Sales automation
Sales automation turns inbound data into actionable pipeline without humans copying anything between tools. We design lead routing rules that match deal type to rep, enrich every record with firmographic data on entry, and generate look-alike account lists from closed-won deals automatically.
Capabilities
- ✓Lead capture and routing rules
- ✓CRM enrichment workflows
- ✓Competitor sync automation
- ✓Quote generation systems
- ✓Outbound sequence orchestration
- ✓Pipeline reporting automation
Example workflow
Tools we ship on for sales automation.
See sales automation shipped.
The most relevant case study for this service line.
Read the AdTech case study →Questions specific to sales automation.
Does this require a specific CRM?+
No. We have shipped sales automation on HubSpot, Salesforce, Attio, Pipedrive, and Close. The CRM choice depends on your motion, not the automation pattern.
How is this different from buying ZoomInfo or Apollo?+
Data vendors give you records. Sales automation wires the records into your CRM, your enrichment workflow, and your outreach so the data actually moves the pipeline forward.
Book a discovery call.
Paid discovery from $500. Output is a written audit, ranked bottleneck list, and recommended scope. If we are not the right fit, we say so on the call.