Automation
Sales automation removes the delay between an enquiry arriving and someone responding to it: routing, acknowledgement, follow-up sequences and CRM updates that happen without anyone remembering to do them.
Stated as we hear it, before any mention of what we would do about it.
Qualitative, because we do not publish numbers we cannot evidence.
Scope
3–6 weeks.
How it works
A process before and after automation
Before: five steps, four of them manual. After: the same outcome with one human decision point and a defined exception path for when the system is unsure.
Sales automation removes the delay between an enquiry arriving and someone responding to it: routing, acknowledgement, follow-up sequences and CRM updates that happen without anyone remembering to do them.
Businesses where response time is measured in days; Teams whose follow-up depends on someone remembering; and Companies with enquiries spread across several inboxes
Enquiry routing rules by source, sector and value; Immediate acknowledgement with useful content, not an auto-reply; Follow-up sequences with human handover points; CRM integration and pipeline hygiene; and Response time reporting
Enquiries wait in a shared inbox until somebody notices them; Follow-up depends on individual diligence rather than a system; and Nobody can state the current average response time
Every enquiry acknowledged within minutes rather than days; Routing by source, sector and value without manual triage; and Follow-up that happens whether or not anyone remembers
Connected
Describe where the work currently is and what it has to achieve commercially. We will tell you what we would scope, what we would leave alone, and whether this is the right service to be buying first.
