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Your sales engine is the most important function in your business

It’s literally what brings in the money and pays for your employees' and your salaries.

And still, many entrepreneurs aren't sure how their sales process works exactly...

Let alone have they optimized and automated it.

And that can hurt your business and keep it from growing and reaching its full potential.

But how do you know that your sales process could perform better?

Well, let me share the...

7 tell-tale signs that your
sales process would benefit
from optimization and automation

  • Promising leads regularly go cold because your team forgets to follow up.
  • Every salesperson on your team follows their own process to get leads and secure deals.
  • Leads and clients often don't show up to scheduled meetings and waste your team's time.
  • To know the status of a lead or deal, you'd have to check multiple spreadsheets or ask the right person on your team.
  • You keep noticing mistakes (e.g., missing information) and the rework is eating up time you could use for more productive things.
  • For all the quotes you're sending out, you're not closing enough deals (either because the lead wasn't qualified or no one follows up on the quote).
  • You've tried to implement a CRM system like Zoho, but no one wants to use it.

If any of these signs showed up in your business in the last few months, then you're in the right place.

Because I want to share with you...

How to optimize and
automate your sales engine

1

Optimize every step of your sales process

The first step is to capture, analyze, and then optimize your sales process. It should be crystal clear how you go from getting a lead to closing the deal and what steps are involved in making that happen.

2

Automate your sales process in Zoho

A powerful CRM like Zoho can execute your business processes in the exact way you designed them. And guide your team by assigning tasks and even fully automating routine actions.

And this is how you benefit from an
optimized and automated sales engine

  • Fix lead leakage and close more deals because no one will ever forget to follow up with a lead again

  • Standardize your processes and make it easy for your team to follow them

  • Reduce mistakes and rework with error-proof, automated processes

  • Work faster. What took 10 minutes can now be done in 30 seconds

  • Make more money when your team is closing more deals

  • Free up time to pursue the growth opportunities that'll truly move the needle in your business

Now how do you
make it happen?

Well, you could try to optimize and automate your sales engine yourself. (You're a savvy entrepreneur after all!)

But do you have the bandwidth to take on a project like that?

And do you know how to explain what you need to a Zoho developer in a way they'll understand?

For most entrepreneurs, the answer is “no.”

That's why we're here to do it for you!

Trust a Zoho expert and veteran in business to optimize and automate your sales engine

Hi, I’m Lior Izik…

And I've built several businesses from scratch without funding and sold them at a profit. So, I know a thing or two about running a successful company.

In the past decade, my team and I created thousands of sales processes for small to midsize businesses worldwide to help them make more money.

And we've automated them in CRM software like Zoho. (As a Premium Zoho Partner and Zoho trainer, I know the system inside out.)

Now, we want to do the same for you.

Introducing…

The Sales Engine
Automation Package

You'll get an optimized and automated sales process, starting from how you get leads to how you close deals...

Crafted by an expert business consultant with extensive sales experience.

We'll then translate this process into a clear to-do list for the designated Zoho developer to implement in your CRM.

You can use your own Zoho developer for the implementation or we can provide one of our vetted developers.

Here’s how it’s going to happen

In 3 steps to flawless sales automation

#1

Onboarding

You'll be paired with a project coordinator who will ensure that your Sales Engine Automation happens flawlessly.

They'll get to know your business and sales process in an onboarding call and answer any questions you might have about the project.

From there, your project coordinator will draft your sales process in preparation for the next step.

#2

Creating your optimized sales process

You'll meet with one of our business consultants to dive deeper into your business needs so we can refine your sales process.

At the end of this step, you'll have a visual flowchart representing your future sales process.

#3

Handoff to a developer & implementation

Now your project coordinator will meet with your Zoho Developer so they know what needs to be implemented in your system.

Because our to-dos are clear and explained in a way the developer will easily understand, you can expect a reduced fee.

Don't have a Zoho developer yet? We work with quality developers who can implement your new sales processes flawlessly.

How we make it easy for you and your developer

We know that sales processes can be complex. So, to not overwhelm you or your developer, we break up the process into two parts - the leads process and the deals process.

Your first meeting with your business consultant will focus only on the leads process. Once done, the developer will implement the leads process in Zoho.

Then, we'll repeat the same steps for the deals process.

Supported Systems

BONUS

FREE

Zoho CRM Course (worth $159)

To ensure that you are set up for success once your system is complete, you'll get our Zoho CRM course at no charge.

This self-paced online course will teach you how to use Zoho CRM and make the most out of its functionalities to give you full control of your business.

Ready to get started?

Book your free
15-min “Automation Discovery Call”

Tell us about the biggest challenge in your sales process. We see if we're a good fit. And in just 15 minutes, you could be on your way to an optimized and automated sales engine.

Now you might be wondering...

“Why do I need you?
Can't I just tell a developer
directly what I want done?”

This package exists because we've seen the communication between business owners and developers go horribly wrong. And it's not either side's fault...

  • Business owners often don't see the full potential that Zoho has to offer and give instructions based on a limited understanding of the system.
  • Business owners also don't typically use the right language that developers. understand, leading to misunderstandings.
  • Most developers have never run a business and aren't qualified to give advice on how to design a process for optimal results.
  • Developers don't see the overall picture of a business, creating patches within Zoho that can contradict other parts of the system.

We create the bridge between you and the developer to ensure that your needs are perfectly translated to the system.

Which tasks could you automate
in your sales engine?

If you're curious how an automated sales engine looks like, here are just a few examples of processes that our clients and we have automated:

  • Show your salespeople which leads they need to contact on any given day while not overwhelming them with leads that don't need follow-up.

  • Schedule meetings and remind prospects and clients to show up. Your team won't be waiting and wasting time anymore.

  • Qualify new leads automatically in the background by letting your salespeople ask exactly the same questions and record the answers.

  • Define how many times your salespeople need to contact a lead before they can declare it dead.

  • Remind team members when it's time to get back in touch with clients to earn repeat business.

  • Ensure your team follows up on all quotes they sent out to close the deals. Too many businesses leave money on the table by not following up.

  • Have full visibility as a manager of what's going on with your leads, deals, and sales.

Still wondering if you’d benefit
from Sales Engine Automation?

If you're running a service business or selling a product with a long sales cycle, then the answer is “ABSOLUTELY!”

But the Sales Engine Automation Package is not for everybody.

This package is perfect for you if...

  • You understand that your sales process is the most important part of your business, and you're willing to invest in getting it right.
  • You know that a digitized, automated process can easily give you an edge over your competition.
  • You want an expert's recommendations for your sales process, a second qualified pair of eyes who can provide unbiased feedback.

But, it likely isn't the right fit for you if...

  • You have an eCommerce business and sell low-ticket items.
  • You're still on the fence about which software to choose and can't commit to using Zoho.
  • You're convinced that you know your business best and will second-guess our recommendations.

Book your free
15-min “Automation Discovery Call”

FAQs

Q: Do I need a Zoho account to benefit from this package?

Yes, you need to have a Zoho account! If you aren’t using Zoho yet, you can start a free trial here

Q: How much is the Sales Engine Automation Package?

The package starting from USD $1,995.

Q: Is the cost of the Zoho developer included in the package?

No, the Sales Engine Automation Package doesn’t cover the cost for the developer. Our team will map out and optimize your sales process and then meet with your developer to hand over the requirements.

If you don’t have a developer yet: We work with quality developers who can implement your new sales processes flawlessly. Just let us know and we’ll provide you with a quote.

Q: How much do I have to spend on a developer?

This depends on the complexity of your sales process. Most projects we’ve overseen stay in the 4-figures (USD).

Still on the fence?

I get it...Investing in
automation never seems
like an urgent thing to do

You probably have a lot of other pressing problems on your plate.

But in business, it's never the most important things that are the most urgent.

Once you focus on what's really important, you're a step ahead of everyone else.

How do I know?

Here's what pretty much every business owner I've helped over the years told me:

  • They wished they had streamlined and automated their sales process much sooner.
  • They got their initial investment back multiple times over.
  • Their business and mental health are much better off than before.
You have nothing to lose!

Book your free
15-min “Automation Discovery Call”

Tell us about the biggest challenge in your sales process. We see if we're a good fit. And in just 15 minutes, you could be on your way to an optimized and automated sales engine.