Sales Automation

Automation empowers sales teams to achieve more with fewer resources by automating the heavy lifting.

Example: Automated Sales CRM Workflow in Microsoft 365


There are several steps in the customer sales cycle whenever a business takes on a new client or project:

  1. Client prospecting
  2. Contracting
  3. Onboarding
  4. Execution
  5. Delivery 
  6. Invoicing

The prospecting to invoicing requires several administrative activities (e.g. account data, client questionnaire, contract writing, documentation) which can be repetitive for sales employees.


Fliweel has helped organisations develop comprehensive Forms and SharePoint frameworks that can alleviate time and effort spent on these sales operations activities.


Organisations have saved time and cost on the sales operations tasks without the use of third-party CRM applications. Sales teams can spend more time on their client facing work instead of back-end operational tasks. 

1. Lead input form

Capture prospect information (e.g. name, title, phone, sales stage) and set follow up alerts (e.g. set the date or time)

2. Log into database


Store and track lead information in a central SharePoint or database which is accessible to some or all staff to monitor sales pipeline.

3. Follow up alerts


Get alerted when to next follow up on prospect via text or email.

4. Notify teams on sale


Automatically notify all teams (e.g. managers, execution, invoicing) of new sale to initiate work and automatically generate and send invoices.

Other Sales automation examples