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Sales force automation

Use Ontraport’s sales force automation features to create a consistent sales experience and close more deals. With our Deals and Companies features, your sales team will have everything it needs to manage the entire sales pipeline in one place. Use lead scoring to quickly find your hottest leads, lead routing to get each lead to the right rep, automated tasks to remind reps to follow up, and sales reports to gauge progress toward quotas and forecast upcoming results.
Automate and manage your sales pipeline
  • Automate and manage your sales pipeline
    Ontraport’s visual sales pipeline enables sales teams to intuitively manage leads and meet quotas and sales managers to better plan resources and forecast sales results. Here’s how to use it.
  • Tasks
    A task is a prompt or reminder for someone on your team to perform a non-automated action, such as making a phone call to a lead, sending personal gifts to clients, or following up with a team member. Here's how to use tasks as part of your automation to keep the manual parts of your job streamlined and on track.
Managing your leads
  • Add a lead router
    A lead router automatically updates the “owner” field in contact records with a member of your team.
  • Set up lead scoring
    Lead scoring uses a point system you create to provide insight into the engagement level of your contacts. The more contacts engage with your assets, the higher point value they’ll have. Here’s how to create your lead scoring system in Ontraport.
View your sales results
  • Sales reports
    Learn how to monitor your company’s sales performance with sales reports so that you can pinpoint strengths and weaknesses, optimize your sales processes, and make projections for future results.
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Sales force automation blueprint
Discover how to plan, execute and optimize your sales force automation strategy with this comprehensive marketing blueprint.
Get the Guide
Sales force automation blog
Check out our in-depth blog articles for strategic insights and best practices for implementing sales force automation in your business.
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Sales force automation use case
Nurture your leads, close more deals, and create a remarkable sales experience — all automatically.
Read the Use Case
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