Sales Automation
More pipeline, less admin. Let your reps focus on selling.
Sales reps spend less than a third of their time actually selling. We automate the rest — outreach sequencing, follow-up scheduling, pipeline stage transitions, CRM data entry, and deal tracking — so your team's energy goes into conversations with buyers, not administrative busywork.
What you get
What's included in our
Sales Automation engagement
Automated Outreach Sequences
Multi-touch outreach sequences combining personalised email, LinkedIn touchpoints, and call task triggers — with automated stop conditions when a prospect replies, books a meeting, or reaches a disqualifying signal. Reply detection and bounce handling are built in.
Pipeline Automation and Deal Hygiene
Automated deal stage transitions based on defined criteria, stale deal flagging, automatic follow-up task creation, and internal alerts when deals go cold — ensuring your pipeline always reflects reality and reps are working the right opportunities at the right time.
CRM Data Automation and Enrichment
Automatic contact enrichment from firmographic data providers, email tracking and activity logging, meeting notes transcription, and bi-directional sync between your outreach tools and CRM — eliminating manual data entry and keeping records accurate without rep discipline.
Our process
How we deliver Sales Automation
Sales Process and Tool Stack Review
We interview your sales leadership and reps to map the current sales process, identify where time is being lost to manual tasks, and audit your existing CRM and outreach tool configuration. We quantify the time cost of current manual work and prioritise the highest-impact automation opportunities.
Automation Logic and Sequence Design
We design the outreach sequence logic, define pipeline automation triggers and conditions, design CRM field mapping for enrichment, and create the internal alert and reporting framework. Everything is reviewed against your sales methodology before build begins.
CRM Configuration and Tool Integration
We configure your CRM (HubSpot, Salesforce, Pipedrive), set up outreach sequences in your sequencing tool, integrate enrichment providers, and connect all tools via API or middleware. End-to-end testing covers real prospect scenarios including edge cases like out-of-office replies and bounce handling.
Rep Training and Adoption Support
Automation only delivers value if reps use it correctly. We run training sessions with your sales team, produce quick-reference guides for common workflows, and run a two-week adoption support period where reps can raise issues and get immediate answers.
Stack
Technologies we use
Why Palsoro for Sales Automation
We Understand How Salespeople Actually Work
Our automation is designed around real sales workflows — not textbook CRM configuration. We know that reps take shortcuts, CRM data decays, and Monday morning pipeline reviews reveal gaps that no automation blueprint predicted. We build for resilience against these realities.
Outreach That Doesn't Sound Automated
The worst outcome of sales automation is prospects who feel they're in a sequence. We design outreach with personalisation logic, natural timing variation, and copy that reads like a thoughtful individual wrote it — because a sequence that gets responses is worth infinitely more than one that gets unsubscribes.
Integration With Your Entire Revenue Stack
Sales doesn't operate in isolation. We connect your CRM to your marketing automation, product usage data, customer success tools, and finance system — so sales reps have complete account context and revenue operations has accurate attribution data.
We primarily work with HubSpot CRM, Salesforce, and Pipedrive. We also support Close.io, Copper, and Monday.com CRM for smaller sales teams. If you're evaluating CRM platforms, we can help you select the right tool for your sales motion before the automation build.
It depends on your deal value, sales cycle length, and buyer persona. For mid-market B2B, we typically design 6–9 touchpoint sequences over 18–25 days. For enterprise sales, sequences tend to be lower volume but higher personalisation with longer spacing. We design sequences based on your specific buyer behaviour.
Yes — and this is where significant value is often unlocked. Connecting your marketing automation to your CRM allows sales sequences to trigger based on marketing engagement signals, and allows marketing to suppress active sales prospects from nurture sequences. We design and build this bi-directional integration.
We build in safeguards: global unsubscribe checking, prospect-level opt-out management, sequence deduplication to prevent the same contact being enrolled from multiple sources, and daily send limits. Your brand reputation is part of the design brief — not an afterthought.