Sales automation tools to streamline your sales process
Are you looking to streamline your sales process to improve lead management and increase the visibility of sales KPIs and pipeline reports? Or are you looking to remove the repetitive manual data entry from everyday tasks through cost effective sales management tools?
Codeless Platforms’ sales automation tools help you to free up employee time by removing the repetitive administration tasks such as placing sales lead details from your website into your CRM system, automating sales reports or automatically notifying them if their customer has been placed on credit hold in your accounting system.
- CRM integration connectors for Salesforce, Microsoft Dynamics CRM, SugarCRM, Agile CRM, Sage CRM and many more.
- Notification of sales enquiries via websites, social media etc that require a follow up
- Summaries of recent orders or goods dispatched sent to sales managers
- Microsoft Exchange integration with your CRM application
- Automatically creating and distributing sales KPI and pipeline reports
- Integrating QuoteWerks with accounting and CRM software to synchronise key data such as quotes, orders, products and purchase orders
- Automatic notification of customer account placed on credit hold within an accounting system
- Automatically assigning sales enquiries to relevant sales representative
- Automating your credit referencing process with CreditSafe before engaging with new customers
- Automating price change notifications and new supplier price lists to the sales team
- Automated follow up of sales opportunities that have not been chased for ‘x’ period
- 100% fit cloud-based CRM system with a Microsoft Outlook Plugin
- Automating the process of having quotes, proposals or discounts authorised by managers
- Automatically generate an email chasing sales people who have not submitted activity reports or other documents
- Alerting sales people when their activity levels fall below pre-set thresholds
- Integrating your CRM system with Companies House for up-to-date company records and key contacts
Sales Automation Benefits
Common benefits of sales automation solutions include:
- Improved lead management
- Increased data visibility for improved decision making
- Allow sales teams to focus on new and existing sales opportunities
- Increased revenue and company performance
- Eradicate manual data entry tasks and administration errors
- Speed up enquiry to response times to improve sales probability
Some of our recent customer successes...
Australian healthcare company automates processing of orders from Shopify to SYSPRO, as well as bi-directional inventory management, pricing and delivery notifications United Pacific Industries recently reassessed its vision and strategy…
Manufacturer and retailer of waterproof endurance accessories improves sales order management and logistics via Shopify SYSPRO integration Sealskinz receives a lot of its orders from different European countries through its…
Sales - Connectors
Sales - Blog Articles
When Should You Automate a Business Process?
Deciding when to automate a business process is a crucial step in ensuring successful implementation and maximising the benefits of automation. In this article we will discuss the signs that a…
Salesforce Integration Services to Improve CRM Processes
Salesforce integration services Codeless Platforms’ BPA Platform provides Salesforce users and consultancies with Salesforce integration services that have been tested in the market. BPA Platform is an iPaaS Platform that facilitates…
What is EDI Integration? How to Improve Supply Chain Management with EDI Integration Software
What is EDI? Before we tackle the subject of what is EDI integration, let's first understand what EDI actually is. Electronic data interchange (EDI) is a standardised communication method for organisations…
