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Preppers CRM

Automating Your Sales Pipeline: A Practical Guide

Manual follow-ups are costing you deals. Here is how to automate without losing the personal touch.

Vikram Patel
February 3, 2025
Automating Your Sales Pipeline: A Practical Guide

Sales automation is not about replacing human relationships — it is about removing the friction that prevents great salespeople from doing what they do best. Preppers CRM includes smart automation that handles follow-up reminders, deal stage transitions, email sequences, and reporting without any coding. The key is knowing what to automate (data entry, reminders, reporting) and what to keep human (discovery calls, relationship building, negotiation).

Our built-in automation templates cover the 10 most common sales workflows, so you can set them up in minutes.

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