For sales teams
Automation for sales teams
Pipeline you can believe is pipeline you can forecast. We build the routing, the follow up discipline and the records that fill themselves from work already happening.
Where it goes wrong today
Leads arrive and sit in a spreadsheet until someone is having a good week. Follow up quality varies by rep. The CRM is half filled because nobody has time to type what they just said on a call.
The forecast then gets built from optimism rather than evidence, and everyone knows it.
The same job, before and after.
The systems we build
Lead routing and scoring
- Leads assigned by rule, within minutes, with an owner recorded
- Scoring from fit and behaviour, not gut feel
- Unworked leads escalated before they go cold
Follow up discipline
- Sequences that run whether or not a rep remembers
- Every touch logged automatically
- Next action always explicit and owned
Self filling records
- Call notes captured and summarised into the record
- Emails and meetings attached without manual entry
- Stage changes proposed from evidence, approved by a person
Forecast you can defend
- Weighted pipeline from real activity and stage age
- Stalled deals surfaced with the reason
- One number for the weekly meeting, not four
How it fits together
It works with your existing CRM and your phone and email systems. Routing and follow up come first, because they produce a measurable change in the first fortnight, and they generate the data the forecast needs later.
How an enquiry moves once the system is in place.
What actually changes
Leads stop going stale. Follow up becomes a property of the system rather than of a person's week. The CRM fills itself, and the forecast stops being a negotiation.
Questions we get asked
Will reps accept it?
Reps usually ask for it once the notes stop being their job. Anything that adds typing gets resisted, so we avoid that.
Which CRMs work?
Any with an API. If yours does not, we can hold the record separately and sync daily.
Can it score leads?
Yes, from fit attributes and behaviour, with the reasoning visible.
Does it replace SDRs?
It replaces the admin part. Conversations still belong to people.
Next Step
Twenty minutes finds the first two jobs worth automating.
We will tell you which ones to leave alone as well, and why.