Admin process automation

Your commercial processes automated one by one, at lower cost and higher quality

Research, target lists, order entry, follow-ups, service requests, status updates and reports. Each task is small, but together they take a large part of the week in inside sales and aftersales. We map your commercial process end-to-end, rate every step on what automation would improve, and automate the best candidates one by one.

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Your end-to-end commercial process, rated for automation

Lead generationResearch, lists, first outreachHigh

Field salesVisits, relationships, negotiationLow

Inside salesQuotes, order entry, follow-upsHigh

Order handlingConfirmations, changes, invoicingMedium

AftersalesService requests, returns, questionsMedium

What changes for you

The repetitive work runs itself and the team sells

Commercial processes automated, starting with the most repetitive and costly.

Higher quality and more consistency in every process that is automated.

Fewer FTE needed to deliver the same processes.

Customer case

Around 450 activities checked automatically every week

A company with many projects running at once, and no central way to manage them, got a project management process that reports on itself. Data quality of project management tracking increased to 95% accuracy within 4 weeks and time to deliver projects dropped significantly, increasing the overall output of the organisation.

Average implementation time per project

Before

20 weeks

6 months after

15 weeks

~450Activities checked automatically every week

48% → 11%Tasks with no status, in under two weeks

78%Of activities delivered within planned finish date

Is this you?

Commercial admin grows quietly until it takes the week

The sales team spends too much of the day on repetitive tasks.

The same task is done differently per person or location.

Data is re-typed between emails, spreadsheets and the CRM.

It is not clear which tasks can or should be automated.

How it works

Every automation passes two tests: does it cut the cost of repetitive work, and does it raise the quality of the process

1Map your commercial process end-to-end, every activity with the time it takes.
2Rate each step on the cost of repetitive work and the quality of the process.
3Standardise the process before automating it, so you automate one process and not four variants.
4Build the automation and test it against the manual result until they match.
5Automate one process at a time: measure, fix what the data shows, then start the next.

An example: project management that reports on itself every week

Export

The plan is exported once a week. It is the only manual step

Compare

Every task is matched with last week’s copy, row by row

Judge

Agreed rules flag what slipped, went backwards, stalled or has no owner

Write

Results go into the reporting workbooks and the dashboard

Management update

The projects that need a decision this week

One email per owner

Only their own tasks, with a suggested next step

Project office note

Anything the automation could not resolve

Is this for you?

Best if your commercial team loses too much time to repetitive tasks

This IS for you, if

You want to understand your commercial process end-to-end before automating it
You want to standardise before you automate
You want to lower the cost of delivering your commercial processes
You see this as ongoing improvement

This is NOT for you, if

You want one tool that fixes everything at once
Nobody will own the process after go-live
You will not change how the work is done
Your processes are already highly automated

If this sounds like your team, book a meeting with us. Or use the form below.