Sales Simplify consultants
We can help you automate your business with Sales Simplify and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Sales Simplify.
About Sales Simplify
Sales Simplify is a sales engagement platform built to reduce the manual effort that drags down pipeline velocity. Most sales teams lose hours each week toggling between CRMs, email tools, and spreadsheets — Sales Simplify pulls prospecting, outreach sequencing, and deal tracking into a single workspace. For teams already running sales automation workflows, it slots in as the front-end layer where reps actually manage their day-to-day activity.
The platform covers lead capture, automated email sequences, meeting scheduling, and pipeline visualisation. What makes it practical is the drag-and-drop pipeline builder, which lets sales managers restructure deal stages without needing a developer. Reps get a unified inbox and activity timeline per contact, cutting down on context-switching between tools.
Where Sales Simplify becomes more powerful is when it connects to your broader automation stack. Through system integrations, you can sync deal data with accounting software, push closed-won notifications to Slack, or trigger onboarding workflows automatically. Osher helps businesses wire these connections together using n8n so nothing falls through the cracks between sales and operations.
If your sales process still relies on manual data entry and disconnected tools, Sales Simplify paired with business automation consulting gives you a clear path to shorter sales cycles and better pipeline visibility. It suits small-to-mid-sized teams that want CRM-like functionality without enterprise-level complexity.
Sales Simplify FAQs
Frequently Asked Questions
Common questions about how Sales Simplify consultants can help with integration and implementation
What types of businesses benefit most from Sales Simplify?
Can Sales Simplify replace my existing CRM?
How does Sales Simplify handle email outreach automation?
Does Sales Simplify integrate with other tools?
Is Sales Simplify suitable for Australian businesses?
How long does it take to set up Sales Simplify?
How it works
We work hand-in-hand with you to implement Sales Simplify
As Sales Simplify consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Sales Simplify with integrate and automate 800+ tools.
Step 1
Define Your Sales Pipeline Stages
Map out your current sales process from initial contact to closed deal. Identify each stage a prospect moves through, so you can replicate this structure inside Sales Simplify’s drag-and-drop pipeline builder.
Step 2
Import Your Contacts and Leads
Upload your existing contact lists via CSV or connect your current CRM to pull contacts across. Clean up duplicates and tag contacts by source, industry, or deal size for easier segmentation later.
Step 3
Build Email Outreach Sequences
Create multi-step email sequences for different prospect segments. Write personalised templates, set timing delays between each step, and configure automatic stop rules so sequences pause when a prospect replies.
Step 4
Configure Integrations with Your Tech Stack
Connect Sales Simplify to your other business tools — calendar apps for meeting scheduling, Slack for deal notifications, and accounting software for revenue tracking. Use n8n or native integrations depending on complexity.
Step 5
Set Up Pipeline Automation Rules
Create rules that automatically move deals between stages based on triggers — for example, advancing a deal when a meeting is booked or flagging stale deals that have not progressed in a set number of days.
Step 6
Monitor Performance and Optimise
Use the built-in analytics dashboard to track email open rates, reply rates, and pipeline velocity. Identify bottlenecks where deals stall and adjust your sequences or pipeline stages based on real performance data.
Transform your business with Sales Simplify
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Sales Simplify consultation.