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The Automation Index

Sales admin

7 processes, average 74% automatable

Sales admin is the non-selling work that, by Salesforce's own survey, takes about 70% of a sales rep's week: logging calls, updating stages, writing proposals, routing leads, chasing signatures and working out commission. Most of it is structured data work, so it automates well, provided the CRM is set up to receive it.

ProcessAutomatable todayHours back / week
Lead routing
Yes.
88%12
Contract generation and e-signature
Mostly.
82%5.5
Call notes and CRM logging
Yes.
81%14
Commission tracking
Mostly.
74%5
Proposal generation
Mostly.
71%7
Pipeline stage updates
Largely.
66%5.5
Sales to delivery handoff
Largely.
58%4