Marketing
Sales Automation
Sales automation that eliminates manual tasks and accelerates deals.
A sales rep at a growing B2B firm told us they spent 14 hours every week on administrative tasks: logging calls in Salesforce, updating deal stages, researching prospects on LinkedIn, and writing follow-up emails that mostly went unanswered. That left 26 hours for actual selling activities. After we implemented sales automation, their administrative time dropped to 3 hours weekly. They now have 37 hours for selling - a 42% increase in productive capacity without hiring a single additional person. This is the power of sales automation done right. We build automated systems that handle the repetitive, predictable work so your sales team can focus on the human activities that actually close deals: building relationships, understanding pain points, and positioning solutions. Our approach is not about replacing salespeople with robots - it is about removing the friction that prevents good salespeople from being great. We integrate with your existing CRM (Salesforce, HubSpot, Pipedrive), connect your prospecting tools (Apollo, LinkedIn Sales Navigator, ZoomInfo), and build intelligent workflows that trigger based on prospect behavior. When a lead downloads a whitepaper, the system scores it, routes it to the right rep, schedules a follow-up task, and even drafts a personalized email based on the prospect's industry and role. When a deal stalls in the pipeline for 14 days, the system alerts the rep and suggests a re-engagement sequence. When a proposal is viewed, the system notifies the rep immediately so they can follow up while the prospect is engaged. The result is a sales operation that moves faster, maintains better data quality, and gives your team the bandwidth to build the relationships that drive revenue.
How this capability is applied
Intelligent Prospecting Automation
We build automated research workflows that enrich every prospect with relevant data before a rep ever touches the lead. The system pulls firmographic data from LinkedIn, technographic insights from BuiltWith, intent signals from Bombora, and contact information from Apollo - then scores and prioritizes leads based on your ideal customer profile. Reps spend zero time on manual research and 100% of their time on qualified prospects who match your target criteria. One client saw their prospecting efficiency increase 340% after implementation, with reps able to meaningfully engage 47 prospects per day instead of 14.
Multi-Channel Follow-Up Sequences
Most deals require 8-12 touchpoints across email, phone, LinkedIn, and sometimes SMS. Manually tracking and executing these sequences is impossible at scale. We build automated cadences that deliver personalized messages through the right channel at the right time - based on prospect engagement, timezone, and communication preferences. When a prospect opens an email three times, the system triggers a call task. When they click a pricing link, it advances them to a high-intent sequence. When they do not engage after 5 touches, it pauses the sequence to prevent spam complaints. Every touchpoint feels personal because the system personalizes based on role, industry, and behavior - not generic templates.
Pipeline Automation and Deal Intelligence
Manual deal stage updates kill forecasting accuracy and hide pipeline problems until it is too late. We automate pipeline management based on actual prospect behavior rather than rep memory. When a prospect views the proposal, the deal advances to 'Negotiation.' When they schedule a demo, it moves to 'Qualified.' When they go dark for 21 days, it flags 'At Risk' and triggers a re-engagement workflow. The system also enforces data hygiene - requiring certain fields before deals can advance, standardizing naming conventions, and deduplicating contacts automatically. Sales managers get real-time pipeline visibility without chasing reps for updates, and forecasting accuracy typically improves 40-60%.
CRM Data Automation and Hygiene
Bad CRM data undermines everything: inaccurate forecasting, missed follow-ups, and duplicated effort. We implement automated data capture and validation that ensures your CRM becomes a source of truth rather than a garbage dump. Every email, call, and meeting logs automatically. Contact records enrich with accurate firmographic data. Duplicate records merge based on matching algorithms. Required fields validate before records save. One professional services firm had 34% of their CRM contacts with outdated email domains after an acquisition - our automated hygiene process identified and updated 89% of records within 30 days, saving the sales team hundreds of hours of manual cleanup.
Real-Time Reporting and Performance Intelligence
Stop waiting for end-of-quarter reports to discover problems. We build automated dashboards that track the metrics that actually predict revenue: pipeline velocity by rep, conversion rates by lead source, average deal size by industry, and activity-to-outcome ratios. The system alerts managers when reps fall below activity benchmarks, when deals stall in specific stages, or when win rates drop for particular segments. One SaaS client discovered through automated reporting that their $50K+ enterprise deals had a 67% longer sales cycle when the first touch was email versus a phone call - insight that completely changed their prospecting strategy and increased enterprise close rates 28%.
Compliance and Deliverability Protection
Automation without compliance guardrails destroys domain reputation and creates legal liability. Every workflow we build includes protection mechanisms: email sending limits that prevent spam flagging, automatic opt-out handling that complies with CAN-SPAM and GDPR, bounce management that maintains sender reputation, and personalization safeguards that prevent embarrassing template errors. We also implement warming sequences for new domains, spam testing before major campaigns, and reputation monitoring that alerts you to deliverability issues before they impact revenue. Your automated outreach maintains the human touch without the human risk.
How we work
01
Sales Workflow Archaeology
We shadow your sales team for 2-3 days, interview top performers, and analyze CRM data to understand exactly how deals actually move through your pipeline. We identify every manual task, every repetitive click, every spreadsheet workaround, and every point where prospects fall through the cracks. This produces a detailed workflow map showing exactly where automation will have the highest ROI - typically administrative tasks that consume 30-40% of selling time.
02
Tech Stack Integration Architecture
Most sales teams use 8-12 different tools that do not talk to each other. We audit your current stack (CRM, prospecting tools, email platforms, calendars, etc.) and design an integrated architecture where data flows seamlessly between systems. This includes API connections, webhook configurations, and data mapping that ensures information entered once propagates everywhere it is needed. The goal is a single source of truth that eliminates the copy-paste work killing your team's productivity.
03
Automation Workflow Engineering
We build the actual automation workflows using your tools of choice - typically a combination of CRM-native automation (Salesforce Flow, HubSpot Workflows) and specialized sales engagement platforms (Outreach, Salesloft, Apollo). Each workflow includes trigger conditions, action sequences, personalization logic, exception handling, and compliance guardrails. We build in staging environments first, then migrate to production after thorough testing with real data scenarios.
04
Rep Training and Change Management
Automation fails when reps do not trust it or understand it. We conduct hands-on training sessions showing reps exactly how the new system works, what it does automatically, what they still control, and how to override when needed. We also create documentation, video tutorials, and cheat sheets for reference. The training emphasizes that automation handles the grunt work so they can focus on high-value activities - positioning the change as empowerment rather than replacement.
05
Performance Monitoring and Optimization
After launch, we monitor key metrics weekly: time saved per rep, data quality scores, sequence performance, and pipeline velocity. We A/B test email subject lines, cadence timing, and messaging approaches to continuously improve results. We also conduct monthly review sessions with sales leadership to identify new automation opportunities as the business evolves. Sales automation is not a set-and-forget project - it requires ongoing tuning to maintain peak performance.
Deliverables
Every web design engagement delivers a complete, production-ready website built to modern standards. You receive all source files, documentation, and training needed to manage your site independently. Our deliverables include design assets, developed templates, integrated functionality, quality assurance documentation, and ongoing support—everything required for a successful launch, smooth handoff, and confident ongoing operation.
Complete sales workflow audit with automation opportunity analysis
Integrated tech stack architecture diagram
CRM integration and data mapping documentation
Automated prospecting workflows with enrichment logic
Multi-channel follow-up sequences (email, LinkedIn, phone)
Pipeline automation rules and stage advancement logic
CRM data hygiene protocols and automated cleaning workflows
Real-time sales dashboard with KPI tracking
Compliance and deliverability monitoring setup
Rep training materials and documentation
30-60-90 day optimization roadmap
Common questions
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