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Why Automate Sales? 

More and more organisations are looking at ways to continually improve their sales process so staff spend less time dealing with distractions and more time on what really counts.

Do these sound familiar?

  • Manual, repetitive tasks - Data entry, duplication, quotes, purchase orders, invoices and contracts
  • Ad hoc tasks - Logistics, vendor on-boarding, scheduling meetings, reconciliations
  • Searching for files, emails or paperwork - This can take valuable minutes or even hours!

Automating these processes means time is regained to focus on:

  • Innovation and new ideas
  • Business development
  • Enhancing customer relationships

Additional benefits:

  • Impeccable service levels - Responding quickly to a prospective customer can be the difference in winning or losing new business
  • Full traceability - Visibility of the end to end sales life cycle and reporting
  • Reduced carbon footprint - The paperless office is not a myth!

What Should I Automate?

Here at GLiNTECH, we've automated MANY of our sales processes and have a high performing team as a result!

Below are a few examples:




Web to Lead

From an email inquiry or website contact us form, these should be captured directly into your leads queue




Service Level Agreements (SLA's)

Implement SLA's to ensure the team maintains high levels of communication and response times



SalesForce CRM Automation

Harness the awesome power of SalesForce CRM automation across multiple disciplines such as leads, opportunities, task management and digital contract agreements through native functionality and add-ons




Quotes, Purchase Orders and Invoicing

Magnifying the efficiency of your payments processes makes a lasting impression to your customers.





Integrated Applications

Connect your Email, CRM, Project Management tools, Accounting software and more for full end to end visibility and integration




Reporting & Dashboards

Schedule reports to provide regular updates on valuable sales metrics.

Tools we use

There is a fantastic ecosystem of vendors that can assist in Sales Automation. Below are a few that we highly recommend.


Getting Started

We want to hear all about your current Sales Processes! Get in touch so we can help kick start your sales automation journey.





1 About You
2 Your message

Effective Sales Life Cycle


Integrated Applications


Paperless Automation