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Pattern Shapes Orange
Customer & Sales

Sales Process Automation

Remove friction from the sales process to accelerate decision-making and execution

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How

SHAiPE: the LTPlabs framework

  1. Set the Decision

    • Identify the critical sales processes

      lead qualification, RFQ handling, contract review, order integration

    • Define the decision bottlenecks

      approval delays, information retrieval, manual validation

    • Clarify the automation objective

      speed, accuracy, compliance, conversion

  2. Highlight what matters

    • Map the end-to-end sales workflow and information dependencies

    • Identify the data sources and systems involved

    • Clarify where human judgment remains essential and the human-machine interactions needed

  3. Augment with AI

    • Use generative AI to automatically retrieve and process relevant structured and unstructured information

    • Classifymessage type
      Extractrelevant info
      Routeto correct stakeholders
      Draftintegration or response
    • Connect with enterprise systems and intelligent tools to automate decisions and integration

  4. Prototype your solution

    • Develop a pilot workflow or assistant interface embedded in real processes

    • Measure impacts on cycle times, error rates and productivity

  5. Expand to scale

    • Integrate automation into CRM and enterprise systems

    • Train sales teams to leverage AI-assisted workflows effectively

    • Establish governance for model updates, compliance, and monitoring

Nutshell

What this means for your business

5%20%

reduction in sales cycle time

  • Higher sales productivity through automation of low-value tasks

  • Fewer errors and compliance risks in pricing and contracting

  • Faster, more consistent execution across sales teams

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