Products/Done-For-You Service

Sales Process Automation

Automate every manual step in your sales process.

5.0 · 100+ orgs delivered · 19,000+ hours
$1,999fixed price · no SOW
5 business days
Integration user access only · No admin credentials · Secure checkout via Stripe
19,000+ Hours Delivered 50+ Salesforce Certifications 100+ Orgs Delivered

What's delivered

  • Lead assignment and round-robin routing Flow
  • MQL-to-SDR handoff automation with SLA enforcement
  • SDR-to-AE opportunity creation Flow
  • Stage progression reminder and stalled deal alert system
  • Follow-up task creation and escalation rules
  • Closed Won handoff to CS automation
  • Activity logging automation (email, call, meeting)

Outcomes clients have achieved

  • Lead response time reduced from hours to under 5 minutes
  • Zero manual handoff steps across the full sales cycle
  • Follow-up task compliance rate increased to 95%+
  • Stalled deal detection running same day as deployment

The problem this solves

Sales automation failures aren't about missing technology — they're about missing configuration. Salesforce can automate every critical step in your sales process natively. Most orgs just haven't set it up correctly. This service does the full buildout in 5 business days.

From purchase to delivery in 5 business days.

01

Access & Scope Review

You grant integration user access. We map your current sales process and confirm which automations to build before starting.

02

Flow Buildout

All Flows are built and tested in sandbox. We document every trigger, condition, and action before moving to production.

03

Production Deploy

Flows deployed to production with same-day validation. All automations confirmed live and running.

04

Handoff

Full documentation of every Flow built, plus 14 days of post-delivery support.

Integration user access only — read-only where possible, no admin credentials, no data extraction

Ready to get it done? Fixed price. Fixed timeline.

No SOW. No retainer. No surprises. $1,999 flat, delivered in 5 business days.

Secure checkout via Stripe · Integration user access only

Sales Process Automation

$1,999 · 5 business days