So you're looking for help with automation? Leave us your details below and we'll get back to you shortly to discuss.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

How to automate your sales process

Want a cheaper, easier alternative to Zapier? Try Make (1 month of Pro free!)

You focus should be on closing leads, not processing them. Automation can help you expand your busines

What sales problems can automation solve?

A good lead generation funnel usually involves moving lots of data between apps. Automation can help reduce the time spent on that.

Adding new lead data to your CRM

Manual data entry is the biggest way businesses waste their time. Thankfully, with the aid of data collection forms, companies automate the process which saves lot of their time. You can also make sure new leads are added to your CRM automatically.

Assigning leads to staff

Some CRMs take care of this automatically, but if not, we can make it happen - even using round robin or other custom distribution methods.

Automated followup messages

Want to send your leads SMSs, emails or even snail mail when they reach set milestones? It's totally possible.

Want more automation resources sent to your inbox? Join our newsletter.

What sales apps can be automated?

Chances are your Sales Leadership Training process involves (or should) at least one of the apps below. Check out our ideas for what you can automate.


A popular CRM and one of the easiest to integrate with other apps. It's particularly good for companies with complex sales pipelines.

Available on: Zapier & Integromat


Create, manage and analyse sales outreach cadences using email, SMS and social media.

Available on: Zapier


Find and validate email addresses in bulk.

Available on: Zapier and Make


Find and verify email addresses for any company in an instant.

Available on: Zapier


If you already spend most of your day in Gmail, you may as well have your CRM in there as well. Streak is your choice for that.

Available on: Zapier & Integromat

Need the help of an automation expert? Contact us now.

March 15, 2022
Need an automation expert?
Tell us what you need and we'll get to work.
Hire Us

Want to do something like this in your business?

We'd love to talk to you about your business and how automation could transform your business.  Just tell us what you need and we'll get back to you within a few hours.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.