Optimize your SaaS product with smart workflows

From onboarding to churn detection, automate key moments to better support your users and drive your growth.

Automations for SaaS solutions

Problem

Manual qualification of incoming leads requires significant sales resources for low-quality prospects and creates variable processing times. This unstructured approach compromises sales effort prioritization and limits sales cycle efficiency.

Solution

We automate lead segmentation and scoring based on activity, industry, and digital behavior. This intelligent qualification automatically prioritizes high-potential prospects and optimizes sales resource allocation.

Objectives

Automation of qualification significantly improves targeting of sales follow-ups and accelerates sales cycles. This smart prioritization maximizes sales team efficiency by focusing efforts on the most promising prospects, thereby optimizing commercial ROI.

Estimated indicators

+30%

in sales productivity

+25%

in conversion rate

-20%

in processing time

Problem

Manual onboarding generates inconsistent activation journeys and variable adoption times depending on the user. This handcrafted approach causes early churn and limits advanced feature adoption, compromising retention and account growth.

Solution

We automate the entire onboarding journey: scheduled email sequences, contextual tutorials, personalized activation tracking, and proactive interventions based on user behavior. This orchestration ensures an optimal and standardized adoption experience.

Objectives

Automated onboarding significantly reduces early churn and accelerates product feature adoption. This optimization enhances the user experience from the very first use and maximizes perceived value, strengthening customer retention and long-term upsell potential.

Estimated indicators

-50%

less churn after onboarding

+25%

in preventive support

+20%

faster activation

Problem

The lack of a consolidated view of customer usage limits product management capacity and hinders anticipation of evolving needs. This fragmentation of behavioral data delays churn signal detection and reduces the effectiveness of sales actions due to a lack of user insights.

Solution

We create a unified dashboard that automatically centralizes usage data: features used, engagement frequency, customer feedback, and satisfaction indicators. This consolidation provides a complete strategic view of user behavior.

Objectives

The usage dashboard optimizes product decisions through a detailed understanding of customer behavior and improves anticipation of evolving needs. This user intelligence strengthens the effectiveness of sales actions by providing precise insights for upsell and retention, maximizing customer lifetime value.

Estimated indicators

+35%

in roadmap accuracy

-30%

30% churn

+40%

upsell triggered via data

Problem

Customer support requires significant resources for repetitive requests and generates variable response times depending on workload. This manual approach limits user autonomy and compromises the product experience with response times unsuited to immediacy needs.

Solution

We deploy an AI conversational assistant that automatically handles common questions, directs users to appropriate resources, and forwards specialized requests to human support. This solution ensures immediate assistance and optimized escalation.

Objectives

The support assistant automates first-level interactions and significantly improves user autonomy. This optimization reduces the load on support teams while streamlining the product experience, enabling account growth through faster resolution of user issues.

Estimated indicators

-40%

tickets avoided

+30%

increase in support satisfaction

+25%

faster resolution

Problem

Searching for information across internal systems fragments workflows for product, support, and marketing teams. This dispersion generates frequent interruptions, data retrieval delays, and limits responsiveness to urgent analysis or reporting needs.

Solution

We deploy an internal AI assistant that centralizes access to critical information, automates report extraction, and suggests optimized actions based on context. This solution unifies data access and streamlines inter-team communication.

Objectives

The internal AI assistant significantly speeds up data access and reduces repetitive extraction and compilation tasks. This optimization streamlines internal communication and strengthens team autonomy, enabling greater responsiveness in decision-making and execution of product and marketing strategies.

Estimated indicators

+30%

time saved

+20%

in better project coordination

-25%

reduction in manual errors

Problem

The dispersion of customer requests across different channels generates variable processing times and compromises product development prioritization. Manual feedback analysis limits the ability to detect usage trends and delays the identification of priority improvement areas.

Solution

We centralize all requests with automatic categorization and AI-driven feedback analysis to strategically guide product and support teams. This consolidation transforms customer feedback into actionable and prioritized product intelligence.Nous centralisons toutes les demandes avec catégorisation automatique et analyse IA des feedbacks pour orienter stratégiquement les équipes produit et support. Cette consolidation transforme les retours clients en intelligence produit exploitable et hiérarchisée.

Objectives

Automated centralization significantly reduces request processing times and improves product development prioritization. This customer intelligence optimizes R&D resource allocation and accelerates the identification of high-impact development areas, strengthening product-market fit.

Estimated indicators

+35%

in support productivity gains

-25%

in backlog reduction

+20%

bugs reported earlier

Our figures

250+

hours saved per month for our clients

+32%

leads converted thanks to our automated systems

+77%

average ROI on investments

Automation areas

Internal process automation

Analysis of operations (projects, administration, supply chain) to identify repetitive tasks, followed by the implementation of automated workflows to structure actions and reduce manual interventions.

Sales-oriented automations

Automation of sales cycle steps, including prospect management, follow-up emails, CRM updates, and quote generation, to unify and simplify sales processes.

Marketing & post-purchase automation

Implementation of automated scenarios to manage communication with leads and clients, through email sending, contact segmentation, and actions triggered after a purchase.

Dashboards for management

Creation of dashboards connected to various data sources to centralize key indicators, visualize performance in real time, and facilitate decision-making.

Vision Next, the natural continuation of an agency innovating since 2017

Founded by the creators of Colibrity – a digital agency recognized by companies such as Ubisoft, Kia, and Nielsen – Vision Next builds on more than 200 projects carried out in key sectors: retail, e-commerce, agencies, SaaS solutions, and educational organizations.

Discover the agency

Our methodology

1

Audit and needs assessment

Workshops with your teams to understand your current processes, identify friction points, and define automation opportunities.

2

Tailor-made proposal

Presentation of a clear roadmap with priority automations to implement, ranked by impact and complexity.

3

Deployment & integration

Implementation of validated automations, technical testing, and adjustments before full delivery.

4

Continuous analysis and improvement

Performance monitoring for two months, workflow adjustments based on results, and identification of new opportunities.

Our partners

We work with

Automation

n8n

make

zapier

CRM

HubSpot

PipeDrive

Klaviyo

Brevo

Others

Work management tools

Monday

Asana

ClickUp

Others

ChatBots / AI Solutions

Intercom

Sensefuel

Botpress

Others

CMS

WordPress

Shopify

PrestaShop

Others

Messaging tools

Microsoft Teams

Slack

WhatsApp

Others

File management tools

Google Drive

Microsoft 365

Others

FAQ

The duration depends on the scope, but a standard project usually takes between 3 and 6 weeks, including audit, deployment, and adjustments.

No. The goal is to eliminate repetitive and time-consuming tasks so that teams can focus on high-value missions.

We work with well-known no-code and AI tools such as n8n, Intercom, Botpress, Make, or Liveblocks, and we also adapt to your existing tools.

No, we can support you even if you are starting from scratch. And if you are already equipped, we improve and connect your current tools.

Yes, all our solutions comply with GDPR standards. Your data remains confidential and is processed through secure connections.

Yes, two months of support are included in each mission to analyze results and adjust automations based on actual usage.

Book a 30-minute slot with an expert to audit your workflows and activate the right automation levers around your product.

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