Sales automation — so no lead goes cold
An inquiry reaches a salesperson within seconds, quotes build themselves, and follow-ups go out even when the team is having a slow week. That exact mechanism drove +263% sales growth in 3 months for a wholesale PV distributor.
Who this is for
Leads wait hours for a response
Inquiries land in a shared inbox and wait for someone to notice them. Meanwhile the customer is already talking to a competitor.
Quotes are put together by hand
A salesperson spends hours building quotes in a spreadsheet and re-typing the same data instead of talking to customers.
Follow-ups rely on memory
Some opportunities don't die on a 'no' — they die from a missing second contact. Nobody tracks who hasn't replied or when to follow up.
How it works in practice
- 01
Mapping the lead journey
We map out where inquiries come from, who touches them, and where the process stalls. We pinpoint the places where opportunities are most often lost.
- 02
Instant distribution and ownership
I set up automatic lead intake, enrichment with company data, and assignment to a dedicated owner, complete with a notification and a response deadline.
- 03
Quoting and follow-ups
The system drafts a quote based on rules and pricing, and after it's sent runs a planned sequence of follow-ups until the customer responds or the deal is closed.
- 04
Measurement and tuning
A dashboard shows response time, stage conversion and bottlenecks. We use it to fine-tune the rules — the automation evolves together with the process.
What you get
- Instant distribution of leads from every source: form, phone, campaigns, marketplace
- A dedicated account owner assigned automatically, with escalation if there's no response
- Automatic quoting in your template — the salesperson approves it, doesn't retype it
- Follow-up sequences run without human involvement, exiting as soon as the customer replies
- A complete contact history in the CRM, with no manual note-taking
- A dashboard tracking response time and sales-stage conversion
Wzrost sprzedaży w 3 miesiące — dystrybutor hurtowy PV
A wholesale PV distributor: inquiries scattered across inboxes, quotes built by hand, follow-ups dependent on salespeople's memory. After rolling out instant lead distribution, dedicated ownership, automatic quoting and follow-up sequences, sales grew by 263% in 3 months — with the same team.
Zobacz case study na stronie głównejFrequently asked questions
Will sales automation replace my sales reps?
No. It removes the administrative work from their plate: distributing leads, re-typing data, drafting quotes and chasing follow-ups. The conversation and the closing stay with people — they just get more time for it.
How quickly does a lead reach a salesperson?
Instantly. An inquiry from a form, a phone call or a campaign lands in the system, gets enriched with company data and is assigned to an owner with a notification in the same moment.
What if a salesperson doesn't respond in time?
The system tracks deadlines: after a set time it escalates the lead to a manager or reassigns it. Nothing goes unanswered just because someone was on holiday.
Does this work with our CRM?
Usually yes. I build automations around the tools you already use. If you don't have a CRM, I can set up a lightweight lead system tailored to your process.
How does automatic quoting work?
Based on agreed rules, pricing and data from the conversation, the system drafts a quote in your template and hands it to the salesperson for review and sending. A human approves it — nobody retypes it.
Where do we start?
With a map of the current lead journey: where it comes from, who touches it, where it stalls. The first stage is usually instant lead distribution and follow-ups, because that's where the impact shows fastest.
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Let's work out how many leads you're losing
In a free consultation we walk through your sales journey, and I show you where opportunities are slipping away and which part is worth automating first.
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