Sales Automation

Sales Automation with Power Automate

Sales teams move fast—but manual follow-ups and data entry slow them down. Power Automate keeps pipelines flowing without extra effort.

Common Challenges

Leads fall through the cracks, double-entries exist and frustrate key contacts, and CRM records go out of date.

Automating Lead Management

When a form submission or email arrives, Power Automate creates a lead in Dataverse or Dynamics 365 and assigns it to a rep based on preset territory.

Follow-Ups and Reminders

Automated emails or Teams notifications ensure no prospect is forgotten.

Quote and Proposal Workflows

Connect Power Automate to Word templates and SharePoint to generate and store quotes automatically.

Results

Higher conversion rates, fewer missed opportunities, and clearer visibility for sales managers.

OptimAIz helps sales teams build automations that save time and shorten sales cycles.