Sales Automationautomate your sales
Sales automation platform
sales automation platform
Client
SalesForce
Industry
SaaS
Headquarters
Portugal
Services
UI/UX Design
About project
SalesForce is a sales automation platform that centralizes pipeline management, lead scoring, and activity tracking — giving revenue teams structured tools to close deals faster.
Challenges & Solutions
Problem
Sales teams managed leads, activities, and forecasts across spreadsheets and disconnected CRM systems — losing deals through poor follow-up timing and inaccurate pipeline visibility.
Solution
Zylo designed a structured sales automation platform with AI lead scoring, automated follow-up sequencing, and real-time pipeline analytics that give sales leaders accurate revenue forecasting.
Process
Discovery
Sales process mapping
CRM data audit
Lead scoring framework design
Pipeline stage analysis
Forecast accuracy review
CRM Architecture
Lead data model
Scoring engine design
Automation sequence logic
Pipeline analytics structure
Forecast roll-up system
Implementation
CRM migration
Automation configuration
Sales team training
Pipeline validation
System Architecture
A lead data model connects CRM records, email activity, meeting logs, and deal stages — feeding a scoring engine that prioritizes pipeline focus and triggers automated sequences.
Interface Engineering
Sales dashboards surface pipeline health, lead scores, follow-up queues, and forecast accuracy in a structured layout that keeps reps focused on highest-value activities.
Structured pipeline management that turns activity into predictable revenue.
MOBILE-FIRST
EXECUTION
Mobile CRM access enables reps to log calls, update deals, and action follow-up tasks between meetings with minimal friction.
UI Kit
Component library covers pipeline stage columns, lead score cards, activity logs, forecast variance tables, and deal detail panels.
AUTOMATION
FRAMEWORK
Lead scoring, follow-up sequencing, pipeline stage triggers, and forecast roll-up calculations are fully automated through the sales intelligence engine.
Design system
Results
+57%
Improvement in lead-to-close conversion rate
-43%
Reduction in average sales cycle length
3.8×
Improvement in pipeline forecast accuracy
+82%
Increase in rep daily activity completion rate
Let's work together
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We offer a free 3-day structured collaboration sprint with one of our senior engineers. Evaluate our execution process, clarity, and technical thinking before committing.