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Sales Process Digitization & Automation (AI driven)

Increase sales heartbeat with higher quality outreach at lower cost

Is sales effort lost in processes instead of customers?

In many organizations, sales performance is constrained not by talent or demand, but by inefficient processes. Salespeople spend a significant share of their time on manual tasks: data entry, research, follow-ups, coordination, reporting, and internal handovers.

At the same time, hundreds of AI and automation tools exist, yet most companies struggle to identify which sales and pricing workflows should be digitized first, how tools should integrate with CRM, and how to ensure adoption. Without a structured approach, automation becomes fragmented, CRM remains a cost center, and efficiency gains never materialize.

Salespeople spend too much time with processes rather than customers

Your situation

  • Sales processes are largely manual, inconsistent, or person-dependent
  • CRM data quality is insufficient to enable automation or AI insights
  • Sales Operations lacks visibility into where time, cost, and friction occur
  • Tools are added ad-hoc without a clear end-to-end process design

What you want

  • 10–25% more selling time per salesperson
  • Lower cost of sales through automation of workflows
  • A scalable, CRM-centered sales engine that improves step by step
  • Clear visibility into which processes are digitized and which are next

Customer case:
Created +24% more sales activity in less time

Download this customer case to understand how our approach is executed and how it could be included into your sales process. 

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Sales operations process automation digitization and AI with n8n

The Logic

Sales workflows are digitized step by step, with measurable impact!

Digitization steps:

  • Map the end-to-end sales and pricing processes across the funnel
  • Identify workflows with the highest automation and AI potential
  • Redesign the process with clear ownership and CRM integration
  • Implement tools, automation, and AI where value is proven
  • Ensure adoption, measure impact, then move to the next workflow

A continuously improving sales engine

Sales workflows improve continuously, freeing capacity, improving quality, and lowering cost.

Sales operations process automation digitization and AI_Sales automation

How does it work in practice

Sales and pricing workflows are digitized step by step to increase sales activity heartbeat, enable personalized outreach at scale, and reduce cost. All activities are fully integrated into the CRM.

When is this for you?

Best suited if you want to actively steer sales results, not just report them

This IS for you, if:

  • Sales efficiency and cost of sales are strategic priorities
  • You want to use AI and automation pragmatically, not experimentally
  • You want CRM-centered processes that enable automation and data-driven execution
  • You want scalable, repeatable process improvements instead of isolated tools

This is NOT for you, if:

  • You are looking for a single tool to “fix sales” instantly
  • There is no willingness to redesign processes or enforce adoption
  • Sales performance is managed purely bottom-of-funnel
  • Manual, relationship-only selling is considered non-negotiable
Sales operations process automation digitization and AI

Webinar: Digitize and automate sales workflows with AI

Learn how sales workflows can be automated with AI to free capacity, increase quality and reduce cost of sales.

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