Best fit for
- B2B teams with leads arriving across multiple channels and manual follow-up.
- Sales operations with slow first-response or lost leads.
- Companies scaling demand without growing repetitive headcount.
SERVICE
CRM Automations for B2B teams
We design flows that eliminate repetitive tasks and connect your core tools so your team operates at speed.
Best fit / not a fit
Not a fit if
- No defined service or offer exists yet to sell.
- There is no commercial owner to act on incoming leads.
- You want to "automate everything" without a minimum base process.
Exact deliverables
- Current pipeline map + target blueprint (capture → CRM → follow-up).
- Form, CRM and operational notification integrations.
- Routing rules by service type, fit score and commercial priority.
- Follow-up sequences and SLA alert triggers.
- Operational dashboard for daily control.
5-step process
- 1) Pipeline audit and data quality assessment.
- 2) Automation architecture design prioritized by impact.
- 3) Integration and routing logic implementation.
- 4) Real lead testing with error fallback.
- 5) Weekly optimization by commercial KPI.
Target metrics
- First-response time (SLA).
- Effective contact rate.
- Operational hours freed per week.
- Leads lost due to missing follow-up.
Common objections
"I do not want to break what already works."
We implement in phases with explicit rollback at every critical stage.
"My team is not technical."
The final operation is documented and usable by business users, not just developers.
Related result
Real outcome: -62% operational time, first response from 4h to 43 min and +31% contact rate.