CRM · Sales Operations · Performance Tracking
Multi-Client Sales Automation
A sales operations system that keeps multiple concurrent client projects, representatives, and campaigns in one automated workflow.
Challenge
A sales agency manages approximately five to six client projects simultaneously, each with different sales representatives, phone numbers, campaigns, and processes.
Solution
Built an automation system integrating:
- Monday CRM.
- Aircall.
- Automated sales activity tracking.
- Lead and sales representative scoring.
- Project-specific workflows and reporting.
Business impact
Centralized and automated sales operations across multiple concurrent client projects, improving visibility into performance.
Technology
- n8n
- Monday CRM
- Aircall
- APIs
Concurrent projects
About five to six client projects, each with its own representatives, numbers, and campaigns.
Discuss a similar project
Bring the process you want to automate. We'll use the discovery call to see whether a comparable solution fits.
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