Sales & Marketing Automation
Your sales team should be selling, not doing data entry.
The average B2B salesperson spends 35% of their time on administrative tasks, logging calls, updating the CRM, scheduling follow-ups, generating proposals, and sending the same emails over and over. Sales automation eliminates those tasks. Not with bots that replace your team, with systems that handle the repetitive work so your reps spend every hour on what only a human can do: building relationships and closing deals.
The sales team productivity problems automation solves.
Sales automation is not about replacing your team. It is about removing the work that prevents them from selling.
Leads sit uncontacted for hours or days.
A prospect fills a form at 2 PM. The sales rep sees it the next morning. By then, the prospect has contacted three competitors. Speed-to-lead is the single highest-impact variable in B2B sales, companies that respond within 5 minutes are 9× more likely to convert a lead. Without automation, speed-to-lead depends entirely on whoever happens to check the inbox.
Follow-up is inconsistent and forgotten.
Reps follow up once, get no response, and mark the lead as dead. The research says it takes 8–12 touchpoints to convert a B2B lead. Most reps make 2. The deals being lost are not because the prospect said no, they are because the rep stopped following up before the prospect was ready to say yes.
The CRM is updated manually at the end of the day.
Reps spend 45 minutes every evening logging the day's activity, call notes, email updates, deal stage changes. It is resented, inconsistently done, and always incomplete. The CRM data is 24 hours behind reality, which means the pipeline report is always based on yesterday's deals.
Proposal generation takes an afternoon.
Every proposal is built from scratch in Word or PowerPoint, with the rep copying in product descriptions, pricing tables, and terms from multiple documents. A proposal that should take 20 minutes takes 3 hours. The delay between demo and proposal is a week, and every day is lost deal momentum.
High-priority leads go to the wrong rep.
Lead assignment is manual, a sales manager reviews the form fill, assesses the lead, and assigns it. This takes hours. When the manager is in a meeting, the lead waits. When the assignment logic is in the manager's head, it leaves with them. Automated lead routing assigns the right lead to the right rep based on predefined rules, instantly.
The sales automation stack we build.
We do not automate for the sake of automation. Every workflow we build removes a specific friction point from the sales process and returns that time to revenue activity.
Sales process audit
- Time-on-task analysis, where exactly is your sales team spending non-selling time
- CRM audit, what is being logged manually that could be captured automatically
- Lead flow mapping, how a lead enters the system and how long each handoff takes
- Proposal and contract process, how long from demo to sent proposal to signed contract
- Automation priority matrix, highest-impact automation ranked by time saved vs. implementation effort
Speed-to-lead & routing
- Instant lead capture, form fills routed to CRM and assigned within 60 seconds
- Lead scoring at capture, score assigned on creation based on firmographic and source signals
- Round-robin or criteria-based routing, the right rep assigned based on territory, product, or score
- Instant rep notification, SMS and email alert with full lead context sent to assigned rep
- Auto-enroll in cadence, lead automatically enrolled in a structured follow-up sequence
Follow-up cadence automation
- Multi-touch cadence design, 10-step outreach sequence with day, channel, and message per step
- Email templates, value-led follow-up templates that do not read like automation
- Auto-task creation, call tasks created in CRM at the right moment in the cadence
- Reply detection, cadence pauses automatically when the prospect responds
- No-show re-engagement, automated sequence for demo no-shows with reschedule link
- Long-cycle nurture, 90-day nurture sequence for prospects not yet ready to buy
CRM logging & proposal automation
- Automatic call logging, telephony integration logs call duration and recording to CRM record
- Email sync, every email sent/received auto-logged against the contact without manual entry
- Deal stage auto-advancement, stage updates triggered by defined events (e.g., contract sent)
- Proposal template automation, merge fields pull contact/product/pricing data into a proposal in one click
- E-signature integration, DocuSign or equivalent connected to CRM for contract send and tracking
- Won/lost trigger, deal closure triggers invoice generation, onboarding sequence, or commission log
What the sales automation stack includes.
Lead Automation
- 60-second lead routing
- Criteria-based assignment
- Score-at-capture
- Rep SMS/email alerts
- Auto-cadence enrolment
- Source UTM capture
Outreach Cadences
- 10-step multi-touch sequence
- Channel mix (email + call + LinkedIn)
- Reply detection & pause
- Demo no-show sequence
- Long-cycle nurture track
- Re-engagement campaign
CRM Automation
- Call logging (telephony sync)
- Email logging (inbox sync)
- Stage-trigger workflows
- Task auto-creation
- Rotting deal alerts
- Activity summary digest
Proposal & Close
- Proposal template with merge fields
- One-click proposal generation
- E-signature integration
- Contract sent trigger
- Won/lost automation
- Onboarding handoff trigger
Why work with us.
We automate the process you have, then improve it.
We do not redesign your sales process as part of an automation engagement. We automate what you do, eliminate the friction, and then show you the data to improve it.
CRM-native automation.
Every automation runs inside your existing CRM, HubSpot, Zoho, or Salesforce. No new tools required. The automation is maintainable by your team without developers.
Templates that do not read like templates.
The automated emails we write are personalised with merge fields, timed to feel natural, and written to earn a response, not to check a compliance box.
This is right for you if:
- B2B sales teams where reps are spending more than 3 hours a day on non-selling tasks
- Companies where lead response time exceeds 2 hours
- Sales teams with inconsistent follow-up and deals falling through because of forgotten touchpoints
- Businesses where proposal creation takes more than 1 hour per deal
- Companies whose CRM data is incomplete because logging is manual and resented
Not the right fit if:
- Companies without a CRM, automation requires a system of record; we will implement one first
- Sales teams below 3 people where manual management is still feasible
Frequently asked questions.
Will automation make our outreach feel impersonal?
Only if it is built badly. The best sales automation is invisible to the prospect, personalised with their name, company, and specific pain point, timed to arrive when they are likely to read it, and written in a voice that sounds human. The automation handles the scheduling and logging. The message still needs to be written well.
What CRMs do you build sales automation in?
HubSpot, Zoho CRM, Salesforce, Pipedrive, and Freshsales. The tools and features differ across platforms but the principles are the same. We will build within your existing CRM rather than introducing a new tool.
How quickly will we see an impact on pipeline?
Speed-to-lead automation produces an immediate measurable impact, response time drops from hours to minutes on day one. Cadence automation and follow-up improvements typically produce a measurable change in demo conversion rate within 60 days as the sequences accumulate enough volume to compare.
Ready to give your sales team back their selling hours?
Book a 30-minute call. We will map your current sales process and identify the three highest-impact automation opportunities.
Book a call