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    • Home
    • Our Services
      • Persona and TAM
      • Multi-Channel Outreach
      • Marketing and ABM
      • Content Creation
      • Integration and Scoring
      • Reporting and Analytics
    • Markets
      • Technology and SaaS
      • Retail and eCommerce
      • Hospitality and Travel
      • Media and Entertainment
      • Consumer Goods and FMCG
      • Recruitment
    • Client Success
    • Our Packages and Pricing
    • Contact Us
    • Blog
    • Meet The Team
    • Partners
    • Glossary
  • Home
  • Our Services
    • Persona and TAM
    • Multi-Channel Outreach
    • Marketing and ABM
    • Content Creation
    • Integration and Scoring
    • Reporting and Analytics
  • Markets
    • Technology and SaaS
    • Retail and eCommerce
    • Hospitality and Travel
    • Media and Entertainment
    • Consumer Goods and FMCG
    • Recruitment
  • Client Success
  • Our Packages and Pricing
  • Contact Us
  • Blog
  • Meet The Team
  • Partners
  • Glossary
Sales Process, CRM Integration & Lead Scoring

Streamlined Sales Process with Integration & Lead Scoring

Optimise your sales process, integrate CRM for streamlined outreach, and implement lead scoring to prioritise high-value opportunities, helping your team focus on leads with the greatest potential.

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Top 3 Challenges We Address:

  • Lack of visibility into the sales funnel, making it difficult to manage and nurture leads effectively.

  • Difficulty prioritising high-value leads, resulting in wasted time on unqualified prospects.

  • Missed opportunities due to manual or delayed follow-ups.

Our Sales Process, CRM Integration & Lead Scoring Solution:

Streamlined Sales Process with Integration & Lead Scoring

Twelftree Consulting’s Sales Process Optimisation, CRM Integration, and Lead Scoring services ensure that your outreach efforts are systematic, data-driven, and efficient. By automating follow-ups and tracking interactions through a CRM, we provide clarity and structure to your sales pipeline. Lead scoring further enhances efficiency by helping your sales team focus on the most promising prospects.


What We Offer:

  • Sales Process Optimisation
    We analyse your current sales process to identify gaps, inefficiencies, and missed opportunities. Our optimisation strategy improves workflow, reduces bottlenecks, and ensures that every lead is followed up promptly.


  • CRM Integration
    We integrate your outreach and sales process into a CRM system (such as Salesforce, HubSpot, or others), automating follow-ups, tracking interactions, and ensuring consistent communication with leads. This allows your team to have full visibility into the sales pipeline.


  • Lead Scoring System
    We develop a customised lead scoring system based on engagement, demographics, and behaviour, enabling your sales team to prioritise high-value leads. This scoring helps allocate resources to leads with the highest likelihood of converting.


  • Automated Follow-Ups & Task Management
    Our CRM integration automates follow-ups, ensuring that no lead falls through the cracks. Automated task management also keeps your team organised and on top of each lead's progress in the sales cycle.


  • Custom Reporting & Analytics
    With CRM integration, we set up custom dashboards and reports to provide insights into key metrics, such as lead conversion rates, sales cycle duration, and pipeline performance. This data allows for ongoing optimisation and better decision-making.

Let's Talk!

Ready to improve your sales process, integrate your CRM, and prioritise high-value leads?


Check out which option is best for you and then book an intro with one of the team.

Packages & Pricing

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