Sales automation
Sales automation for tasks that should not depend on memory.
We automate repetitive tasks and integrations between tools once the process is clear, so the team can focus on the conversations that matter.
When it makes sense
Signs that this is your next step
- The team manually copies data between tools.
- Follow-ups depend on someone remembering.
- Marketing, customer service and sales tools do not communicate with each other.
What we do
How DMX works
- 01
Mapping
Identification of repetitive tasks worth automating.
- 02
Workflows and integrations
Connections between forms, CRM, WhatsApp and marketing platforms.
- 03
Alerts and reminders
Notifications for next actions and opportunities awaiting a response.
- 04
Documentation
A record of how each automation works and who is responsible.
Technologies we have experience with: n8n, Stevo, WhatsApp Business Platform.
Connection to the ROTA Method
Transform: we implement changes through management, processes and technology.
UNDERSTAND THE METHODFrequently asked questions
Common questions
Does automation replace the sales team?
No. It reduces manual work so people can focus on serving customers and selling.