DIGITAL
AUTOMATION
AUDIT

There are plenty of sales and marketing automation tools available to businesses today, and many of them can have a huge impact on the efficiency of all your business processes. However, as a business owner, it’s not always obvious which types of automation are most suited to your organisation.

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.

Save money, time and resources with sales automation

2000+ top 10 keyword rankings in 2023 for one client website

300% increase in processed leads with the SalesTech platform

From automating your sales and leads, right the way through to automating your customer onboarding process, our team is able to highlight the kinds of automation right for your business. We’ll do a deep-dive into your business processes to suggest, build and implement a range of automations to help you succeed.  In an increasingly digital world, automations are key to staying ahead of the competition.

LEAD AUTOMATION

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LEAD 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.

ONBOARDING 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.

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DIGITAL
TRANSFORMATION

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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.

NEED AN AUTOMATION AUDIT?

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INSIGHTS

FAQs

SalesTech does not require technical abilities. Our platform caters to both technical and non technical users. We manage the initial setup of your SalesTech system which includes:

✓ Building your enquiry form(s) and embedding the form on your website
✓ Configuring your decision engine 
✓ Configuring your different providers and each of their criteria

If you’re unsure about anything or have any questions, we offer a free demo call with one of our product specialist. To get started use the book a demo button below


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SalesTech business credit reports are powered by Creditsafe, giving you instant access to the credit data of over 6 million UK limited and non-limited businesses. The data points range from credit scoring and CCJ data to address history and company financial data. Book a call with one of our product specialists for a full scope of what data is available. 

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SalesTech is a lending automation platform that hosts CRM capabilities ranging from unlimited storage facility of processed leads to customer profiling. SalesTech also features a fully integrated decision engine and form builder enhancing your KYC operations, decision making and underwriting.

 

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Yes, SalesTech can be configured to integrate with a variety of CRM’s including HubSpot, Salesforce, Zoho and many more. Book a demo with one of our product specialists to learn more about how SalesTech can integrate with your CRM.

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Yes, SalesTech includes Companies House data which include filing data, officer data, incorporation date, company address, account status and much more. Our built in decision engine can also be configured to check against Companies House data to ensure lead quality. 

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