Automated sales processes
We automate the entire sales journey, from the moment a lead comes in until the deal closes: assignment to the right salesperson, tasks and reminders, quotes, follow-ups, and reports. Your sales team sells more because they stop doing admin work, and no opportunity goes unattended.
Updated:
- No opportunity without follow-up
- Salespeople focused on selling
- Up-to-date sales reports
More time to sell
900+ projects delivered
What sales automation includes
Every stage of the funnel with its own automation.
Intake
- Lead capture from every channel.
- Assignment by territory, product, or workload.
- Instant alert to the sales rep.
Progress
- Automatic tasks for each stage.
- Quotes generated from the CRM.
- Follow-up reminders.
Closing and analysis
- Order and invoice when the deal is won.
- Survey and welcome for the new customer.
- Weekly pipeline and quota reports.
Manual or automated sales process
Salespeople spend a good part of the day on tasks that aren’t selling.
| Aspect | Manual process | Automated process by PACOWEB |
|---|---|---|
| Assignment | Leads assigned by hand, and late. | Assigned instantly by rules. |
| Progress tracking | Depends on the salesperson’s memory. | Automatic tasks and reminders. |
| Quotes | Hours spent putting documents together. | Generated in minutes. |
| Reports | Put together at month-end. | Available every week or every day. |
Do your salespeople spend more time filling out forms than selling? We’ll show you how to change that.
Common sales automations
The pieces with the biggest impact.
How we automate your sales process
We start with the process that takes up the most of your time, automate it, measure the savings, and move on to the next one. No never-ending projects.
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Step 1: Process mapping
We look at how the task is done today, who does it, how long it takes, and which tools it lives in.
You: walk us through the process step by step
You get: a process map and the current time spent -
Step 2: Workflow design
We define triggers, rules, exceptions, and the points where a person steps in.
You: validate the rules and exceptions
You get: a diagram of the automated workflow -
Step 3: Build and testing
We build the workflow with test data and run it alongside the manual process.
You: review the test results
You get: an automation working in testing -
Step 4: Go-live
We activate the workflow, set up error alerts, and train whoever supervises it.
You: appoint an internal owner
You get: a live workflow and an operations guide -
Step 5: Measurement and fine-tuning
We compare time spent and errors before and after, and fine-tune as needed.
You: report special cases to us
You get: a savings report and adjustments
Sales automation by industry
Sales teams that benefit most.
Real estate
Leads from listing sites assigned and answered in minutes.
B2B services
Long sales cycles with lots of follow-ups.
Car dealerships
Quotes, test drives, and after-sales follow-up.
Which part of your sales process should you automate? Find out in a minute
Four questions about your sales process so we can recommend where to start.
We recommend
Automate the sales process
We recommend
Automate lead follow-up
We recommend
Automate your CRM
We recommend
Marketing automation
We recommend
Automate email
We recommend
Automate WhatsApp
We recommend
Capture and score leads
Sales process automation FAQ
Can’t find your question?
Message an advisor and we’ll get back to you during business hours (Bogotá time, UTC-5).
Do I need a CRM?
That’s ideal, and we can work with whichever one you have (HubSpot, Zoho, Pipedrive, or others). If you don’t have one, we help you choose or automate on spreadsheets to get started.
Will my salespeople have to learn something new?
As little as possible. The idea is less admin work for them, not more.
Can the impact be measured?
Yes: first response time, close rate, opportunities without follow-up, and sales per rep.
Does it work with sales over WhatsApp?
Yes, we integrate WhatsApp Business into your sales process.
What else is sales process automation called?
It’s also known as sales automation or sales funnel automation. It’s related to CRM, lead follow-up, automated email marketing, sales funnels, and lead scoring, topics we review with you when your project needs them.
Related services
Automations that usually go hand in hand with this one.
Get a quote for sales automation
Tell us how many salespeople you have, which CRM you use, and where opportunities slip through the cracks.
- 1You contact us through the form or on WhatsApp.
- 2We talk about your business and what you need.
- 3You get the proposal in writing, with scope, timeline, and price.
Request your proposal
We reply during business hours (Bogotá time, UTC-5), usually the same day.