WE HELP TO SEE AND MANAGE

We automate sales departments
and help you sell more

We set up CRM, Help desk and workspaces correctly.
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 the best business automation services

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Pipedrive is an easy-to-use CRM. It allows you to automate the entire sales process. Set up sales funnels, sales stages, track deals, plan customer interactions, send newsletters, integrate with other services, and receive informative reports.

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Asana is a platform for easily managing and controlling work projects and tasks. Plan, organize, and track project progress, monitor deadlines, plan sprints, create reports, and improve communication between team members.

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Monday is a platform that is a tool for teamwork. It combines the functionality of a CRM system, tasks, and projects. It allows teams to effectively organize workflows, monitor task completion, plan projects, and interact with each other.

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Google Workspace is a cloud-based suite of products and tools for business. Includes enterprise applications such as Gmail, Disk, Calendar, Documents, Tables, Presentations and more. Designed for collaboration, information sharing and process management.

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Uspacy is a modern CRM for effective management and control of sales and key company processes. It allows you to organize teamwork, provides convenient communication, task management, and internal processes. Everything you need in one place.

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Notion is a single space where you can conveniently conduct work and personal business. Create your own Wi-Fi, save notes, manage tasks and projects. Notion is designed to provide everything in one place: a calendar, notebook, spreadsheets, documents, videos, databases, and more.

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UniTalk is a platform for business communications. It allows you to make calls from any device, distribute and forward them, analyze statistics, create groups for teamwork, connect multi-channel numbers, and integrate with many CRMs.

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Mailchimp is the most popular email marketing automation platform that allows you to collect and manage your customers’ data, create personalized dynamic marketing campaigns, automate communication with customers, and analyze performance with reports.

Pipedrive

Benefits of sales automation

Increase sales and profits

Automate routine tasks. Track customer behavior, improve personalization and targeting.

Quicker decision-making

Reduce the amount of manual work and bureaucratic procedures. Receive automatic notifications that alert employees to important events.

Improve customer service

Respond to customer queries quickly and accurately. Provide a higher level of service.

Standardize sales

Ensure a unified approach to sales and customer interaction. Standardize customer data. Speed up the adaptation of salespeople.

Reduce labor costs

Use your employees’ time more efficiently. Reduce dependence on human error and human error.

Improved reporting and analytics

Collect and analyze sales process data. Make informed decisions and predict future sales more accurately.

Advantages

Benefits of sales automation with us

4000+

Students were trained to work with CRM systems

6+

Years of CRM implementation in sales departments  in different businesses

40+

Niches: manufacturing, trade, services, logistics, etc.

300+

Successfully implemented CRM implementation projects

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

Preparatory stage

3

System customization

4

Course “Sales Plan in CRM”

4

5

Post-project support

6 – 9

Technical support

REVIEWS

300+ realized projects

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Kolomiytseva Kristina

16/02/2024
Owner, DanceMe

Peekssot’s efforts resulted in an increase in online sales. The team ensured a smooth and successful implementation of the CRM system and managed the project efficiently and professionally. They were organized, attentive to detail, and reliable. Their level of care was outstanding….

5
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Oleg Salnikov

06/02/2024
Commercial director of INTTEKS

The company acquired optimized business processes, thanks to the efforts of Peekssot. The team strictly adhered to timelines and deliverables, and internal stakeholders were impressed with the service provider’s professionalism and service-oriented approach….

5
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Dmytro Petronchak

06/02/2024
Head of Commercial Department, Brushme

Peekssot always responds promptly to their customers’ requests and implements all tasks as soon as possible. Thanks to Peekssot, the client has notably shortened their sales transaction cycle and reduced the amount of investment in the advertising budget. They’ve also increased the number…

5
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Andriy Rak

06/02/2024
Owner of COO, Top lohystik

The feeling of working with professionals was great. The project was divided into several tasks that were successfully implemented. Peekssot was well-organized and responded quickly to all the client’s needs. They were professional and easy to work with….

5
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Polina Lazarieva

06/02/2024
Owner of ReisenAP

All answers to our questions were provided on time. Thanks to Peekssot, the company was able to improve the quality of their lead processing, organize client information efficiently, and increase their sales. The team responded promptly to questions and communicated well via virtual meeti…

5
FAQ

Frequently Asked Questions

What is sales automation?

Sales automation is the process of using tools and technology to automate routine and repetitive tasks directly related to the sales process. As a result, automation helps salespeople free up a significant amount of time that can then be allocated to complex and usually more important tasks.

How to implement sales automation?

Sales automation is implemented in 6 steps:
1. Analysis of current sales processes to identify pain points; 
2. Defining the main goals and success criteria;
3. Selection and configuration of the optimal CRM and other automation tools;
4. Integration of CRM with other systems; 
5. Employee training; 
6. Continuous improvement, optimization, and enhancement.

What services are needed for sales automation?

In our experience, CRM (Customer Relationship Management) is the main tool for sales automation. A CRM system is enough to significantly improve the sales situation. But using such services as appointment booking, task management, and Help desk along with CRM will further boost your sales.

Which sales processes can be automated?

Automating these standard processes provides the greatest impact in the sales department:
1. Lead and deal management
2. Generating and sending out sales proposals
3. Creating tasks, appointments, and reminders
4. Communication with customers
5. Receiving reports, data analysis, and forecasting
6. After-sales service, feedback and surveys 
7. Repeat sales
8. Tracking employee activity and performance
When implementing automation in your business, don’t forget about the principle of gradualness and consistency, go to your goal step by step.

Presentation

Free presentation
of the ideal sales system.

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

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