The goal of this project is to design and implement an automated sales process and create a seamless workflow from lead generation to post-sales activities. It requires integrating various tools and leverages AI technologies to enhance efficiency, productivity, and customer experience.

Consultant Requirements:

• Proven experience in B2B sales process automation.

• Expertise in CRM systems, AI tools, and workflow integrations.

• Strong project management skills.

• Excellent communication and training abilities.

Project Duration:
2 weeks

Project Objectives:

1. Automate lead management and follow-up processes.

2. Integrate CRM with project management and other sales tools.

3. Utilize AI for automation and intelligent follow-ups.

4. Streamline / automate demo scheduling, trial initiation, contract and invoice sending.

5. Automate customer onboarding and support workflows.

6. Implement automated re-engagement, upselling, and win-back campaigns.

Expected Outcomes:

• Increased efficiency and productivity in the sales process.

• Improved lead management and follow-up.

• Enhanced customer experience through automated onboarding and support.

• Data-driven insights for continuous improvement.

Project Management and Reporting:

• Daily progress updates and meetings with stakeholders.

• Detailed project management documentation and reports.

Scope of Work:

1. Assessment and Planning

• Review current sales processes through rapid interviews with sales and customer success teams.

• Analyze current workflows, tools, and pain points.

• Define automation requirements in collaboration with key stakeholders.

2. CRM and Tool Integration

• Configure and optimize Pipedrive CRM.

• Integrate Pipedrive with ClickUp.

• Set up necessary integrations with email, calendar, and communication tools.

3. Lead Management Automation

• Develop and implement a lead scoring system.

• Create automated lead qualification and assignment processes.

• Provide AI-powered email drafting assistance for SDRs.

4. Sales Process Automation

• Automate demo scheduling and follow-up processes.

• Implement trial activation and monitoring system.

• Develop automated check-ins and engagement tracking during the trial.

• Automate meeting scheduling for post-trial discussions.

5. Contract and Payment Automation

• Implement automated contract generation and invoicing systems.

• Develop subscription activation triggers based on payment.

6. Customer Onboarding and Retention Automation

• Create automated welcome and onboarding email sequences.

• Implement usage monitoring and automated upsell/cross-sell triggers.

• Develop automated customer satisfaction surveys and feedback collection.

7. Analytics and Reporting

• Set up a comprehensive sales analytics dashboard.

• Implement automated reporting for key sales metrics.

• Create a system for continuous process optimization based on data insights.

8. Training and Documentation

• Develop user manuals for all implemented systems.

• Conduct training sessions for the sales team on new processes.

9. Final Review and Handover

• Conduct a final review of the automated systems.

• Ensure all objectives and requirements are met.