automation software streamlines every step, ensuring reps stay focused on selling while AI-powered workflows handle the rest. Here’s what you’ll be getting into:
1. AI-driven task automation
Reps shouldn’t waste time on admin tasks. Conquer automatically logs calls, schedules follow-ups, and updates Salesforce records in real time. No more manual CRM work—just instant, automated execution.
2. Smart lead routing
Every lead deserves the right attention. Conquer’s AI prioritizes and assigns leads based on engagement signals, ensuring that high-value opportunities get actioned immediately—without delays.
3. Intelligent sequencing
Follow-ups should never fall through the cracks. Conquer automatically sequences next steps, ensuring that every prospect receives the right message at the right time—without reps having to think about it.
4. Real-time insights
Sales leaders need visibility into what’s working. Conquer tracks sales activity, monitors pipeline movement, and identifies process gaps—so teams can refine workflows for maximum efficiency.
5. 100% Salesforce native
No extra tools or complicated integrations with this sales workflow automation software. Conquer automates sales workflows directly inside Salesforce, syncing data instantly and eliminating the need for manual tracking.
Sales Process
Improve every step of your sales engagement
Enterprise Grade Communications
Engage customers effortlessly across their preferred channels—voice, SMS, email, or VoIP—all within one platform designed for unmatched sales engagement. Build stronger connections, deliver consistent experiences, and empower your team to nurture relationships at every touchpoint, ensuring no interaction is left behind.
Effortless Sales Engagement
Streamline your sales process with Conquer’s advanced pipeline optimization. Automate key stages from lead generation to closing, freeing up your team to focus on high-impact interactions. Ensure that every deal progresses smoothly, creating a seamless flow that maximizes sales engagement and productivity.
AI-Driven Guided Selling
Equip your sales team with AI-driven insights that strategically guide every interaction, prioritizing leads and tailoring responses. With Conquer’s analytics, each step of the sales process becomes more efficient and results-oriented. This helps your team close deals faster and boost the entire sales engagement experience.
Optimized Sales Cadences
Drive predictable growth with Conquer Cadence, optimizing every touchpoint to ensure personalized engagement throughout the sales journey. With smartly structured cadences, your team connects with prospects at the most impactful moments, enhancing sales engagement and accelerating revenue like never before.
Personalized Customer Support
Deliver personalized service with automated support tools that keep customers satisfied. Conquer’s solutions empower your team to deliver prompt, high-quality experiences, creating memorable interactions and building customer loyalty at scale— all while enhancing your sales engagement ecosystem.
Ready to take advantage of our sales workflow automation?
Got questions? Here are our favorites
1. Can Conquer automate follow-ups based on prospect engagement?
Yes! Conquer analyzes engagement signals—like email opens, call responses, and CRM activity—to trigger automated follow-ups. This ensures that reps reach out at the perfect time without manual tracking.
2. Does Conquer prevent duplicate outreach to the same lead?
Absolutely! Conquer automatically syncs outreach data across the team, preventing reps from contacting the same lead twice. This keeps communication clean, professional, and efficient.
3. Can Conquer adjust sales workflows based on deal stage?
Yes! Conquer dynamically updates workflows depending on deal progression, ensuring reps follow the right process for each stage. Whether it’s an automated follow-up or a manager escalation, tasks adapt in real time.
4. Does Conquer help track and reduce stalled deals?
Yes! Conquer flags deals that have gone inactive and triggers automated nudges or rep alerts to re-engage prospects. This keeps the pipeline moving and prevents deals from going cold.
5. Can Conquer route leads to the best rep based on workload?
Yes! Conquer automatically distributes leads based on availability, expertise, and workload balance, ensuring that every opportunity is handled efficiently. This prevents lead overload and maximizes productivity.
