B2Shift

NO GOOD LEAD LEFT WAITING

A sales process that responds, qualifies and follows through.

Automate the repetitive parts of revenue operations while keeping negotiation and judgment with your sales team.

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WORKFLOW / PREVIEW CONTROLLED
01Lead captured
02Data enriched
03Lead scored
04CRM updated
05Owner alerted

01 — OUTCOMES

Start with the change
you need to measure.

Technology is selected after the workflow, constraints and success metric are clear.

01Faster first response
02Cleaner CRM
03Consistent follow-up
04Better pipeline visibility

02 — USE CASES

Practical workflows.
Clear ownership.

Lead enrichment

Designed with rules, exception handling and a visible system record.

Qualification

Designed with rules, exception handling and a visible system record.

Deal creation

Designed with rules, exception handling and a visible system record.

Follow-up sequences

Designed with rules, exception handling and a visible system record.

Meeting preparation

Designed with rules, exception handling and a visible system record.

Pipeline reports

Designed with rules, exception handling and a visible system record.

03 — EXAMPLE FLOW

From trigger to
traceable result.

Every workflow has a defined start, bounded decisions, controlled actions and a clear hand-off when confidence is low.

01TRIGGERLead captured
02CONTEXTData enriched
03ACTIONLead scored
04CONTROLCRM updated
05SYSTEM UPDATEOwner alerted

TOOLS / SYSTEMS

HubSpotPipedriveSalesforceWhatsAppGmailLinkedIn

04 — SCOPE & DELIVERY

CRM & Sales Automation
from fit to operation.

Technology is selected after the workflow, constraints and success metric are clear.

01

Fit / problem

  • You already use a CRM as the system of record
  • Lead volume is high enough that manual follow-up slips
  • Sales leadership agrees on qualification rules

Not a fit if: No CRM in place yet — start with an audit first · Deal sizes are large enough that every lead gets full manual handling anyway

02

Outcomes / deliverables

  • Field and lifecycle mapping
  • Automated enrichment, scoring and routing workflows
  • Duplicate and data-quality safeguards
  • Pipeline and conversion reporting
03

Architecture

  • Lead captured from form, email or message
  • Enrichment from approved sources
  • Policy-based scoring
  • CRM update with owner assignment
  • Seller notification and next-step reminder
04

Tools / systems / integrations

  • HubSpot, Pipedrive or Salesforce as system of record
  • Enrichment via approved third-party data sources only
  • WhatsApp/email connected for follow-up sequencing where relevant
05

Controlled / controls

  • AI never overwrites manually verified fields silently
  • Scoring policy is documented and reviewable by sales leadership
  • Named owner for every automated CRM change
06

Implementation / timeline & cost

  • Number of CRM objects/pipelines in scope
  • Enrichment source costs and volume
  • Number of integrated channels (email, WhatsApp, calendar)
  • Reporting complexity
ProcessPricing

IMPLEMENTATION

01AuditFit, process, metric
02MVPWorking core flow
03LaunchIntegrate and train
04OperateMonitor and improve

FAQ

Questions before
implementation.

01Will this replace our sales team?+

No — it removes repetitive qualification and data entry so sellers spend time on the conversation.

02What if the scoring is wrong for a lead?+

Sellers can override any score; the policy is tuned from real outcomes, not fixed forever.

03Does it work with our existing CRM?+

Yes for HubSpot, Pipedrive and Salesforce; other CRMs are assessed case by case.

BOOK FREE AUDIT

Start with one workflow
worth fixing.

We’ll identify the best first opportunity, the controls it needs and what a focused MVP would take.

Discuss your workflow