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Business areaSales & marketing
Lead qualification and routing, quotes and discounts, the sales forecast, CRM hygiene, commissions, contract renewals and campaign materials. Every solution describes the process before and after, a value model and an implementation plan.
Solutions
Sales & marketing: 28 solutions
Each card leads to a process description with a calculation. The figures are examples: we calculate them on company data before any build.
Inbound leads qualified and routed in minutes, not days
Enquiries wait for someone's Monday sort while a competitor calls the buyer on Tuesday.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Sales & marketingQuick winWon deal to a running project in an hour
Deals close in the CRM, then wait a week for someone to set up the customer, the project and the billing.
Accelerate responseIncrease capacityCustomer experienceSAP / ERPView Sales & marketingQuick winCRM data hygiene: duplicates, stale deals, missing fields
The pipeline review starts with an argument about the data, not about the deals.
Reduce errorsSave timeIncrease capacityPower PlatformView Sales & marketingDepartmentalSales commissions calculated and explained
Commission is calculated in one enormous workbook, and every dispute means rebuilding it.
Save timeReduce errorsEmployee experienceSAP / ERPView Sales & marketingDepartmentalTender documents turned into a compliance matrix
Your bid team spends its best days reading tender packs, not deciding which ones to win.
Save timeAccelerate responseReduce riskAI & agents · Power PlatformView Sales & marketingDepartmentalCampaign assets that arrive complete, approved and on time
The version that went live in Romania was not the one legal approved, and nobody could prove which one it was.
Save timeAccelerate responseReduce riskPower PlatformView Sales & marketingDepartmentalPartner deal registration and rebates without disputes
Registrations live in a mailbox, rebates in spreadsheets, and every quarter ends in an argument.
Save timeReduce errorsCustomer experiencePower Platform · SAP / ERPView Sales & marketingDepartmentalOne sales forecast, not nine spreadsheets and a feeling
Stop rebuilding the group forecast by hand from nine files that never agree.
Accelerate responseSave timeReduce errorsPower PlatformView Sales & marketingDepartmentalA freight quote out while the enquiry is still warm
Your answer goes out Thursday; the load was booked Tuesday with whoever priced it first.
Accelerate responseIncrease capacityCustomer experienceDocument processingView Sales & marketingDepartmentalEvery lead with the right adviser within the hour
Nine channels, four brands, one receptionist deciding who calls the customer back. The Friday lead waits until Monday.
Accelerate responseCustomer experienceIncrease capacityDocument processingView Sales & marketingDepartmentalA trade-in price in twenty minutes, reconditioning included
The customer wants a price for the old car today. The used-car manager is in a meeting, and the offer arrives tomorrow.
Accelerate responseIncrease capacityCustomer experienceDocument processingView Sales & marketingQuick winCustomer events that end in leads, not name badges
Guest lists from three DMS exports, RSVPs in four inboxes, a sign-in sheet in a drawer, the importer waiting for proof.
Reduce riskIncrease capacityCustomer experiencePower PlatformView Sales & marketingQuick winThe next car offered while the current one is on the ramp
Your owner base drives through your workshops every month while sales buys leads from portals.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Sales & marketingQuick winThe new wholesale price list in the ERP before stations open
The producer changes prices at 6 a.m. A network that retypes them by hand sells half the morning at yesterday’s costs.
Accelerate responseReduce costReduce errorsSAP / ERP · Power PlatformView Sales & marketingQuick winAppointments confirmed, empty slots refilled
The patient did not show, the room stood idle for an hour, and three people on the waiting list would have taken that slot at once.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Sales & marketingQuick winQuotes sent, follow-up done
The quote went out on Tuesday. The customer waited for a call that never came, and ordered from the firm that phoned.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Sales & marketingQuick winService contracts renewed before they lapse
The contract lapsed quietly three months ago. A client who paid monthly for three years just stopped, and nobody noticed.
Reduce costReduce riskSave timeUiPath · Microsoft 365 +1View Sales & marketingQuick winAvailability enquiries answered the same day
Tuesday evening’s enquiry got its answer on Thursday before noon. The guest already sleeps at another guesthouse.
Accelerate responseIncrease capacityReduce costAI & agentsView Sales & marketingQuick winCourse enrolments, contracts and instalments
September: 340 enrolments, 340 contracts, twice as many instalments to track. The school office is two people.
Accelerate responseReduce errorsReduce costDocument processingView Sales & marketingQuick winShooting course: from sign-up to certificate
The course starts on Saturday. The sign-ups sit in emails, the payments in the bank statement, the certificates in a word processor.
Accelerate responseReduce errorsIncrease capacityDocument processingView Sales & marketingQuick winCorporate events: quote, contract, deposit
A company asks about shooting for twenty people. The quote went out three days later; the group is already having fun elsewhere.
Accelerate responseReduce costReduce errorsAI & agentsView Sales & marketingQuick winTreatment series reminded on time
The third session of the series was due in March. It is June, and nobody has called.
Increase capacityAccelerate responseSave timeUiPath · Microsoft 365 +1View Sales & marketingDepartmentalRenewals surfaced in Teams and a CRM cleaned every night
Renewals surface when the customer mentions them, and the pipeline is tidied only before the quarterly review.
Save timeReduce errorsAccelerate responseAI & agents · Power PlatformView Sales & marketingDepartmentalQuotes built, discounts approved and signed within the day
Your margin floor is enforced by a thumbs-up in a chat and audited three weeks later.
Accelerate responseReduce errorsSave timeSAP / ERPView Sales & marketingQuick winThe current deck and the approved answer found in seconds
Three folders called FINAL, and the deck that reached your prospect names a discontinued product line.
Save timeAccelerate responseReduce errorsAI & agentsView Sales & marketingQuick winClose rates, targets and the forecast on one trusted page
Forecast_Q3_v7_FINAL_CFOcomments.xlsx has nine tabs and three definitions of committed.
Accelerate responseSave timeReduce errorsPower PlatformView Sales & marketingQuick winTraffic drops and burning campaigns flagged the same day
Your ads are running, your page is loading, your analytics is counting, and nothing converts.
Accelerate responseReduce costReduce errorsPower PlatformView Sales & marketingQuick winFirst drafts for every channel from the approved brief
One approved brief still becomes sixteen blank documents, written by hand for every channel and market.
Accelerate responseIncrease capacityImprove controlAI & agentsViewScenarios and AI agents
These processes in practice
Scenarios are illustrative models with a calculation, described on an example company.
The board starts the day with the full picture, before anyone has to ask for it.
See the agent ScenarioThe sales assistantThe quote reaches the customer the same day; ~1/3 of team time returns to selling.
See the scenario ScenarioB2B client onboarding in 24 hoursTime-to-revenue from weeks to days; zero lost applications; full compliance.
See the scenarioWhich process to start with?
The first call takes 15 minutes on Microsoft Teams. We pick one process and check whether automation makes sense on company data.
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