Capability 06 · CRM, quoting and forecasting
Sales automation that takes the admin off your sales team.
We automate CRM updates, guided next steps, quotes within your pricing rules and evidence-based forecasts. Every suggestion shows its reasoning, and every forecast its assumptions.
Adapted: the discovery call moves to day 3 and focuses on pricing. The next email becomes a pricing FAQ drafted for the rep to edit, and the day 9 email is skipped.
Illustrative account and sequence. Each change is written back to the CRM with the activity that caused it.
What we offer · 6 parts
Six parts of the sales process we automate.
Automation handles logging, drafting and analysis. Your sellers keep the conversation, the commitments and the price.
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CRM automation & data hygiene
Activity logged automatically, duplicates blocked, stage rules enforced and each field asked for once the answer is known.
Auto-capture · stage rules -
Guided selling & next best action
CRM playbooks suggest the next step and flag stalled or at-risk deals, with the reasoning shown so sellers can overrule them.
Playbooks · risk flags -
Dynamic pricing & quoting
Quotes built on rule-based pricing, discount limits and approval chains, linked to invoicing and tokenised payment links.
CPQ · approvals -
Proposal & follow-up generation
Proposals, recaps and follow-ups drafted on-brand from CRM data and approved content, then reviewed and sent by the account owner.
Drafted · reviewed · sent -
Conversation intelligence
Calls and meetings transcribed with consent; objections and commitments go to the CRM and recurring themes feed team coaching.
Consent · coaching -
Forecasting & pipeline analytics
A model-assisted forecast built from stage conversion, deal ageing, coverage and data quality, showing its assumptions and past misses.
Forecast · coverage
How it works
Offers that respond to buyer activity, inside rules you set.
Five steps from buyer activity to forecast; the highlighted one is where the offer is chosen.
- 01 · Capture Buyer activity Pricing views, replies, product usage and meetings, on the CRM record.
- 02 · Stage Where they are Set by agreed stage definitions and exit criteria.
- 03 · Adapt Next step The sequence adjusts channel, timing and content to match that activity. Sales
- 04 · Draft Rep approves Agents draft follow-ups and quotes; the rep edits and sends.
- 05 · Forecast Pipeline view Deal risk and forecast from activity, with the reasons shown.
How we work with you · 4 stages
Agree the process, then automate it.
Stages and definitions are agreed with your sellers first, so every report and automation uses the same terms. Timings are typical, not promised.
Stage 01 of 4Wk 01–03
Map
We map stages, exit criteria, systems and handovers, then agree the definitions everyone is measured on.
Produces
- Process map
- Stage definitions
- System inventory
Stage 02 of 4Wk 03–08
Automate
We configure the CRM with capture and hygiene rules, connect marketing, finance and support, then rebuild reports on the agreed definitions.
Produces
- CRM build
- Integrations
- Hygiene rules
Stage 03 of 4Wk 07–12
Assist
We introduce guided selling, quoting, proposal drafting and conversation intelligence with your team, one workflow at a time.
Produces
- Playbooks
- CPQ flows
- Assistant rollout
Stage 04 of 4Wk 12–14
Forecast
We tune the forecast model on past deals, review it weekly with sales leaders and update it as the process changes.
Produces
- Forecast model
- Weekly review pack
- Adoption report
How we use AI · what you will see
Every automated offer is checked against your rules before it is sent.
Each rule has an owner and a fixed response when it is breached, from blocking the offer to holding it for approval.
| Rule | Setting | Last 30 days | When it trips | Owner |
|---|---|---|---|---|
| Margin floor | ≥ 22% after discount | 0 breaches (on track) | Offer blocked | Finance |
| Discount above 15% | Manager approval | 14 sent for approval (needs attention) | Held for approval | Sales lead |
| Stock check | Live inventory | 3 offers withdrawn (on track) | Offer replaced | Operations |
| Same customer, same week | Max 2 offers | 1 breach · fixed (gap) | Second offer suppressed | CRM owner |
What you get
Rules, playbooks and integrations, built in your systems.
What we make for you is yours once it is paid for. Tools we already had stay ours, and you get a free, permanent licence to use them. Every change is logged.
| # | Deliverable | Format |
|---|---|---|
| 01 | Sales process map & stage definitions | Diagram · doc |
| 02 | Configured CRM & automation rules | Platform build |
| 03 | Guided selling playbooks | CRM content |
| 04 | Quoting, pricing & approval workflow | CPQ config |
| 05 | Proposal & follow-up templates | Templates |
| 06 | Conversation intelligence set-up | Config · consent flow |
| 07 | Forecast model & pipeline dashboards | Model · dashboard |
What changes
Faster deals and protected margin, judged on three measures.
Response times should fall, win rates rise and no automated offer go below its margin floor. They are aims, not guarantees.
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01
More time for selling
Logging, chasing and document assembly are automated, so the working day goes back to customers.
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02
A pipeline you can believe
Stage rules and automatic capture keep the CRM current, so forecasts start from up-to-date deals.
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03
Pricing under control
Discount limits, approvals and margin floors are enforced as each quote is built.
Replies by week, adaptive sequence vs fixed cadence. Shape only. Results are compared with a fixed cadence on similar accounts.
Technologies we work with
Your CRM, commerce and payment tools, kept and connected.
We connect your CRM, commerce, payment and messaging tools so offers and follow-ups move between them automatically. Listed as technologies we work with, not partnerships. AI model output always passes through an approval step.
- HubSpot
- Zoho
- Stripe
- Razorpay
- Shopify
- Google BigQuery
- Python
- n8n
- PostgreSQL
- Salesforce
- Twilio
- Slack
- Microsoft Teams
Frameworks we build to
Card data kept out of the CRM, and every offer auditable.
Every pricing rule and payment flow is built to these frameworks. They are not certifications we hold.
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GDPR — General Data Protection Regulation (EU) 2016/679
General Data Protection Regulation (EU) 2016/679
Consent recorded per purpose and channel, tags fired only after consent (Consent Mode v2 where Google is used) and erasure requests sent to every connected tool.
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DPDP Act 2023 — Digital Personal Data Protection Act, 2023
Digital Personal Data Protection Act, 2023
Notices and consent records for India-based customers, with withdrawal honoured in every journey and channel within the same working day.
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ISO/IEC 27701 — Privacy information management systems
Privacy information management systems
Every marketing tool that holds personal data listed with its purpose, retention and processor terms, and kept current as tools are added.
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PCI DSS v4.0.1 — Payment Card Industry Data Security Standard
Payment Card Industry Data Security Standard
Payment links and checkout handed to a tokenising provider, so card data never enters the CRM, the sales tools or the message logs.
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NIST AI RMF 1.0 — AI Risk Management Framework
AI Risk Management Framework
Each model that scores, targets or writes is listed with an owner, a measured error rate and a threshold that stops it.
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EU AI Act — Artificial Intelligence Act (EU) 2024/1689
Artificial Intelligence Act (EU) 2024/1689
AI-generated content labelled where required, targeting and scoring uses classified by risk and a person able to override every automated decision.
Services & packages
Sales automation services, from CRM set-up to forecasting.
For sales and revenue teams: you can start with one service and add others. Each lists what is included, who it suits and a typical timeline.
- Categories
- 05
- Services
- 14
- Packages
- 04
How to buy
- 01Pick services. Enquire about one, or add several to a brief.
- 02Choose a package. A sprint, a fixed project or an ongoing team.
- 03Send the brief. We reply within one working day.
How we work with you
Ways to engage, from a question to an RFQ.
Ask a quick question, send a project brief or issue a formal RFQ. The lead for the work reads each one in full, and any services already in your brief go with it.
Or book a thirty-minute call-
01
For a first conversation, a press request or anything that does not need a scope yet.
You get A reply from a named lead
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02Recommended
Goals, audiences, a budget band and timing, so our first reply can outline the work.
You get Options and a first scope after one call
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03
Your documents, deadlines and the procurement and security rules the work must meet.
You get Receipt confirmed and a named bid lead
How it is priced
Each package shows its pricing model. Work starts once a written scope and quote are agreed.
Opens a project brief with this package chosen.
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In your brief
- Typical length
- 4–12 weeks
- Pricing
- Fixed price
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In your brief
- Typical length
- 3–9 months
- Pricing
- Fixed price per milestone
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In your brief
- Typical length
- Ongoing · 6-month minimum
- Pricing
- Monthly fee
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In your brief
- Typical length
- 6–18 months
- Pricing
- Programme fee · by statement of work
Compare what each package includes
| Package | Every engagement includes | Best for |
|---|---|---|
| ProjectA defined scope, delivered for a fixed price. |
|
Work you can describe up front: an identity, a platform or a set of tools |
| MilestoneA larger build in phases you approve and pay for one at a time. |
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Programmes too large for one contract, where you want control at each step |
| RetainerReserved monthly capacity to run, improve and extend what we built. |
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Live brands and products that need a steady team without hiring one |
| EnterpriseA multi-workstream programme with a dedicated team, governance and agreed service levels. |
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Large organisations running change across markets, portfolios or business units |
Questions
What teams ask about sales automation.
Anything else, ask us directly. A short call is usually quicker than a long email.
01Will this replace our salespeople?
No. We automate logging, document assembly, analysis and follow-up reminders. Discovery, negotiation, judgement and the relationship stay with your salespeople, who get more time for them.
02Is dynamic pricing fair to customers?
It has to be, and it has to be legal. We build documented, auditable rules that price by segment, volume, term and cost to serve. Prices never vary by an individual’s personal characteristics or inferred willingness to pay.
03Do we need to record calls?
Only with consent, and only where it is lawful in that market. Consent is captured in the call flow or meeting invitation and retention is limited. Anyone can decline and still take part.
04Which CRMs do you work with?
We work with Salesforce, HubSpot and Zoho. If a custom platform fits better, our Technology & Intelligence team builds it, and the same automation runs on it.
05Will the forecast replace the sales leader’s judgement?
No. The model gives a range with its assumptions and past error. Your sales leader still decides the committed number, starting from evidence.
Works best with
Sales runs on good leads and long relationships.
Lead Gen fills the pipeline; Customer Strategy keeps the customers who close.
Tell us what you need built.
You will speak to a lead who would run the work, and get a straight answer on fit.
Three ways to start
Every engagement starts with a written scope and a quote agreed before work begins.
Choose one of the three ways above