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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.

The Playbook for Intelligent Sales Operations

Are Manual Processes and Data Silos Killing Your Sales Velocity?

  • 65% of sales teams waste 60+ hours/month on manual data entry.

  • Disconnected insights cause 30% revenue leakage.

  • 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 UnlockPut It ForwardCompetitorsROI Metric

Time to ROI

Rapid ROI ✔️

Slow Custom Implementation ❌

50% faster time to value, enabling quicker realization of benefits and reduced opportunity costs.

Process Efficiency Gains

End-to-end Automation ✔️

Manual Intervention ❌

85% improvement in operational efficiency, reducing cycle times and increasing throughput.

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.

Predictive Insights

Embedded AI ✔️

Basic Reporting ❌

30% faster decision-making cycles, improving agility in responding to market changes.

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.

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

David Hrynk

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.”

Uma Asthana

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”

Udo Waibel

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”

Sarika Saoji

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

Is intelligent sales automation difficult to implement with our existing CRM and tools?

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.

Will automation make our sales process too complex or rigid?

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.

How does automation help improve lead quality and conversion rates?

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.

What if our sales team resists adopting new technology?

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.

How soon will we see ROI from sales automation?

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.

Will automation reduce the personal touch in our sales process?

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.

How does automation help with sales forecasting and data overload?

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.