Sales operations & automation
We make the systems behind the team support the way you sell. Leads reach the right rep, next steps are visible and repetitive administration is reduced, while salespeople remain responsible for the conversations and decisions that matter.
Review your sales systemsWhen this is the right fit
Your CRM is hard to trust, lead handoffs are inconsistent or the team spends too much time updating tools and remembering the same repetitive tasks.
We map how enquiries enter the business, how they reach a rep and how a deal progresses. This exposes gaps in ownership, duplicated tools, inconsistent stage definitions and manual tasks that slow the team down.
The agreed scope may include CRM structure, lead routing, reminders, follow-up tasks, tool connections and reporting. Automation is tied to a useful event in the process, with human ownership retained where judgement or a sales conversation is needed. We work with your existing tools where they can meet the requirements.
Before handover, we test the agreed workflows, including missed or incomplete inputs and the transitions between people and tools. Your team needs to understand the stages, next actions and reporting definitions, not just inherit a system someone else knows how to operate.
What we provide
Review the current setup, define useful stages and required information, and clean up the structure. Make progression, stalled opportunities, ownership and next actions visible. Useful stages help the team sell and give management evidence for decisions.
Connect lead capture to assignment and rep notifications. Define routing rules, ownership and handoff context so enquiries do not sit unnoticed or move between teams without accountability.
Set up appropriate reminders, follow-up tasks and sequences around booking, no-shows and deal stages. Connect existing tools to reduce repeated administration. Retain human review where qualification, a sales conversation or another decision requires judgement.
Build reporting around agreed activity and pipeline measures. Review data hygiene and stage definitions to support decisions about capacity, coaching and acquisition. Connect source and outcome information so marketing can see what becomes qualified pipeline and revenue.
In the operation
01
Review the CRM, tools, data and the journey from lead to decision.
02
Agree stage definitions, routing, automation priorities and reporting.
03
Check the handoffs and workflows, then equip the team to use the process consistently.
The scope, responsibilities and priorities are agreed around your current team, offer and systems before work begins.
What we review
Not necessarily. We start with the tools and process you already have. Any change is based on the requirements and agreed scope.
No. This is hands-on sales operations work. Automation supports your team’s routing, follow-up and reporting; it does not replace the salespeople or management.
Connected services
Sales operations & automation
Tell us which tools you use and where routing, follow-up or reporting breaks down.
Review your sales systemsPersonal response within 24 hours.
