Pipedrive
Asana
en 
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
We implement cloud CRM solutions
Benefits of sales automation
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
∞
300+ Completed Projects
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…
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…
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….
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…
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…
Frequently Asked Questions
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.
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.
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.
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.
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.
