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The Automation Index

Sales manager

15 processes in this role

Sales managers set targets, coach reps, route leads and report on the pipeline. Much of their reporting and routing work is automatable, which matters because they are usually also the team's best coach. These entries cover the admin that most often crowds out coaching time.

O*NET occupations: Sales Managers (11-2022.00). The scenarios below add up to 93.5 hours a week, but they describe different businesses, so do not add them for your own.

ProcessAutomatable todayHours back / week
Call notes and CRM logging
Yes.
81%14
Lead routing
Yes.
88%12
Appointment reminders
Yes.
82%7.5
Speed to lead
Mostly.
65%7
Proposal generation
Mostly.
71%7
Lead qualification
Partly.
60%6.5
End-of-day reports
Mostly.
68%6
Pipeline stage updates
Largely.
66%5.5
Lead reactivation
Mostly.
63%5
Commission tracking
Mostly.
74%5
Duplicate contact merging
Largely.
74%4
Lead source tagging
Largely.
67%4
Sales pipeline reporting
Largely.
61%3.5
Stale deal clean-up
Partly.
63%3.5
No-show follow-up
Yes, largely.
69%3