How Many Sales Did You Lose Today?
Everyday, businesses like yours are losing sales. It might be because of slow follow-up. It might be because your manual processes are leading to missed opportunities.
There is a better way. Discover how to stop losing sales and start closing more deals.
Peter Burgess
Founder
Too Much to Do
You work hard to generate leads and qualify them as prospects.
Then you follow up to turn them into loyal customers.
The problem is it’s often manual, labour intensive and a long process. There’s no guarantee of success.
When you do win a new customer, you probably spend hours drafting up new agreements. Issuing an invoice for the initial deposit. Booking in meetings. Creating project management plans and assets. There must be an easier way.
Sales Process Automation
We now have all the tools and technology you need to automate a lot of the labour-intensive tasks in your sales process. It’s possible to:
Automatic Notifications
Be automatically notified of new email enquiries. Direct to the relevant team member via text, email, or Slack
Easy Online Payment
Allow customers to make their own bookings and pay for services online - without the need to contact a team member
Tracking via CRM
Track and manage all enquiries and bookings via a central "single source of truth" - the CRM or Customer Relationship Management System
Booking Reminders
Remind customers about an upcoming booking via SMS
And much, much more!
If it’s part of your sales process, there’s a good chance it can be automated.
Once it’s automated you can relax knowing it will get done.
Once it’s automated you can expect to get more customers from the same amount of marketing and lead generation.
Once it’s automated you can than start optimising to get even better results.
We can show you how to leverage process design and technology to streamline your customer relationship management and automate the manual and repetitive sales tasks in your business. Contact us to learn how.
Our Services
Sales Process
Design
Design
CRM Selection,
Rollout and Support
Rollout and Support
Sales Process
Automation
Automation
Sales Reporting &
Dashboards
Dashboards
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Our Blueprint
Applying our four stage Sales Process & Technology Blueprint to achieve quick results in your business.
Process Excellence Call
Roadmapping
Implementation
Planning
Planning
Implementation
Assurance
Assurance
What our customers say
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REVIEWS
Our Technology
Our CRM of choice is Pipedrive (Process Culture is a Pipedrive Premier Partner). We support Active Campaign, Mailerlite and Convertkit for Marketing Automation. System integration is either custom developed or leveraging Make.com and/or Zapier.
Process Culture can integrate your CRM and Marketing systems with a wide range of cloud based and on premises solution. For example, many of our solutions include integration with Xero cloud accounting and project management solutions such as Asana and Clickup.
We recommend the use of Practice Ignition for streamlining proposal management and customer onboarding. We can integrate Practice Ignition with Pipedrive, Google Drive and other services you use in your business.
Case studies
Melbourne Media Agency
We were approached by a Melbourne based media agency to help them redesign their core business processes - with a particular focus on sales, marketing and software development.
Security Consultant
Process Culture helped a security consultant with a thriving business to rollout a CRM and automate key sales and financial processes.
Business Attire Client
A Melbourne based producer of business attire was looking to implement a CRM so they could better manage their customer relationships and share information within their team.
