Sales Automation - Worxwide

we automate your sales journey to fuel pipeline

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30+

Sales Consulting Assignments

20+

Implementations Delivered

50+

Global Clients

Our Capabilities

Identifying the right platform solution for sales and marketing automation is a humongous task, one you need to be very careful with before investing significantly in order to reap the rewards in the long run.

We can help you navigate, find, and implement the best solutions to effectively run and grow your business. Our sales and marketing experts evaluate your current sales process, identify the business needs, build business scenarios, CRM workflows & outreach use cases, and cost-benefit analysis to conclude which platform suits you the best to customise it for you. Our aim is to help you gain the maximum qualified leads.

Sales automation helps you reduce costs and increase sales productivity. The automation process can significantly cut time on sales operations for your sales representatives and CXOs to focus on the core business.

We have deep experience in implementing Sales Cloud and Sales Hub modules of Salesforce and Hubspot respectively. We define the entire sales process, followed by how the opportunities and deals shall flow in the system including automated workflows, lead scoring, auto follow-ups and knowledge library.

Sales automation includes:

Pipeline Management
Sales Workflows
Sales Signals
Lead Scoring
Sales Forecasts

Marketing automation helps you deepen and fasten your market outreach with personalized content and workflows. It saves significant time and delivers relevant content across email, web, and mobile channels.

Worxwide team has deep expertise in marketing processes and MarTech implementation using Salesforce and Hubspot. We can analyze your existing marketing process, and the performance of existing marketing channels to integrate everything in one place in the system and draw holistic insights basis the prospects’ intent.

We bring deep expertise in drawing customer journeys to understand the needs of the buyer and accordingly set up campaigns and workflows with personalized content and intent.

While tools and automation bring speed and scale to your sales and marketing process, a human touch can change the game with its custom growth strategies and thought leadership.

Worxwide is a digital growth consulting firm that helps its customers in devising detailed GTM and growth strategies aligned to their business goals and creates a sales enablement charter that includes content creation, pitch presentations, and video proposals, and can also help set up digital marketing campaigns.

Sales Automation / Growth and Strategy

What best describes your problem or need?

Significant time goes in sales operations

Pipeline management is cumbersome

Lack of sales productivity & forecast

Lack of sales personalisation

Our Work

Healthcare

Case Study

A large healthcare firm wanted to pitch a million dollar deal differently

Fintech

Case Study

Ideated & Designed an E-Learning Platform for an Ed-Tech Start-up

Education

Case Study

Designed in-office experience and enterprise productivity for a tech startup

Healthcare

Case Study

Improving on-boarding Experience for a ed-tech platform for a large conglomerate

Use Cases

Financial services leaders are highly focused on enabling the frontline to engage clients and prospects effectively, at the same time tackling challenges.

Improving lead nurturing and reducing delays is one of the huge advantages for FinTech businesses using marketing automation. Qualifying leads, following them up, sending them relevant content, and notifying other teams when leads meet certain criteria or levels of readiness to buy, are all manual processes that can be automated. All these processes can be made much more efficient, strategic, and sophisticated, reducing human errors and delays in lead nurturing.

Sales and marketing automation is transforming the healthcare industry by creating stronger relationships between patients, payers, and care providers. It empowers caregivers to view patients as valued customers who have choices on who they trust with their most valuable possession — the health of themselves and their families.

Traditional healthcare data management systems, such as Electronic Health Records, place a significant strain on healthcare staff. We can help organisations build compelling user interfaces which can be automated for data entry, allowing providers to save that time and refocus on caring for their patients.

The IT services market has evolved at a pace in the last few years. With throat-cut competition in the b2b market and sinking margins, it is imperative for the business users to cut time on sales operations, broaden the market outreach, and make personalised campaigns to stand out and capture the market differently.

Besides, Telecom is embarking on the next-generation of marketing and sales transformation by implementing the concept of omni-channel, in which various distribution channels such as mobile, and web are integrated, and automation and personalisation are being adopted with advanced analytics. These factors present a chance to take customer sales engagement to a new level, accelerating the whole organisation.

The manufacturing industry has seen a rapid shift in the way it operates with smart factories in place having IoT sensors and data analytics on top of it to automate the entire supply chain. However, sales and marketing in the complex value chain of manufacturing are equally important where sales and marketing automation plays a key role.

We have industry experts who understand the supply chain, procurement, safety, sales, and marketing functions in depth. We help companies improve the productivity of their sales force by automating the sales and marketing journey including inventory tracking analytics, sales order trends, workflow automation, omnichannel marketing, and so on.

Solving the sales struggle