01
Map the actual process
Document the starting event, data, people, decisions and exceptions. Identify information loss and duplicated work before choosing an automation tool.
SOLVAREX MANAGED SERVICES
Sales Workflow Design and CRM System Integration
Solvarex delivers process analysis, workflow design, system integration, CRM connections, testing and handover. The goal is to move information and responsibilities across your operation without repeated data entry and disconnected manual follow-up.
Delivered by our teamDefined scope before launch
20+years in B2B sales leadership
WHAT WE DELIVER
Defined delivery. Outputs your team can use.
Connect lead capture with follow-up, booking, proposals, and invoices.
02
Integration with clear data ownership
Define the source of truth, matching rules and update direction. Connecting two systems is not enough if both write conflicting values to the same record.
03
Workflows with exception handling
Design success, failure, retry and notification paths and define human intervention points. The process remains understandable when a connection fails or information is missing.
04
Documentation and operational handover
Document the workflow, how to stop or change it and who monitors it. Agree on ongoing support so your team understands the process it depends on.
FROM PROBLEM TO APPLICATION
An inquiry crossing multiple teams
Map fields and ownership, then connect qualification with handover. Missing information triggers a review task instead of silently passing an incomplete record downstream.
An illustrative use case, not a measured customer outcome.
Workflow AutomationA clear next action
FROM IDEA TO OPERATION
From diagnosis to delivery.
Select a step to explore its role in the workflow.
01
A CLEAR NEXT STEPMap the journey
Identify inquiry sources and current steps.
Customer contextDefined action
02
A CLEAR NEXT STEPBuild the flows
Configure conditions, owners, and supported integrations.
Customer contextDefined action
03
A CLEAR NEXT STEPTest and hand over
Review normal paths and exceptions with the team.
Customer contextDefined action
Choosing the right fit for Saudi and GCC operations
For operations across Saudi and GCC teams, establish record ownership and synchronization direction first. Align language, currency, timing and statuses, and define review steps when data transfer fails.
Prepare these inputs for the discussion
Bring the process map, systems, connection options and permissions. Specify transferred fields and editing ownership, then test duplicates, missing data and connection failure.
Related scopes to help your decision
Who is this service for, and what are its limits?
Teams repeating manual tasks or transferring customer data across multiple systems.
We review integration availability, permissions and data ownership before implementation. Third-party subscriptions and ongoing support are scoped separately; some exceptions still require human review.
Deliverables, scope and responsibilities are agreed before work starts.
Choose the appropriate delivery scope
These scopes are related. Choosing one does not automatically include the other service or a software subscription.
YOUR QUESTIONS ABOUT
Workflow Automation
Deliverables, responsibilities, integrations and timing are defined in the proposal before delivery.
Book a free consultationWhich processes should be automated first?
Start with repeatable, well-defined tasks such as intake, assignment, updates, reminders and handover. Exception-heavy processes need clearer rules before automation.
Must we migrate every system?
No. Existing tools and available integrations are reviewed first. A platform change is a separate decision based on needs, costs and limitations.
How do you test an integration?
Test sample records, missing data, duplicates, connection failures and permissions. Review outcomes with the process owner and define launch monitoring before wider use.
What happens if an API changes or stops working?
Define alerts, ownership and reprocessing based on tool capabilities. External changes may require maintenance, which is addressed through an agreed support and monitoring scope.
Are software subscriptions included in the service fee?
Analysis and implementation fees are separated from subscriptions, usage and paid integrations. The proposal identifies required tools and what can use your existing accounts.
What should we prepare before discussing scope?
Bring the process map, systems, connection options and permissions. Specify transferred fields and editing ownership, then test duplicates, missing data and connection failure.
How is cost determined and what is scoped separately?
Process complexity, systems, branches and monitoring shape the project. Automation-tool access does not automatically include custom integration development or third-party charges.
LET’S TALK ABOUT YOUR NEEDS