The goal of sales automation in CRM is to close more deals and save time. Could your sales rep be doing this more effectively?
Get predictive customer insights, convert leads with consistency, and ramp up your revenue with consulting services that align your CRM strategy with your automated sales processes and technology for maximum impact.
Whatever your company goals, we’ll ensure your CRM is automating smarter to help you achieve them.
To succeed in sales, you need more than just CRM software; you need a strategy that ensures your automation tools and the teams that use them are fully aligned with your targets and can help propel your business forward.
Bluprintx has the experience, expertise, and enthusiasm to be your ideal sales automation strategy partner.
CRMs can revolutionize your customer relationships and profits, but only if automation features are used correctly. Poor CRM adoption, with disconnected systems and manual workflows, can lead to lost leads and missed follow-ups that noticeably damage your bottom line.
But the right strategy can solve these problems. We make your CRM work for you, automating where it counts so your team can focus on selling.
One of the greatest challenges companies face is low CRM adoption due to systems that don’t reflect how their team actually works. Assess your current usage and design tailored automation strategies so that your employees use them with confidence.
Manual data entry slows down your sales team and distracts them from building relationships and closing deals. Identify where repetitive tasks can be automated to reduce admin, and guide your CRM strategy to support this.
Every lead is an opportunity for your business, and one you don’t want to pass up. Avoid missed communications or delayed handoffs with improved automated follow-up sequences and notifications to keep deals moving. Is your current lead scoring ineffective or inconsistent? We help you define and implement smarter qualification frameworks.
A CRM is only as good as the data it’s integrated with, and silos limit its effectiveness. Let’s evaluate your entire tech stack and create an integration strategy that allows information to flow.
As your business expands, your CRM needs to keep up. Build scalable automation frameworks that grow with your company and ensure systems stay effective, no matter the size of your team or number of leads you have.
Partnership
300+
active customers
Reach
10+
countries
Delivery
1750+
implementations
Global footprint
175+
employees
Step one is to perform a thorough health check of your existing CRM setup. We map your current sales journey and identify any points of friction that could benefit from better automation. This is also where we discuss your company goals, ensuring that the CRM strategy we create aligns perfectly with your overall vision for the future.
We’ve delivered over 1750 implementations, so we know a thing or two about the top platforms to support particular targets. Find the best automation solutions for your ideal sales process, so you know you’ll get only the best results.
Are you already using a CRM platform and would like to optimize it, or are you investing in a whole new system? Either way, we support you from start to finish, from full system setup and data migration to tailoring workflows to your unique sales process and connecting these to the tools you already rely on. The result? Improved performance with minimal disruption.
Our top-tier partnerships with CRM leaders like Adobe and Salesforce bring a new level of expertise to your project, giving you unique access to their latest innovations and insights.
Once your CRM is up and running, it’s time to really unlock its full potential. Find high-impact opportunities to automate across your system, then design and implement these workflows to support your overall vision.
This isn’t just about turning on set features. We partner with you to deliver tailored automation strategies within your tech stack. Ultimately, this frees up your team’s time. Instead of repetitive tasks like lead scoring, follow-ups, or quote generation, they can focus on what matters: building relationships and closing deals.
Sales don’t happen in a vacuum, and recognizing this is key to long-term growth. Integrate your CRM with your wider stack, including your martech setup and CX tools. This ensures truly connected data handoffs and lead nurturing across every stage of the funnel.
We’re tech-agnostic; As experts across a whole host of automation platforms, we can spot the smartest integration points for your business. You have the right tools; now create silo-free operations, aligned teams, and greater visibility from the first touchpoint to a closed deal.
Even the best tools fail if they aren’t used, and used properly. That’s why we work directly with your sales team to encourage buy-in and minimize resistance. Understandably, transitioning to new ways of working can be difficult for teams who are used to well-established routines. The remedy for this is dedicated support, onboarding, and training.
Our consultants aim to make your sales staff feel confident and excited about using their new tools. After all, they’re the people who will be using your new CRM system day in and day out, so their experience matters most.
Our consultants don’t just implement your strategy and walk away. Your CRM sales automation should keep delivering value long after launch, and so should we. Get ongoing insights and support that help you stay agile and make smarter decisions over time, ensuring you keep hitting revenue targets.
We’ve supported teams in over 10 countries to achieve better sales through long-term automation and CRM strategies. From monitoring performance over time to spotting opportunities early, we’ll be alongside you in ensuring your CRM evolves alongside your sales strategy.
The digital transformation experts at Bluprintx help businesses across sectors develop clear, scalable, and sustainable AI strategies that align with organizational objectives.
As a tech-agnostic company, our team works with your existing business software to help you enhance customer experiences, optimize operations, and drive growth without any unnecessary complexity or cost.
Through a comprehensive approach encompassing strategy, augmented analytics, content management, and cloud solutions, we empower businesses to harness AI’s full potential for sustainable growth.
Getting the most out of your CRM and sales automation takes more than just great tech; it demands expertise, a tailored approach, and ongoing support. At Bluprintx, we combine thorough industry knowledge with a client-first mindset to help you drive real business results. Here’s what sets us apart:
Values
Our focus is what matters to you; your goals, growth, and results.
Clear, straightforward advice, even when it’s hard to hear.
We’re with you until the job’s done right, no exceptions.
Decisions guided by your best interests, every time.
Sales automation is the use of technology to handle time-consuming tasks in the sales process, such as lead scoring, follow-up emails, data entry, etc, without the need for human input.
A CRM (Customer Relationship Management) system is a central hub for managing all customer interactions and sales processes.
Together, sales automation and CRM tools make working faster, increasing efficiency and giving sales teams more time to focus on selling.
Sales automation software reduces admin time and human error. It speeds up the sales process and makes it more accurate and reliable, providing better forecasting and performance visibility. This visibility means that leads are always followed up, deals continue to progress along the pipeline, and customer data stays accurate as it moves through systems.
In summary, it shortens the sales cycle, frees time for your sales staff to focus on higher-value activities, improves conversion rates, and increases revenue.
The list of sales tasks you can automate in the right CRM is extensive, but some of the main processes include:
These automations ensure your sales team always achieves consistent, timely outreach to their leads, without extensive manual workload.
One of the biggest issues companies face with their CRMs is low adoption and outdated workflows. But other signs of underperformance can be:
Generally, an underperforming CRM is a sign that your current technology isn’t aligned with your sales strategy, or that your team doesn’t have the right skills or motivation to use it effectively. This is where sales automation and CRM consulting can really help, working alongside your teams to ensure you’re using the right tools for your targets, everything is in sync, and your employees are confident and enthused.
The main difference between sales and marketing automation is where they sit within the sales funnel:
Sales automation focuses on streamlining bottom-of-funnel activities, which support efforts to close more deals, such as:
Marketing automation supports top-of-funnel efforts, including:
Both improve efficiency and conversions, but they serve different parts of the customer journey. When integrated together, they are a powerful duo, leading to better-qualified leads and faster deal closures.
At Bluprintx, we don’t just implement tools. We design sales automation strategies catered to your unique business goals and current tech stack. Our consultants help you unlock the full potential of automation to increase efficiency and free up your sales team. We bring the best of both top-class solutions and long-term support.
Let’s build something that works for your team and scales with your business.