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
Track Channel Returns
Boost 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
