A better fit for your people
Design around actual tasks, responsibilities and the way information needs to move.
Sales Automation Solutions
Give sales teams
more room to sell.
Connect lead handling, sales activity, approvals and handoffs with practical automation. CREDIUM advises, develops and implements workflows that support the selling process.
CREDIUM / SOLUTION DESIGN
One connected customer journey
01Enquiry
02Qualification
03Opportunity
04Handover
Designed for your business ↗
ILLUSTRATIVE SOLUTION WORKFLOWTHE BUSINESS CONTEXT
Bring the business need
into focus.
Disconnected spreadsheets and manual reminders make it difficult to see the next action. We examine the sales process from enquiry to handover, then automate well-defined steps while keeping commercial judgement with the team.
More connected operations
Connect the application with the records, systems and processes around it.
A considered path to rollout
Make requirements, testing, handover and ongoing ownership part of the project.
CAPABILITIES
What we can help you do.
CREDIUM / SOLUTION DESIGN
One connected customer journey
01Enquiry
02Qualification
03Opportunity
04Handover
Designed for your business ↗
ILLUSTRATIVE SOLUTION WORKFLOWThe illustration shows a possible structure. Each engagement is designed around your requirements.
01
Lead capture & routing
Organise incoming enquiries, apply agreed routing rules and create follow-up tasks. Establish ownership and the information required before an opportunity progresses.
02
Pipeline & activity workflows
Configure sales stages, activity tracking, reminders and reporting. Define the meaning of each stage so pipeline information is useful to the people managing it.
03
Quotes, approvals & handoffs
Connect quote preparation and internal approvals to CRM records. Pass agreed customer information to delivery teams with clear responsibilities and exception handling.
04
AI-assisted sales work
Assess where AI can help summarise account information or prepare drafts. Keep review and approval steps in place before messages or commercial decisions leave the business.
FROM REQUIREMENT TO REAL-WORLD USE
A practical example.
An enquiry arrives through several channels and follow-up is inconsistent. We can connect capture, qualification and assignment so a responsible person receives the context and a clear next task.
Illustrative scenario, not a client case study.
What an engagement can include
01A mapped sales process and automation priorities
02Configured workflows and connected CRM records
03Acceptance checks for routing, approvals and exceptions
04Team guidance and a measured rollout
The final scope, deliverables, responsibilities and service commitments are confirmed in the engagement agreement.
ADVICE. IMPLEMENTATION. SUPPORT.
Choose the support
your business needs.
COMMON QUESTIONS
A clearer
starting point.
Do we need a new CRM first?
Not necessarily. We first assess the capabilities and integration options of your current tools. Automation may be possible without replacing the CRM.
Does automation send messages without review?
The workflow is designed around your policies. Drafting, review, approval and sending can be separate steps, with human approval where required.
CONNECTED CAPABILITIES
Explore what connects.
LET’S CONNECT
Make the next move
with a clearer direction.
Tell us what your business needs to achieve. We will help define the right advice, technology and next step.
Start a conversation