Where the manual work sits in sales

Process automation for sales.

Sales teams lose time to upkeep instead of selling. Leads land in forms, mails and business cards, get typed into the CRM by hand, quotes built from templates, follow-ups forgotten. These processes are recurring enough for automation and at the same time too unstructured for pure RPA. We work as an implementing consultancy and bring the process with the fastest ROI live first, connected to CRM and ERP, so the team sells again instead of typing.

Contact Review your process

Sound like your situation? Book a strategy call via our booking calendar, alternatively by email at info@prozessautomatisierung.co.

Concrete use case: lead-to-CRM

The classic case is lead capture. A lead comes in via form, mail or event, an AI reads the details, enriches them and creates the contact cleanly in the CRM, including assignment and next step. Quotes are prepared from CRM data, follow-ups triggered automatically. A human decides on priority and approach instead of maintaining records. No lead slips through, and the pipeline stays clean.

How we work

We start with a process assessment, measure how much time CRM upkeep and quotes bind today and estimate the ROI.
Then we bring a clearly scoped pilot live, with a CRM connection and monitoring.
Only once it holds do we extend to more steps.
No big-bang, but a start a small sales team can manage.

Classic RPA vs. process automation with AI

Classic RPA vs. process automation with AI
Criterion	Classic RPA	With AI
Lead sources	rigid imports	form, mail, event connected
Enrichment	none	AI adds data
CRM	ad hoc	cleanly connected
Maintenance	high on change	more robust

Pure RPA copies fields blindly and struggles with unstructured lead details. With AI in front, data is recognised, enriched and assigned cleanly. The CRM connection keeps the pipeline in sync, so no one maintains twice. So lead handling stays stable rather than being rebuilt for every new source.

Review your process

Worth a look at your process? Book via our booking calendar or email info@prozessautomatisierung.co.

Book a strategy call

Straight into the calendar

Book your strategy call via the calendar: Book a strategy call. Alternatively, reach us by email at info@prozessautomatisierung.co.

Or send an email to info@prozessautomatisierung.co

Review your process

FAQ

Do you connect our CRM?

Yes, integration is the core. We connect lead capture and quotes to your CRM, so records are not retyped. This connection decides whether an automation really holds in sales life and frees time for selling.

Do fewer leads slip through with this?

Yes. Because every lead is captured, enriched and given a next step automatically, nothing falls through the cracks. Follow-ups are triggered instead of forgotten, and your team sees immediately where action is needed.

How fast does ROI show?

Because we start with a clearly scoped pilot like lead-to-CRM, the value is often visible within weeks. We measure before what upkeep costs and after what the automation saves, before you scale broadly.