Guide
← All servicesLogging calls, scheduling follow-ups, updating deal stages. None of it is selling, and all of it is done by the person you hired to sell. Automation moves that work to the system that already holds the data.
Phase 1 (Weeks 1-2): Activity logging. Connect email and calendar. Let reps focus on selling, not logging.
Phase 2 (Weeks 3-4): Task scheduling. Auto-create follow-up tasks based on deal milestones.
Phase 3 (Weeks 5-6): Escalation workflows. Flag deals that need manager attention.
Phase 4 (Ongoing): Continuous optimisation. Monitor adoption, iterate, add new automations.
Work with a data automation consultant to design and build it.
Get sales automation built
Let us automate your sales workflows so reps can focus on closing deals.
Get Started With AutomationOr start with the revenue operations overview that the rest of these hang off.
That is usually where we can help.
Tell us what is not working, what is still manual, or what you cannot currently see clearly. If it is not something we should take on, we will tell you that too.
Engagements are scoped to an outcome and priced as a fixed scope or a retainer, not by the hour. If the work is small enough to bill hourly, it is not work we should be taking.
hello@core-x.solutionsStart with whichever is true
Taking on new work.