CRM & Sales Automation Consultant

Sales and CRM Workflow Automation Consultant

I help businesses improve their Sales workflow by designing and improving the tasks they undertake. Then I go through automating this workflow and making a series of incremental improvements. This helps the sales team save time, reduces the cost of sales and eliminates errors and miscommunication. The end result is more time to spend on making additional sales.

What Does a Sales Workflow Automation Consultant Do?

I follow a proven methodology investigating the current sales workflow and how this is tracked in your CRM. I identify manual, redundant and repetitive tasks in the sales workflow and process and look at areas for improvement. There’s so much that technology can do these days that its better to assign some tasks to the computer, it works 24hrs and doesn’t make the human mistakes. I develop a methodology that is tailored to each team, team member and manager. This means that your sales team can spend time on what it does best, communicating with potential customers.

Once the changes are proven I can then look at further automation within your CRM to speed things up even more and increase accuracy of data.

Sales and CRM Workflow Automation Services

Task and Workflow Mapping

– Analysing your current workflow and identifying strengths and weaknesses

Workflow Design

– Building your Sales and CRM workflow from the ground up

Workflow Optimisation

– Streamlining tasks and data flow
– Automating manual tasks

Digital Transformation

– Using technology where it operates best

Error Reduction

– Improving data entry and validation to avoid mistakes

What’s the return on investment

– Ultimately time and money, but there are other benefits too:

Employee Satisfaction

– A better Sales and CRM workflow not only speeds up the whole process, but allows employees to concentrate on the meaningful work and client interaction and satisfaction. Happy employees means better performance and results.

Error Free Operations

– Most clients are looking for a ‘single point of truth’ that gives them the answers to the ‘why, what, where questions’. Your CRM should be that go-to place for accurate information and what activity needs to happen next.

Out of Hours Automation

– Imagine being able to communicate with your clients while you sleep, book meetings, send email, update your CRM. All this is possible with automated meeting schedulers and e-mail communications.

Accountability and Responsibility

– An accurate CRM means that everyone knows where they are, what they need to do next and who is responsible. When implemented correctly, there’s no role overlap, no need for the “what’s happening with client X?” questions. Everything is clear.