of salespeople are spending an hour or more on data entry each day
(HubSpot, 2018)
SALES AUTOMATION
What Do Our Sales Automation Services Include?
Automated Sales Hand-Off
Automated Sales Hand-Off
We automate the moment a marketing-qualified lead becomes sales-ready, instantly notifying the right rep with full context on what the prospect has engaged with, and enrolling them in the appropriate sales sequence without any manual hand-off required. No dropped leads, no delays, no excuses.
CRM Automation
CRM Automation
We build HubSpot workflows that automatically update deal stages, create tasks, set reminders, assign contacts, and trigger notifications based on lead behavior and pipeline activity. This eliminates the manual CRM maintenance that consumes hours of your team's selling time every week.
Follow-Up Sequences
Follow-Up Sequences
We design and build automated email and task sequences that keep leads engaged and moving through your pipeline without requiring manual effort from your reps on every touchpoint. Every prospect receives consistent, timely follow-up regardless of how many leads are in the pipeline at once.
Pipeline Forecasting
Pipeline Forecasting
We configure automated pipeline dashboards and reports inside HubSpot that give your sales managers and leadership team a real-time view of deal velocity, stage-by-stage conversion rates, rep performance, and revenue forecasts without anyone having to pull data manually or compile a spreadsheet.
Meeting Scheduling
Meeting Scheduling
We integrate HubSpot's meeting scheduling tools with your team's calendars to eliminate the back-and-forth of booking demos and discovery calls. Prospects can book directly from emails, landing pages, and sequences, reducing friction at the point of conversion and shortening your time-to-meeting.
Re-engagement Automation
Re-engagement Automation
We build automated workflows that identify and re-engage dormant leads, stalled deals, and churned customers. Trigger personalized outreach at the right moment to revive pipeline that would otherwise be written off and forgotten in the depths of your CRM.
Lead Scoring
Lead Scoring
We implement HubSpot lead scoring models that automatically evaluate and rank every contact in your CRM based on their demographic fit and behavioral engagement so your sales team always knows which leads to call first, and which ones need more nurturing before a rep's time is well spent on them.
Have You Ever Lost A Deal Because You…
- Forgot to follow up?
- Didn’t have time to get to them?
- Were missing key information?
- Couldn’t find a good time to meet?
With sales automation, there’s no more struggling to remember the last time you called a lead or digging through spreadsheets trying to piece information together.
We’ll help you automate the redundant and tedious aspects of your sales process so you can save your energy for the interactions that require finesse and a human touch, like phone calls and demos.
It All Starts With Your CRM
Using sales CRM tools is all about helping your sales team build and manage their relationships with prospects in order to close deals faster.
The HubSpot CRM allows you to create, organize, monitor, and nurture your leads in an intuitive and easy-to-use platform.
Sales automation uses the data stored within your HubSpot CRM to seamlessly update contact records, move deals through pipelines, assign internal tasks and lead notifications, and more.
Every detail of your lead’s history – from the first webpage they saw to each individual email and phone call – is featured in their contact record so you can see the full buyer’s journey of your lead in a single place.
Does your CRM need some TLC? We can help with that, too.
