Process Automation

Sales & Marketing

More leads in the pipeline, less time on manual CRM updates.

Challenge

Where do sales and marketing lose time?

Sales reps spend too much time manually entering data into the CRM, chasing leads and building reports instead of talking to customers. Automation takes over the admin, freeing time for relationship building.

Solution

What we automate in sales and marketing

Lead scoring & routing

Automatic lead scoring based on behaviour, demographics and interaction history, with assignment to the right sales rep.

CRM updates

Automatic synchronisation of contact data, activities and call outcomes to the CRM after every interaction.

Follow-up campaigns

Automatic email sequences and sales rep alerts triggered by events in the sales funnel.

Pipeline reporting

Automatic generation of pipeline reports, sales forecasts and manager dashboards without manual data gathering.

Technologies

HubSpotSalesforcen8nPower AutomateREST APIMake