Automation for sales, marketing and client success teams | Inpute

Sales & Marketing

Elevate sales, marketing and client success

with optimised intelligent automation solutions

Intelligent automation tried & tested
by industry leaders

“Immediately, Inpute stood out as a capable solution provider, experts in their field, with a solution that delivered what we were looking for.”
Pat Kane
IT Manager, Alliance Medical Group
“The Inpute team were diligent with the discovery process and really understood our needs to deliver an intelligent digital mailroom solution. The solution has enabled us to achieve organisation efficiencies and improve our customer experience.”
IT Manager
Leading Financial Services Company
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See our sales & marketing case studies

Sales and marketing solutions to grow customers and revenue

Today’s customers expect personalised experiences and responsive communications from the organisations they work with. But this places an increased workload on sales and marketing people, especially as you begin to scale.

We deliver tailored solutions that enhance customer satisfaction and ensure long-term engagement. Let intelligent automation take care of the hard work behind the scenes so that you can spend more time engaging your customers.

Anti-money laundering

Capture and securely store required documentation to validate transactions and stay in compliance with anti-money laundering regulations. 

When financial institutions require documentation and ID verification for business transactions, we quickly provide these assets through secure storage and retrieval of this sensitive information.

Key benefits
  • Protection against money laundering and other forms of fraud
  • Improved compliance
  • Avoidance of transaction and shipping delays for customers

Case management

A modern case management solution allows a company to seamlessly collect and organise customer service interactions that happen on any channel. Our case management systems make it easy for your people to track each case to resolution with a complete view of all the information they need to complete their work.

Using our technology, you can process claims and other customer-facing activities in a single platform, helping your people to manage cases more effectively and make better business decisions.

Key benefits
  • Increased user productivity, freeing up your people
  • Automated case routing and personalised self-service leading to quicker resolutions
  • End-to-end monitoring and transparency in a single dashboard

Client onboarding

Start new client relationships off on the right foot. Our client onboarding solution combines our workflow capabilities with intelligent document management so both you and the client can get to work faster.

From eSignature gathering to centralised document storage, our accelerated client onboarding process will remind clients why they made the right choice with your business.

Key benefits
  • Automated onboarding to accelerate time-to-value
  • Secure collection and storage of sensitive client assets
  • A better overall customer experience

Contract management

Manage the full contract lifecycle for your vendors, clients or employees using our contract management solution. By integrating eSignatures, we can help to further accelerate the signing process for all your critical documentation.

Our automated tools help you manage contracts from initial request to expiration and renewal, making it easy to manage these relationships at a lower administrative cost. Turn this administrative task into a value-added capability. 

Key benefits
  • Automated contract routing with ability to sign via secure e-signature
  • End-to-end monitoring and transparency of contract status to remove bottlenecks
  • Automated notifications and actions when contracts are due to expire

Digital mailroom

Centralise postal mail, email, fax and other communications into a single digital location regardless of physical location.

Our digital mailroom solution uses intelligent automation to route communications to the appropriate individuals and departments. No more emails getting lost in individuals’ mailboxes.

Key benefits
  • Digital records of physical mail assets
  • Consolidated communication histories for clients and vendors
  • Faster routing of internal communications

Records management

Centralised records management consolidates business data to facilitate easier access and reduce the time and expense of tracking down documents and other information.

Our solutions seamlessly integrate with your existing IT environment and create one single repository for content, across multiple departments and functions. We make it easy to get records into the hands of the right people—while also supporting compliance through secure storage and streamlined auditing.

Key benefits
  • Centralised document storage with enhanced GDPR and security compliance
  • Provides multi-user, version controlled access to up-to-date records which are version controlled
  • Eliminates physical storage costs and time wasted searching for information

Marek Hoc, Customer Experience Expert

“When sales and marketing workloads surpass the bandwidth of your sales and marketing team, your customer experience suffers. Our automation solutions take care of the small stuff so your people can focus on achieving excellent customer engagement, even as your business grows.”

Marek Hoc


Sales & Marketing Automation Expert, Inpute

Expansiveautomationcapabilities Best-in-class partner technology Humanexpertise Skilled in complexintegration Strategicallytailored solutions

Sales and marketing automation
that helps you get in the zone

We don’t just want to raise the ceiling for your organisation’s performance. We want to make it easy to reach your full potential. A flow state is achieved when optimised performance feels effortless. This is what we create within organisations, allowing your people to operate at the edge of their capabilities.

More about the Inpute difference

Stable, scalable medical report system improves customer experience

for Alliance Medical Group

“Immediately, Inpute stood out as a capable solution provider, experts in their field, with a solution that delivered what we were looking for.”

Pat Kane | IT Manager, Alliance Medical
Read our client success story

Technology partners we work with to automate customer experiences

Innovate your existing IT systems with sales and marketing solutions that make sense for your business. Our experts source cutting-edge solutions from trusted technology partners and tailor these solutions to serve your organisation’s current needs and its long-term performance goals.

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More on sales & marketing automation technologies we use: