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Workflow automation for sales teams

ACE Workflow's sales automation software can save your reps time with automated tasks and processes that are tailored to how your sales department works.

Free yourself from repetitive tasks and focus on sales efforts that drive quota.

ACE is the leading provider of sales workflow automation.

Has your sales force automation stack reached its limitations or become too complex? Do sales people actually use it? Or maybe you want to automate but don't have the time or budget to get started. Or you find your users take too much time on administrative tasks using emails and spreadsheets.

Productize Your Sales Workflows

Sales force automation can be a huge time-saver and save reps from repetitive tasks that don't contribute to quota. But only if it's set up correctly and works how your sales department works. If you get overwhelmed by all the options out there, or if your current sales force automation tools don't offer the flexibility you need, it might be time to refresh your approach and get what you want: Your sales activities automated.

Salesforce Flow Your Way

Our automation experts at Ace embed with your sales people to create a custom salesforce automation workflow that fits your company's process, needs, and budget. We use no-code tools and APIs so you don't have to learn a new platform or language. Plus, our team of experts will support you every step of the way.

How We Use Sales Force Automation To Get More Customers

Some of our more popular use cases for Marketers

Generating sales reports and analytics

Sales reps are constantly looking for ways to optimize their sales performance. Salesforce automation tools allow them to quickly generate sales reports and analytics that can help them better understand which strategies are working and which need improvement.

Streamlining sales processes 

Another key benefit of salesforce automation is that it allows sales reps to automate sales processes easily. With custom automation, sales managers and teams can more efficiently manage their activities and boost sales performance overall.

  • Contact and history management
  • Sales opportunity management
  • Outbound messages and follow-ups
  • Enablement - Using the right sales materials at the right time 
  • Sales Forecasting
  • Closing and sales order processing

Commission Tracking

Nothing can be more contentious between sales and management than getting properly and timely for closed deals. Commissions are often tracked on a spreadsheet fed by finance and tracked by sales managers, visible only to them.

By automating the triggers for sales plan rules and integrating with your CRM system, we'll create automations that have saved managers and reps hours of time, reduced tensions, and increased job satisfaction among reps.

KPIs & OKRs 

Manually managing KPIs can be time-consuming and error-prone.   

Your automations are database-driven, with one version of the truth available across all workflows and teams.  We streamline data entry, calculation, and reporting, freeing sales professionals to focus on more strategic tasks. In addition, they can provide real-time visibility into key sales metrics, making it easier to identify trends and make better decisions.

Client testimonials

“Ace organized our agency“

As we grow, we're having to put in place processes and workflows to help us scale and track our work. We've experimented with project tracking SaaS apps, but they were too complex for our team. We came across some basic Airtable templates, but they needed some work to customize. Ace did a great job extending the capabilities of Airtable to match our workflow. The Loom videos were instrumental in training our team to actually use what was built (which they do every day). Thanks Ace Team!

Brian BloomKing
The BloomKing Agency

“Using Airtable to build Software“

Working with Airtable Agency we build a fully automated onboarding For Lever Health with a combination of Airtable and other no code tools.

Kevin Weatherman
Lever Health

Using best in class no-code tools

Free Ebook

Interested in Workflow Automation?

Looking to automate your workflow and take your business to the next level? This guide is for you! Packed with best practices, case studies and tips and tricks, this guide will show you how to successfully automate your workflows.

From start to finish, we’ll walk you through everything you need to know about automation. So what are you waiting for?

Do more, with less, with Ace.

Find out about our workflow design process
Book a call
With our workflow consultants
Fast: Average project time 2 weeks
Support: Free support & training
Bonus: New clients get $400k+ of free Saas software