How to implement sales automation cheaply? Explore our automation modules

Dedicated sales automation can be expensive and doesn't always make sense

When a company thinks about sales automation, it is usually about one thing: greater operational efficiency, better process control, and higher profit. The problem is that classic implementations of dedicated systems can be expensive, time-consuming and often too extensive for the real needs of SMEs. If we want to save quickly, it is not worth going out “with a cannon on the fly” and it is better to implement a ready-made solution than, for example, expensive, dedicated CRM automation.

That's why we created automation modules that allow you to automate the sales process in stages — quickly, flexibly and without “burning” the budget of our customers. Instead of building a heavy system from scratch, you can implement specific sales automation tools where they will bring you the most return.

If you want to implement low-cost sales automation in your company, check the price list of our solutions on the dedicated subpage: https://www.sagiton.pl/en/products/sales-and-customer-service-automation-modules

Explore sales automation modules and find out what they can help you with

Our new sales automation solutions for businesses operate on a modular basis. This means that you can fit the system to your sales process, team or business model, which then scale it as the company grows. Below you will find descriptions of individual automation modules and their prices. The prices below should also include the subscription fee for tools used in automation (e.g. Pipedrive, Airtable) and the configuration of the automation engine and its maintenance — €34 net/month.

Pipedrive + Slack – effective CRM automation

This automation module eliminates delays in responding to new leads and simplifies the work of field traders. Each customer query (e.g. from a website, email or phone) is automatically sent to the indicated Slack channel, where the team can handle it without logging in to the CRM system — assign, forward or close. This is a real automation of the work of traders, which shortens the response time to a potential customer.

Phone integration with CRM and messenger makes your lead management system work in real time. As a result, salespeople react faster, and the manager gains better control of the sales process and the effectiveness of the team.

What you will gain:

• faster response to falling leads,
• easier handling of leads — even from a mobile phone
• automated CRM notes that can be added from the messenger,
• Better communication between employees in the sales department.

Module Price: €45 net/month

AI sales call recording and analysis

If you want to know, what customer service really looks like in your company this module gives you full transparency. The module automatically implements recording of calls with customers and recording of SMS messages via the VoIP PBX, and then sends the data to the CRM system. Thus, a solid system of control over the actions of traders and the quality of contact with leads is formed.

Automation not only generates transcripts of meetings with customers, but also summaries of conversations, so you do not have to listen to long recordings to find out how the conversation with the client went. Thanks to this, the team draws conclusions faster and the manager receives a system for assessing the effectiveness of traders based on real data.

What you will gain:

• transcript of each sales call,
• summary of conversations with AI,
• automated CRM notes created based on the analysis of telephone conversations.

Module Price: €55 net/month

Recording a video conference

This module automates the most time-consuming element of online meetings — notes. With it, salespeople can focus on the actual conversation with the potential customer instead of distracting their attention to taking notes at the same time.

Integration with Fireflies makes every online video conference recorded and then based on it automatic transcription of sales meetings is generated, which after the call ends goes directly to the CRM.

The effect? Salespeople focus on talking to the customer, and the business meeting transcription system takes care of detailed documentation. Such an improvement is mainly helpful in B2B sales, where the recording and analysis of sales meetings translates into better personalization of offers and a shorter sales process.

What you will gain:

• transcript of each video conference,
• automatic notes from sales meetings,
• Commercial CRM always supplemented with the latest arrangements with customers.

Module Price: €45 net/month

Generative AI in sales

This module takes CRM automation to the next level. The system analyzes transcripts of sales calls and videoconferences, and then automatically generates summaries in PDF (which you can then send to a potential customer, it makes a good impressesion –– we know from our experience) and tasks in CRM. In this way, a real sales support system based on CRM with AI is created.

Thanks to such improvements the trader after the conversation performs one click instead of several manual actions. AI sales automation eliminates oversights, speeds up follow-up, and helps scale sales processes without growing your team.

Note:
Generative AI module on sale requires prior installation of Video Conference Recording or Phone Calls + AI module (or integration with your own recording system).

What you gain:

• lists of actions (to-do) generated based on the analysis of sales conversations AI,
• automatic generation of a PDF file with a summary of the meeting,
• automated creation of tasks in the system for customer service.

Module Price: €65 net/month

Automated reporting and notifications for sales

It is a module that keeps an eye on the discipline of the sales process for you. The sales automation system analyzes statuses in CRM every day and publishes a report on overdue tasks with assigned salespeople on Slack. The manager does not have to manually monitor the pipeline — the system does it automatically.

In practice, you get a system for monitoring the sales team, which in real time detects any delays in follow-ups or tasks. Thanks to such automation of the sales workflow, the team reacts faster to delays, which reduces the risk of losing leads.

Note:
Implementing automated reporting requires Pipedrive+Slack integration.

What you gain:

• automatic “Sales Daily” sent at the time of your choice,
• selecting traders in case of any delays in the process,
• reports of overdue activities,
• additional, private notifications of pending tasks,
• streamlined sales and funnel management in CRM.

Module Price: €35 net/month

Automation of emails and follow-ups to improve the flow of information in the department

This module puts email communication in order and eliminates chaos in CRM for salespeople. Thanks to the integration of the mailbox, all correspondence with the client automatically goes to the CRM system. In this way, the entire team has complete contact history and data security — even when an employee leaves the company. In addition, communication with potential customers can also be integrated into your internal messenger, so that salespeople respond even faster to customer questions or answers.

Importantly, a properly automated CRM can also prompt message content and detect non-response (if the trader will not write back to the customer at the right time, on the company messenger an appropriate reminder will be sent). So, in combination with our reporting module, you will get a complete B2B lead management system that ensures that no potential customer is left unresponsive even during the sales process.

Module Price: €55 net/month

Modular automation system — why does it work?

The modular approach to implementation is a particularly good solution for companies that are just beginning their adventure with automation. Instead of investing heavily in an extensive system right away, you can step by step streamline processes where they will deliver the fastest results. Such automation of the work of salespeople allows you to quickly relieve the team of repetitive tasks, organize the sales CRM and improve the quality of lead service - without high risks and costs at the start.

What is important, when the sales automation system begins to really “make money on itself”, that is, save employees' time and increase the efficiency of sales activities, you can easily expand it with additional modules. Thanks to this, you develop automation at a pace that matches the growth of the company and the budget.

If you run a company in the SME sector and are looking for the perfect solution to start with automation — our modular approach has been created just for you.