TG CRM · Sales Force Automation
Sales Force Automation Software — TG CRM
Automate lead capture, assignment, follow-ups and quotations so every opportunity moves forward without manual chasing.
- Lead capture from web, ads and calls
- Round-robin and territory assignment
- Automated follow-up sequences
- Quotes and proposals from the deal
Why TG CRM
Sales Force Automation that’s connected to your whole business
TG CRM gives sales, marketing and service teams one view of every customer. AI scores leads, suggests next actions and automates follow-ups so reps spend more time selling and less time updating records.
Explore TG CRMSales force automation
Leads, deals, quotes and forecasts in a pipeline your team will actually use.
AI insights
Lead scoring, deal-risk alerts and next-best-action recommendations.
Omnichannel inbox
Email, phone, WhatsApp, web chat and social conversations in one timeline.
Journey orchestration
Trigger personalised campaigns and tasks based on customer behaviour.
Ask about sales force automation in plain language
Type a question and get the answer from your own data, with alerts when something needs attention. It works across every other TG CRM module. The panel shows example questions with sample data.
Which deals are most likely to close this month?
8 deals have a win probability above 70%, worth ₹2.3 Cr. Two have had no activity for 9 days — I drafted follow-ups.
Summarise my last call with Al Noor Trading
They want a 3-branch rollout by March, are price-sensitive on licences and asked for an Arabic interface. Next step: proposal by Friday.
Capabilities
What you can do with Sales Force Automation
Lead capture from web, ads and calls
Round-robin and territory assignment
Automated follow-up sequences
Quotes and proposals from the deal
Part of TG CRM
Explore more TG CRM modules
Customer Success
Track onboarding, product adoption and account health so your team can act before customers churn.
Learn moreProcess Management
Design your sales and service processes visually and enforce stages, checklists and approvals at every step.
Learn moreOmnichannel Engagement
Talk to customers on email, phone, WhatsApp, chat and social while keeping every interaction on a single timeline.
Learn moreGood to know
Sales Force Automation — frequently asked questions
What is Sales Force Automation in TG CRM?
Automate lead capture, assignment, follow-ups and quotations so every opportunity moves forward without manual chasing.
What are the key features of TG CRM Sales Force Automation?
Key features include lead capture from web, ads and calls, Round-robin and territory assignment, automated follow-up sequences and quotes and proposals from the deal.
Does Sales Force Automation work with the rest of TG CRM?
Yes. Sales Force Automation shares one database with Customer Success, Process Management and Omnichannel Engagement and every other TG CRM module, so data flows automatically without duplicate entry.
Can I get a demo of TG CRM Sales Force Automation?
Yes. Book a free consultation and a TechGlobal Technology specialist will show Sales Force Automation configured for your business.
Free consultation
Get started with TG CRM Sales Force Automation
See how sales force automation works with your data and processes in a free, personalised demo.
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