Sales workflow automationTake the manual work out of prospecting.
We automate the repetitive work behind your sales process, such as research, data entry, lead assignment and follow-up, so your team spends its time selling.
Less admin. More selling.
Behind every sales team is a lot of repetitive work: researching accounts, updating records, assigning leads and chasing follow-ups. Workflow automation handles that work in the background, reliably, every time.
We map how your team works today, then build documented workflows in tools such as n8n, Make or Zapier, connected to your CRM. The result is a sales process that runs faster, with cleaner data and more time for the conversations that win business.
- Hours back for every rep, every week
- New leads reach the right person in minutes
- Clean CRM data your reporting can rely on
Each capability works on its own, and is strongest as part of the whole. Signals find the opportunity, outbound starts the conversation, automation keeps it moving, reporting shows the return and enablement makes it yours.
Four steps, start to finish.
Map the process
We document how your team works today and where the time goes.
Design the workflows
Each workflow designed around your team, your tools and your rules.
Build and test
Built in n8n, Make or your platform, connected to your CRM and tested before go-live.
Hand over
Documented, monitored and handed to your team with training.
What this looks like in your business.
Three examples of the system at work, from the moment something happens to the result for your team.
A new target account is added
An enquiry arrives
A contact changes role
Illustrative examples
Everything you need, in your name.
Automated research
Company and contact research done in the background.
Enrichment
Records completed and kept up to date automatically.
Smart routing
Opportunities sent to the right person, first time.
CRM hygiene
Clean, consistent data your reporting can rely on.
- A map of your current sales process
- Automated workflows connected to your CRM
- Monitoring and alerts
- Full documentation and playbooks
- Team training at handover
What it means for every seat.
More capacity
Your existing team handles more opportunities without adding headcount.
Reliable integration
Documented workflows on your platforms, with access you control.
Time back
Reps spend their day selling, not researching or updating records.
“The automated extraction of structured and unstructured data is not only extremely reliable, but also saves our teams valuable time. The collaboration is highly professional and results-driven.”
“Partnering with Osenso gave us clarity and direction when we needed it… helping us refine our direction and make smart decisions with confidence.”
“The team is always very responsive, providing quick answers and support whenever needed. The project has been delivered professionally and efficiently, with clear communication throughout.”
Good to know.
Which tools do you build with?
Most often n8n, Make and Zapier, connected to CRMs such as HubSpot and Salesforce. We build on what you already use wherever possible.
Will it disrupt our CRM?
No. Workflows are designed around your existing setup and tested before they go live.
Who maintains the workflows?
We do during the build. By handover your team has the documentation and training to run and extend them.
Can you automate outreach too?
Yes. See Multichannel Outbound for signal-triggered sequences across email and LinkedIn.
How are issues handled?
Workflows include monitoring and alerts, so anything unexpected is spotted and resolved quickly.
See where your next pipeline is coming from.
A 30-minute call with our team. We'll look at your market and your current setup, and show you where the biggest opportunity is.