Web leads enter CRM late
It degrades response time, holds up the next work phase, and can cause loss of customers or revenue.
CRM automation
CRM will not be a passive data store, but an active engine for lead management, sales and customer retention.
01 / SITUATION ASSESSMENT
Where time and money are usually wasted
Automation doesn't start with the device. First, we examine where work is repeated, where data resides in separate systems, and which errors cause real business loss.
Salespeople record data differently
It reduces transparency, so the cause and person responsible for the errors only become visible late.
Duplicate companies and relationships are created
It can lead to wrong decisions, unnecessary negotiations and direct financial loss.
Tasks and callbacks are missed
The path of information is interrupted, so the next step often waits or starts from incorrect data.
The reason for the lost opportunities is not visible
It increases operational risk and makes it difficult to measure performance accurately.
The pipeline report is inaccurate
It ties up valuable working hours, while management can only make decisions based on delayed data.
02 / TYPICAL POSSIBILITIES
Examples of processes that can be automated
The following are common examples that can be easily automated — not a closed list of services. We always design the specific solution for your operation, systems and business goals. It can be fully automatic or, where necessary, monitored with human approval points.
Automatically generate and assign leads
The new case is automatically assigned to the appropriate person in charge, with a clear deadline and next step.
Data cleaning and duplication management
The data of the various sources are entered into the next system in a unified structure, without manual copying.
Lead scoring and priority
The system collects and prepares data in the background, and the employee only receives cases that require a decision.
Automatically create tasks and reminders
The right message reaches the customer or the person in charge at the right time, based on the current status.
Lost customer recovery process
Automated steps reduce administration while maintaining human oversight of exception handling.
Pipeline and activity reports
The system automatically prepares and forwards the necessary data to the existing reporting channel.
03 / THIS IS HOW IT WORKS
The path of information, step by step
The system can suggest priorities and next steps, but the salesperson remains responsible for the sales decision and personal communication.
Lead is coming
Data cleaning and enrichment
Order to a salesperson
Automatic task and communication
Pipeline and management report are updated
Automatic or monitored on demand
The system can suggest priorities and next steps, but the salesperson remains responsible for the sales decision and personal communication.
Up-to-date customer data and consistent sales follow-up
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
04 / PROFESSIONAL APPROACH
Technology in the background, operation in the foreground
The project does not end with the delivery of an independent bot. We build a documented, monitored and modifiable system.
01◎
Survey and Prioritize
We map labor time, the cost of errors, lost revenue opportunities and the path of data.
RESULTA prioritized automation plan, measurable with a first project.
02✓
Flexible control
The system collects, checks, prepares and alerts data. The process can be fully automatic or supervised with human approval at the necessary professional, financial and legal points.
SECURITYLogged operations, segregated permissions and on-demand approval points.
03↗
Introduction and operation
We integrate the existing systems, test the operation, document and train the employees involved.
CONTINUITYMonitoring, error management, backup and planned further development.
05 / INTEGRATIONS
Your existing systems work together
The following are examples, not a closed list. We also connect older and unique systems with API, webhook, database connection, controlled import-export or robotic management.
HubSpotSalesforceMiniCRMPipe driveZoho CRMDynamics 365Web formsPhone / emailMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseAI APIsUnique internal system
Are you using a different system? No problem: during the technical survey, we examine the possibility of API, file, database or interface-based connection.
06 / FREQUENTLY ASKED QUESTIONS
Before the first consultation
Do existing systems need to be replaced?+
Usually not. We primarily strive to securely connect current devices.
How long is the introduction?+
A well-defined first automation can be introduced in as little as 2 weeks. For a more complex system, we will provide an exact schedule after the audit.
Is the return guaranteed?+
We do not promise a guaranteed result without an audit. We provide measurable goals and a data-based estimate.
Free of charge automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.