Most Common Automations in B2B Sales

We organize training courses subsidized by the National Training Fund (KFS) for companies and municipalities throughout Poland.

Before we started working with Sailes, we were handling around 120 applications per month and were already at the limits of our capacity. Preparing a single paper application took up to four hours, certificates were generated manually in Canva one by one, and no one in the company—neither salespeople nor administrators—knew what stage a given case was at. As we said internally: "if the administration can't keep up, everything comes to a standstill."

After Sailes implemented the Monday.com system with automations, we now have one central place for the entire process—from lead, through application, to certificates and invoices. The online form that the customer fills out automatically pulls data into the system. Certificates are generated automatically. Salespeople can see the status of their cases without calling the administration. And we are ready to scale our operations to 500 applications per month – without proportionally increasing our team.

I would definitely recommend Sailes to any company that operates a large number of repetitive processes and wants to unlock its growth. Karol and Marcin guided us through the entire implementation step by step, with a full understanding of our specific needs.

We are collaborating with the team of Sailes.tech for several months and from the very beginning we could feel their full commitment, professionalism and exceptional communication skills. Our goal was to organize our processes, implement a state-of-the-art CRM system and automate key areas of the business - this was achieved quickly, thoughtfully and efficiently.

What particularly distinguishes the team Sailes is proactivity in action. The team not only executes planned implementations, but also identifies potential challenges on an ongoing basis and proposes ready-made solutions before any problem has time to arise. This approach inspires great confidence and allows us to look to the future with great peace of mind.

The work is carried out in an atmosphere of openness and mutual understanding. Each member of the team is a competent person, well-prepared substantively, but also simply "human". - which in long-term cooperation is of great importance for us significance for us because it happened that we encountered problems but through communication we have always found an understanding, and this is what determines the desire to pursue long-term cooperation.

We currently have a written out development plan for the entire next year. I can say with full confidence, Sailes.tech is not just a service provider, but a real partner in the development of ourecompany. If you are looking for a company that not only implements automation, but truly understands the needs of your organization -. then you don't have to look any further.

I definitely recommend it!

Jaroslaw Pertkiewicz
Owner
Proton Poland

I am vice president of the Swedish-Polish Chamber of Commerce. We organize many seminars in a hybrid format, with the possibility of attending in person or online. Some of the seminars attract up to 1,000 people. Most of them register on LinkedIn. In the past, we used to send manual, one-by-one registration confirmations to each registrant using LinkedIn's messaging feature. This was a very cumbersome and time-consuming process, which Rafael has now helped us automate. We have nothing but the highest praise for Rafael's competence and exceptional level of service. Communication was pleasant, smooth and quick. We can sincerely recommend Rafael as a consultant to anyone who needs to streamline their business through business process automation and related tools.

Working with Rafal Dolga from The Argonauts proved to be a breakthrough for our sales automation. He walked into a complex system with minimal documentation and quickly understood it, asking the right questions and identifying key areas for improvement.

What sets Rafal apart is his strategic approach - he doesn't automate for the sake of automation, but ensures that each implementation actually adds value. Using Make.com and Zapier, he seamlessly integrated data from multiple sources, streamlining our sales processes and increasing efficiency.

He also led the seamless and successful migration of Pipedrive CRM, making a potentially difficult transition effortless. In addition to his technical skills, Rafal was like a true business partner, not just a service provider. He brought fresh ideas, challenged assumptions and was always forward thinking. If you are looking for a competent automation expert who puts the business first, Rafal is the person you want on your team.

We have been working with the Sailes team for about a year and a half, making significant progress in automating sales processes using AI. Their expert knowledge and commitment have virtually earned us an additional team member.

We have implemented AI agents to evaluate and process transactions and analytics processes to assess their potential. Through a digital approach, we automated previously manual tasks. The benefits go beyond significant savings - our business model is based on the automation enabled by the Sailes team.

The key to success is long-term partnership. The Sailes team participates in our daily meetings, planning sessions and team events. We work with them as closely as if they were our internal employees, which creates not only a pleasant work culture, but above all, real business benefits.