Many Activities Repeat Over and Over Again. How To Automate Them?

Who is the solution for:

  • Sales


  • Are salesmen complaining that they have too much administration?
  • Don’t have an overview of what their communication with customers looks like?
  • Do they spend their precious time on activities that do not bring results?
  • Do they roll their eyes when you call them to enter information into CRM?
  • Do you work with spreadsheets in Excel anyway and spend a lot of time analyzing them?


  • Leave repetitive activities to automation.
  • Thanks to the integration with the email client, there is no manual entry of activities into CRM.
  • You will save at least 8 hours per trader per week.
  • Increase merchant productivity by up to 38%.
  • Thanks to the automated report at the right time, you will have an overview of all the lead and opportunities.
  • Increase your Lead to Opportunity conversion by 32%.
  • At the same time, you increase your win-rate by 26%


Solution description:

  • Introductory workshops.
  • Project management.
  • Complete documentation.
  • Installation and basic system settings.
  • Permission settings.
  • Server-side Outlook integration.
  • Mobile application.
  • Preparation of 5 customer reports.
  • Preparation of dashboard.
  • Broadcasting.
  • Data migration.
  • End-user training.
  • Reporting training.
  • Training of administrators.
  • Preparation of manuals and description of processes.
  • Operation support.

How long will it take?

  • 30 days