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Automation is the use of technology and software to assume control of a process, basically cutting out repetitive and laborious tasks like email automation, sales pipelines and business processes. With email automation, you can implement automatic email campaigns to send tailored information to a customer or group of customers.

Email automation can be triggered by an interested user completing a form field or a product hitting a certain sales threshold. Then without the need for your intervention, you’ve helped guide a client or potential lead another step closer to fulfillment.

A sales pipeline involves guiding prospects through various stages of the sales process until they make a purchase. By using automation to organize user data, your sales team can know at a glance what stage in the pipeline a customer has reached, and whether they are ready to close or need more nurturing.

Business process automation can assist with lead nurturing, customer support, invoicing, collections and payroll. Too many businesses double their workforce and their expenses just to address these menial, repetitive, mind-numbing tasks. You realize that with the right system, you could automate every single one of these tasks, freeing you and your team up for more important duties.

Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

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