Webflow A lead submits a form or requests a demo.
TriggerSales automation consulting and services
We are a sales automation consultancy: we map where your deals actually stall, then build lead routing, quote and proposal generation, follow-ups and CRM sync into the tools you already run, so your reps sell instead of doing admin.
Book a call- Lead routing and scoring
- Quote and proposal automation
- AI SDR and follow-up sequences
- Connected to your CRM and ERP
- Webflow
-
Hubspot Score the lead against fit and intent, then assign the right owner.
Action -
Slack Alert that owner with the context and the agreed response time.
Action -
Gmail Send the first touch and start the follow-up sequence.
Action
What we do
Our sales automation services
Six ways we take admin off your reps and keep every deal moving, built on the CRM you already run.
-
Sales automation consulting
Our automation consulting maps your sales process before touching a tool, then scopes what to automate first so you are not paying to speed up a broken pipeline.
-
Lead capture, scoring and routing
Every enquiry lands in the CRM enriched, scored and assigned to the right rep within minutes, instead of sitting in a shared inbox until someone notices it.
-
Quote and proposal automation
Quotes and proposals are generated from live deal data and sent for signature, using the same document and contract automation that handles your agreements.
-
AI SDR and follow-up sequences
Outbound prospecting, follow-up and nurture run on their own, with an AI step drafting the personalised part and a rep approving anything that carries risk.
-
CRM implementation and data sync
We set up or clean the CRM and keep it agreeing with marketing and finance, through our CRM integration and automation work.
-
Forecasting and pipeline reporting
Pipeline, conversion and forecast numbers build themselves from CRM data, so the weekly number is one report rather than three people reconciling spreadsheets.
Benefits
How can sales automation help you?
-
Take admin off your reps
Data entry, meeting notes, CRM updates and scheduling move to automated workflows, so the hours your team is paid for go into conversations rather than record keeping.
-
Move every deal through one pipeline
Sales pipeline automation gives each stage a defined entry, exit and next step, so deals stop sitting in limbo and every rep knows what happens next without asking.
-
Route and score leads as they arrive
Lead routing automation enriches, scores and assigns each enquiry by fit, intent and territory within seconds, so the best prospects reach the right rep while they are still interested.
-
Get forecasting you can trust
When stage changes, activity and deal values are written automatically rather than by hand, your forecast reflects what is actually in the pipeline instead of what people remembered to log.
-
Keep CRM, marketing and finance in sync
CRM automation pushes a closed deal through to invoicing, onboarding and reporting without anyone rekeying it, so the same number appears in every system.
-
Add volume without adding headcount
B2B sales automation absorbs more leads, more quotes and more follow-ups on the same team, which is what makes growth affordable rather than just busy.
Makeitfuture expertise
Backed by industry-recognised certifications and performance metrics
-
500+
Clients
-
15000+
Automations
-
7+
Years of experience
-
< 6 mo
Time to ROI
Use-cases
Sales automation use-cases
Six workflows we build most often, from lead routing and quote automation to AI SDR outbound, CRM sync and pipeline forecasting.
01 / 06
-
Lead capture, scoring and routing
Every enquiry is enriched, scored against your fit and intent criteria and assigned to an owner within seconds, so nothing waits in a shared inbox while a competitor answers first.
- Webflow
A lead submits a form, requests a demo or downloads a guide.
Trigger - Hubspot
Enrich the record and score it against your fit and intent criteria.
Action - Hubspot
Assign the owner by territory, segment and current workload.
Action - Slack
Alert that owner with the context and the agreed response time.
Action
-
-
Quote and proposal automation
Sales quote automation for teams that price often. The quote is built from your product and discount rules, the proposal is assembled and sent for signature, and the whole quote to cash path moves without a manual rebuild each time.
-
Pipedrive A qualified opportunity asks for a quote.
Trigger -
Make Price the configuration against your rules and discount approvals.
Action -
Docusign Generate the branded proposal and send it for e-signature.
Action - Slack
Notify the deal owner when the client opens or signs it.
Action
-
-
Outbound prospecting with an AI SDR
An AI sales agent researches each account, drafts a first touch worth reading and runs the sequence, then hands anything that replies to a human with the context already attached.
-
Airtable A target account list is added to the outbound queue.
Trigger -
OpenAI Research each prospect and draft a personalised first touch for review.
Action - Gmail
Send the sequence and pause it the moment someone replies.
Action - Hubspot
Log the reply, qualify it and book the meeting into the pipeline.
Action
-
-
Follow-up and nurture sequences
Deals that go quiet are the cheapest revenue in the business. Automated follow-up chases them on a defined cadence and escalates the ones that pass your threshold, instead of relying on someone remembering.
- Hubspot
A deal sits in the same stage past its agreed threshold.
Trigger -
ClickUp Create the follow-up task with a deadline and a defined next step.
Action -
Mailchimp Send the nurture sequence matched to the deal stage and industry.
Action - Slack
Escalate to the manager when a follow-up goes overdue.
Action
-
-
CRM hygiene and data sync
Sales force automation is only as good as the record behind it. We de-duplicate, validate and sync the CRM against your other systems, then write results back so finance, marketing and ops all read the same number.
-
Salesforce A deal is marked closed won, or a record is edited.
Trigger - Make
De-duplicate, normalise and validate the record against your rules.
Action -
Quickbooks Raise the invoice and write the payment status back to the CRM.
Action - Airtable
Keep finance, marketing and ops on one synced source of truth.
Action
-
-
Forecasting and pipeline reporting
Pipeline automation turns stage changes and activity into a forecast that updates itself, so the weekly number is produced by the system rather than rebuilt in a spreadsheet the night before.
- Hubspot
Pipeline data changes through the day.
Trigger - Make
Consolidate deals, targets and activity into one model.
Action -
Google Sheets Refresh the forecast, win rates and stage conversion.
Action - Slack
Post the weekly pipeline summary to the sales channel.
Action
-
How we deliver
How we build your sales automation
- 01
Map the sales process, not the tool
We start where deals actually stall: which stage they sit in, who is meant to act, what they wait on and how long it costs you. That map decides the build, before any platform is chosen.
- 02
Build on the CRM you own
Routing, scoring, quoting and follow-up are built into your existing stack and connected to marketing, finance and support, so there is no new silo for the sales team to maintain.
- 03
Prove it on one pipeline stage
We put one stage live, measure response time, stage conversion or quote turnaround against the number we agreed on day one, then extend to the next once it holds.
- 04
Secure, GDPR-ready and supported
EU data residency, scoped access to customer data, and a human review step on anything that contacts a prospect unattended, with ongoing support as your process changes.
Your stack
Which CRM do you run?
We build on the CRM you already own rather than a platform we resell, so what gets built differs by system. These are the constraints we plan around on each one.
| Criteria | HubSpot | Salesforce | Pipedrive | Zoho |
|---|---|---|---|---|
| Where teams get stuck | Workflow limits on the tier you are on, and marketing and sales data that never quite meet in the middle. | Anything is possible and nothing is fast. Every change queues behind an admin or an implementation partner. | Strong on the pipeline, thin on everything either side of it: quoting, finance and post-sale handover. | The suite covers a lot on paper. In practice the modules do not hand off to each other as cleanly as the demo suggests. |
| What we build most often | Lead routing and scoring, quote generation, deal-stage automation and the reporting properties behind them. | Flows and integrations that skip the backlog: routing, approvals, quoting and ongoing data hygiene. | Everything around the pipeline: enrichment, quotes, e-signature, invoicing and follow-up sequences. | The joins between CRM, Books, Desk and Campaigns, so a record entered once reaches all of them. |
| What we connect it to | ERP, accounting, support and e-signature, plus the internal tools with no native connector. | ERP, finance and reporting, especially the systems the admin queue never gets around to. | Accounting, e-signature, support and marketing, since the native marketplace stops short of most of them. | Everything outside Zoho, which is exactly where the suite ends and the manual work starts. |
| Where AI fits | Account research and drafting before outreach, reply qualification, and call notes written back to the record. | The same, with tighter guardrails and a review step, because the record is the system of truth for the business. | Enrichment and first-line qualification, which the CRM has no native answer for. | Drafting and triage across the modules, with a person approving anything that reaches a customer. |
| Typical first build | Lead-to-owner routing, live in weeks and measured on response time. | One approval or quoting flow, measured on turnaround. | Quote and follow-up automation, measured on quote turnaround. | One cross-module handoff, measured on the rekeying it removes. |
Platforms and tools
The sales stack we build on
The CRM stays the system of record. These are the tools we most often wire around it so a deal moves from enquiry to signed without anyone retyping it.
Also live on Zoho CRM, Livespace and ZoomInfo, joined to finance and support through CRM integration, document automation and AI agents for outreach. Do not see your CRM? Ask us, we build a custom connector when one does not exist.
What is sales automation?
Sales automation is the use of software to run the repeatable steps of a sales process without a person doing them: capturing and scoring leads, routing them, generating quotes, chasing follow-ups and keeping the CRM current. Sales process automation is the same idea described from the process side, and sales force automation, or SFA, is the older CRM term for the record-keeping part of it.
The three layers of sales automation are:
- Capture and qualify, where enquiries are enriched, scored against fit and intent, and routed to an owner.
- Engage and progress, where quotes, proposals, follow-ups and outbound sequences move a deal from stage to stage.
- Close and sync back, where the signed deal writes itself into invoicing, onboarding and the forecast.
-
Typeform A prospect answers the qualification form.
Trigger - Make
Enrich the company data and calculate the fit score.
Action - Hubspot
Create the deal at the right stage with the right owner.
Action -
Calendly Offer that owner’s calendar and confirm the meeting.
Action
How to choose
Sales automation, CRM automation or AI sales agents: which layer do you need?
These three get compared as if they were alternatives. They are layers. Most sales teams need at least two of them wired together, which is the part no single platform does for you.
| Criteria | Sales automation | CRM automation | AI sales agents |
|---|---|---|---|
| What it does | Runs the steps of the sales process end to end: capture, qualify, quote, follow up, close. | Keeps the system of record accurate, deduplicated and in sync with everything around it. | Reasons over context: researches an account, drafts the message, qualifies the reply. |
| What you are delegating | The process. It runs itself to a defined set of rules. | The data. It stays correct without anyone tidying it. | Judgement, inside boundaries you set, with a human review step. |
| Typical trigger | A lead arrives, a deal changes stage, a quote is requested. | A record is created, edited, duplicated or closed won. | A target list, an inbound reply, a research request. |
| Best for | Repeatable, high-volume pipelines where the same steps happen every deal. | Teams whose CRM has become the bottleneck rather than the tool. | Outbound at volume, and first-line qualification a rep should not spend the day on. |
| Where we fit | We map the process and build it on the stack you already own. | We connect and clean the CRM, then write results back to it. | We build the agent, its guardrails and the human review step. |
FAQs about sales automation consulting
-
What does a sales automation consultant do?
A sales automation consultant audits how your team actually sells, finds the steps that cost time or lose deals, then designs and builds the automated workflows that remove them. In practice that means mapping the pipeline, choosing where automation pays back, implementing it in your CRM and connected tools, and training the team on the new process. The difference between a consultant and a software vendor is that a vendor sells you a platform and a consultant is accountable for the outcome on the stack you already own.
-
What is sales process automation?
Sales process automation is the practice of running the repeatable steps between an enquiry and a closed deal without manual work: lead capture, enrichment and scoring, routing to an owner, quote and proposal generation, follow-up sequences, and writing the result back to the CRM and finance systems. It differs from buying a sales automation tool because the subject is your process, not a feature list. The steps that get automated are the ones your own pipeline data shows are slow or leaky.
-
What is the difference between sales automation and CRM automation?
Sales automation runs the process; CRM automation keeps the record straight. Sales automation moves a deal forward, by scoring a lead, routing it, generating the quote and chasing the follow-up. CRM automation makes sure the underlying data is accurate, deduplicated and synced with marketing, finance and support. Automating a process on top of a messy CRM just produces wrong actions faster, so most projects do a hygiene pass first. See the comparison table above for how AI sales agents sit alongside both.
-
What is sales force automation (SFA)?
Sales force automation, usually shortened to SFA, is the older CRM term for automating the administrative side of selling: contact and account records, activity logging, opportunity tracking, forecasting and reporting. It is effectively a subset of what sales automation now means. Modern sales automation covers SFA and adds the parts that touch the customer, such as lead routing, quote generation, outbound sequences and follow-up. If a vendor is selling you SFA, they are selling record keeping, not process.
-
Will AI replace salespeople?
No, but it changes what a rep is paid for. AI reliably takes the research, drafting, data entry, note taking and first-line qualification, which is most of a working day in many B2B teams. What it does not take is judgement in a live negotiation, a relationship with a difficult buyer, or accountability for a number. The teams getting value from AI sales agents use them to give reps more selling time, with a human review step on anything that reaches a prospect unattended.
-
What can you automate in a B2B sales process?
Realistically: lead capture and enrichment, scoring and routing, meeting booking, quote and proposal generation, e-signature and chasing, follow-up and nurture sequences, CRM updates and deduplication, handover to onboarding, invoicing, and pipeline reporting. Outbound prospecting is automated with an AI SDR, and once a deal needs paper, document and contract automation takes over. What stays human is discovery, negotiation and anything non-standard.
-
Which tools do you build sales automation on?
Whatever gives you the shortest path with the fewest new licences. The orchestration layer is normally Make, n8n or Zapier, on top of the CRM you already run: HubSpot, Salesforce, Pipedrive or Microsoft Dynamics. Around it sit your e-signature, quoting, email and scheduling tools. We are a certified partner on the platforms we recommend, which is also why we will tell you when a new one is not the answer.
-
Is sales automation worth it for a small sales team?
Often more than for a large one, because a small team has no spare capacity to absorb admin. The economics are simple: count the hours your reps spend on data entry, quoting and chasing, and compare that with the cost of automating the two or three workflows that account for most of it. Small teams also implement faster, since there are fewer approval layers and less legacy process to unpick. We scope the first build to one workflow so the payback is visible before you commit further.
-
How long does a sales automation implementation take?
A first workflow is typically live in weeks, not quarters, because we scope it to one pipeline stage and one measurable number. Timelines depend on how clean your CRM data is and how many people have to approve a change, not on the complexity of the automation itself. Across our engagements the target is return on investment in under six months, measured against the baseline we set on day one. Book a call and we will size yours on your actual pipeline.
Still got questions?
Ready to grow and agentify your business?
Let's find together where you can implement AI and automation securely, and built to last.
