Catalytic Blog

Keep up with the latest digital transformation trends and learn how automation and AI are revolutionizing the future of work across industries.

The impact of technology within your sales and customer operations

Smart workflow technology enables a strategic view into sales and customer operations, elevating both the work your employees are able to do and the experience for everyone involved.

There is a constant power struggle today between speed and personalization when it comes to your sales and customer operations. Prospects and existing customers alike demand real-time communication and support, but they also expect it to be targeted and customized to their exact needs. The right technology can help your sales and customer support teams rise to this challenge without overwhelming your employees.


Managing your sales and customer operations

Technology makes it possible for companies to grow exponentially faster and bigger than ever before, giving you new ways to reach and connect with prospects and keep your customers engaged. Yet scaling your operations can be difficult, especially for your overstretched sales and customer teams during high-growth periods. These departments often operate in silos, and the disconnect between them grows as your company does.

Inefficient, disconnected processes can be damaging in many different ways, often creating a snowball effect of issues that impact those both inside and outside your organization.


Disorganized or incomplete data can keep your company from leveraging it fully to understand your prospects and customers on a deeper level to unlock real value. This is especially true when systems are poorly integrated, or a lack of data keeps you from segmenting out your audiences with more targeted sales and support.


The employee experience directly correlates to your ability to attract top talent to your organization. If your employees are stressed, burnt out, and without the tools they need to be successful in their roles, you’ll likely end up with high turnover and a damaged employer reputation.


If it’s too difficult to do business with you, then people won’t. And in the age of online review sites, unhappy customers can weaken your sales pipeline for years to come.


How smart workflow technology can help your sales and customer teams

Smart workflow technology can connect all the people, data, and systems across your sales and customer-related processes. What it enables is a more strategic view into your entire operations that elevates both the work your employees are able to do and the experience for everyone involved.


Efficient processes.

Efficiency equals speed. The administrative burden on your sales and customer-facing teams and the impact it has on the speed of your processes is significant. Technology allows you to automate high volumes of outreach and inquiries that don’t require human intelligence and, behind the scenes, connect the dots between systems and data to move processes forward in real time.


Visibility across teams and tools.

Technology can give you full visibility into all tasks, data, and steps within each of your sales and customer processes. Not only does this allow you to respond to their needs at any stage, but you’re able to understand exactly where your processes are breaking down. From there, an AI-powered solution can use built-in intelligence to improve them.


Quick, high-quality experiences.

The efficiency and visibility benefits are important, but the experience is what matters most. The key to a great customer experience, one that is both fast and personal is a strong digital backbone. Technology allows you to provide the digital experiences your customers expect, while allowing your employees to elevate their work and build stronger careers.

Learn how this global safety and certification company uses Catalytic workflows to improve customer experience.




See how Catalytic automatically orchestrates everything that goes into kicking off a new project, allowing you to initiate engagements faster with unprecedented efficiency and improved service.

Watch this demo

Written by Catalytic