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
Sales Department Case Studies
Codeless Platforms’ software solutions are tried and tested. Don’t just take our word for it though. Discover what other sales teams had to say about us, and find out how we helped them improve access to information, eliminate repetitive admin processes and improve efficiency.
Case Study: Filtra Systems
Filtra Systems, a manufacturer and supplier of custom-engineered industrial filtration and separation solutions, integrated its SYSPRO ERP with Amazon, Shopify and a reseller websiteDownload Brochure
Case Study: Softline UK
Softline UK, a distributor of hardware and technology, automated its sales order processing and management by integrating Sage 200 and eBay Merchant Integration Platform.Download Brochure
Case Study: inov-8
inov-8, a footwear, clothing and equipment brand, improved its sales order fulfilment process by integrating Microsoft Dynamics AX with eCommerce and courier services.Download Brochure
Case Study: Bob Martin
Bob Martin, a supplier of healthcare products for pets, processed sales orders quicker by integrating SYSPRO with Microsoft Dynamics NAV and EDI (TrueCommerce).Download Brochure
Sales Blog Articles
Read up on the latest thoughts, trends and insights regarding business process automation, application development and how they can influence your sales.