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Sales Automation

We help businesses incorporate sales automation to enhance lead management, increase sales efficiency, and improve follow-up sales initiatives. Firms working with sales automation close more deals and grow their revenue faster.

Thousands of companies worldwide are automating their sales processes

Our sales automation consultants use their extensive IT and software expertise to locate, evaluate, validate and implement sales automation technology, an important industry practice that is growing massively across all market sectors.

Why Hire App Solve Consultants For Sales Automation?

Sales automation consulting provides sales automation insights and strategies to a company’s sales processes.

Spreadsheets don’t help real-time decision making. Considering the advances in technology over the last 5-10 years, it seems illogical to keep choosing Excel spreadsheets as the businesses’ tool of choice.

Companies can switch from sales inefficiencies solely based on sales reps to automated sales processes relying on CRM applications.

How Can Sales Automation Benefit Your Company?

Sales Forecasting

Get a detailed summary of the whole company with thorough predictions. See the full picture of your whole pipeline and your business, and respond accordingly where necessary.

Lead Management

More leads can be converted into actual opportunities. Automatic lead scoring and routing can be set up to guarantee leads are never overlooked.

Workflow & Approvals

Quickly build and automate any business procedure with drag-and-drop ease. Also, customize approval processes for deal discounts, expenditures, and more.

Reports & Dashboards

Have a real-time picture of your business at a glance. Anyone will be able to create reports and access them from anywhere.

Sync & Share Files

Sharing, debating, publishing and monitoring files in real-time is easier. You can quickly search, share, and even get updates whenever something changes.


You can turn your smartphone device into a mobile sales office. Calls can be logged, hot leads responded or dashboards reviewed regardless of where you are.

Customer Stories


Accolade Partners needed to capture information on Contacts, Funding and Investors.They needed to configure and reconfigure certain objects and settings in order to scale their organization.


Objects and relationships between them were reconfigured to enable accurate reporting. Calendar Anything for events was installed and configured. Furthermore, SQL Matching Reports & Import, Data Migration & Reports and Dashboard Builds were executed, and WordPress Forms Integration with Salesforce was implemented.


Even though AMT already used’s Sales Cloud, the company still suffered from disparate systems and tools within their organization. Crucial information requests were not reported to customer support on time.


AMT partnered with App Solve to do a re-optimization of their Salesforce platform across all relevant business divisions. The re-optimization package included streamlining business systems through seamless integration of their association management system and their business intelligence tools into’s Sales Cloud.


The customer upgraded to Enterprise Edition 6 months prior to the App Solve project but was unable to leverage the system to capitalize on the new functionality because of a lack of time, resources and in-house expertise.


App Solve provided unique advice and consultation on how the sales team could be even more productive by sharing, in-house best practices on using opportunity pages, views and sales processes.

Get In Touch With Us

Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

Toronto Office
1050 King Street West
M6K 0C7

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What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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