Process Automation for
Sales & Project
Pipelines 

Auto 01

Pipeline Feed

Appointment 

Booked by Lead

Filter
Duplicates

Process Lead

+
Assign Tasks

Auto 02

Track Channel Returns

Show Ads To

Potential Leads

Record Adspend

By Channel

Auto-Create

Reports to Compare

Auto 03

Boost Performance

Assign Team

Members to Items

Trigger

Follow up Sequences

Monitor

Performance

Automate

Pipeline Feed

  • Appointment Booked by Lead
  • Filter Duplicates
  • Process Lead + Assign Tasks

Track Channel Returns

  • Show Ads To Potential Leads
  • Record Adspend by Channel
  • Auto-create Reports to Compare

Boost Performance

  • Assign Team Members to Items
  • Trigger Follow up Sequences
  • Monitor Performance

What Can Be Automated?

While not always the case, most opportunities for automation revolve around pipelines.

Usually these pipelines are either Leads moving through a Sales Pipeline, or Projects moving through a Delivery Pipeline.

At each stage, team members should be assigned, and automated reminders, tasks, and follow-ups can be triggered.

Not only do we automate these pipelines, we can set them up from scratch on your CRM platform of choice.

Revolutionize Your Processes In 1 Month

Company

  • Blog
  • Terms and Conditions
  • Privacy policy

Social

Copyright © 2022