For Founders, Sales Leaders & Revenue-Driven Teams
Advanced Automation Workflows for Sales Efficiency
Automate follow-ups and lead-to-deal workflows to save time and close faster.
- Automated follow-ups
- Lead-to-deal workflows
- Full setup done for you
Talk to a Fractional CMO Today
- Build automated lead-to-deal workflows
- Trigger follow-ups, tasks, and deal alerts
- Connect your CRM with your tools
- Eliminate repetitive manual work
- Route leads to the right pipeline stages
- Track every step with live dashboards
- Launch workflows your team can trust
Trigacy Performance Guarantee
You Should Invest in Advanced Automation Workflows If You Have...
Manual Follow-Ups Leads go cold because follow-up emails, tasks, and reminders are handled manually and opportunities are missed.
Repetitive Admin Work Your team spends hours updating records, assigning leads, and moving deals instead of focusing on sales.
Inconsistent Lead Journeys Prospects receive delayed responses and disconnected communication that slows conversion and reduces efficiency.
How We Drive Sales Growth With Advanced Automation Workflows
Build Workflow Logic
Design lead routing, triggers, conditions, and actions around your exact sales process.
Connect Your Systems
Integrate your CRM, email, forms, calendars, and marketing tools into one workflow.
Run on Automation
Automatically send follow-ups, assign tasks, update deal stages, and notify your team.
Optimize With Data
Track automation performance and continuously improve workflows as your pipeline grows.
Recommended Monthly Marketing Budget
For us to make this campaign profitable for you within 90 days, we recommend you invest at least $5K a month in total. Along with our fees, you must budget for ad spend and the required software purchase. But in the end, the whole campaign will pay for itself 2.5-3 times, giving you a handsome return on investment.
What's Better Than Building Automations Yourself? A Dedicated Automation Team
- Automation specialists who design workflows around your real sales process
- Proven automation frameworks across B2B industries
- Full-stack setup from triggers and conditions to integrations
- Hands-on team training with SOPs for long-term adoption
- Your outsourced automation partner for ongoing optimization
Transform Your Sales Pipeline With Automation
Workflow Audit & Strategy
- Map your lead-to-deal process
- Identify repetitive tasks and delays
- Define automation opportunities
- Create a workflow blueprint
Build &
Integrate
- Configure triggers and conditions
- Connect CRM, email, and forms
- Automate follow-ups and alerts
- Test every workflow before launch
Monitor &
Optimize
- Train your team to use automations
- Track performance and response times
- Fix workflow gaps in real time
- Continuously improve efficiency
We've scaled 100+ profitable campaigns!
Hear from our clients!
Melanie Amorim
Meaza Orokii
Mark Connect
Joshua Sunny Chuah
Sanatosha Sewar
Raffie Conca
Emma McMahon
Alex Massa Jr.
Renee Walker
Profitable Campaigns for companies of all sizes
Developed ad campaigns & sales funnels and generated a pipeline of USD$400K+ within the first 60 days of Fractional CMO services.
Performed conversion rate optimization, created sales funnels, worked on ad campaigns that resulted in deal pipeline of more than €5M.
Worked on ad campaigns, content marketing & marketing automation, resulting in 25+ qualified weight loss surgery leads a month.
We Cover Every Aspect of Advanced Automation Workflows
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Social Media Graphics
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Video Marketing
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Infographics
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Logos
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Facebook Ads
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Google Ads
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Posters & Flyers
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Newsletters
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Blog Images
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Linkedin Ads
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A/B Testing
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Marketing Funnel Development
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Search Engine Optimization
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Website Design
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Website Optimization
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Landing Pages
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Web Hosting
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Product Mock-ups
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UI & UX Improvements
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Brouchers
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Business Cards
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Label Design
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Community Enagement
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Lead Generation
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Blog Writing
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Press Releases
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Email Marketing
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Website Content Writing
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Shopify Optimization
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WordPress Optimization
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YouTube Ads
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Reels (Vertical Videos)
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Instagram Stories
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PPC Ads
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Social Media Analytics
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Google My Business Optimization
Why Advanced Automation Workflows Improve Sales Efficiency
Automated Workflow System
- Automate follow-ups and task creation
- Route leads through the right stages
- Eliminate repetitive manual work
- Scale operations with consistent processes
Traditional Manual Process
Effective Advanced Automation Workflows + Execution = Sales Efficiency
We don’t just automate tasks. We build workflow systems that streamline follow-ups, reduce manual work, and improve conversion speed across your sales process.
Lead & Workflow Automation
Automated Follow-Up Sequences
Task & Reminder Triggers
CRM Integration & Data Sync
Lifecycle Workflow Automation
Process Efficiency Optimization
Team Activity Tracking
Workflow Testing & Improvements
Revenue Reporting & Insights
Scaling High-Performing Automations
Workflow Testing & Optimization
Lead Routing & Process Analysis
Sales Journey Automation
Revenue Reporting & Insights
Scaling High-Performing Workflows
Technologies we work with
Our smart marketers will adapt to any tech stack you have!
Companies around the world trust Trigacy!
Explore our latest Blogs
How Does Automated Lead Distribution Improve Conversions for Restaurant Franchises?
How does automated lead distribution improve conversions for restaurant franchises and help multi-location brands turn more inquiries into reservations, catering orders, franchise inquiries, and repeat
How Can Automated Service Reminders Improve Retention for Veterinarians?
How can automated service reminders improve retention for veterinarians and help veterinary practices keep pet owners engaged with ongoing care? For veterinary clinics, client retention
How Does AI Sentiment Analysis Improve Retention for Medspas?
How does AI sentiment analysis improve retention for medspas and help aesthetic clinics keep clients coming back for future treatments? For most medspas, attracting new
FAQ
Advanced Automation Workflows automate follow-ups, lead routing, task creation, and notifications to reduce manual work and improve conversion speed.
Basic setups create simple triggers. Advanced workflows connect multiple systems, conditions, and lifecycle actions for end-to-end automation.
We begin with a workflow audit to identify repetitive tasks, bottlenecks, and the highest-impact automation opportunities.
Most businesses see faster response times and reduced admin workload within 2 to 6 weeks after launch.
Strategy, workflow design, integrations, trigger setup, testing, reporting, and ongoing optimization.
Yes. Any business with recurring follow-ups, lead handoffs, or manual processes can benefit from automation.
When your team is spending too much time on repetitive tasks and leads are slipping through the cracks.
Yes. We connect your CRM, forms, email, calendars, and other tools into one automated system.
About Trigacy
We are based in Pune, India.
Vedarth founded Socinova & Trigacy on 30th June, 2014. We’re working in the marketing industry for more than 9 years now.
We have more than 20 professionals on our payroll. Their skills include everything from content writing, graphic design, SEO, website development and more.
We assign an experienced professional to be the dedicated project manager for every client. Vedarth will also be a part of your Trigacy project.
No, there is no contract.
We accept all major credit cards, PayPal and international bank transfers. We will invoice you every month for our services in advance.
Every single person in our team is a graduate in marketing or related majors, and has at least one year of experience in their respective field.
Our project managers have more than 3 years of experience each with sufficient qualifications to support their role.
We’ve generated our best results when working with consumer services & B2B brands.
But marketing principles in general are the same for any industry, and now after having worked with 100s of clients, we’re confident that we can generate results for any business.
