Your best reps spend half their day on copy and paste. Data moves by hand between systems, and reports get clicked together anew every week. When manual work dictates the day, your most expensive people sell the least, because they administer.
Automation & Efficiency
Sales Automation So Your Team Can Sell
We automate recurring sales work, from data handoff to reporting, and give your team the time back. Independent of the system you run.
Does this sound familiar?
Copy and paste by hand
Data is copied by hand from A to B.
Manual quotes and reports
Quotes and reports are built manually, over and over.
Handoffs by shouting
Reminders and handoffs depend on someone shouting across the room.
Selling time lost to admin
Valuable selling time goes into administration instead of customers.
The turning point
We automate the recurring steps, from data handoff to reporting, and give your team the time back. Administration turns into selling because the system takes over the routine.
How we deliver
1
Sales Operations
Identifies and automates the recurring workflows.
2
Marketing Operations
Automates lead handoffs, nurturing and campaign steering.
Results
28 to 30 %
Only this share of a rep's time actually goes to selling; the rest goes to admin, data entry and internal coordination.
Salesforce State of Sales
15 to 20 %
of selling time can be won back by automating administrative workflows.
McKinsey
No copy-paste between systems, reporting at the push of a button, more time for direct customer contact.
Common objections
Automation is too expensive for us.
The expensive item is the manual time lost every week. Automation targets exactly that.
Our processes are too specific.
Specific, recurring workflows are precisely the ones worth automating. We map them exactly.
What can you automate in sales?
Sales automation means letting the system handle recurring tasks like data handoff, reminders and reporting. The sales team then wins back time for direct customer contact. Plan Digital Now identifies the worthwhile workflows and automates them vendor-neutrally in the existing CRM, so administration turns back into selling.
Frequently asked questions
Is sales automation worth it for small teams?
For small teams it is especially worth it, because every hour saved flows straight into selling. The expensive item is the manual time lost weekly. Even single automated workflows, such as reporting or data handoff, make a noticeable difference.
Do you need a specific CRM for automation?
No. Sensible automation follows the workflows, not a particular system. Plan Digital Now works vendor-neutrally and automates the recurring steps in the existing or fitting CRM, with no lock-in to a single vendor.
