Minimizing Manual Tasks for Sales Teams
Enhance your sales team’s efficiency by automating time-consuming tasks. Our AI-powered workflow solutions minimize manual data entry, call summaries, contract generation, and more—allowing your team to focus on closing deals and driving revenue.
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Common workflows for sales teams:
Intelligent Lead Enrichment
Automate the collection of critical prospect data, from company size to tech stacks, reducing time spent on research and improving lead scoring.
- Spend more time selling, not searching
- Focus on the highest quality leads
- Improve understanding of customer needs
AI Powered Call Transcription & Summary
Automatically transcribe and summarize calls, freeing your team from tedious reviews and ensuring no details are missed.
- Save time by automating call reviews
- Gain actionable insights from meeting summaries
- Focus on closing deals, not documentation
Streamlining Contract Creation
Automate every step of contract generation, from writing proposals to getting signatures. Eliminate manual input and reduce errors.
- Improve visibility across teams
- Ensure consistent contracts with company policies
- Avoid costly manual errors in contract details
Commission Tracking
Integrate your CRM with automated commission tracking to ensure transparent and error-free payments for your sales team.
- Eliminate errors from manual calculations
- Provide a transparent, centralized system for commissions
- Keep your sales reps motivated and informed
KPI & OKR Tracking
Automate reporting with real-time data dashboards tailored to your sales team, allowing for better data-driven decisions.
- Identify trends and make data-driven decisions
- Gain a clear view of goals and progress
- Reduce manual reporting errors
Unify Your Operations
Connect all your teams—sales, marketing, operations, finance—into a single, automated system. Eliminate data silos and ensure seamless collaboration with real-time data flow.
Revolutionize Your Business
Connect all of your company's departments, from marketing to sales, operations to production, finance, and more. Ensure all teams are using relevant, up-to-date information without tedious and time-wasting back and forth.
Stay Coordinated and Aligned
Keep your teams in perfect sync as clients move through your funnel. Automatically pass data, such as tasks and assets, to the appropriate department as clients advance along your workflow.
All Your Data in One Place
Provide unique, real-time dashboards to each team, along with one central, unified dashboard where you can view the true status of your entire business. Reduce reporting overheads and provide real-time data to clients and talent.
Book a Consultation to hop on a quick call with one of our in-house workflow experts
What Our Clients Are Saying,
Glenn Tucker
Left Lane Capital
Bobak Emamian
Debut Capital
Blake Oswalt
Toba Capital
Chris Walton
Eton Venture Services
Not sure how workflow automation can help?
Are you interested in discovering how automation can transform your business overnight? Then look no further, this eBook is packed with ideas, best practices, case studies and tips and tricks to spark your imagination and optimize your workflows.
Learn the A-Zs of automation, and how you can leverage it in your business!
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.
