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      You can get more sales, upsells, and returning clients with the same or even fewer resources if you take care of automation. Talking about sales automation, we mean the following:

      • Tracking the history of every client from the first touch and forever, and collecting data about them;
      • Performing standard activities automatically and alerting managers of special activities;
      • Analysing your unique KPIs for insights and improvements.

      Our sales automation agency based in Melbourne empowers your business to ascend new heights by leveraging sales automation tools, propelling your sales funnels into overdrive. Welcome to the era where your sales strategy thrives on the precision, efficiency, and results that only sales automation can deliver.

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      In the ever-evolving landscape of modern business, where customer interactions are dynamic, and competition is fierce, embracing the power of sales automation becomes a strategic imperative.

      Our agency is here to guide you on a transformative journey towards enhanced sales efficiency, optimised processes, and unparalleled customer satisfaction.

      sales automation

      At its core, sales automation is a game-changer. It involves harnessing advanced tools and methodologies to streamline and amplify various facets of your sales operations.

      From the initial engagement with potential customers to nurturing leads, from sales funnels to closing deals, sales automation empowers you to navigate the intricate sales landscape with precision and confidence.

      sales automation team crm

      You can request Sales Automation as a separate service, but we also provide it as part of solutions, namely eCommerce development, CRM & Intranet, and Digital Marketing.

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      Reasons to hire us for Sales Automation

      Done for humans

      made for humans
      We champion a human-centric ethos in sales automation. We view automation as a tool to amplify human potential, empowering your employees and enhancing interactions with potential customers.

      Measurable outcomes

      bottom line profit ROI
      The impact of sales automation is quantifiable, transcending abstract notions. Witness a tangible shift in conversion rates, customer satisfaction levels, marketing effectiveness, and stress management. A well-configured CRM system breathes life into these metrics, driving substantial improvements.

      Mobile first

      mobile first
      In a mobile-driven world, we acknowledge the need for unrestricted access to crucial data and functions. Our solutions embrace a mobile-first philosophy, ensuring your team remains connected and productive, even on the move. The CRM system becomes an indispensable companion from client visits to remote management.

      Transparent work process

      transparent work process
      Clients are welcomed into our intranet platform, providing insight into the project team and fostering active discussions. Alternatively, a transparent inspection of our work grants you real-time visibility, supplemented by on-demand project status reports.

      On time, in budget

      on time in budget
      Time is a valuable resource, and we optimise its usage through strategic information spread and seamless online collaboration. Our planning is grounded in realism, upholding deadlines and budget constraints. Online work saves valuable time on unnecessary travel.

      Ongoing support & maintenance

      support and maintenance
      We remain steadfast in the post-launch phase, offering continuous support and maintenance. From minor updates to troubleshooting and issue resolution, we ensure your CRM system operates optimally, propelling your business towards sustained productivity.

      Sales automation
      in detail

      Sales funnels

      business functions

      Sales funnels are the lifelines of your business growth. We configure each workflow step – from initial calls and impactful presentations to invoicing and shipping – mirroring the real-life sequence while optimising it for maximum efficacy. With the ability to assign responsibilities, set actions, and control parameters at every step, our system ensures no action is overlooked or delayed.

      Robots & Triggers

      communication automation

      Automation liberates your team from routine tasks. Pre-written SMS or email messages, payment verifications, call scheduling, and even automated voice calls have become effortless. Triggers, the catalysts for step transitions, and robots, the engines behind automated activities, synergise to ensure seamless, timely, and consistent execution.

      Customer data

      customer relationships

      We configure customer profile structures, import your existing data, and ensure every piece of information finds its place within the new CRM system. The profile template is designed for easy data entry and supports automatic filling through online forms, minimising disruptions and maximising utilisation.

      Channel synchronisation

      integration synchronization migration

      Communication channels converge seamlessly through our synchronisation hub. From website feedback forms and live chats to email, IP telephony, social media, and messengers – all interactions are synchronised for efficient management. Send emails, initiate calls, receive profiles, and engage with leads across diverse platforms through a unified interface.

      Document generation

      quality content

      Standard documents, be it quotes, contracts, or invoices, are expertly completed by robots. Even custom documents unique to your operations can be generated effortlessly. From formatting to field population, the process is swift and error-free. Official documents are transformed into a few clicks, simplifying the administrative process.

      Engagement & Training

      digital training

      We recommend our clients start CRM projects with employee engagement. Understanding their expectations and explaining the imminent benefits fosters anticipation and enthusiasm. By integrating your team's input and aspirations, we pave the way for a seamless transition, eliminating potential resistance or misuse.



      Sales automation refers to strategically implementing technology-driven processes and tools to streamline, optimise, and enhance various aspects of the sales cycle. It entails using software, algorithms, and digital platforms to automate repetitive tasks, manage customer interactions, and facilitate efficient communication within the sales ecosystem.


      At its core, sales automation aims to improve a sales team’s overall effectiveness and productivity by reducing manual interventions, minimising errors, and enabling a more focused approach to customer engagement. By integrating specialised tools and systems, sales automation covers various functions, including lead generation, lead nurturing, customer relationship management (CRM), sales forecasting, order processing, and more.

      Key elements of sales automation include:

      • Workflow Automation: By automating routine tasks such as data entry, follow-up emails, appointment scheduling, and order processing, sales automation enables sales teams to allocate more time to high-value activities like building relationships and closing deals.
      • Lead Management: Sales automation tools assist in lead scoring, segmentation, and tracking. They help identify potential customers more likely to convert, allowing sales teams to prioritize their efforts and focus on leads with higher conversion potential.
      • CRM Integration: Sales automation is often closely linked with Customer Relationship Management (CRM) systems. It centralises customer data, interactions, and communication, providing a comprehensive view of each prospect or customer’s journey and enabling personalised interactions.
      • Communication Enhancement: Automated email sequences, personalised messaging, and real-time notifications keep sales teams and prospects engaged throughout the buying process, enhancing customer experience and increasing the chances of conversion.
      • Sales Funnel Optimisation: Automation tools assist in mapping and refining sales funnels, ensuring a smooth progression from lead generation to closing deals. It helps identify bottlenecks, optimise processes, and improve conversion rates.
      • Reporting and Analytics: Sales automation provides valuable insights through data analytics, offering visibility into sales performance, customer behaviours, and trends. This data-driven approach empowers sales teams to make informed decisions and refine strategies.

      In the context of CRM, sales automation involves integrating automation capabilities into the CRM platform to facilitate seamless and coordinated interactions between sales representatives and potential or existing customers. This approach aims to improve sales productivity, accelerate lead conversion, and enhance customer engagement by leveraging data-driven insights and automated processes.


      Key aspects of sales automation in CRM include:

      • Lead Management: Sales automation in CRM assists in lead capturing, scoring, and segmentation. It enables sales teams to prioritise leads based on their potential, ensuring that resources are allocated to the most promising prospects.
      • Task Automation: Repetitive tasks such as data entry, follow-up emails, appointment scheduling, and task assignments can be automated. This allows sales representatives to focus on high-value activities like building relationships and closing deals.
      • Communication Automation: Automated email sequences, personalised messaging, and notifications are integrated into the CRM system. This ensures timely and relevant communication with leads and customers, fostering engagement throughout the sales journey.
      • Workflow Automation: Sales processes and workflows can be predefined and automated, guiding sales representatives through each sales cycle stage. This consistency ensures all essential steps are noticed and helps maintain a standardised approach.
      • Reporting and Analytics: Sales automation provides data-driven insights into sales performance, customer behaviours, and trends. Customisable dashboards and reports enable sales teams to monitor progress, identify opportunities, and make informed decisions.
      • Integration with Other Tools: Sales automation in CRM often involves integration with other tools and systems, such as marketing automation platforms, analytics tools, and e-commerce platforms. This holistic approach enhances data accuracy and ensures a unified view of customer interactions.
      • Customer Segmentation: Automation allows for creating dynamic customer segments based on behaviour, preferences, and demographics. This enables personalised targeting and tailored communication strategies.
      • Sales Forecasting: Advanced CRM systems with sales automation capabilities can analyse historical data to provide accurate sales forecasts. This aids in resource allocation, budget planning, and strategic decision-making.

      To automate the sales process, follow these steps:

      1. Choose a CRM Platform: Select a suitable Customer Relationship Management (CRM) system that offers sales automation features.
      2. Map Your Sales Process: Identify the key stages of your sales process, from lead generation to closing deals.
      3. Identify Automation Opportunities: Determine tasks that can be automated, such as lead scoring, email sequences, and task assignments.
      4. Integrate Tools: Integrate your CRM with other tools like email marketing platforms and analytics tools.
      5. Set Up Workflows: Create automated workflows for each sales stage, defining triggers and actions.
      6. Automate Communication: Use email automation to send personalised messages and follow-ups to leads.
      7. Implement Lead Scoring: Set up lead scoring criteria to prioritise and route leads effectively.
      8. Use Templates: Create email, proposal, and document templates to speed up communication.
      9. Utilise Notifications: Set up real-time notifications for necessary actions and events.
      10. Monitor and Optimise: Continuously analyse data and refine automation strategies for better results.
      11. Train Your Team: Provide training to your sales team to effectively use and benefit from the automation tools.
      12. Regularly Update: Stay up-to-date with new features and best practices to maximise automation benefits.


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      Kate Castonguay

      “Milton Capital”

      I know I’m a difficult client, but somehow you guys found a way to my heart. I love it when I can forget about all tech stuff for a known monthly fee.

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      Lance Kramer

      “Grinder Motors”

      The website was launched according to the schedule, our customers can now easily get their future vehicle configured online, immediately get the price and the date they can sit and drive.

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      Mark Straat

      “Construction League”

      We used to waste 40% of our office time on useless paperwork and failing workflows or simply chaos no workflows at all. I saved us more than money or time, it’s about our market share! Thank you!

      Let's Build Your Success Story Together

      Let us know by pressing “CONTACT US” above or dropping a line in our livechat. For a more in-depth discussion, try filling out our Brief.

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