28/11/2023
Here's the top things sales people waste the most time doing...
Sales people spend 72% of their time on admin tasks (according to SalesForce).
We've automated 30+ processes in the past month, mostly for sales people.
SOW / Proposal Generation. The biggest time suck is creating detailed bespoke proposals for every client. Automation and LLMs fill in 90% of the doc, populate templates and send it for automated signature collection.
Qualifying and Prioritising Leads: Sales teams are drowning in emails. LLMs classify and respond to client enquiries, getting all the missing information for you and ensuring you only deal with the ones that matter.
Legal Document Automation: From contracts to engagement letters. Generating essential documents and facilitating signature collection is time consuming. With automation it's a few clicks.
Invoices: Every business needs to get paid. Linking directly to the CRM, automated invoicing links to Stripe/Xero/Quickbooks and prepares everything for you. All it needs is a human check before sending.
Here's a sequence diagram showing a 90% automated sales process that we built.
