Sales and customer service automation

Learn how to streamline sales processes, increase department efficiency, and achieve better results with the introduction of automation!

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What is the automation of sales processes?

What is sales automation? It is a process that aims to increase the efficiency of sales activities by creating integration between different tools. Sales automation allows you to save time and manage leads more effectively. Automation software reduces repetitive tasks, allowing traders to focus on building customer relationships and acquiring new customers. As Sagiton Automation Agency, we implement sales automation in our clients' companies so that they gain the time they need to develop their products or services.

What can we do for you?
Check out our examples of sales, customer service and marketing automation

The following automations are just some of our implementations — we will adjust these and other solutions to your processes and tools you use!

Are your products so complex that customers do not receive the price directly on the site, and only after contacting the support and preliminary analysis?

Online configurators and automatic quotes

— online sales automation allows customers to independently enter the required data and receive a quote in seconds, eliminating the need for time-consuming consultations. Thanks to this, the sales department does not waste time on potentially non-converting queries. Configurators on the site increase conversion, facilitating the purchase decision and eliminating customers for whom price is a barrier, which speeds up the entire sales process.

When a lead comes in, the salespeople in your company don't know who should take it and when?

One-click lead handling

 — sales automation sends a notification with the required customer data to the team on the communication app (e.g. Slack or Teams), allowing salespeople to take over the lead. This eliminates the need to manually enter sales opportunities. If no one from the team takes action, after the due time, the system will automatically assign the seller, taking into account the type of product and the availability of the employee. Plus, leads can be handled on the go — from takeover to sending a personalized email directly from a communicator app (like Slack), making it easier to manage and save valuable time.

Does the sales department spend a lot of time analyzing, monitoring and presenting the results of its activities?

Dashboard to manage and filter the obtained leads

 — sales automation integrates data from various sources, automatically importing and updating information in real time. Leads are classified by segments such as industry, company size or stage in the sales funnel, making it easier to make decisions. Dynamic dashboards eliminate the need to manually prepare reports, allowing you to quickly filter and generate easy-to-read sales statements. Automate sales to avoid repetitive actions!

Do you take too much time to prepare meeting notes and enter data manually?

Automatic transcription and summary of sales meetings

 — conversation transcription software records and converts meetings into text. The AI then prepares a concise summary of the key findings, which is automatically saved in CRM. Accurate data entry minimizes the risk of errors, ensuring accuracy and consistency. With AI-powered automation, you'll save time and give your traders the ability to easily pass on leads to each other. Sales automation also allows you to instantly send emails with meeting summaries to customers.

Are you running multiple marketing campaigns at the same time and having trouble taking appropriate action based on the data?

Dashboard to increase the effectiveness of marketing campaigns

 — automation tools allow you to integrate data from different platforms such as Google Analytics, Facebook Ads or Mailchimp, giving you a complete picture of your campaigns. Marketing automation eliminates duplicate and test data, guaranteeing the reliability of analytics. With real-time information aggregation, you can quickly assess the effectiveness of activities and make dynamic decisions without having to search through multiple tools, which significantly increases the efficiency of activities.

Consultants in your company do not keep up with customer inquiries?

Customer Relationship Automation

— automation of processes allows to significantly reduce the cost of customer service. Introduce a virtual AI assistant to handle any queries in live chat to minimize the need to engage consultants and speed up customer acquisition. Automatic analysis and categorization of requests prioritizes the most urgent matters, such as purchase inquiries, which allows you to better manage the work of the salesperson while maintaining the proper quality of customer service.

Do you need different automation?

Contact us and book a free consultation, during which you can tell us about your processes and the problems your company faces.

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Automation in sales to quick bidding

Do you want to handle more queries at the same time and thus acquire customers faster? We automate bidding processes and help companies create quick quotes.

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Case Study

How we automated lead handling and We have accelerated the sales process our client?

Problems faced by our client and solutions implemented by us

When lead appeared, salespeople performed a number of actions in different applications.

It is often the case that a potential customer has waited too long for a response.

Sellers wasted time each time writing a new email asking for an appointment.

Benefits of implementation automation

Lead pre-service process accelerated by 80%

Every potential customer gets a response in less than 4 hours

Communication between traders has been simplified

Details of implementation

Deployment time

2 weeks

Time saved

100 h per month

Cost of implementation

3000 EUR

Return on investment

after 2 months

See other projects

CRM System - Sagiton Sales Automation

Are you looking for a sales automation tool that will allow you to track key metrics and effectively acquire leads? Thanks to sales automation, we have created a CRM system that can significantly increase the efficiency of your work!

Ask about Sagiton CRM

Sagiton CRM in Basic plan to:

Manually entering and filtering customer data

Taking notes on a particular prospectus or lead

Create tasks and calendar view of scheduled activities

Communicate with other team members through comments

Dashboards to monitor progress and work efficiency

Integration with your sales tools and more!

We can create a sales automation system for you from 500 EUR!

Ask about CRM
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See the benefits of automation in other areas!

As Sagiton Automation, we improve the efficiency and effectiveness of our clients' companies by automating tasks in various areas, including administration, finance and recruitment. Find out how implementing automation in your business could help you become more competitive in the market.

Read more

Contact us to find out what sales automation could look like in your company

Send the form and book an appointment online with our consultant, who will check the possibilities of automation for you free of charge!

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Services

Sales and customer service automation
Administration automation
Recruitment and HR automation
Business Process Automation
Automation of financial processes
Automation with AI
Automation of bidding
BIM Content management - BIMStreamer
Generative Design
BIM/CAD Revit plugins
E-commerce integrations
Web application development
Development of mobile applications
No-Code/Low-Code Development

Industries

Architecture and Construction
Customer service
Marketing and Sales
E-commerce
Finance and Administration
HR and Recruitment
Web applications
Mobile Apps

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In accordance with Article 13 (1) of the General Data Protection Regulation of 27 April 2016 (GDPR), we inform you that the administrator of your personal data is Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław, e-mail: gdpr@sagiton.pl

Your personal data will be processed in the scope of your name, email address and/or telephone number in order to respond to your enquiry/request for contact and provide feedback — on the basis of Art. 6 (1) lit. a GDPR, i.e. consent to the processing of personal data.

The data controller informs that your personal data will not be made available to third parties.

Your data will not be transferred outside the European Economic Area or to international organisations.

Your personal data will be processed until you withdraw your consent to the processing of data and also in the event that the purposes of processing these data cease.

You have the right to access, rectify, delete, restrict processing, transfer and object to your personal data.

If you give your consent, you have the right to withdraw your consent at any time. The exercise of the right to withdraw consent does not affect the processing that took place until the withdrawal of consent.

You have the right to lodge a complaint with the supervisory authority, i.e. the President of the Office for Personal Data Protection, ul. Stawki 2, 00-193 Warszawa.

Providing your personal data is a prerequisite for establishing contact with you by Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław. If you do not provide personal data, Sagiton Sp. z o.o., will not be able to contact you.

Data Controller Sagiton Sp. z o.o. informs that it will not use your personal data for automated decision-making, which is based solely on automated processing, including profiling, and has legal effects on you or similarly significantly affects you.
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I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for marketing purposes, by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them commercial information from Sagiton Sp. z o.o.
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I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for the purposes of selling products and services of Sagiton Sp. z o.o. and for the purpose of sending me feedback and contacting me by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl. or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton database Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them information regarding the sale of products and services of Sagiton Sp. z o.o., as well as with non-receipt of feedback and contact with me by Sagiton Sp. z o.o.
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In accordance with Article 13 (1) of the General Data Protection Regulation of 27 April 2016 (GDPR), we inform you that the administrator of your personal data is Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław, e-mail: gdpr@sagiton.pl

Your personal data will be processed in the scope of your name, email address and/or telephone number in order to respond to your enquiry/request for contact and provide feedback — on the basis of Art. 6 (1) lit. a GDPR, i.e. consent to the processing of personal data.

The data controller informs that your personal data will not be made available to third parties.

Your data will not be transferred outside the European Economic Area or to international organisations.

Your personal data will be processed until you withdraw your consent to the processing of data and also in the event that the purposes of processing these data cease.

You have the right to access, rectify, delete, restrict processing, transfer and object to your personal data.

If you give your consent, you have the right to withdraw your consent at any time. The exercise of the right to withdraw consent does not affect the processing that took place until the withdrawal of consent.

You have the right to lodge a complaint with the supervisory authority, i.e. the President of the Office for Personal Data Protection, ul. Stawki 2, 00-193 Warszawa.

Providing your personal data is a prerequisite for establishing contact with you by Sagiton Sp. z o.o. with its registered office at ul. Legnicka 59/B26, 54-203 Wrocław. If you do not provide personal data, Sagiton Sp. z o.o., will not be able to contact you.

Data Controller Sagiton Sp. z o.o. informs that it will not use your personal data for automated decision-making, which is based solely on automated processing, including profiling, and has legal effects on you or similarly significantly affects you.
Close
I hereby consent to the processing of my personal data by the Personal Data Administrator (hereinafter: “ADO”) — Sagiton Sp. z o.o. ul. Legnicka 59/B26, 54-203 Wrocław, in the scope of: name, email address or telephone, for marketing purposes, by Sagiton Sp. z o.o.

At the same time, I acknowledge that: at any time I can request the deletion of my personal data from ADO Sagiton Sp. z o.o., by sending to the e-mail address gdpr@sagiton.pl or in writing, to the address Sagiton Sp. z o.o., ul. Legnicka 59/B26, 54-203 Wrocław, a statement containing the relevant request, which will result in the deletion of my personal data from the ADO Sagiton Sp. z o.o.; I have the right to access the content of my data; providing my data is voluntary, although refusal to provide them is tantamount to not receiving them commercial information from Sagiton Sp. z o.o.
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