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Sales Automation

Sales automation tools are often some of the most valuable assets for the modern small to medium business. Your sales are the backbone of your business, so it is essential that you do all you can to save time and money in your sales process to ensure the highest returns possible.

Saving time and money during the sales process doesn’t mean you have to cut corners, however. With a sales automation system built for your business’ needs, you’ll free up time and save cost throughout. Even at the very end of the sales funnel, follow-up automations ensure that you are doing all you can to win a sale – without lifting a finger.

Our sales automation audits assess your existing processes to suggest and build bespoke sales automation solutions for your business.

Lead Automation

Whether you’re a finance broker, an SME lender or a B2C lending platform, SalesTech’s underwriting automation APIs will streamline your business and help grow your revenue. With SalesTech’s automation technology taking care of the little things, you can spend your time more efficiently, focusing on growing your business.

Our SalesTech Enterprise solutions streamlines complex decisioning processes ensuring that you are able to make hundreds of business decisions in real time. With a highly adaptable platform supporting your business, you can be confident that your automated decisioning platform allows you to adjust and focus on scaling other areas of your business.

Onboarding Automation

Client onboarding is the cornerstone of a strong and successful relationship between business and client, which is why it’s important to allocate your time only to the most important tasks. With client onboarding automations, you’ll be able to automate repetitive tasks such as adding new clients into your CRM and sending introductory emails, while freeing up time for you to spend on providing a helpful service and building a successful relationship.

Our automated customer onboarding systems are always built to your businesses needs, following a thorough audit of your existing processes. As bespoke automations, they can be adapted to work with a wide range of CRMs, email clients and other software that you may be utilising.

It all starts with an automation audit, so contact us today to book yours.

Digital Transformation

We live in a truly digital age, but keeping totally on top of new technologies can be difficult for businesses with established systems and processes. Our digital transformation audits provide you with one-to-one consultations and strategies to help bring your business into the future.

Our digital transformation strategies seek to employ automations, built to your requirements, to ensure that your business stays ahead of the competition. With bespoke digital automation solutions, your internal and external processes can be brought into the digital age, while also helping your business to save time and money.

To find out more about how digital transformation and automation could benefit your business, get in touch with our expert team today.

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Insights
Analysis

The benefits of risk-based decision making

The benefits of risk-based decision making Risk. It’s an inescapable factor that must be considered when you operate in the B2B lending, brokerage and wider finance spheres. When it comes
Analysis

Automating B2B due diligence

Automating B2B due diligence Due diligence is an essential part of the onboarding process for any B2B organisation. When large sums of money are involved – as is the case

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We've built integrations and automations to the major credit checking providers including Experian, Equifax and Credit Safe for our Clients

Answer a few short questions to see how we can help you and one of our Project Directors will be in touch.

Which of the following best describes your business? Select all that apply

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Do you currently do any manual credit checking? If so with which provider? Select all that apply

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Do you need to integrate automated credit checking with your website? If so what platform is your website built on?

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Which credit checking provider would you like to integrate with? Select all that apply

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On average, do you know how many credit checks you will need to conduct each month

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What data will you need to pull from the API? Select all that apply

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Do you need to integrate with CRM? If so which one?

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Tell us more about your project

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Could we take a few details?

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We build digital automation solutions that help drive efficiency, productivity and profitability for our clients.

Answer a few short questions and one of our Project Directors will be in touch.

Which best describes your business (Select all that apply)

1

Which of the following best describes your role and position? (Select all that apply)

2

Tell us more about your requirements

3

Could we take a few details?

4