The Intelligent Sales Operations Automation Playbook
Shorten Sales Cycles by 20% and Boost Win Rates by 90% with Intelligent Sales Automation
Discover how enterprises automate workflows, unify data, and accelerate revenue using battle-tested frameworks.
Are Manual Processes and Data Silos Killing Your Sales Velocity?
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65% of sales teams waste 60+ hours/month on manual data entry.
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Disconnected insights cause 30% revenue leakage.
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Forecasting errors cost enterprises $1M+ annually.
“With automation, everybody wins. Customers benefit from faster turnaround. Companies gain higher sales-force productivity. And sales reps experience greater job satisfaction because automation lets them focus on what they love: delivering value to customers. ”
CRM Manager, Technology Company
Inside the Playbook: Your Blueprint for Sales Excellence
- Frameworks to automate prospecting, forecasting, and deal closure.
- How to unify data across 50+ systems (CRM, ERP) with no-code tools.
- ROI models to quantify pipeline impact.
See Your Potential Revenue Impact in 60 Seconds
| Value Unlock | Put It Forward | Competitors | ROI Metric |
|---|---|---|---|
|
Time to ROI |
Rapid ROI ✔️ |
Slow Custom Implementation ❌ |
50% faster time to value, enabling quicker realization of benefits and reduced opportunity costs. |
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Process Efficiency Gains |
End-to-end Automation ✔️ |
Manual Intervention ❌ |
85% improvement in operational efficiency, reducing cycle times and increasing throughput. |
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Cost Reduction |
Streamlined Savings ✔️ |
Higher Operational Costs ❌ |
$1M+ annual savings for enterprise clients by eliminating redundant systems and reducing labor costs. |
|
Scalability and Flexibility |
Streamlined Savings ✔️ |
Limited Scaling Options ❌ |
24x scalability advantage, enabling seamless expansion without added infrastructure or personnel costs. |
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Predictive Insights |
Embedded AI ✔️ |
Basic Reporting ❌ |
30% faster decision-making cycles, improving agility in responding to market changes. |
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Customer Experience Impact |
Real-Time Optimization✔️ |
Limited Insights ❌ |
20% improvement in Net Promoter Score (NPS) due to enhanced customer interactions and personalized experiences. |
|
Implementation Complexity |
Pre-built Connectors ✔️ |
IT Dependent Integration ❌ |
Zero downtime during implementation, ensuring business continuity while transitioning to automation. |
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Data Governance and Compliance |
Integrated Compliance ✔️ |
Manual Processes ❌ |
Reduced compliance risk by automating data governance across all workflows, saving millions in potential penalties. |
What Others Say About Put It Forward
Director of Program Management
“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”
Director of Operations and Technology
“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”
CTO
“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”
Marketing Platform Technologist
“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”
FAQs About Intelligent Sales Automation
No. Put It Forward integrates seamlessly with major platforms like Salesforce, HubSpot, SAP, and others, using hundreds of pre-built connectors. Most teams are up and running in as little as 7 days, with minimal disruption and dedicated onboarding support.
Not at all. The platform is modular and customizable, so you only use the features that fit your sales goals. Its intuitive interface ensures a smooth learning curve, and workflows can be adapted as your needs evolve.
Intelligent automation qualifies and prioritizes high-value leads using predictive analytics and engagement tracking. This means your team focuses on leads most likely to convert, resulting in higher win rates and reduced wasted effort.
Resistance is common but manageable. Put It Forward provides guided onboarding, training, and support. Involving your team early and showing quick wins-like less admin work and better insights-helps drive adoption and buy-in.
Many customers see measurable improvements-such as a 20% increase in close rates and reduced operational costs-within the first quarter. Some report 30% faster sales cycles and a 45-day return on investment.
No. Automation handles repetitive tasks and data entry, freeing your sales reps to focus on high-value, relationship-building activities. This leads to better customer experiences and higher job satisfaction.
Automation consolidates data from multiple sources, providing real-time, actionable insights and more accurate forecasts. This helps sales leaders make data-driven decisions and reduces time spent on manual reporting.