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
Workflow automation
We design and deploy automated flows that connect people, systems, and decisions to eliminate repetitive manual tasks and reduce cycle times.
Learn more →Application and API integration
We connect your company's applications using APIs, webhooks, and middleware so that data flows without duplication, without manual CSVs, and without silos.
Learn more →RPA: robotization of repetitive tasks
We implement software robots (RPA) that execute repetitive tasks on graphical interfaces when there is no API available, freeing up hours of manual work.
Learn more →Microsoft Power Platform
We deploy solutions with Power Apps, Power Automate, Power BI, and Copilot Studio to automate, analyze, and build apps within the Microsoft ecosystem.
Learn more →Automation with AI
We add artificial intelligence to automated flows to process natural language, classify, extract unstructured data, and make probabilistic decisions.
Learn more →Data synchronization between systems
We keep your critical systems data synchronized in real-time or in batches, with transformation, validation, and conflict resolution.
Learn more →Document and notification automation
We generate documents (contracts, reports, certificates) and automatic notifications from templates and data in your systems, eliminating repetitive manual work.
Learn more →Automation of internal processes
We optimize and automate transversal corporate processes: approvals, onboarding, document management, compliance and repetitive internal operations.
Learn more →
