9 Reasons to Invest in Sales Automation for RevOps Teams

Sales automation isn’t a luxury anymore—it’s survival. As customer expectations rise and markets move faster, RevOps teams need powerful tools to eliminate busywork and focus on strategy. 

The right automation software transforms how your team works, delivers immediate ROI, and creates sustainable competitive advantage.

#1 Free up reps from manual tasks 

Your sales reps weren’t hired to update CRM fields or manually score leads. Yet many spend hours each week on exactly these low-value activities.

Sales Force Automation tools eliminate repetitive tasks that drain productivity. It eliminates these productivity killers:

• Contact data management – automatically capture and update prospect information
• Meeting scheduling – eliminate the back-and-forth email chains
• Activity logging – track interactions without manual entry

With Sales force Automation integrations, reps can focus on building relationships instead of updating records. Automated lead scoring ensures they prioritize the right prospects at the right time.

Coefficient takes this further by bringing live CRM data directly into your spreadsheets. Create dynamic scoring models that automatically update as prospect behaviors change, without complex CRM customizations or developer help.

Get our lead scoring template →

#2 Speed up lead response times

The faster you respond to leads, the better your chances of winning them. Research shows that contacting leads within 5 minutes increases conversion rates by 391% compared to responding in 30 minutes.

Traditional lead routing often involves:

• Manual assignments by managers
• Delays waiting for team leads to distribute leads
• Inconsistent territory management
• No visibility into response times

Automation solves these challenges instantly. Leads get routed to the right rep based on territory, product interest, or lead score—without human intervention.

Miro, the online whiteboard platform, transformed their lead management using Coefficient. Their RevOps team built an automated lead router in Google Sheets that integrates with Salesforce, creating efficient workflows upon lead acceptance. 

This system provides real-time insights into lead velocity and funnel movement, allowing SDRs to continuously optimize their processes.

Even without budget for dedicated lead routing tools, Coefficient provides an accessible entry point. Build custom routing logic in familiar spreadsheets, then push ownership updates directly back to your CRM—no coding required.

#3 Reduce reporting time for RevOps teams

Manual reporting steals hours from strategic work. RevOps professionals often waste entire days each month:

• Exporting CSVs from multiple systems
• Cleaning and formatting data in spreadsheets
• Building visualizations from scratch
• Creating slide decks for leadership

Sales automation software eliminates this drudgery. Reports update automatically, saving hours of tedious work and ensuring decisions are based on current data.

Coefficient transforms this process by connecting your spreadsheets directly to your CRM, marketing platforms, and other business systems. Data flows automatically on your schedule, ensuring your metrics are always current. 

Set up once, and your team gets fresh insights without the manual data pulls.

Explore our dashboard gallery →

#4 Maintain CRM data hygiene

Dirty CRM data costs companies an estimated 12% of revenue. Missing fields, duplicate records, and outdated information lead to missed opportunities and poor decision-making.

Manual data cleaning is:

• Time-consuming
• Error-prone
• Inconsistent
• Quickly outdated

Automation software maintains pristine data by continuously validating entries, flagging inconsistencies, and even implementing corrections.

Coefficient AI takes CRM cleaning to another level by automating the audit and cleanup process directly in spreadsheets. The system identifies data quality issues, suggests corrections, and can push those changes back to your CRM—all with minimal human intervention.

#5 Enable real-time pipeline visibility

Sales leaders need clear pipeline visibility to forecast accurately and coach effectively. Without automation, this visibility comes at a high cost:

• Hours spent in CRM pulling reports
• Expensive licenses for occasional users
• Outdated information by meeting time
• Inability to drill down or ask new questions

Automation software creates a single source of truth for pipeline data, accessible to everyone who needs it—without requiring full CRM licenses.

Coefficient’s Sales Manager Dashboard gives leadership a live view of deal progress, lead-to-opportunity conversion rates, sales cycle length, and rep performance in one comprehensive view—all inside Google Sheets.

Download the Sales Manager Dashboard template →

#6 Improve cross-team alignment

Siloed teams create friction. When sales, marketing, and customer success operate with different data and timelines, handoffs fail and customers suffer.

Without automation:

• Teams dispute which data is accurate
• SLAs get missed without alerts
• Lifecycle stages become inconsistent
• Leadership lacks visibility into bottlenecks

Sales automation software creates shared workflows and data access that keeps everyone aligned and accountable.

With Coefficient, you can build sheets to monitor SLA compliance, handoff timing, lifecycle stages, and deal updates. The real power comes when you set up automated Slack alerts that notify teams when records are stalled or overdue, ensuring nothing falls through the cracks.

Get our sales pipeline dashboard → 

Explore our sales activities tracker →

#7 Automate accurate commission and quota tracking

Commission calculations often become a monthly nightmare. Without automation, RevOps teams face:

• Complex, error-prone spreadsheets
• Manual data entry from multiple sources
• Payment disputes with sales reps
• Hours of reconciliation work

Automation software eliminates these headaches by calculating commissions based on actual deal data, giving reps transparency into their earnings.

For teams without dedicated commission tools, Coefficient offers a powerful alternative. By connecting live CRM data to spreadsheets, you can build commission calculations that update automatically as deals close. This transparency reduces payment disputes while saving hours of tedious calculation work each month.

Download our commission tracking template →

#8 Enhance forecast accuracy

Inaccurate forecasts lead to poor resource allocation, missed targets, and lost credibility with leadership. Traditional forecasting suffers from:

• Reliance on gut feeling rather than data
• Static models that quickly become outdated
• Inability to test different scenarios
• Time-consuming manual updates

Sales automation software transforms forecasting by combining historical data, pipeline status, and rep input into dynamic models that update automatically.

Coefficient’s forecasting capabilities let you build models using live CRM data and historical trends. Layer in manual rep overrides, probabilities, and “what-if” scenarios to create comprehensive projections. The models refresh automatically on your schedule, eliminating the need to export new data or rebuild calculations.

Get our 12-month sales forecast template → 

Learn about sales forecasting with exponential smoothing →

#9 Reduce dependency on dev or admin teams

Technical bottlenecks kill momentum. When every workflow change requires IT help, innovation stalls and opportunities are missed.

Without no-code automation tools:

• Simple changes take weeks or months
• Process improvements get deprioritized
• Shadow systems emerge as workarounds
• RevOps can’t iterate quickly

Sales automation software with no-code interfaces puts power back in the hands of RevOps teams, enabling rapid iteration and experimentation.

Coefficient’s no-code interface lets RevOps professionals build lead scoring, routing, and reporting logic without technical assistance. You can update workflows instantly without waiting in the CRM admin queue, ensuring your processes evolve as quickly as your business needs.

Explore our template gallery →

Your competitive edge starts with automation

Sales automation isn’t just about efficiency—it’s about creating sustainable competitive advantage. When your reps spend more time selling, respond faster to leads, and work with accurate data, they simply outperform the competition.

The right automation software pays for itself quickly through:

• More selling time for reps
• Faster deal velocity
• Better data for decision-making
• Reduced administrative overhead
• Improved team alignment

Coefficient offers a uniquely accessible approach to sales automation by working where your team already lives: in spreadsheets. By connecting your familiar Google Sheets to live data from 70+ business systems, you get the benefits of enterprise automation without the complexity or learning curve.

Ready to see how much time and revenue you could unlock with the right automation tools? Get started with Coefficient today and transform how your RevOps team works.

FAQ

What is the purpose of sales automation?

Sales automation streamlines repetitive, manual tasks throughout the sales process. Its purpose is to increase efficiency, improve data accuracy, enable faster response times, and free up sales professionals to focus on relationship-building and strategic activities that directly impact revenue.

What are key considerations for investing in automation technologies?

When investing in sales automation, consider: integration capabilities with your existing tech stack, ease of implementation and user adoption, scalability as your team grows, ROI measurement capabilities, and whether the solution addresses your specific pain points without creating new workflow challenges.

Who can benefit from sales force automation?

Multiple stakeholders benefit from sales automation: sales reps gain more selling time, sales managers get better visibility and coaching opportunities, RevOps teams reduce manual reporting work, executives receive more accurate forecasts, and customers experience faster, more consistent service throughout their journey.

What are the benefits of automation?

The primary benefits include increased productivity (30-40% more selling time), improved data quality, faster sales cycles, better team alignment, enhanced customer experiences through consistent processes, more accurate forecasting, and the ability to scale operations without proportionally increasing headcount.