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
Accomplishing assigned tasks with a deep understanding of business needs and setting up email campaigns to inform customers. Smart processes and leveraging automation capabilities using the right triggers….
I am impressed by the expertise of Peekssot specialists and their understanding of customer needs. Thanks to integration with the delivery service of our orders and setting up automation for tracking order statuses, it was possible to automate routine processes and avoid human factor imper…
Peekssot delivered a functional solution, and through their efforts, the client implemented new processes. The team responded quickly to needs, showcasing excellent organization and communication via virtual meetings. Their unique approach impressed the client, resulting in a positive enga…
Peekssot’s work significantly improved the client’s convenience and efficiency in performing tasks, leading to profit growth. The team delivered on time according to the client’s wishes and communicated through virtual meetings. Furthermore, the team’s individual approach and empathy stood…
Peekssot has automated the client’s telephony within the CRM system and the creation process for appealing commercial offers while configuring integration services. The team provides a personalized approach, demonstrates efficiency, and communicates promptly via the CRM system and Zoom mee…
Peekssot successfully integrated all customer communications and implemented all the client’s requirements. As a result, the client could manage and oversee their managers’ performance better and streamline interactions with end clients. Moreover, Peekssot regularly communicated with the c…
Customized analytics provided invaluable data for working with potential clients. After implementing the CRM system, we improved our service. Managers began to work more efficiently and stay focused on working with clients….
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.
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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.
