Pillar · Sales Automation

Sales automation for B2B companies

Your team isn't losing deals for lack of effort. They're losing them for lack of system. We implement the infrastructure that connects CRM, funnels, WhatsApp and email so every lead is captured, qualified and followed up consistently.

Book a free diagnostic → See the leaks we find
Scroll

The real problem

The leaks killing your pipeline.

When we audit mid-market B2B companies, the numbers repeat. They're not anecdotes — they're statistical patterns of the real cost of running sales without a system.

0%

leads lost when response takes more than 2 hours

0%

of the best rep's time wasted on unqualified prospects

0×

more profitable a measured pipeline vs. a personal-WhatsApp one

0%

of accounts walk out when the rep holding them quits

Customer experience · Sales Automation B2B · Compartamos Redes

Root cause

B2B sales aren't lost to bad product.

They're lost in follow-up. And follow-up fails for systematic reasons — not because reps are lazy.

  • Without auto-routing, the lead lands in the wrong inbox and no one picks it up.
  • Without lead scoring, the salesperson calls the wrong prospect first.
  • Without templates, each quote is written from scratch and takes hours.
  • Without a visible pipeline, leadership doesn't know where to focus resources.
Sales automation is not "sending more emails." It is to build the system that guarantees that nothing falls, nothing is forgotten, and everything is measured.
Image marquee: stack components
Team reviewing financial charts · Sales Automation B2B · Compartamos RedesEnterprise CRM
Social media concept composition · Sales Automation B2B · Compartamos RedesEmbudos multi-canal
Customer experience creative collage · Sales Automation B2B · Compartamos RedesWhatsApp Business
Marketing strategy planning concept · Sales Automation B2B · Compartamos RedesEmail nurturing
People at business event · Sales Automation B2B · Compartamos RedesLead scoring
DNA strands as brand concept · Sales Automation B2B · Compartamos RedesDashboards en vivo
Team reviewing financial charts · Sales Automation B2B · Compartamos RedesEnterprise CRM
Social media concept composition · Sales Automation B2B · Compartamos RedesEmbudos multi-canal
Customer experience creative collage · Sales Automation B2B · Compartamos RedesWhatsApp Business
Marketing strategy planning concept · Sales Automation B2B · Compartamos RedesEmail nurturing
People at business event · Sales Automation B2B · Compartamos RedesLead scoring
DNA strands as brand concept · Sales Automation B2B · Compartamos RedesDashboards en vivo
4 components with video-on-hover

What we implement

The four components
of the system.

Each piece exists on its own in any company. What makes the difference is that all four funcionen connected, operating on the same client database, with the same business rules. Hover over each card.

Enterprise CRM · Sales Automation B2B · Compartamos Redes
01 · System core

CRM Companyrial

We implement HubSpot, Pipedrive, Zoho or custom solutions depending on team size and pipeline complexity. We configure real stages of your sale, custom fields, permissions by role and executed reports.

Embudos multi-canal · Sales Automation B2B · Compartamos Redes
02 · Capture & routing

Embudos multi-canal

We capture leads from web, ads, redes y referidos and route them automatically to the right rep based on business rules. Every lead enters the CRM with source tracking — we measure real ROI by channel.

WhatsApp Business API · Sales Automation B2B · Compartamos Redes
03 · Recorded conversation

WhatsApp Business API

Direct CRM integration: every conversation is logged, messages can be automated for first replies and reminders, and the whole team sees the history when another rep takes over the account.

Email nurturing · Sales Automation B2B · Compartamos Redes
04 · Follow-up that never forgets

Email & nurturing

Automated sequences for cold leads, unanswered quotes, and recurring clients. Each flow has clear triggers and measurable metrics. The goal is not to send more — it's to send the right thing at the right moment.

Beyond the components

What connects
your stack to the rest of the business.

A CRM is only useful if it talks to the rest of your company. These are the typical integrations we build so information flows automatically — without spreadsheet middlemen.

Integration ERP · Sales Automation B2B · Compartamos Redes
01 · ERP ↔ CRM

Pipeline connected to revenue

When an opportunity is marked “won” in the CRM, the order is triggered in the ERP with agreed-upon prices, discounts, and terms. Zero manual re-entry, zero transcription errors between sales and admin.

Ads y tracking · Sales Automation B2B · Compartamos Redes
02 · Ads ↔ CRM

Real ROI per campaign

Google Ads, Meta Ads y LinkedIn Ads reportan clicks. Your CRM reports sales. We connect them so that each peso invested in the guide has a attributed revenue number — and know which campaigns pay, pause or escalate.

Lead scoring · Sales Automation B2B · Compartamos Redes
03 · Lead scoring

Salespeople call the right prospect

Scoring algorithm based on behavior (site visits, email opens, quote downloads) + fit (company size, industry, geography). Leads high-score appear at the top of the CRM every morning. The sales team invests their time where real closes happen.

Dashboards ejecutivos · Sales Automation B2B · Compartamos Redes
04 · Executive dashboards

Leadership sees the pipeline in real time

Dashboards with pipeline by stage, conversion by seller, average time per deal and quarter forecast. Decisiones basadas en datos — without waiting for Monday's report or trusting sales "instinct."

Sticky-pin timeline: 5 phases of the process

How we do it

A 5-phase process,
Scrum methodology.

We don't deliver an 80-page proposal and we show up again in three months. We work with 2 week sprints, visible deliverables at the end of each one, reviews with your team at each closing.

Diagnostic · Sales Automation B2B · Compartamos Redes Architecture · Sales Automation B2B · Compartamos Redes Implementation · Sales Automation B2B · Compartamos Redes Training · Sales Automation B2B · Compartamos Redes Ongoing operation · Sales Automation B2B · Compartamos Redes
01

Diagnostic

We map your current pipeline, identify leaks, measure response times, and understand how your sales really work today — not how they should on paper.

02

Architecture

We design the connected stack: which CRM, which channels, which integrations, which assignment rules. We validate with your commercial team before touching anything.

03

Implementation

CRM configuration, data import, WhatsApp / email / ads integrations, flow and dashboard creation. Two-week sprints with a demo at the end of each one.

04

Training

Training for your team so they operate the system with confidence: reps, sales manager, and leadership. We deliver playbooks and video tutorials for future onboarding.

05

Ongoing operation

Monthly monitoring, flow adjustments based on what the data shows, and executive reports. The system improves every month instead of decaying.

Which businesses it fits

Signs this service is for you.

If three or more of these points apply, an implementation typically pays for itself in 3–6 months through freed-up time + higher conversion rates.

What sets us apart

We're not a marketing agency.
We're systems implementers.

Most "automation agencies" sell you a campaign. About we build the infrastructure on which they operate all your future campaigns.

What our clients say

How it feels to move from WhatsApp
to a real system.

These are patterns — not exceptional cases — of the type of change that a sales team experiences when the infrastructure is well done.

What surprised me most was how quickly my team stopped fighting with the tools. In month 2 they were asking for MORE fields in the CRM — before they didn't even want to open it. The difference was that the system saved their time, not took it away.

FM
Sales Manager
Manufacturing · Monterrey

We lost our best salesperson and for the first time we did not lose 60% of the pipeline she managed with her. Everything was documented, assigned and in the CRM. That fact alone pays off the investment five times over.

VH
Sales Director
Logistics · Apodaca

Before, we didn't know whether Google Ads leads closed or not. Now we measure it to the cent. We paused two campaigns that seemed good and scaled one that seemed mediocre — and revenue went up. Without connected tracking, we'd have done the oppositeontrario.

LP
CMO
Services B2B · Guadalajara

The cultural change was greater than the technological one. We went from having "magic sales" to having a process. Salespeople know how many calls they have to make, what rates they handle, when to escalate. Leadership knows exactly where to focus coaching.

AR
CEO
Energy solar · Saltillo

I tried it first with just the WhatsApp funnel to see if it worked. When I saw on the dashboard that we had 40 leads that no one had touched in 3 days, I understood why I was complaining so much about the sales team. It wasn't the team — it was the system.

EB
Director General
Construction · San Pedro

Frequently asked questions

What companies ask
before implementing.

How long does a complete implementation take?

The typical range is 10 to 16 weeks for the 4 connected components, depending on the size of the commercial team and the complexity of the integrations. We start with 2-week sprints; In the first there is already a functional CRM with part of the pipeline migrated.

Which CRM do you recommend?

It depends on the size and complexity. For teams of 3–8 salespeople, typically Pipedrive o HubSpot Starter. For 10+ with territorial or vertical sales structure, HubSpot Sales Pro / Enterprise. For very complex cycles (government, heavy industrial), we evaluate Zoho o Salesforce. The decision is part of the diagnosis.

Can it be done in parts?

Yes. Some clients start with CRM + funnels and leave WhatsApp / nurturing for a second phase 3–6 months later. Others start from WhatsApp because it is the biggest leak. In the diagnosis we prioritize by expected ROI — not everything has to be implemented at once.

What if my salespeople resist the CRM?

It's the most common scenario — and the number one reason why an implementation fails. That is why the training is a dedicated phase, not a PDF at the end. We work with sellers so that the CRM les ahorre tiempo (templates, automations), don't take them away. When they see that it makes their lives easier, they adopt on their own.

How much does a typical implementation cost?

Typical range $200k–$900k MXN according to scope, required integrations and team size. Includes configuration, integrations, training and first 2 months of post-launch adjustments. The free diagnosis gives you a closed estimate before any commitment.

Do you charge for CRM licenses separately?

Yes. CRM, WhatsApp Business API and email tools licenses are contracted directly in your name and go to your account. This way we maintain the rule of zero lock-in: if you ever change providers, the licenses remain yours.

By city

Sales automation
by your city.

Sales automation in Monterrey →

Next step

Book a free diagnostic

30 minutes, no commitment. We review your current pipeline, pinpoint the three leaks costing you the most, and deliver a prioritized plan in 48 hours.

  • 30-min call with a senior strategist
  • Written diagnostic delivered in 48 hours
  • Plan with 3 actions prioritized by expected ROI
  • Zero hard-sell — if it's not a fit, the diagnostic is yours to keep