Sales team support
Process automation sales
Inquiries arrive via form, email, and phone, while responses are sent only when someone has a free moment. We structure this into a single stream: the system organizes tickets and drafts a response, the sales rep approves and sends it.
In practice
What this system actually does
The biggest loss in B2B sales is not a lack of inquiries, but the time between a customer inquiry and a meaningful response.
The system collects inquiries from web forms, inbox, and chat. It checks the CRM to see if the contact is known, and prepares a draft response with suggestions on what the client likely needs. The sales rep reviews, signs off, and sends.
For companies where we deployed this, the first response typically goes out within 15 minutes instead of several hours. The exact time depends on the channel and time of day.
We start with one channel and one team, adding more once the first one runs without our supervision.
How it works
Every new inquiry lands in a single queue: the system detects the topic and urgency, attaches contact history, and drafts a response. The sales rep sees the draft with the rationale and decides what to do next.
Integrations
We connect to your existing stack: Microsoft 365 or Google inbox, CRMs like Pipedrive or HubSpot, and price lists in spreadsheets. No database migrations, no replacing the systems your sales team has used for years.
Who decides
You define the threshold where a human takes over, such as every quote above a specified amount. Every action leaves an audit trail: who approved it, when, and based on what. Client data stays in your accounts.
Problem
How many hours does a customer wait for your response?
HEXART solution
A form submission enters the queue within seconds. A draft proposal with CRM data is generated within 5 seconds to 5 minutes, depending on the sales process. The sales rep approves or edits, remaining accountable for what goes out to the client.
Book a meeting about your processQuestions and answers
Frequently asked questions
Does sales process automation mean offers go to the client without a sales rep?
No. The system identifies the topic and urgency of the inquiry, adds contact history, and drafts a response, but a sales rep sends it. You set the threshold where a human takes over. For example: every offer above an agreed amount.
Do we need to replace our CRM or migrate our customer database?
No. We integrate with your existing stack: Microsoft 365 or Google mailboxes, CRMs like Pipedrive or HubSpot, and price list spreadsheets. No database migration and no replacing the system your sales team has used for years.
How fast is a response generated for an inquiry from a web form?
The inquiry enters the queue in a few seconds. A draft offer populated with CRM data takes between 5 seconds and 5 minutes, depending on the sales process. In our implementations, the first response usually goes out in about 15 minutes instead of several hours.
Where does client data go and who is responsible for the sent offer?
Client data stays in your accounts. Every action leaves an audit trail: who approved it, when, and on what basis. The sales rep who signs off on the offer is responsible for what reaches the client.
No-obligation call
Schedule a workshop with Paul
Thirty minutes or a full workshop, choose what suits you. Book a slot directly in the calendar and get instant confirmation.
Paul Lazniak
HEXART Founder
- Meeting always with the same person
- 30 min · 90 min · 15 min
- biuro@hexart.pl
- +48 662 016 430
Contact
Let us talk about your project
We will show you a working product before we start talking about it. Let us know what you need: a film, an XR environment, an AI system, or brand identity.
Write or call
A few sentences are enough: what needs to be created, by when and for whom.
- biuro@hexart.pl
- Phone
- +48 662 016 430
- Address
- Aleja Zwycięstwa 96/98, 81-451 Gdynia