Marketing & Sales Funnel Automation

Convert more leads into paying customers without manual effort. We automate your WhatsApp messaging sequences, abandoned cart recovery, lead scoring, and customer follow-ups.

Over 70% of sales opportunities are lost due to delayed response times or lack of persistent follow-up. We engineer automated workflows that answer customer inquiries on WhatsApp within seconds, recover abandoned carts on your ecommerce store, and nurture leads with personalized touchpoints until they convert.

WHY AUTOMATE YOUR MARKETING & SALES?

An automated commercial funnel that works around the clock to capture prospects and scale revenue.

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    Instant WhatsApp Engagement: Respond to incoming leads instantly with smart conversational flows that answer FAQs and book meetings.
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    Automated Cart Recovery: Timely personalized emails and WhatsApp notifications sent to shoppers who left items in their cart.
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    Automated Lead Scoring: Automatically score prospects based on engagement and buyer intent so sales reps focus on high-ticket deals.
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    Strategic Lead Nurturing: Trigger scheduled drip sequences featuring case studies, exclusive offers, and educational content.
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    Omnichannel Orchestration: Seamless coordination across WhatsApp, Email Marketing, SMS alerts, and retargeting campaigns.
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    Real-Time Conversion Analytics: Clear dashboards tracking exact revenue generated by each automated sequence.
Conversion & Sales Capabilities

Automated Growth Modules for Your Business

WhatsApp & Conversational

WhatsApp Sales Chatbots & Auto-Responses

Interactive chat journeys that qualify buyer intent, showcase product catalogs, and hand over conversations to human agents seamlessly.

#WhatsApp Chatbots#Dynamic Catalogs#Agent Routing#24/7 Response
Ecommerce & Retargeting

Abandoned Cart & Incomplete Checkout Recovery

Automated sequences reminding shoppers of their pending items with direct, frictionless checkout links and dynamic discount coupons.

#Cart Recovery#Direct Payment Links#Auto Discounts#Recovered Sales
Prospects & CRM Sync

Lead Scoring & Intelligent Rep Assignment

Filter high-intent leads based on budget and urgency, assigning them instantly to the right sales reps via round-robin distribution.

#Lead Scoring#Round-Robin Routing#Lead Qualification#Sales Rep Alerts
Retention & Loyalty

Post-Purchase Follow-Ups & Re-Order Reminders

Automated thank-you messages, Google Review requests, and automated replenishment reminders when products need restocking.

#Customer Retention#Review Requests#Auto Re-Orders#NPS Surveys

HOW WE SCALE YOUR SALES FUNNEL

We implement industry-leading platforms (HubSpot, ActiveCampaign, Klaviyo, Meta APIs) or develop custom event-driven automation engines.

Growth Methodology

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    Customer Journey Mapping : We analyze dropout stages where potential buyers abandon your funnel.
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    Copywriting & Sequence Setup : We craft persuasive messaging copies and configure behavioral triggers.
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    CRM & Store Integration : We connect marketing platforms with your ecommerce database for continuous sync.
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    A/B Testing & Optimization : We measure open rates, click-throughs, and sales to maximize conversion rates.

WORK METHODOLOGY

Our projects in

6 stages
1

Definition through analysis

In the first meeting, we define the program with the client and set specific expectations related to the project. Site visits allow us to identify strengths, orientations, and key elements of the terrain or construction to be addressed. This analysis is essential and will guide the first sketches with a clear vision of the project challenges.

2

Project conceptualization

At this stage, we transform the initial analysis into concrete ideas and preliminary sketches. We work on different concepts that meet client requirements and expectations, considering functionality, aesthetics, budget, and technical feasibility.

3

Detailed design and planning

Once the concept is selected, we develop detailed designs and technical specifications. We create interactive prototypes, wireframes, or mockups depending on the type of project, allowing a clear visualization of the final product before implementation.

4

Development and implementation

In this phase, we execute the work plan, developing all the necessary components according to the specifications. We maintain constant communication with the client to ensure implementation meets expectations and make adjustments if necessary.

5

Testing and quality control

We carry out comprehensive testing to ensure all aspects of the project function correctly. We verify usability, performance, and compatibility, making sure the final product meets established quality standards.

6

Delivery and ongoing support

We finalize with the delivery of the completed project and provide training if needed. We offer post-implementation support to resolve any issues and ensure the long-term success of the project.

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FREQUENTLY ASKED QUESTIONS

Find answers to your questions about our Automation Services at Softaki.

What is process automation?

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What are the benefits of automation for my company?

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What is the difference between process automation and RPA?

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What types of processes can be automated?

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How do I know if my company needs automation?

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Does automation replace employees?

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Which industries can apply automation?

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Why choose Softaki for automation implementation?

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