Combine tools to automate sales closing and eliminate bureaucracy


Imagine this scenario: the seller has just made a sale, has other prospects interested in closing more deals. However, you need to pause contacting other potential customers to fill out paperwork relating to the newly made sale.

This paperwork includes activities such as filling out a contract, requesting the issuance of payment slips and invoices. In this type of situation, the manager must also pay attention to inventory and cash control, in addition to recurring collections and payments.

You already have tools (a CRM software, for example) that perform each of these steps, but as they operate separately from each other, it is necessary, for example, to fill in the data again or update the inventory and cash flow.

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Agendor is a CRM and business management platform that works as a control panel and personal assistant for B2B sales teams.

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These activities take the time and focus of salespeople and managers, as they are operational activities that do not influence the company’s sales and revenue results at all.

And this is where the solution comes in: software integration! It sounds complicated, but the concept is simple: connect two or more web tools to make them “work together”, automating processes.

This article will cover ways you can automate your closeout process through integration, including:

    • Generation of a closed business on the platform;
    • Cash flow control;
    • Creation of contracts;
    • Generation of recurring charges automatically, organizing the “accounts receivable” part.

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Integration and Automation for Financial Services

Thinking about sales, process automation avoids the rework of sellers when filling out entries in more than one tool, as well as contract data and billing slips.

And not only that: recurring payments are properly registered, keeping the cash flow organized in both software, eliminating discrepancies in values, which can bring headaches to the manager.

Today, the Agent can be integrated with various software related to financial services. These integrations can be done through Plug’s platform.

Integrating tools has many advantages:

  • Processes become faster as employees get rid of operational work (which is often repetitive and time-consuming);
  • Process automation saves employees time, who can focus their attention and energy on their actual functions;
  • It prevents human error in these operations, caused by typing errors, incorrect calculations and transactions that include many people (as in cases of companies whose processes such as issuing orders and invoices are carried out by a department other than sales, for example).


Plug: a hub of web tools

Plug came up with the proposal to be used as a hub for web tools. That is, through this tool, it is possible to unite the processes of various software, automating operation flows from different areas.

The platform is focused on national software and features a user-friendly and intuitive interface for those who are not very familiar with the technology.

Automation levels range from simple configurations, such as copying customer registration data, to more complex ones, such as control products available in the company’s stock, based on sales made. There are also pre-configured variables to facilitate the user experience.

Agenda or is one of the software available for integration.

In this article, we’ll present some examples of integrations that can help you optimize your closing process. However, it is possible to automate a number of tasks throughout the entire business process.

Currently, at Plug, it is possible to link the Scheduler’s activities to:

  • Project and task management platforms (such as Trellis);
  • Google bundled services (such as Google Sheets and Gmail);
  • Digital marketing automation software (such as Mail Chimp and Ego);
  • Financial services tools, including cash flow, accounts receivable, contracts, etc. (such as, Bling and ContaAzul);
  • Between others.

Automating the closing of sales

Salespeople know that filling out paperwork to organize a recently closed sale can take time and energy, which could be used in activities more focused on closing new deals.

And, for managers, in addition to extra expenses, there is always the risk of human error in filling it out. These activities also usually involve more time and people, hindering the commercial team’s productivity.

The entire operation of the Agendor already eliminates much of this: in addition to controlling the commercial operation in a single platform, managing follow-ups and recording activities, the Agendor also allows complete customer registrations, notification of closing sales and evolution of the funnel of sales.

But, after closing this sale, there are other steps to be taken, which can be facilitated by other tools available at Plug.

1. Create existing clients in the Agent base within the financial services platform

Without the integration, the seller needs to register the customer on the platform that will be used to issue the invoice or payment slips, for example.

Once the integration is done, this step of the process is done automatically. The customer data that are in the base of the Scheduler are copied to the platform used for the financial services.

Today, all platforms capable of integration with the Scheduler in Plug already perform this step.

2. Generate sales orders after giving the business as a “win” in the Scheduler

Integration with ContaAzul (which is an online platform for financial management and control of small businesses) and with Bling (business management system that controls invoices, stocks and integration) automatically creates a closed sales record when the seller places this sale as a “win” on the Scheduler.

This allows other processes, such as contract creation and cash flow control, for example, to be automated as well.

3. Perform cash flow control

As a sales CRM, the Agent is focused on managing the entire sales process, but not necessarily on functionalities such as cash flow control, for example.

Thus, it is necessary to use other software to organize payments that were or were not made, or do this manually.

At Plug, it is possible to integrate the Agendor with tools such as Nebo, Granum Financier (which carry out financial control and business management) and Bling to carry out this control. The list of customers who have paid or not is updated taking into account all closed deals registered.

4. Sending bills to customers

This is another service that is not done within the Scheduler.

Through the integration with tools such as I uGu, Pagar. me, and Mercado Pago, which are an online payment automation platform (all available at Plug), this collection is done automatically, from the moment the seller defines the business as a “gain” on the Agenda or platform.

Integrate to optimize

Integration between web tools optimizes the closing of sales, in particular, which becomes more agile and assertive.

Any seller will agree that their main objective is to sell. However, this does not prevent many of them from performing administrative tasks that are a little outside their scope of work.

This scenario is more common than it sounds, and could end up undermining the productivity of the sales team. That’s why task automation has gained more and more space in the sales segment.

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