Sales Process Automation

Sales Process Automation helps businesses improve efficiency, reduce errors, and enhance customer satisfaction. It helps to optimize, standardize and automate every step in the sales process. We specialize in building custom sales automation tools tailored to our client’s unique sales processes and business objectives, from automating complex sales operations to providing easy solutions for multiple product or service configurations. We help with the management of pricing policies and quote creations for both B2C and B2B clients.

Our solutions for:


Manual and repetitive tasks


We develop custom sales automation software that reduces manual work and repetitive tasks. Your sales team will have more time to focus on high-priority activities essential to the company’s development, like building client relationships.


Innaccurate product data


We build a unified, cloud-based source of truth for managing product information across multiple systems. The solution will ensure your product data is organized and up-to-date, reducing errors and inconsistencies in product configurations and quotes.


Advanced product configuration


We create custom math, physics, and data-based algorithms to perform industry-specific calculations. Custom estimation modules allow performing complex calculations of the product’s performance or efficiency depending on the number of parameters provided by the user, e.g. air or fluid flow, static pressure, or temperature.


Complex order process


We provide a sales automation solution 100% tailored to your unique business needs and designed to streamline your entire order process, from the initial order placement to final delivery.

Recognize any of these challenges? Let us help you find the solution.

Get in touch

Our expertise:

Big half circle
small half circle

Product information management

Over the last 20 years, we have gained vast knowledge of complex product data and product life cycles from various industries. We deliver PIM/PDM solutions that help companies to manage any kind of product and process related information. This includes configuring measurements, tracking changes, accelerating processes, and more. All information will be stored in one place, serving as a complete product directory for potential partners and customers.

Guided selling

We build guided selling tools for selecting products or services in accordance with the pre-defined parameters. The selection tool dynamically recommends the best products based on the provided input, catering to more complex requirements. In contrast, the commonly used search feature is limited to finding the best matches only for simple user requests, such as title plus filters.

Configuration, pricing and quotation

With our sales automation expertise in Configure, Price, and Quote (CPQ) operations, we help to transition from a manual spreadsheet-based pricing system to a fast and streamlined automated process. Your sales teams will be able to set up and price products and deliver quotes with just a few clicks. Shorter response times to consumer inquiries will enable you to close deals faster. Our services include everything from configuring product catalogs and pricing rules to creating custom workflows and quotes in real time.

Order Management

We create user-friendly sales applications and B2B portals designed to enhance the customer’s buying or self-service experience. Our tailor-made solutions simplify the entire sales process, from product search to order placement, eliminating the need for direct involvement from sales reps or customer support. By focusing on intuitive design and seamless navigation, we empower customers to manage their purchases without assistance, fostering efficiency and satisfaction.

Generative AI Tools

We employ Generative AI to automate and optimize your pre-sales, sales, and marketing processes. We build, customize, and deploy generative AI models for any software. Our smart chatbots handle customer service and technical support while also generating real-time email responses to inquiries and creating instant content tailored to market trends and consumer behavior. Our Generative AI solutions dynamically create personalized pricing models and discount strategies to help you win customers. Post-sale, Generative AI models analyze customer behavior and feedback to generate plans for customer retention.

Case studies
Ecommerce plarfom with PIM
E-commerce Platform with PIM System

Advanced B2B e-Commerce platform with PIM/LDM and product catalogue

Continue reading
Online catalogues and product selection tool
Online Catalog and Product Selection Software

A transformative journey from printed catalogs into a seamless digital experience that simplifyes product selection

Continue reading
Silencers selection web tool
Silencers Selection and Calculation Software

Online rectangular and circular silencers selection software for calculating hydraulic and acoustic performance

Continue reading
FANS selection tool
Online HVAC Product Selection Program

PIM platform with fan selection and configuration software based on the online product catalogue

Continue reading

Looking to automate your sales process? Let’s talk

Get in touch
Why choose Right Information?
  1. 01
    Technology background
    We have a team of skilled professionals with deep expertise in software technologies. Our developers keep up-to-date with the latest advancements and trends, ensuring that we deliver cutting-edge solutions that meet the market’s evolving needs.
  2. 02
    Customized solutions
    We understand that every project has unique requirements. We aim to learn your specific needs and expectations of your customers to develop tailored solutions that align with your business goals.
  3. 03
    Data-centric approach
    We prioritize data accuracy, consistency, and quality at every step of the development process. With extensive experience in handling complex data sets, our team develops custom software solutions specifically engineered to manage and analyze data effectively.
  4. 04
    Multidisciplinary industry knowledge
    Thanks to our extensive expertise in numerous industries, we truly understand unique challenges and business needs. We focus not only on the technological aspects but also on the business context and regulatory environment, ensuring that our solutions are tailored to operate seamlessly within these parameters.
  5. 05
    Commitment at every step
    We are fully responsible for every project we undertake. Our commitment is reflected in the way we engage with our clients, comprehend their needs, and strive to exceed their expectations. Moreover, our commitment doesn’t end with the delivery of the project. We offer continuous support and maintenance services to ensure the solution remains effective and provides value over time.

Any Questions? Get in touch.

    First name

    Last name

    Email adress


    Frequently Asked Questions:

    1. What is sales process automation?
      Sales process automation uses technology to take over routine, manual tasks within the sales cycle. By streamlining these processes, sales teams can focus more on customer engagement and strategy. Custom-made sales process automation solutions are tailored to fit specific business needs, ensuring that the automation aligns perfectly with your company’s unique sales processes and goals.
    2. How do you automate a sales cycle?
      A software development company implements specialized software designed to handle various stages of your sales process. We build our custom-made software to match your business’s precise needs and workflow, allowing for seamless integration with your existing systems and procedures. Thanks to automation, your entire sales cycle undergoes a transformation, resulting in enhanced efficiency, accuracy, and consistency.
    3. How can sales process automation benefit my business?
      Thanks to sales process automation, your business can streamline operations, increase efficiency, reduce human error, and allow your sales teams to focus on more strategic activities. This leads to faster lead conversion, improved customer satisfaction, and increased revenue.
    4. What sales tasks and processes can be automated through sales process automation?
      Sales process automation can automate lead generation and scoring, quote and proposal creation, product configuration, customer segmentation, email marketing automation, sales forecasting, and follow-up scheduling. Automation also enables quick and effective training of new team members by providing a repeatable and scalable system, ensuring consistency and efficiency across the team.

    5. Is a custom-made sales automation solution better than an off-the-shelf product?
      Off-the-shelf products often come with unnecessary features or lack specific functionalities your business may need. Custom solutions are built with your specific requirements in mind. This ensures that the system integrates seamlessly with your existing processes and offers the flexibility to adapt as your business grows and changes. The personalized approach of custom sales automation services leads to higher efficiency, better alignment with your business strategy, and a greater return on investment.