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Ai Sales Process Automation

Now that your Marketing processes are being automated. What does the client journey look like into your sales process. What are they seeing and how are they managed from Pre Sales to Post Sales and beyond. What is working throughout this process journey and what tools and Ai solutions can be implemented to automated sales processed to improve sales and the client experience to over time turn them into advocate for your business. Let’s start with a Detailed Sales Analysis Report to see where you currently are at.

Analyze:

Detailed Premium Sales Report

We will do a deep dive into your entire current Sales Process to understand what is working well and what needs to be improved in your current sales processes. Your Detailed Report will be a holistic report making recommendations on how best to use Ai to Automate you entire sales process for scalable growth.

Pre Sales Report

Automated CRM
A cloud-based customer relationship management platform that helps businesses manage sales, marketing, and customer support in one unified system. Create automated workflows, and provides powerful analytics to improve customer engagement and decision-making with AI-powered insights. Enhance your productivity and help close deals faster.

Intergraded Online PBX:
A cloud-based telephony system that integrates with your CRM. It enhances customer communication through features like call routing, IVR, voicemail, and call analytics. Deliver better customer experiences efficiently.

Automated Ai Chat
A comprehensive customer engagement platform that combines live chat, visitor tracking, and analytics to help businesses connect with website visitors in real time. It enables proactive communication through AI-powered chatbots and automated triggers, enhancing lead generation and customer support efficiency. Empowering teams to deliver personalized experiences and drive conversions

Automated Email Campaigns
An email marketing automation tool that helps businesses design, send, and track targeted email campaigns with ease. It enhances customer outreach and drives better marketing results.

Automated Workflows
Workflow automation allows you to automate tasks and processes as soon as a form is submitted—like sending follow-up emails, updating CRM records, or triggering approvals. The integration boosts efficiency, improves accuracy, and enhances customer experience through seamless automation.

Direct Sales

Automated E-Commerce
An all-in-one e-commerce platform that enables businesses to build, manage, and grow their online stores with ease. This empowers businesses to deliver seamless shopping experiences and make data-driven decisions.

Automated Bookkeeping
A cloud-based accounting software that helps businesses manage finances, automate workflows, and ensure tax compliance. It offers features like invoicing, expense tracking, bank reconciliation, and real-time financial reporting. Saves time, and provides clear insights into your business’s financial health.

Automated Invoicing
A cloud-based invoicing software designed to help businesses create, send, and manage professional invoices with ease. It automates billing, tracks payments, and supports multiple currencies and tax configurations. Improves cash flow management and enhances customer convenience.

Post Sales

Intergraded Help Desk
A cloud-based help desk software that enables businesses to manage customer support tickets, automate workflows, and deliver multichannel support from a single platform. It improves response times and customer satisfaction through features like AI-powered assistance, SLA tracking, and a self-service knowledge base. It empowers support teams to deliver more personalized and efficient service.

Intergraded Project Management
An online project management tool that helps teams plan, track, and collaborate on projects efficiently. It offers features like task management, Gantt charts, time tracking, and automation to streamline workflows and improve productivity. It enables teams to deliver projects on time and within budget.

Ai Powered Analytics
A powerful business intelligence and data analytics platform that enables users to visualize data, create dashboards, and generate insightful reports. It supports data integration from multiple sources, third-party platforms, and custom databases. With AI-powered analytics, drag-and-drop functionality, that helps businesses make data-driven decisions with greater speed and accuracy.

See sample of Premium Report
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Order Now

Premium Sales Report $999 One time

Limited Time Offer $1499 Reg

Plan:

Custom Sales Project Plan

Leveraging insights from your Detailed Sales Analysis Report, we develop a tailored, actionable strategy designed to address the gaps and opportunities identified in the report. This process results in a Comprehensive Project Plan—customized to your business—that outlines clear steps, defined tasks, and implementation timelines. The plan is designed to be easily shared with your internal or external teams to facilitate the transformation of your marketing processes and overall business performance. Your Comprehensive Sales Project Plan will include:

Comprehensive Project Plan:
Comprehensive customized and editable Gantt project plan

Actionable Tasks
Gap Analysis operationalized into actionable task groups

Step by step instructions
Each Task with step by step instructions on actions and activities to be completed for each task

Task based timelines
There will be an estimate for the amount of time each Task for task based timelines

Ai Tools needed
Each of the needed Ai tools that are needed and how to set them up.

Standard Tools needed
A list of standard sales tools that are need with how to get them implemented into your Sales Process business model.

Optional Sales Tools
A comprehensive list of optional sales tool and when and how they might be implemented into your sales process

See sample of Comprehensive Project Plan
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Order Now

Comprehensive Marketing Project Plan $1499 One time

$1999 Reg

Action:

Execute Marketing Projects Plan

With your Comprehensive Sales Project Plan in your hand and there is no one or Team internally or externally for you to turn to, to help you operationalize your plan. We may have the capacity to action and operationalized your custom plan into your business model. Once you have booked your Detailed Sales Analysis Report then set up a meeting with us to discuss how we can work together to begin to transform your Sales Process. We have a variety of different plans that could work for you.

Plans starting at $299 monthly

Book an appointment to discuss

Let us start helping you today. Select our discounted Standard or Premium plans. Let us start by Analyzing what is working and not working with your Marketing Process and then go from there.