B2B Sales automation — increase efficiency

Lead handling automation CRM system allows you to collect all leads from different channels in one place — regardless of whether they come from forms on the page, advertising campaigns, landing pages or other marketing tools. At the time of the appearance of the new lead the system automatically sends a notification to the team sales on a messenger like Slack or Microsoft Teams, so salespeople see a new query right away without having to log into CRM or check multiple systems at once.

Thanks to the fact that all lead data goes directly to the messenger, traders can immediately start the sales process from one place. From the messenger it is possible to take a lead, assign or change a seller, update the status, add a note, send a personalized email to the customer, as well as save the result of the conversation. In the absence of reaction the system can automatically assign a lead to the right person, and if the contact with the customer is not made within the set time, send an automatic reminder. Thanks to sales automation, all performed actions are simultaneously recorded in the CRM system without the need to manually fill in the data.

Such automation is a particularly good solution for sales teams working in the field, who do not have time after each meeting to sit down at the computer and supplement the information in CRM. The handling of leads from the communicator allows quick response, up-to-date data and full control over the sales process also from the phone, eliminating the need to use complex panels of CRM systems.

Does it take too much time to prepare meeting notes and enter data manually?

We implement AI software, which automatically generates a transcript after the end of the sales call. The solution may include both phone calls as well as online meetings, depending on the tools used in your company.

Thanks to such an automated process of creating notes, after the meeting the salesperson immediately has access to the full transcription word for word, divided into interlocutors. He can go back to the findings, check the details of the conversation, or give the full context to another team member — no manual notation and no guesswork.

Based on the transcript, you can also generate brief summary of the conversation and a list of the next steps (to-do) with clearly defined responsibilities. The entire system can operate in full integration with CRM, eliminating manual data replenishment in the system.

Additionally, we can implement automatic generation of professional summaries in PDF format in the corporate template of your choice. The client receives structured arrangements, has constant access to them and can easily share them with their team — which increases the convenience of cooperation and the professional perception of your company.

For our clients, we also design additional integrations, such as automatic creation of tasks in CRM for a salesperson based on a conversation with a lead or sending emails with a summary of the meeting. Contact us and arrange a free consultation with our specialistto check how the implementation AI transcription can improve sales in your business.

Does the sales department waste time manually analyzing data, preparing reports and presenting results?
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With sales automation, we can integrate data from CRM system, marketing and advertising tools to automatically update them in real time. Leads are sorted by key criteria — such as industry, company size or stage of the sales funnel — which makes it easier to make the right business decisions.

We create dynamic sales dashboards, which eliminate manual reporting and give you full control over team results, including:

• Dashboards for visualizing sales results — target fulfillment, pipeline, conversions, average deal value and sales forecasts.‍
• Sales and marketing dashboards — comparison of leads, campaign costs, MQL/SQL quality and the real impact of marketing on revenue.‍
• Sales gamification dashboards — statistics per trader, rankings, number of contacts, closed transactions and target execution.

Thanks to automated dashboards, the team and managers always work on current data, without repetitive actions and manual preparation of reports. See a demo of our sales dashboard, which measures the effectiveness of the bidding process in the construction industry: https://airtable.com/appI52CiZWH1xsSGn/shrbbAoPnl7FUFaWM

Yours products are that complicated that customers do not receive the price directly on the site, and only after contacting the support and preliminary analysis?

Online sales automation allows customers to independently enter the required data and receive quote in seconds, eliminating the need for time-consuming consultations. Thanks to this, the sales department does not waste time on potentially non-converting queries. Configurators on the page increase conversion, facilitating the purchase decision and eliminating clients for whom price is a barrier, which speeds up the entire sales process.

You can find out more about the configurators on our dedicated subpage: https://www.sagiton.pl/en/services/3d-configurators-and-online-visualizations

Manual creation of offers in B2B sales is becoming less and less profitable. Customers expect a quick response and very often they choose the company that will answer first. At the same time, preparing an offer requires time and commitment of traders, although at this stage we are not yet sure whether a given lead will convert at all. Automation of the bidding process It allows significantly reduce reaction time, reduce manual work by the team and focus only on leads with real sales potential.

A sample bidding automation process might look like this:

• the client contacts the sales department, and in CRM a lead is automatically created along with the data needed for valuation,
• the system assigns an available salesman based on integration with team calendars,
• after the first consultation by the trader, the data for the valuation are automatically collected from forms, emails or telephone conversations and checked for completeness,
• automation performs calculations and, if necessary, transmits them for verification by the technical department,
• after approval, an offer is generated on a suitable template, which the merchant can quickly check, personalize and send to the customer.

You can read more about the automation of the bidding process on our dedicated subpage: https://www.sagiton.pl/en/services/bidding-automation

Do you feel like you have no control over your sales process?

It is possible to implement an integration that monitor the entire sales funnel in the CRM system and the activity of salespeople at every stage of the process. Based on this, the system automatically verifies whether the leads are handled in a timely manner and whether the sellers carry out all the required actions. It checks, among other things, whether tasks have been created for each lead in the sales process, whether all emails have been answered, and whether callbacks have been made for each missed call. Automation allows early detection of delays and omissions in activities without the need for manual supervision of CRM.

Based on the collected data, the system can send periodic notifications informing about delays in the sales process. Daily summaries can go to the company messenger, identifying specific leads that require a response or sellers who are experiencing backlogs. The same information can also be forwarded in emails or presented in the form of weekly and monthly reports, showing the percentage distribution of delays and the efficiency of individual traders.