Sales Automations
ENQUIRE NOW • ENQUIRE NOW • ENQUIRE NOW •

Automate the administration without automating the relationship

Salespeople should spend their time speaking with customers, progressing opportunities and winning work – not chasing reminders, copying information between systems or repeatedly writing the same emails.

Yet many teams are weighed down by manual tasks that slow response times and make consistent follow-up difficult.

The HHB approach is to design practical sales automation that removes unnecessary administration while keeping your customer communication timely, relevant and human.

What is Sales Automation?

Sales automation uses your CRM and connected systems to trigger routine tasks, communications and updates at the right point in the sales journey. Used well, it creates consistency behind the scenes while allowing your salespeople to focus their attention where personal interaction matters most.
  • Routine tasks happen automatically.
  • Important follow-up is not forgotten.
  • Customers receive timely communication.
  • Salespeople have more time for meaningful conversations.
The purpose is not to replace good selling. It is to give good salespeople a better system to work within.

Our approach

We begin by identifying repetitive tasks and points where opportunities commonly stall or fall through the cracks.

Our process typically includes:

  • Mapping manual tasks across the sales journey
  • Identifying high-value, low-risk automation opportunities
  • Defining triggers, actions, owners and exceptions
  • Creating templates that still sound like your business
  • Building CRM workflows and system integrations
  • Testing different customer and salesperson scenarios
  • Training the team to manage automated processes
  • Monitoring results and refining workflows over time

What we can help automate

Lead allocation and response

Routing new enquiries to the right person and prompting a fast first response.

Tasks and reminders

Creating follow-up activities when deals reach specific stages or become inactive.

Customer communication

Sending relevant confirmations, resources and updates while retaining appropriate personal contact.

Proposal and quote follow-up

Making sure important opportunities are consistently progressed.

Internal notifications and handovers

Keeping sales, operations and management informed when action is required.

Data entry and system updates

Reducing duplication by connecting forms, email, CRM and other business platforms.

Long-term re-engagement

Returning dormant prospects to the team when the timing is more appropriate.

Is this right for your business?

Sales automation may be right for you if:

  • Salespeople spend too much time on repetitive administration
  • Follow-up quality varies significantly across the team
  • Leads or quotes regularly go quiet without further action
  • Enquiries are not allocated or answered quickly enough
  • Information is manually copied between multiple systems
  • Customer handovers are inconsistent
  • Your CRM has automation capability you are not using
  • You want to scale sales activity without adding unnecessary workload

The outcomes you can expect

  • Faster response times
  • More consistent follow-up
  • Fewer opportunities falling through the cracks
  • Reduced administration and duplicate data entry
  • Better customer communication
  • Clearer internal handovers
  • More selling time for your team

A sales process that can handle greater volume

Why HHB?

We do not automate something simply because the technology allows it.

We first consider the customer experience, commercial benefit and role of the salesperson. Then we automate only the tasks that make the process faster, easier or more reliable.

The result is a system that feels efficient without becoming robotic – because automation should support relationships, not weaken them.

Our Services

Get In Touch With Us.

Fill out the form below or schedule a meeting with us at your convenience

"*" indicates required fields

Name*
Company*
Subject*
Join our 'Sales Minute' email newsletter to stay up to date with latest blogs and advice.

Ready to remove the friction from your sales process?

We’ll identify where manual work is slowing your team down and highlight practical automation opportunities that can improve consistency without losing the personal touch.

What our client’s about us

Posted on Google Google
Aroha Dean profile picture
Aroha Dean
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Really enjoyed the sales training with Gareth. It was really informative, practical, and there were so many little gold nuggets I’ve taken away that I can actually put into practice straight away. Gareth made it easy to engage with and kept things really relatable. There is always something new to learn or refresh the memory when it comes to sales. Highly recommend!! 🤗
Posted on Google Google
Matt Avery profile picture
Matt Avery
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Holloways have been great for us, really helping us build our business and presence. Gareth looks after us well, his knowledge is exceptional. Holloways are a one stop shop and nothing is ever an issue.
Posted on Google Google
Dallas Vince profile picture
Dallas Vince
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great team to deal with, fast, efficient, friendly and would recommended this team highly
Posted on Google Google
Gregg Somerville profile picture
Gregg Somerville
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have engaged Steffan to support our sales training, both in developing the training materials and in delivering them to our sales team. His style is well received, and the team consistently responds positively to his approach. As a result, we continue to invite him back each year to contribute to our sales conferences.
Posted on Google Google
Kris Burns profile picture
Kris Burns
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I’ve been receiving sales coaching from Steffan for over a year now, and the impact has been huge. As a relatively new member to the sales world, I’ve really valued his ability to simplify complex situations and help me build confidence when dealing with tricky client scenarios. Steffan has a fantastic approach, calm, clear, and always full of practical solutions. No matter the challenge, he seems to have an answer that works. His coaching has helped me streamline my process, grow my confidence, and get results. Highly recommend to anyone wanting to level up their sales game!
Posted on Google Google
Jason Tidmarsh profile picture
Jason Tidmarsh
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Working with Steff and his talented team at Holloway Hudson Burgess over the last 5 years has given us a proven and consistent approach to our sales and marketing efforts within both B2B and B2C.
Posted on Google Google
Anthony Cross profile picture
Anthony Cross
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I first met Steffan in a sales presentation over 10 years ago, and we were so impressed that he and his team at Holloway, Hudson, Burgess have been our marketing and sales consultants ever since. Their approach is based first on building trust, and it’s been a winning formula for our business, and our 50+ dealers spread around Australia and New Zealand.
Posted on Google Google
David Baigent profile picture
David Baigent
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Top combination of Holloway flair and obviously down-to-earth management. I'd recommend them to any business looking to grow.
Posted on Google Google
NJ K profile picture
NJ K
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very professional outfit , great strategies and a real understanding of results. Highly recommended.

Get In Touch With Us.

Fill out the form below and we will be in touch to discuss how we can help shortly.