Automate Your ERP Presales. Free Your Experts to Sell.
The ERP presales cycle is long and repetitive — and your most expensive people spend too much of it on tasks software should handle. We automate the busywork so your consultants only touch deals that are ready to move.
Every deal leaks time. Here's where we plug in.
Every ERP deal moves through the same stages. At each one, your team loses hours to manual work that automation can absorb.
Lead generation
The leak: not enough qualified demand entering the funnel.
Where we help: SEO and paid campaigns fill the top of the funnel with in-market buyers — automatically and continuously.
Lead qualification
The leak: consultants manually chase and screen leads, many of which never had budget or fit.
Where we help: automated lead scoring and qualification filters route only sales-ready prospects to your team.
Discovery & needs analysis
The leak: back-and-forth scheduling and repetitive intake before the real conversation starts.
Where we help: automated qualification forms and self-scheduling capture the basics up front, so discovery calls begin already informed.
Solution mapping & demo
The leak: time spent demoing to people who aren't a fit, or who aren't ready.
Where we help: only qualified, nurtured buyers reach the demo stage — booked straight into the calendar with context attached.
Proposal & follow-up
The leak: deals stall in silence because no one followed up at the right moment.
Where we help: automated follow-up and nurture keep proposals alive and prospects engaged through a long decision cycle.
Nurture the "not yet"
The leak: "not now" leads are forgotten, then lost to a competitor months later.
Where we help: long-cycle nurture keeps your firm top-of-mind until timing is right — so deals come back to you.
What automation gives an ERP partner
More selling time
Consultants stop doing admin and start closing.
Faster qualification
Bad-fit leads filtered before they cost you a meeting.
Zero deals lost to silence
Automated follow-up at every stage.
A consistent buyer experience
Every prospect nurtured the same professional way.
Lower cost per opportunity
Software handles volume, people handle judgment.
Experts on what matters
Your people apply expertise where deals are actually won.
Your experts on what matters. Software on the rest.
Your consultants are brilliant in discovery, solutioning, and closing. They shouldn't be chasing cold leads, copy-pasting follow-ups, or screening tyre-kickers. We let the engine handle the repeatable stages so your team applies its expertise where deals are actually won.
Automate my presales.
Book a free strategy call and we'll show you which stages to automate first for the fastest win.
Book a Strategy Call