Forms to CRM
Contacts reach the CRM on their own, without copying them by hand.
Marketing and sales automation in Kitchener-Waterloo-Cambridge
If your team enters the same contacts into several tools or relies on manual reminders to move a deal forward, we review which steps can be automated.
Integrations
Each workflow solves a specific marketing or sales need, with clear rules and defined owners.
Contacts reach the CRM on their own, without copying them by hand.
Each opportunity reaches the right person.
The team knows what comes next without relying on memory.
Messages and tasks triggered when a condition is met.
Scope
Connections, licences and usage costs depend on the tools used. We start by evaluating the ones you already have.
We connect your marketing and sales tools with clear rules and test them before switching them on.
Talk about an automationWe explain what was automated, how to check it runs and when to ask for changes.
See consulting and trainingFAQ
Do we have to change all our tools?
Not necessarily. First we evaluate the ones you use and how they can connect.
Can the whole sales process be automated?
We identify which activities follow clear rules and which need human judgement. The scope is agreed after the review.
What happens if an automation fails?
We define how a failure is detected, who gets the alert and what to do while it is fixed.
We will tell you what can be automated and what is better left to your team.