PROCESS AUTOMATION

From lead to loyal customer without manual tasks in between

We automate acquisition, nurturing, scoring, sales assignment, follow-up and after-sales service so that no lead is lost and no customer is left unattended.

What is Marketing, sales, and service automation?

The lead-to-revenue cycle involves marketing, sales, and customer support, but in many companies these three teams work with separate systems, fragmented data, and manual processes in between. The result: leads that are lost, follow-ups that are not done, customers who repeat information and opportunities that cool down slowly. At Q2BSTUDIO we automate this complete cycle so that data flows, actions skyrocket and each person on the team has context and a clear next step.

In marketing we automate: multichannel capture (forms, landing pages, chatbots, ads), enrichment of lead data, scoring based on behavior and interest, nurturing with personalized email/content sequences, and automatic transfer to sales when the lead reaches the qualification threshold. Each action is triggered by the lead's behavior, not by the team's manual decision.

In sales we automate: assigning leads to the right salesperson (by territory, product, load, turnover), immediate notification with full context, creation of opportunity in CRM, follow-up reminders, detection of stalled opportunities and inactivity alerts. The salesperson receives the lead with all the relevant information and the next step defined; You don't waste time searching for data or deciding who to contact.

At Atención we automate: ticket creation from multiple channels (email, form, chat, telephony), automatic classification and priority, assignment to the right agent or team, automatic initial responses with useful information, escalations by SLA, post-resolution satisfaction surveys and feedback to the CRM so that sales have visibility of the customer's health.

The key is connection: they are not three isolated automations but a continuous flow where the lead data is converted into customer data and the interaction history is available to all teams. This eliminates repetitions, speeds up the cycle, and improves the experience for both the team and the customer.

We implement with the tools that the client already uses (HubSpot, Salesforce, Dynamics, ActiveCampaign, Zendesk, Freshdesk, Intercom) more connectors and custom flows where necessary. We don't force a change of platform: we optimize and connect what exists. We deliver with conversion metrics by stage, average times, and funnel alerts so that management has visibility into the performance of the complete cycle.

FEATURES

Features of Marketing, sales, and service automation

  • Lead scoring and qualification

    Automatic scoring for actions, profile, interest and suitability to the ICP.

  • Nurturing and Sequences

    Automatic emails and content according to stage, behavior and segment.

  • Assignment to sales

    Leads distributed by territory, product, upload, or automatic rotation.

  • Alerts and reminders

    Notifications for new leads, stagnant opportunities, and inactivity.

  • Ticket Classification

    Incoming tickets automatically categorized and prioritized by content.

  • SLA Scaling

    Auto-escalation if a ticket is not resolved within the defined timeframe.

    • Post-Service Surveys

      CSAT/NPS automatically sent after case resolution.

    • Funnel Dashboard

      Conversion metrics, times, and bottlenecks by cycle stage.

TECHNOLOGIES

  • Power Automate
  • Microsoft Graph API
  • Zapier
  • Make
  • n8n

FREQUENTLY ASKED QUESTIONS

Frequently asked questions about Marketing, sales, and service automation

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