For Senior Leaders
Give your sales team
more time to sell.
Salespeople should be spending their time understanding customers,
building relationships and progressing opportunities.
Too often, they are researching prospects, updating CRM systems,
preparing for meetings, writing follow-ups, finding information and
creating reports.
Board North helps businesses use AI, automation and better data to
remove unnecessary sales administration, improve visibility and help
sales teams focus on the opportunities most likely to drive revenue.
THE CHALLENGE
Your sales team was hired to sell — not administer
the sales process.
How much selling time disappears into:
Prospect research?
CRM updates?
Meeting preparation?
Searching for customer information?
Writing routine follow-ups?
Producing pipeline reports?
Chasing internal information?
And while the team is doing that, managers can still struggle to answer basic questions:
Which opportunities need attention?
Which customers have gone quiet?
Where are deals stalling?
What hasn’t been followed up?
Where should the team focus next?
THE OPPORTUNITY
What could sales look like instead?
More time with customers
Remove repetitive administration from the
salesperson’s day.
Better-prepared conversations
Bring useful customer, company and
account information together before
meetings.
Faster follow-up
Reduce the gap between customer
interaction and the next action.
Cleaner CRM data
Make it easier for information to get into
the CRM without relying on salespeople
manually typing everything.
Better pipeline visibility
Give managers a clearer view of activity,
movement and risk across the pipeline.
Earlier intervention
Identify stalled opportunities, missing
actions and exceptions while there is still
time to do something about them.
OUR SERVICES
Where can Board North help?
Prospect Research
Automate the first stages of researching businesses,
markets and potential contacts.
Bring relevant information together so salespeople can spend less
time searching and more time deciding how to approach an
opportunity.
Outcome:
more productive prospecting and less preparation time.
Lead Qualification & Prioritisation
Use available information to help teams identify where
effort is most likely to create value.
Rather than treating every lead equally, give sales teams better
information for prioritising their time.
Outcome:
more focus on the right opportunities.
Meeting Preparation
Automatically bring together relevant CRM information,
previous interactions, account information and other
useful context ahead of customer meetings.
Outcome:
less preparation and better-informed conversations.
CRM Automation
Reduce the amount of manual CRM administration required
from sales teams.
Automate elements of data capture, activity updates and recurring
CRM processes where appropriate.
Outcome:
better CRM data without creating more work for salespeople.
Follow-Up & Next Actions
Help teams create more consistent follow-up after calls
and meetings.
Capture agreed actions, prepare communications and make
outstanding activity easier to see.
Outcome:
fewer opportunities lost because the next action did not happen.
Pipeline & Sales Visibility
Turn CRM and sales information into usable management
insight.
Give managers clearer visibility of: pipeline movement, activity,
stalled opportunities, outstanding actions and emerging risks.
Outcome:
spend less time preparing sales reports and more time managing sales performance.
SALES INTELLIGENCE
From sales reporting to sales intelligence
A dashboard is only valuable if somebody can do something with what it shows.
Board North focuses on making sales information
actionable.
Instead of simply showing:
“Here is the pipeline.”
the objective is to help answer:
What changed?
What needs attention?
What isn’t happening?
Where is the risk?
Where is the opportunity?
What should we do next?
That moves sales leadership from retrospective reporting towards management by exception and earlier intervention.
OUR APPROACH
Increasing sales isn’t only about finding more leads
Sometimes the biggest growth opportunity is already
inside the sales process.
If every salesperson recovered several hours of productive capacity each week, follow-up became more consistent and management could identify problems sooner, the commercial impact can be significant without simply adding more people or buying more leads.
That is why we look across:
People
Process
Data
Technology
rather than introducing automation in isolation.
PRACTICAL INTEGRATION
Work with your existing sales stack
We don’t assume you need to replace your CRM or introduce
another platform.
Board North looks at what you already have and identifies where
systems can be used better, connected or supplemented.
The objective is a simpler sales process, not a larger technology stack.
Turn Sales Data Into Commercial Insight
Find the opportunities already inside your data.
Board North brings your CRM, customer and sales data together to help you understand performance and focus your next move.
Spot growth opportunities
Identify valuable prospects, customer trends and cross-sell potential.
Understand what converts
See which customers, activities and channels drive results.
Act on pipeline risks
Find stalled opportunities and prioritise follow-up sooner.
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team.
Here’s who you’ll work with, and the results they’ve delivered.
Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems
Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
Looking for something else?
More time to think.
Finance Solutions
Automate finance processes and improve
financial visibility.
More time to sell.
Sales Solutions
Increase selling capacity and improve
sales performance.
More time to improve the business.
Operational Efficiency
Reduce administration, cost and
inefficient workflows.
More selling. Less administration. Better
visibility.
Want your team to build these capabilities themselves? Explore Sales Automation Training →