Sales Automation

Deals are rarely lost at the pitch, they are lost in the gaps

Sales automation closes the gaps between steps in a sales process, where a lead waits unseen, a follow up is forgotten, or a quotation sits unsent.

A salesperson can hold a handful of conversations in their head reliably. Past that point the gaps open, and they open quietly.

Nobody files a report about the lead they forgot to call.

The points where a sales process leaks

Sales automation targets the five moments where deals most often stall.

• A new enquiry arrives and waits before anyone sees it
• The lead reaches the wrong person, or nobody in particular
• A follow up falls due and no one is reminded
• A quotation has to be rebuilt by hand for every request
• A closed deal is never revisited for repeat business

What Wink automates in the sales cycle

Wink automates the repeating steps from first contact through to post sale follow up.

• Lead capture from your website and campaigns
• Lead qualification and distribution to the right salesperson
• Follow up reminders and task management
• Sales pipelines with defined stages
• Quotation workflows and proposal generation
• Appointment scheduling and customer communication
• Reporting dashboards and sales forecasting
• Post sale follow ups

Response time is the first number that moves

Response time improves fastest under sales automation, because routing a new enquiry requires no human judgment.

Automatic capture and distribution put the lead in front of a named owner the moment it arrives, with the source and the enquiry already attached.

The salesperson opens a task instead of an inbox.

Quotations and proposals without the retyping

Quotation workflows remove the rebuilding that makes proposals slow and inconsistent.

Pricing, terms and product detail come from one place, so two salespeople quoting the same job produce the same document.

Approval routing on a quotation sends a discount above your threshold to a manager automatically, rather than out to the customer and into a later argument.

What pipeline reporting can finally tell you

Reporting dashboards turn a pipeline from a list of names into a forecast.

• How many leads entered, by source
• Which stage deals stall at
• Which follow ups are overdue right now
• What is realistically going to close this month

A forecast is only credible when every stage is recorded the same way, which is the real reason automation improves it.

Where sales automation meets your other systems

Sales automation connects to the systems that already hold your customer and order data.

• CRM systems
• Your website and marketing platforms
• ERP systems
• Email automation tools
• Payment gateways, cloud services and third party applications

Built for teams handling more enquiries than they can chase

Sales automation suits any team receiving more enquiries than it can personally keep track of.

That includes a showroom fielding enquiries from several channels at once, a services firm quoting bespoke work where every proposal is rebuilt from scratch, and any business where the pipeline currently lives in one person's spreadsheet.

Wink most often pairs it with CRM automation, because the pipeline and the customer record are the same story told twice.

Where the volume of enquiries itself needs to grow, performance marketing feeds the top of that pipeline, while the wider business automation service connects selling to finance and operations.

What the first step looks like

Wink begins with the sales process as your team actually works it, not as it was designed.

We map the stages, the handovers, and every point where a deal sits waiting on someone.

The proposal then sets out which workflows to automate and in what order.