Wouldn’t it be great if you could stop the resource drain caused by repetitive tasks weighing down your sales workforce?
Well, good news might be on the horizon. With the latest advancements in automation, businesses are saving money by automating their workflows, putting a stop to the repetitive tasks that are the enemy of productivity.
But which workflow automation software is right for your sales management operations? This article will look at workflow automation, how it can benefit your sales team, and 5 of the best tools to automate sales workflows in 2025.
Let’s dive in.
What is workflow automation?
In today’s digital offices, most repetitive administrative tasks could be automated. Businesses benefit from focusing their team's efforts on areas where human intervention is needed the most.
Sales workflow automation streamlines business processes by removing repetitive manual tasks, automating time-consuming admin, and freeing up team members to work where they’re most productive.
All this happens via workflow automation software, tools which simplify business processes by using pre-defined rules and actions to complete tasks on autopilot.
How does workflow automation impact sales teams?
Businesses thinking about automation need to know the benefits of automating workflows and how it will impact their sales teams.
We already know that a sales automation strategy saves time and money, but did you know that automation can improve your lead management, and make it easier for your business to grow?
Automating your sales workflows helps your teams prioritize higher-potential leads, identify patterns in data, and act on leads that have a higher chance of conversion. Moreover, automation streamlines the documentation process, reducing the pipeline from lead to product delivery and putting approvals on autopilot.
On top of this, automation means that sales and regulatory policies are followed and your data is secure, keeping your clients happy and confident in your business. All this means that an automated team is a scalable team, ready to grow as your business grows.
Factors to consider when choosing a workflow automation software
Choosing the right workflow app can be daunting, but it can be easier to manage if you think about the following things when making your decision.
How easy is the workflow software to use? Will your teams be able to use it without having an IT guy hanging over their shoulder?
Is there a good level of customization? Will your teams be able to shape and customize workflows easily based on their needs? If not, how will they work around this? (Minimize workarounds if possible).
How well does the software integrate with existing applications and the daily tools you already use?
Are there gaps in the functionality that require additional software to cover? If so, how will this be accommodated?
How comprehensive are the analytics? Will your team be able to see what needs to be actioned at a glance on an intuitive dashboard?
As you go through the implementation process, you might find other questions arise. Use a software appropriateness framework to help you with your decision-making.
5 of the best workflow automation software for sales in 2025
Now let’s take a look at 5 of the best workflow automation software platforms available in 2025.
1. Lark: Best overall workflow automation software
Overall: The best software for your sales team is Lark. Lark beats out the competition by doing everything they can do, but better — with real-time data, impeccable sharing capabilities, easy interfaces, and ready-to-go industry templates.
Lark is the go-to choice for businesses looking to automate their workflows with easy-to-use software that uses exceptional real-time data management to standardize workflows. The software fits seamlessly into your existing processes, thanks to reliable third-party integrations and external sharing capabilities. Lark's data management platform keeps your teams, tasks, and timelines on track with AI features to help your teams generate content with a single prompt and easy one-click Excel to Base functionality that allows you to turn data into actionable insights in a few clicks. All of Lark's various features work seamlessly together, meaning all your collaborators and team members get timely notifications without needing to switch tabs or apps.
In fact, this is one of Lark's most significant benefits: It's an all-in-one platform for chat, meetings, documents, templates, workflows, approvals, and more. However, this can be a learning curve for some. If your team is used to switching between tabs and manually inputting data, it might take some adjustment to get used to one platform. Nonetheless, with useful industry templates for retail and e-commerce, your sales operations are covered from every angle. With templates available for every use case, it's never been easier to get your job done.
With all of this and so much more, it is easy to see why Lark is the top choice in 2025.
2. HubSpot Sales Hub: Best for CRM integration
Image source: hubspot.com
Overall: Good for integrations, but lacks customization options and a steep learning curve slows down new teams.
HubSpot Sales Hub is a great choice if your business is looking for automation that integrates well with your existing HubSpot CRM. When customer relationship management is a top priority, HubSpot helps businesses connect their data, their teams, and their customers by simplifying pipeline management through automation in just one dashboard.
HubSpot also makes decent use of AI with smart recommendations that use real-time data to help teams decide what actions to take. Then, the Sales Hub gives teams tools to organize communication, keeping teams focused on customer needs and never missing a beat.
However, many users complain of steep learning curves and limited customization options. This means it’s not a great fit for teams that need a straightforward OOTB solution, or large teams where training can get expensive.
3. Pipedrive: Best for keeping things simple
Image source: Pipedrive
Overall: Helps streamline automation but lacks the in-depth features of other choices on the market.
A CRM platform known for its simplicity, Pipedrive deserves a mention on the list of the best sales automation software. For Pipedrive, success depends on streamlining the actions you need to get the sale rather than focusing on the sale itself.
To this end, Pipedrive allows users to set up visual representations of their sales process, focus on the steps taken to achieve a sale, track goals, and optimize workflows. With AI features to help cut down repetitive tasks, communications tracking, and audience segmentation tools to help you reach target audiences, Pipedrive prides itself on being easy to use.
For a more granular approach to sales workflow automation, Lark would be a better choice, however. While Pipedrive is undeniably simple, it lacks in-depth reporting, real-time data analytics, and cross-team sharing capabilities, meaning it can be a clunky add-on rather than an end-to-end solution.
4. Salesforce Sales Cloud: Best for customization
Image source: pageflows.com
Overall: Solid automation software with good customization, but can be difficult to navigate, which slows down your team when speed is vital.
With decent AI-powered deal insights to help close deals faster and gain insights, Salesforce Sales Cloud means that businesses can predict future sales with a solid pipeline and robust forecast visibility features.
The key benefit of Salesforce is that it covers the entire sales cycle, automating processes and workflows on just one platform. It also has solid CRM features that capture engagement activities, connect with customers to generate leads, and move deals forward with guidance tools. Then, Salesforce transforms this data into reports and dashboards that pinpoint key drivers of sales performance.
It’s the customizability of Salesforce that makes it a strong contender, but that also works as its Achilles’ heel. Some users find the interface outdated, overly complex, and difficult to navigate. Small, agile teams are likely to find that integrating Salesforce into their workflows is a heavy lift.
5. Zoho CRM: Best for affordability
Image source: zoho.com
Overall: Affordable and flexible pricing with difficult-to-navigate and unattractive dashboards.
Zoho CRM automation software works to automate repetitive tasks such as scheduling sales appointments, sending emails, tracking, and updating sales opportunities.
With Zoho, businesses can automate all of the operational and data entry tasks that take up the time of their teams, from creating tasks to updating fields, saving time by routing leads to the best rep for the job.
Zoho’s strength lies in its affordability. However, the focus on affordability comes at a cost. Zoho’s complicated-looking dashboards are not known for being easy to use and can slow down a sales team.
Tips for a successful workflow automation software implementation
Now you’ve chosen your top workflow automation software, let’s take a look at tips for implementing it successfully.
Start with clear goals and KPIs
First, start by looking at your KPIs and your broader business goals. How does automation fit in here? And what goals does this new software help you to achieve? Smart KPIs help your implementation project stay on track and make improvements easier to recognize.
Involve the team early
Your team is who will use the new software. Get them involved in those early conversations. Find where they think they could save time and effort with automation. Listen to what is important to your team and make sure your automation software choice has their buy-in too.
Create a realistic implementation timeline
Any changes to how your business operates will take time. It is easy to get carried away and want the changes you make to be implemented at the touch of a button, but slow and steady wins the race. Create a realistic timeline for implementation and stick to it to prevent over-budget deliveries and scope-creep.
Choose a reliable software partner
With so many automation software providers, it can be difficult to know which one is right for you. Do your research. Find testimonials and case studies, and speak candidly to other users of the software. This will help you identify gaps early and take action in your discovery phase.
Put in place a contingency plan
With any investment into your business, it’s better to be safe than sorry. Carry out risk assessments, back up your systems, and ensure your teams are thoroughly trained in order to ensure that your automation implementation goes off without a hitch.
Get started with Lark
When you choose the best workflow automation software available, your business can improve its sales management processes dramatically. Your teams can manage their tasks better and focus on what really matters to secure sales.
With so many workflow automation tools available, choosing the right one for your business can be a challenge. But to stay competitive, improve efficiencies, and build scalable systems that support sustainable growth, it's a choice that shouldn't be taken lightly.
However, one option stands out among the rest for its easy implementation, diverse templates, unification of all elements in one platform, and exceptional real-time data analysis capability. For flawless execution of your workflow process optimization, choose Lark.
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