WE HELP YOU SEE AND MANAGE

We automate sales departments
and help you sell more

We set up CRM, Help desk and workspaces.
We train managers and sales team, provide information and technical support, and offer software licenses with bonuses

Mykola Zhuk Founder of Peekssot
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TOOLS

We implement cloud CRM solutions

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Pipedrive is a user-friendly CRM that enables you to fully automate your sales process. You can create sales funnels, manage deal stages, track opportunities, plan customer interactions, send newsletters, integrate with other tools, and generate detailed reports.

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Asana is a platform designed to streamline the management of work projects and tasks. It helps you plan, organize, and track progress, monitor deadlines, manage sprints, generate reports, and enhance team communication.

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Monday.com is a collaborative platform that integrates CRM functionality with task and project management. It helps teams efficiently organize workflows, track task progress, plan projects, and communicate seamlessly.

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Google Workspace is a cloud-based suite of business tools, offering enterprise-grade applications like Gmail, Drive, Calendar, Docs, Sheets, and more. It is designed to facilitate collaboration, streamline information sharing, and optimize process management.

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Notion is an all-in-one workspace where you can efficiently manage both work and personal tasks. It allows you to create and organize notes, tasks, projects, and more. Notion centralizes everything in one place: calendars, notebooks, spreadsheets, documents, videos, databases, and beyond.

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UniTalk – це комплексна платформа для бізнес-комунікацій. Вона дозволяє користувачам здійснювати дзвінки з будь-якого пристрою, маршрутизувати та переадресовувати дзвінки, аналізувати дані про дзвінки, створювати командні групи, з’єднувати багатоканальні номери та легко інтегруватися з різними CRM-системами.

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Mailchimp is a leading email marketing automation platform that helps you collect and manage customer data, create personalized dynamic campaigns, automate customer interactions, and analyze performance through detailed reports.

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HubSpot is a platform that helps businesses manage marketing, sales, and customer support. It offers tools to attract customers, track leads, and automate processes. This helps businesses grow more efficiently and improve customer relationships.

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Livespace is a CRM platform that helps businesses streamline their sales processes. It provides tools for tracking leads, managing sales pipelines, and automating tasks. This helps sales teams stay organized and close deals more efficiently.

Pipedrive

Benefits of sales automation

Boost Sales and Profits

Automate routine tasks to boost efficiency. Track customer behavior to enhance personalization, ultimately increasing sales and profits.

Faster decision-making

Reduce manual tasks and streamline bureaucratic processes. Automatic notifications keep employees informed of key developments.

Improve customer service

Respond to customer inquiries promptly and accurately, delivering a higher standard of service.

Standardize the sales process

Implement a consistent sales and customer interaction process. Standardize customer data to accelerate onboarding and training of sales teams.

Reduce labor costs

Optimize employee time and minimize reliance on manual labor, reducing the risk of human error and lowering labor costs.

Enhance reporting and analytics

Gather and analyze sales data to make informed decisions and more accurately forecast future sales performance.

Stages

Stages of sales automation

Stages

1

2

3

4

5

6 – 9

Course Sales Management in CRM

1

2

3

Pre-project survey

2

3

Preparation stage

3

System customization

4

Course Sales Plan in CRM

4

5

Post-project support

6 – 9

Technical support

Client Reviews

300+ Completed Projects

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Polina Lazarieva

17/03/2024
Owner of ReisenAP

All our questions were answered promptly and thoroughly. Thanks to Peekssot, we significantly improved the quality of our lead processing, organized client information more efficiently, and saw an increase in sales. The team was responsive to our inquiries and maintained excellent communic…

5
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Kolomiytseva Kristina

16/02/2024
Owner, DanceMe

Peekssot’s efforts led to a significant increase in our online sales. The team expertly managed the seamless and successful implementation of the CRM system, demonstrating both efficiency and professionalism throughout the project. They were highly organized, detail-oriented, and dependabl…

5
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Oleg Salnikov

06/02/2024
Commercial director of INTTEKS

Thanks to Peekssot’s efforts, our company significantly optimized its business processes. The team was diligent in adhering to timelines and deliverables, consistently meeting expectations. Internal stakeholders were highly impressed by their professionalism and customer-focused approach….

5
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Andriy Rak

27/11/2023
Owner of COO, Top Lohystik

Working with Peekssot felt like partnering with true professionals. The project was efficiently broken down into several tasks, each successfully executed. Peekssot demonstrated strong organizational skills and responded promptly to all our needs. Their professionalism and ease of collabor…

5
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Dmytro Petronchak

09/09/2023
Head of Commercial Department, Brushme

Peekssot consistently responds promptly to customer requests and implements tasks with impressive speed. Thanks to their efforts, we have significantly shortened our sales transaction cycle and reduced our advertising budget. Additionally, we have seen a 20% increase in orders and a 10% ri…

5
FAQ

Frequently Asked Questions

What is Sales Automation?

Sales automation involves using tools and technology to automate routine and repetitive tasks directly tied to the sales process. By implementing automation, sales teams can free up valuable time to focus on more complex and high-priority tasks.

How to Implement Sales Automation?

1. Sales automation is implemented in six key steps:
2. Analyze current sales processes to identify pain points.
3. Define main goals and success criteria.
4. Select and configure the optimal CRM and other automation tools.
5. Integrate CRM with other systems.
6. Train employees.
7. Continuously improve, optimize, and enhance the system.

What Services Are Needed for Sales Automation?

In our experience, a CRM (Customer Relationship Management) system is the core tool for sales automation. While CRM alone can significantly improve sales efficiency, incorporating additional services—such as appointment scheduling, task management, and help desk systems—can further boost your sales results.

Which Sales Processes Can Be Automated?

Automating the following processes can have the most significant impact on your sales team:
1. Lead and deal management
2. Generating and sending sales proposals
3. Task creation, appointment scheduling, and reminders
4. Customer communication
5. Reporting, data analysis, and forecasting
6. Post-sale service, feedback, and surveys
7. Repeat sales
8. Tracking employee performance and activity
When implementing automation in your business, remember the importance of gradual progress—take it one step at a time to ensure long-term success.

Presentation

Get a free presentation

of the ideal sales system

Reduce the time spent on creating tasks, generating reports, sending emails and notifications, managing approval processes, and collecting client data.

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