Skip to content

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.

Common processes that our sales automation tools have helped sales departments with:
  • 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
Get in touch

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

Integration and Automation Benefits


BPA Platform offers a powerful, scalable and cost-effective integration and automation solution for organisations, ranging from the small-to-medium business to the large enterprise.

Unrivalled functionality

By leveraging extensive process modeling capabilities, complex tasks can be automated to drive operational efficiency and establish a consistent automation framework throughout the entire information chain.


BPA Platform incorporates workflow technology to enable interaction at critical stages of a business process. Create simple authorisations, or complex multi-level escalations, with drag and drop tools.

Contact our sales team

We're happy to answer questions and introduce you to BPA Platform.

  • Discover how we automate processes and integrate systems quickly and easily.
  • Learn how to transform your business with Cloud, Hybrid or On-Premises environments.
  • Ask us about the wide variety of connectors we have ready to go.
Contact Sales