Workflow automation for sales teams

Keep your sales team organized, become more productive, and make more educated decisions with AI powered workflow automations.

Trusted by leading sales teams in 12+ Industries

Common workflows for sales teams:

Intelligent Lead Enrichment

Quickly grab the latest and most relevant data about prospects such as location and size of company, but also more advanced data such as a company’s current tech stack.

  • Spend time on only the highest quality leads and improve lead scoring.
  • Better understand customer selling and pain points.
  • Spend more time reaching out to prospects rather than identifying potential leads.

AI Powered Call Transcription & Summary

Implement AI transcription to easily review transcripts of previous calls rather than wasting time listening back on them. Artificial intelligence text summarization can then summarize the main meeting talking points, as well as identify next steps.

  • Save valuable time while never missing or forgetting any important details.
  • Gain insight into granular detail, such as the percentages of who talks.
  • Enhance productivity and focus on what you care about most: closing deals.

Streamlining Contract Creation

Automate the entire contract generation process, from proposal writing to pricing to e-signing and more. Remove the manual input that takes time away from closing deals.

  • Provide unparalleled visibility into contract creation process for all relevant teams, including legal.
  • Ensure all contracts are consistent with both company and legal policies.
  • Avoid costly mistakes that can be caused by manual data entry.

Commission Tracking

Integrate your CRM with automated triggers for sales plan rules to properly and timely send commission payments. Help your team move efficiently and transparently.

  • Eliminate potential errors and discrepancies from manual calculations.
  • Provide a clear and transparent record of commissions in on central location.
  • Keep sales reps happy and motivated.

KPI & OKR Tracking

View all of the relevant data in one place to maintain a single source of truth customized to your sales team. By streamlining data entry, collection, and reporting, gain real-time visibility into the metrics that are relevant to you.

  • Make better, data-driven decisions by identifying trends and patterns.
  • Gain a clear view into goals and make progress towards them.
  • Reduce and eliminate manual calculation errors.
End-To-End Platform

The Ultimate Solution for Unifying Your Company operations

Connect all of your teams together to operate as one streamlined, functional unit. Gain a birds-eye-view of your organization so you understand your entire business.

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.

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What Our Clients Are Saying,

and why they love working with us!

"All we had to do was share our vision and ACE did the rest! Highly recommend."

Glenn Tucker

Left Lane Capital

“Amazing experience - I'd work with them 10x over!"

Bobak Emamian

Debut Capital

"My experience with Ace was great. Great communication and flexibility."

Blake Oswalt

Toba Capital

"Our experience exceeded 5 stars! We will definitely continue to work with them."

Chris Walton

Eton Venture Services

E-Book Download

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!

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The Ultimate Guide to Successful Workflow Automation