RevOps automation for a connected sales operation.

Funnels, stages, fields, and rules organized around the sales process.

We configure the CRM around your company’s sales process, creating the funnels, stages, fields, and rules needed to organize each opportunity. The structure may include stages such as new lead, qualification, offer presentation, pre-scheduling, meeting, negotiation, and closing. We also configure specific funnels for SDRs, follow-up, reactivation, or different products and business units.

The CRM centralizes the most important information about each lead, including source, conversation history, activities, appointments, products of interest, and movement through the sales process. This means your team no longer has to rely on spreadsheets, scattered notes, and manual controls to understand what is happening with each opportunity.

Agents configured around your positioning, products, services, and sales rules.

We implement AI agents trained around your company’s positioning, products, services, and sales rules. These agents can start conversations, answer questions, qualify leads, collect information, identify purchase intent, and route opportunities to the sales team at the appropriate time.

We also structure the agent’s decision flow. Depending on the lead’s response, the agent can move the deal in the CRM, apply tags, transfer the conversation, start a new stage, create a task, or request intervention from a salesperson. The implementation may include different agents for distinct objectives, such as initial service, qualification, scheduling, sales support, reactivation, and pre-sales.

Objective workflows that move operational stages forward without requiring a complete AI agent.

Not every process requires a complete AI agent. In many cases, an automated workflow is enough to handle objective operational stages. We implement workflows for lead capture, triage, data collection, lead distribution, nurturing, reactivation, routing, and integration with other systems.

These workflows can use text messages, images, audio, video, documents, conditions, variables, webhooks, and specific business rules. We can also connect a workflow to an AI agent when the conversation requires more flexible or contextual interaction.

Follow-up cadences defined by the lead’s stage and conversation behavior.

One of the main causes of lost sales is a lack of consistent follow-up. We therefore implement follow-up cadences based on the lead’s stage and the behavior identified in the conversation. We can create sequences for different situations: leads who did not respond, opportunities in qualification, scheduled meetings, submitted proposals, and stalled negotiations.

Messages can be sent in different formats, such as text, audio, image, video, or document, while respecting the context of each stage. We also configure reactivation rules. When a negotiation remains inactive for a defined period, it can be moved to another stage, have its follow-up restarted, and enter a new contact sequence. This helps keep the pipeline organized and reduces the number of forgotten opportunities.

Availability, criteria, appointments, and reminders structured to reduce manual exchanges.

We implement a scheduling structure that allows leads to book meetings without relying on manual message exchanges. We configure available times, meeting duration, scheduling criteria, appointment descriptions, and integration with tools such as Google Calendar.

The agent or workflow can check availability, present possible times, and automatically add the appointment to the calendar. We also structure pre-meeting reminders to help reduce missed appointments and improve attendance among scheduled leads.

Opportunities routed to the right owner with history and context available.

The implementation is not limited to customer service automation. We also organize internal communication and opportunity distribution. Users can send internal notes directly related to the lead’s conversation, share guidance with other departments, and transfer opportunities while keeping the full history available.

We configure distribution rules around the company’s structure. This may include routing by department, round-robin distribution among salespeople, or assignment by region, product, portfolio, or funnel stage. This ensures each opportunity reaches the right owner with the information needed to continue the conversation.

Activities created automatically in response to events in the sales process.

We configure automation to create tasks based on events in the sales process. For example, when a lead schedules a meeting, the system can automatically create an activity for the salesperson to monitor the confirmation and the participant’s attendance.

We can also create tasks for sending proposals, follow-up calls, updating opportunities, and restarting negotiations. Each activity can include an owner, deadline, notes, attachments, and subtasks, allowing management to monitor process execution.

Campaigns and sequences that nurture leads and follow opportunities throughout the sales cycle.

We structure email campaigns and sequences to nurture leads, follow opportunities, and maintain relationships throughout the sales cycle. The implementation may include capture forms, message templates, automated sequences, enrollment rules, and CRM integrations.

When a visitor submits a form, for example, we can configure automated actions to create the lead, start a workflow, activate an agent, send a message, trigger a webhook, or enroll the contact in a nurturing sequence. These sequences can be adapted to the length and complexity of the company’s sales cycle.

Technical elements for an organized, traceable email operation aligned with best practices.

We can also configure the technical elements required for the email operation, including the SMTP server, reply server, blocklists, templates, and campaign rules. The goal is to keep the communication operation organized, traceable, and aligned with sending and deliverability best practices.

Numbers, conversations, users, teams, and agents organized in an integrated operation.

We structure customer service and prospecting operations on WhatsApp by connecting numbers and organizing conversation distribution among users, teams, and agents. The implementation may include rules to:

• Distribute leads among salespeople or departments.
• Transfer conversations between agents and users.
• Start automation based on responses.
• Organize contacts by tags and stages.
• Record lead sources.
• Trigger follow-ups and notifications.
• Create handoffs between AI and the sales team.

When needed, we also structure integrations with other channels, such as email, calls, forms, and advertising, creating a more integrated sales experience.

Tracking lead sources and the campaigns that contribute to the pipeline.

We implement the tracking needed to identify where leads come from and which campaigns contribute to the pipeline. The structure may include pixels, UTMs, specific WhatsApp links, and events associated with landing pages and forms.

This allows your company to follow the lead’s journey from the first visit through conversion in the CRM. Information such as channel, campaign, advertisement, content, search term, paid or organic source, and conversion page can be analyzed. This data helps show which investments are generating leads, meetings, and real opportunities.

Campaigns, creative assets, and leads connected to CRM data.

We connect advertising data to the CRM to associate campaigns, creative assets, and generated leads. The implementation makes it possible to monitor campaign performance and understand which ads attract the most qualified leads, rather than only those that generate more clicks.

We can also configure events to be sent to advertising platforms based on the lead’s progress in the CRM, such as new lead, qualified lead, scheduled meeting, and closed deal. This provides more relevant data for campaign optimization and the creation of lookalike audiences.

Calling and dialing infrastructure integrated with the sales process.

When the sales process requires telephone contact, we implement calling and dialing infrastructure integrated with the operation. The configuration may include call history, numbers, reports, balances, call distribution, and specific agents for voice service.

A dialer can also be structured to work with contact lists and increase team productivity. When a call is answered, the contact can be routed to the appropriate service environment.

Agents configured to conduct calls in specific situations.

We also implement AI agents to conduct calls in specific situations. These agents can follow scripts, collect information, identify interest, end the call, transfer the contact, or send a follow-up message through WhatsApp.

The goal is to expand the company’s contact capacity without turning the sales team into an exclusively manual operation.

Sales data consolidated into clear dashboards.

We transform sales operation data into clear dashboards that bring together information about customer interactions, conversations, follow-ups, meetings, conversions, response time, sales cycle, lead source, salesperson performance, and opportunity quality.

Artificial intelligence applied to lead classification and conversation analysis.

We implement artificial intelligence capabilities to classify leads, analyze conversation sentiment, assess fit with the ideal customer profile, identify relevant segments, and generate automatic summaries of customer interactions.

Dashboards, reports, and AI analysis supporting sales decisions.

The combination of dashboards, reports, and AI analysis makes it possible to identify bottlenecks, understand which channels generate better opportunities, assess team performance, and make sales decisions based on actual lead behavior.