Engagement Solution

Sales Automation

Increase sales velocity with automated and personalized email outreach from sales reps.

Screenshot of the Rollworks sales email automation platform.

Features of Sales Automation

  • Automate sales outreach. Tools enable sales reps to create automated email sequences to key decision makers.

  • Personalize at scale. Send emails that are authentic to your voice to boost sales engagement. Platform tools automatically customize messaging for key contacts.

  • Nurture contacts with triggered follow-ups. Trigger follow-up emails based on activity and engagement.

  • Leverage AI technology. Use natural language processing (NLP) to analyze email sales engagement. Tools filter positive responses to an inbox.


Benefits of Sales Automation

  • Close deals faster. With personalized sales email automation and smart inbox filtering, your team has more time to work qualified leads.

  • Personalize emails for sales engagement. Platform tools improve open and reply rates with email personalization.

  • Improve sales productivity. Software manages individual sales rep sequences, lead assignment, and territory mapping with ease.

  • Make decisions based on in-depth reporting. Analyze audience conversions, email sequence effectiveness, and sales rep performance to improve sales outreach.


How Sales Automation Works

  1. Log in to RollWorks.

  2. Go to your Engage tab, click on Sales Automation, and select Sequences.

  3. Click on New Sequence and name it.

  4. Click on Add Sequence and select any of the sequence step options:

    • Automated email will automatically send emails to contacts based on the timing set in the sequence using smart pauses.
    • Manual email will send emails after a task is completed such as customizing the message for the specific audience.
    • Phone calls will include follow-up call scripts and tasks.
    • LinkedIn requests will add a specific contact to your LinkedIn.
    • LinkedIn message will send an InMail message to your contact.
    • Custom sequence will include reminders to complete any other actions outside of RollWorks, such as sending a handwritten note or following a prospect on Twitter.
  5. Push Save, turn the email sequence on, and assign leads to it. You’re now ready to use sales automation as a part of your sales and marketing strategies!

Take the lead with your account-based programs

Whether running B2B lead-generation campaigns or highly-targeted account-based marketing (ABM) programs, you now have a solution to grow revenue like never before.

Run cross-channel programs


Power any strategy with our ad targeting. Reach and influence accounts with audience data you already have.

Reach key decision makers


Target specific contacts, not just accounts. Our cookie-level targeting ensures you reach the right people.

Multi-channel surround sound


Surround targets with effective personalized messages. Coordinate sales and marketing to work in sync.

Get started with RollWorks today

The account-based platform that’s been shown to deliver over 5X the ROI compared to other ABM vendors.

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