Solutions
Automation for sales
CRM hygiene is the tax on every deal, and it is paid in selling time.
What it usually looks like
The CRM is only as good as what reps remember to type, and the reporting built on it inherits every gap.
Workflows worth looking at
These are example workflows, not delivered projects. We are a new company and would rather say so than imply a track record we have not earned yet.
- CRM enrichment and record hygiene
- Activity capture without manual logging
- Proposal and document generation from CRM data
- Lead routing and qualification rules
- Pipeline reporting that reconciles with reality
- Account research summarised from sources you already pay for
Systems typically involved
CRMEmailCalendarDocument storageData providers
How we would build it
Other areas
Find one sales workflow worth automating
Start with the process that costs the most time, not the one that sounds the most interesting.