Sales Process Automation
Automate repetitive sales tasks and workflows. Let your team focus on selling while automation handles administrative work.
Free Your Sales Team From Admin Work
Sales representatives spend only 35% of their time actually selling. The rest is consumed by administrative tasks, data entry, follow-up emails, and other activities that could be automated. This inefficiency costs companies millions in lost productivity and revenue. Sales process automation transforms CRM systems from glorified databases into intelligent workflow engines that handle repetitive work automatically.
Codixes implements comprehensive sales automation including lead routing, automated follow-up sequences, task creation based on deal stages, quote and proposal automation, meeting scheduling, pipeline management, and reporting. We map your complete sales process and identify every opportunity to reduce manual work while improving consistency and speed.
Our automation solutions work within your existing CRM (HubSpot, Salesforce, Pipedrive, etc.) or we can implement new systems. The result is a sales process that runs smoothly with minimal manual intervention, allowing your team to focus on what they do best: building relationships and closing deals.
Automation Benefits
Time Savings
Save 10-20 hours per rep per week on administrative tasks.
Consistent Follow-Up
Never miss a follow-up. Automation ensures perfect timing.
Higher Productivity
Sales reps spend more time selling, less on admin work.
Better Data Quality
Automation captures data accurately without manual entry.
Faster Response
Instant automated responses to leads improve conversion rates.
Scalable Process
Automation scales without adding headcount.
Related Services
Frequently Asked Questions
We automate lead assignment, follow-up sequences, task creation, deal stage progression, quote generation, appointment scheduling, data entry, and reporting. Most repetitive manual work can be automated, freeing sales teams for actual selling.
Not when done correctly. Automation handles repetitive tasks while sales reps focus on personal interactions that matter. Automated follow-ups actually improve customer experience by ensuring timely, consistent communication. Personalization tokens make automated messages feel personal.
Sales teams typically save 10-20 hours per rep per week. That time shifts from administrative tasks to actual selling. The productivity gain often translates to 20-30% more closed deals with the same team size.
Yes, we build custom automations for your unique sales process. We map your current workflow, identify automation opportunities, and implement solutions tailored to how your team actually sells.
Automate Your Sales Process
Let's identify automation opportunities in your sales process and implement solutions that save time and increase productivity.