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AI Sales Automation Agency
AI sales automation agency for B2B revenue teams. We help RevOps and sales leaders enrich leads, personalise outreach at scale, score opportunities with AI, and automate handoffs between SDRs and account executives — built on top of HubSpot, Pipedrive or Salesforce with n8n and LLM integrations. Each engagement starts with a 2-week discovery and a clear pipeline-velocity baseline so impact is measurable.
AI sales automation agency for B2B revenue teams. We help RevOps and sales leaders enrich leads, personalise outreach at scale, score opportunities with AI, and automate handoffs between SDRs and account executives — built on top of HubSpot, Pipedrive or Salesforce with n8n and LLM integrations. Each engagement starts with a 2-week discovery and a clear pipeline-velocity baseline so impact is measurable.
Sales Process Automation from Global One Digital recovers hours of manual work for B2B sales teams. We automate CRM workflows, lead scoring, follow-up sequences, deal-stage transitions, contract generation and the clean hand-offs between sales and customer success. Our automation engineers integrate with the tools your team already uses — Salesforce, HubSpot, Pipedrive, monday.com, ClickUp — instead of asking you to migrate.
What we automate inside the funnel
Top of funnel: lead capture from forms, ads and chat tools, automatic lead enrichment (Clearbit, Apollo, ZoomInfo), routing rules that send the right lead to the right sales rep based on territory, segment or score. Middle of funnel: follow-up sequences with personalised content, meeting booking links injected at the right moments, deal-stage transitions triggered by buyer behaviour. Bottom of funnel: proposal and contract generation, e-signature workflows, hand-off to onboarding when deals close.
Why custom automation rather than off-the-shelf workflows
Off-the-shelf CRM workflows handle 60-70% of typical scenarios. Real efficiency comes from automating the messy 30-40% — the data entry your reps still do, the follow-ups they miss, the hand-offs that drop the ball between teams. Custom automation work fills exactly those gaps without forcing your team to change how they sell.
Tooling and integration approach
For low-code orchestration we use n8n and Make. For deeper logic we write custom Python or Node services. AI components (lead scoring, conversation summarisation, draft personalised outreach) on OpenAI or Anthropic where they add measurable benefits. Integrations include HubSpot, Salesforce, Pipedrive, Outreach, Apollo, Salesloft, Slack, Teams, Calendly, Chili Piper, DocuSign, PandaDoc.
What clients typically save
A thirty-rep sales team automating CRM hand-offs and reporting recovers around one hundred and twenty hours per month — roughly one full-time hire. A B2B SaaS team automating lead routing and enrichment cuts time-to-first-touch from hours to minutes, lifting demo booking rates by 15-30%. Specific numbers depend on your starting point — our free process audit gives you a realistic projection before committing.
How an engagement is delivered
Free process audit kicks off every project. We map current state, identify highest-ROI automation opportunities, and propose work in milestones with budget transparency. Quick wins ship in two to four weeks. Larger sales-process rebuilds take six to ten weeks. Optional retainer covers monitoring, error handling and evolution as your sales motion changes.
Who this is designed for
B2B sales teams whose reps drown in data entry rather than selling. SaaS companies with manual onboarding handoffs that hurt retention. Sales operations leaders trying to scale a team without proportionally growing administrative overhead. Founders before their thirtieth hire who want to automate as much process as possible before adding more people.
- Process discovery and mapping
- Up to 3 integrations (CRM/ERP/etc)
- Built on n8n, Make or Zapier
- Basic monitoring and alerts
- 1 month post-launch tuning
- Everything in Starter
- Up to 8 integrated workflows
- Custom code where no-code falls short
- AI components (OpenAI/Anthropic) where useful
- Monitoring + error handling
- Optional ongoing retainer
- Everything in Growth
- Custom Python/Node services
- Deep ERP and CRM integration
- RPA (UiPath) for desktop processes
- Dedicated automation engineer
- Monthly strategy reviews
Frequently asked questions
Sales handovers, CRM data entry, invoice processing, financial reporting, customer onboarding, support ticket triage, internal approvals, document generation. If a person spends 5+ hours per week on it, it is probably automatable.
Almost never. We integrate the tools you already use (Salesforce, HubSpot, Pipedrive, Slack, Notion, monday.com, ClickUp, etc.) rather than asking you to migrate.
n8n and Make for low-code workflows, Zapier for fast prototypes, UiPath for desktop RPA, custom Python or Node when no off-the-shelf tool fits. AI components run on OpenAI or Anthropic.
Quick wins (1-3 process automations) usually pay back in 2-4 months. Larger programs return 3-5x in the first year through saved labour and faster cycle times.
Critical workflows include monitoring + error handling. Optional retainers cover evolution as your business changes — new tools, new processes, scaling existing automations.
Yes. Everything is documented in your platform accounts (your n8n, your Make, your AWS or Google Cloud). You can extend or modify without us.
