Sales/CRM with AUTTO .

Helping Sales Reach their full potential with AUTTO

The majority of businesses have some form of customer relationship management (CRM) system: There are a vast selection of products

Organisations that have built their own, typically spreadsheets
PC based, often add-ins to Outlook such as Profit (does anyone remember Goldmine?)
SME products including monday sales and Zoho CRM
Helpdesk support such as SolarWinds
Prospecting tools (LinkedIn sales navigator or Lusha)
Corporate CRMs such as SalesForce or HubSpot
Enterprise including SAP, Oracle and Netsuite

They all have their unique points, a strong marketing focus, support for a specific sales methodology, an attractive pricing policy (low-cost, free open source, freemium, part of a product suite etc) or integrated within an ERP or web storefront.

Moreover, most modern CRMs include automation features for marketing and opportunity management – so what is the role of a pureplay process automation platform such as AUTTO?

Where CRM systems hit problems

Everyone knows their CRM is an essential tool to manage large volumes of potential sales opportunities, but the truth is keeping them updated with high quality data is not particularly enjoyable. It can feel like an administrative burden which is exacerbated if other documents (NDA´s, proposals, scope documents, heads of terms and so on) held on other systems must be kept in synchronisation.

Once a sale has closed and after the high-fives comes the realisation of a whole load of customer onboarding information needs to be shuffled from the CRM to accounts, legal, PMO´s and customer success.

How can Automation help?

What if these problems could be automated, improving CRM data quality and reducing the business developers’ admin effort? But hang on, don´t many CRMs have automation tools built in?

Yes they do, although typically focussed on activity around potential customers, running marketing nurture campaigns or sequencing outreach emails with contact leads.

From Excel to Interconnected to Workflows With New AUTTO feature

Learn more about using excel data in your workflows.

How can AUTTO help?

What if these problems could be automated, improving CRM data quality and reducing the business developers’ admin effort? But hang on, don´t many CRMs have automation tools built in?

Yes they do, although typically focussed on activity around potential customers, running marketing nurture campaigns or sequencing outreach emails with contact leads.

Reporting Processes

Account managers are automatically sent an email presenting deals from their sales pipeline requiring review if they have not recently been amended, but with a review time period based on the value or quality of opportunity (weekly for large hot deals, monthly for smaller warm ones), and without the need to navigate to each deal (say by just entering a revised closing date) with a percentage chance of closing calculated on deal “freshness”.

Once the whole team has completed their reviews a summary pipeline report is produced by AUTTO and sent to the sales director.

Proposal Generator

When your CRM is nicely automated, how about getting AUTTO to write your proposals for you?

Build customised documents based on the products (lookup the prices from your suppliers in real-time) and services (using AUTTOs great table handling to find your professional services daily rates or annual service costs) required for the project, perform an automated margin check, and for high value deals, have your sales director electronically approve.

Data Hygiene

General purpose CRMs require data items to be manually created in the correct order, typically linking the prospects´ company, contacts and leads. Your sales playbook most likely identifies the CRM data fields which are critical to support your process, whilst many non-essential ones can be omitted (e.g. annual prospect sales revenue, number of locations etc etc).

It may also be important for you to upload relevant documents such as an RFQ, project brief or account entry plans at the same time using consistent naming to link with the CRM. An AUTTO automation presenting a simple form on the salesperson’s mobile phone could be built to prompt them only for this key information and behind the scenes worry about the complexities of creating it on the CRM ensuring great data quality.

Post Sale Processes

After months of selling the order finally closes! Imagine a KYC AUTTO workflow that updates the CRM deal status, checks to see if the accounts team need to perform a credit check first, generates and sends the contracts for e-signing (or kicks off a process for the legal team to create a custom agreement), create the customer in your backend customer success, support or fulfilment systems and finally calculate this months sales commission.

Our no-code automation tool allows us to build digital processes specific to your unique requirements in days, whilst leaving your business team confident they can adjust your automation without being dependent on AUTTO.

Sales/CRM with AUTTO .

Helping Sales Reach their full potential with AUTTO

Where CRM systems hit problems

How can Automation help?

From Excel to Interconnected to Workflows With New AUTTO feature

How can AUTTO help?

Reporting Processes

Proposal Generator

Data Hygiene

Post Sale Processes

An Intro To AUTTO

How to Automate a Complex Process without Writing a Line of Code

Hi there,

AUTTO is a no-code, business and document automation platform. No-code means you can build tailor-made automated processes without having to be a developer.

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