Maximizer Workflows

Automate key stages of your sales process and reinforce accountability across your team.

Inconsistent sales execution leads to inconsistent results.

When follow ups are missed, qualification criteria vary and pipeline updates are irregular, forecasting becomes unreliable and performance suffers.

Maximizer Workflows introduce structure and automation into your CRM, ensuring the right actions happen at the right time.

Avrion designs workflows that reflect how your organisation actually sells, reinforcing discipline without adding unnecessary friction.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

What Maximizer Workflows delivers

Well designed workflows enable you to:

Trigger tasks automatically when opportunities move stage
Enforce qualification checkpoints
Send reminders for key activities
Notify managers when deals stall
Reduce manual administration

The objective is not complexity, it's consistency.

Why workflows matter in sales

Sales teams are busy. Without automation, important steps can be overlooked.

Common issues include:

Missed follow ups
Opportunities progressing without proper qualification
Inconsistent data capture
Manual task management
Managers chasing updates

Workflows help create predictable behaviour across the team and visibility for managers.

The Avrion approach to workflow design

We do not automate broken processes.

Our approach focuses on:

Mapping your existing sales journey
Defining clear stage entry and exit criteria
Identifying repetitive or manual steps
Designing simple, effective automation
Testing workflows in real scenarios
Aligning automation with reporting and forecasting

This ensures workflows strengthen process discipline rather than create further frustration.

Key workflow capabilities we implement

Stage based automation

Automatically trigger actions when opportunities:

Enter qualification
Move to proposal
Reach negotiation
Close, won or lost

Ensuring no key step is missed.

Task and activity creation

Workflows can create:

Follow-up reminders
Approval requests
Contract preparation tasks
Customer onboarding triggers

Reducing reliance on manual task tracking.

Notification and escalation

Managers can receive alerts when:

Deals remain inactive
Close dates change unexpectedly
Key information is missing
Forecast risk increases

Supporting proactive leadership.

Data quality enforcement

Workflows can require:

Mandatory fields before stage progression
Completion of qualification criteria
Accurate deal values and close dates

Improving reporting reliability and accuracy.

Workflows and wider integration

Workflows can also connect with:

DocuSign for contract automation
Finance systems for invoice initiation
Marketing systems for nurture triggers
Reporting dashboards for performance monitoring

Creating seamless end-to-end processes.

Experiencing inconsistency in your sales process?

If pipeline updates are unreliable, follow-ups are missed or forecasting feels unstable, a Business Health Check can identify where workflow automation would add structure.

We assess:

Sales process clarity
Repetitive manual tasks
Data quality issues
Forecasting gaps
Automation opportunities

Providing clear, commercially aligned recommendations.

Planning to introduce automation into your CRM?

A discovery conversation ensures automation supports productivity rather than creating friction.

We help you:

Identify high-value automation points
Avoid over-engineering
Improve sales discipline
Build scalable workflow foundations

What do our customers say?

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”

Jasmin Dudden – Restore Datashred

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording – Smart Presentations

“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”

Raj Mahay – Resin Products

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”

Satish Ghaghada – CWC

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting