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Glossary

Sales Automation

Sales automation is software that handles the repetitive sales motions — outreach, follow-up, scoring, nudges — so humans focus on closing and strategy. In ecommerce, it's the engine behind cart rescue, winbacks, and post-purchase upsells.

In context

The B2B world thinks of sales automation as sequences, dialers, and pipeline hygiene tooling. In ecommerce, sales automation looks different — it's lifecycle messaging, real-time intervention, and automated A/B testing of offers — all tied to triggers in shopper behavior rather than rep calendars.

Modern sales automation also folds in AI. Instead of merchants writing every single nurture email, an AI agent drafts variants, ranks them by predicted open/click, and rolls out the winner — closing the loop without a human in the workflow.

How Zubby uses this

Zubby ships ten automated workflows out of the box: cart rescue, browse abandonment, post-purchase cross-sell, replenishment, winback, VIP recognition, review-request, support-loop, journey-execution, and weekly merchant digest. Each one is templated, customizable, and metered by conversation — never by message volume.

Every workflow is auditable. You see what fired, why, and what revenue it attributes back to the store.

Related terms

  • AI CRM
  • AI Sales Agent
  • Personalization
  • Cart Abandonment

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