An opportunity comes in.
From the first contact to the next commercial step.
New application on the web
- Record contact details
- Assign a responsible person
- Preparing a follow-up task
The opportunity has to be followed.
WIN INNOVATION / EMPRESARY AUTOMATIZATION
Business automation
We connect tools and automate repetitive tasks so that the information reaches the right person and system. We design flows for sales, administration and operations with rules, validations, warnings and human control.
From Córdoba, for companies all over Spain.
PROCESS DEMOSTRATION
Drag or use arrows to change process.
Connect tools. It coordinates teams. It gives continuity to work.
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What you repeat today, Tomorrow is done alone.
The automation of business processes begins with a specific need. We analyze where time is lost, which tools are involved and which people must participate to design a workflow adapted to the company's operational.
Sales and monitoring
Each contact continues within the business process
We connect forms, contacts and opportunities to record information, assign responsible and prepare the next step of each sale.
POINT OF PARTICIPATION
Copy contacts between tools and manually remember who to warn.
OBJECTIVE
Maintain organized information and ensure that each opportunity is followed up.
WHEN OCCURRE
A request comes from a form.
Formulario
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The creation of an opportunity and the allocation of a task in the CRM.
CRM + equipment
WHEN OCCURRE
An opportunity changes the stage.
Proceso comercial
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The next notice or follow-up task on the team's agenda.
Equipment agenda
The automation possibilities are determined according to the tools used, the established permits and the available integrations.
02 / SPARTAN + WIN
Spartan connects management and Win automates processes
Spartan brings together customers, sales, billing, inventory, projects and equipment within a shared environment. We analyze the company's operation and set up the necessary automations and integrations, taking advantage of the available modules.
Discover Spartan ERP ↗A centralized management allows the information recorded in one active area tasks in another: one sale generates a follow-up, an order updates the inventory or a change of status warns the next person responsible.
SPARTAN / WINRELATED MANAGEMENT SCHEME
A shared vision. Many next steps.
Customers↗
Sales↗
Invoice↗
Inventory↗
Equipment↗
Projects↗
INFORMATION RELATEDRELATED PROCESS_
03 / TUS HERRAMIENTAS TAMBIÉN ACENTAN
Connects applications that already uses your company
The digitization of processes does not always require the replacement of existing programmes. We review their integration possibilities and develop the necessary connections when the available options do not cover the process.
We integrate mailboxes, messages and warnings within the working circuit so that a communication can activate a task or continue a process.
04 / FROM IDEA TO OPERATIONAL
How do we automate with IA?
FASE 01
We analyzed your way of working
We review the tools, the repetitive tasks and the points where you waste time. We select a first automation opportunity with a concrete impact.
A map of the current process and a defined objective.FASE 02
We design the tour
We establish which event activates each action, who is responsible and which situations require a manual review.
Agreed rules, approvals and scope.FASE 03
We connect and try
We set up the integrations and check the operation of the process with real cases, errors and less common situations.
A validated flow before we start it.FASE 04
We're with your team
We train the people who will use the solution and review its operation to make the necessary adjustments.
An implementation with training and monitoring.Frequently asked questions
Where do you start automating?
We select a repetitive, frequent and measurable task. Starting with a narrow process allows you to check the impact of business automation, detect improvements and then expand the solution.
Do I need to change the tools that my company already uses?
Not always. We analyse the current applications, the integration possibilities they offer and the role they play within the process. We maintain the tools that continue to bring value and only make the necessary changes.
All automations use artificial intelligence?
No. Many processes are more easily resolved through rules and integration between systems. We incorporate artificial intelligence when it is necessary to interpret documents, classify variable information or prepare answers.
What if an automated process fails?
We design records, notices and review routes so that the team knows the incidence and can intervene. We also define specific responsible and procedures for managing errors and exceptional situations.
Can automation be connected to an ERP or CRM?
Yes, provided the tools have compatible integration options. We define which data are exchanged, how often they are updated and what validations each connection needs.
How is information protected?
We limit access, protect credentials, review permissions and document which data circulate between different applications. Safety measures are adapted to the tools and risk level of the process.
Is it mandatory to use Spartan?
No. We develop business automations with different tools. Spartan is part of the solution when its modules fit the management and processes of the company.
How much and how long does it take for an automation project?
The budget and time frame depend on the number of steps, the tools involved, the quality of the data, the exceptions and the necessary evidence. The proposal divides the project into phases and begins with a defined scope and cost.
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Don't you know if you can automate it?
Tell us how your team works. We identify a first opportunity for automation and define a solution adapted to your tools, processes and objectives.
Analyze my process