Business challenges
01
Reps spend more time on admin than selling
Data entry, activity logging, follow-up scheduling, and report production consume 35 to 45% of a sales rep week. That is selling time lost permanently to administration that could be automated.
02
Manual processes that cannot scale
Onboarding a new customer requires 14 manual steps across 3 systems. It works at 50 customers per month. It collapses at 200. Growth requires headcount, not automation.
03
Automations built without documentation
Someone built 40 CRM workflows 3 years ago. Nobody knows what triggers them, what they do, or which business process breaks if they are modified or deactivated.
04
Legacy systems with no API
Critical business data lives in a system that predates modern APIs. The only way to extract or enter it is manually -- consuming hours of resource every day -- until RPA enters the picture.
What is included
Inventory every manual process that could be automated -- volume, frequency, error rate, and time cost per execution. Output: a prioritised automation opportunity register with ROI estimates per process.
Deliverables
How it works
Process audit
Identify and quantify every manual process that could be automated. Prioritise by ROI -- time saved, error rate eliminated, and implementation complexity.
Automation design
Design each automation with explicit trigger logic, exception handling, and rollback scenarios documented before build begins.
Build & configure
Build automations using native CRM tools, RPA platforms, or custom code -- whichever approach the specific process requires.
Testing & QA
Test every automation against real data including edge cases, exception scenarios, and failure conditions before production deployment.
Documentation & handover
Deliver full written documentation for every automation built so your team can maintain, modify, and extend them independently.
Success stories
We automated 23 manual processes across our CRM and ERP in 8 weeks. The team recovered 1,400 hours per year that are now spent on client delivery, not administration. The ROI on the engagement was positive within the first month.
Lead routing and follow-up sequences used to require a full-time admin to manage manually. Now the entire process runs automatically. That resource became a junior sales analyst who contributes directly to pipeline.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
Identify and quantify your top automation opportunities -- process mapping template, ROI estimation model, and prioritisation matrix.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
