CRM & Sales Process Automation
Sales teams hate CRM admin, so it does not get done and the pipeline stops being trustworthy. Automation fixes the cause.
What is included
CRM & Sales Process Automation, in detail
Lead capture and enrichment
Enquiries from every channel into the CRM automatically, enriched and deduplicated.
Routing and assignment
Leads assigned by territory, product or round-robin without anyone intervening.
Follow-up sequences
Automated nudges and task creation so leads stop going quiet unnoticed.
Pipeline hygiene
Stale deals flagged, duplicates merged, required fields enforced.
Reporting
Conversion and velocity reporting built on data that is finally reliable.
How we work
Four steps, no surprises
- ConsultationWe learn the business and what success looks like.
- Audit & scopeA written plan: what we build, in what order, at what cost.
- BuildDelivered in stages you review as we go.
- SupportMonitoring and iteration once it is live.
Questions
Frequently asked
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho and Salesforce most often, plus anything with a decent API.
We have no CRM — should we get one?
If more than two people touch a deal, yes. We will recommend one sized to you rather than the biggest option.
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