INNOVATION. COLLABORATION. TRANSFORMATION.
Ready to
Xcelrate Your Growth?
Our Sales and Marketing Automation Platform gets your appointments booked and transforms the customer experience, helping you scale faster and more efficiently.
LEARN HOW XCELRATE + A.I. CAN AMPLIFY YOUR IMPACT
I agree to the Terms of Service provided by Xcelrate, LLC. By providing my phone number, I agree to receive text messages from Xcelrate, LLC.
ACCELERATE YOUR GROWTH WITH A.I.
Unlock the Power of Automation to Streamline Your Sales and Boost Efficiency
Marketing + Sales + Automation = The 3 C's
CAPTURE
Our platform is designed to capture leads using our landing pages, surveys, forms, calendars, inbound phone systems, and more. These tools are specifically designed around your business, your target customers, and the market segments that differentiate you from the competition.
CULTIVATE
Automatically message leads to nurture the relationship. Send curated emails, calendar appointments, follow-up SMS texts, and more.
CLOSE
Use our platform to support your salespeople. Keep them focused on the high-payoff activities as your leads are converted into viable prospects who are ready to buy.
SALES FUNNELS GENERATE LEADS
WHILE YOU SLEEP
Capture New Leads
Xcelrate's platform is customizable to support how you go to market.
WEB PRESENCE DESIGNED FOR ENGAGEMENT
Does your website convert your visitor into a new lead?
Our Sales Funnels are designed to solicit engagement, book appointments, or automate next steps in your sales process. They are designed to make it easy for your customers to engage and for you to convert their interest into new revenue.
GET THE DATA YOU NEED TO CLOSE THE DEAL
Capturing data from website traffic, trade show visitors, and new prospects in your network (like LinkedIn) is critical to moving the sales process forward. Our Sales Funnels are the ideal Landing Page for cold email prospects, trade show attendees, and potential customers scanning a QR code. Our goal is to help you capture their contact information so that you can put that data to work and get an appointment booked.
ONLINE APPOINTMENT SCHEDULING
Every new opportunity should start with an initial appointment. Your customers want validation that you're the right company for the job. Our Sales Funnels are designed to convert leads into customers, capturing critical information and requesting appointments that directly link to your calendar. This information is also used to automate follow-up that nurtures the relationship and prompts your client and salesperson to close the deal!
AUTOMATE MESSAGES SO THAT YOUR TEAM CAN FOCUS ON HIGH-PAYOFF ACTIVITIES
Cultivate Leads into Customers
The backbone of Xcelrate's platform is what you can accomplish after you capture a lead.
SHARE YOUR STORY
Using a variety of email marketing and text messaging, you can share your story or unique service offering with your leads. This keeps you in front of them while they are most interested in purchasing from you.
CUSTOMIZE FOLLOW-UP THROUGH MULTIPLE CHANNELS
Our multi-channel automation engages your leads with curated content, specific to your niche or service offering. Using text, email, and other channels like Facebook Messenger, you can automate responses to your lead's requests, and point them toward high-payoff activities, like booking an appointment.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full-featured mobile app allows you to communicate with your leads on all devices.
WITH AUTOMATED RESPONSES,
YOUR SALES TEAM CAN BE FREED UP
FROM TIME CONSUMING TASKS
Fully Automated Booking
Xcelrate's platform books leads and prospects to your calendar automatically!
AUTOMATED CONVERSATIONS THAT BOOK APPOINTMENTS
Xcelrate's platform can create text conversations with the goal of placing booked appointments on your calendar WITHOUT any human interaction!
FULL CUSTOMIZATION OF MESSAGES
Use our Campaign Builder to customize your messages to simulate a tone that mimics your brand or your salesperson.
ARTIFICIAL INTELLIGENCE IS BUILT IN
Xcelrate's platform allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
IMAGINE SCALING YOUR BUSINESS WITH NEW REVENUE, FUELED BY AUTOMATION!?
Close More Deals
With Xcelrate's platform, you can scale your business to meet tomorrow's demands.
MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where your leads are and what stage they are in the sales funnel.
COLLECT CUSTOMER PAYMENTS
Our platform integrates directly with Stripe so that you can collect payments on websites, in your sale funnel, or when a customer books an appointment.
DATA ANALYTICS AND REPORTING IN ONE PLACE
Xcelrate's Dashboard provides Leadership Teams with an overview of where leads are in the pipeline.
Who is Sales Automation Designed For?
Flooring contractors
Business owners
SPECIALTY TRADES
Manufacturers
distributors
INDEPENDENT SALES REPS
service-based businesses
GENERAL CONTRACTORS
REAL ESTATE BROKERS
CONSULTANTS
MARKETING AGENCIES
trade show exhibitors
What Types of Prospects Can Be Targeted?
Xcelrate's Sales Automation platform is designed to target any niche that differentiates your business from the competition. By defining your audience and narrowing the focus around your most compelling value proposition, you'll attract the right prospects.
These are just some examples of the Core Industries, Specialized Services, and Strategic Partners that our clients are targeting.
Core Industries
education
healthcare
property management
GOVERNMENT
SENIOR LIVING
MULTI-FAMILY
Specialized Services
FLOOR CARE
SUBSTRATE REMEDIATION
moisture remediation
sourcewell
infection control
waterproofing
Strategic Partners
Facility managers
architects / designers
business owners
general contractors
developers
franchise owners
READY TO SCALE YOUR BUSINESS FASTER?
Discover Other Ways Xcelrate Can Fuel Your Ambitions
Fractional C-Suite Support
Leadership gaps can slow progress.
We provide experienced, strategic C-level support on a fractional basis, empowering your organization with executive insights and leadership expertise to drive growth, navigate challenges, and scale effectively without the full-time commitment.
Lead & Revenue Generation
Converting leads into loyal clients can be tough. Our A.I.-powered platform automates follow-up and nurtures top prospects, turning sales targets into steady revenue streams.
With our help, you'll build customers for life.
Improve Your Cashflow
Profitability is a team sport.
We enhance cashflow and profitability awareness through targeted financial strategies, removing obstacles and optimizing your revenue streams for sustainable growth.
Strategic Business Planning
Having a vision isn't enough.
We help you craft actionable, strategic plans that align with your goals, ensuring your business is ready to scale and thrives through succession challenges and unforeseen events in a competitive landscape.
Tailored Consulting
Transformation can plateau without support.
We empower leaders with personalized coaching, enhancing their decision-making and leadership skills to drive transformative organizational changes that are successful and sustainable.
Performance Optimization
Even with a clear vision, some organizations hit performance roadblocks.
We identify these barriers and implement tailored strategies to unlock efficiency, driving transformative results and sustained growth.
Explore More Automation Solutions to Fuel Your Success
Cashflow Automation
At Xcelrate, our Cashflow Automation system leverages a custom-built system to streamline invoicing and follow-up processes. Working in conjunction with your existing ERP and Finance Team, invoices are uploaded and automatically emailed to clients, initiating a cycle of consistent communication that tracks payment status.
If a payment is overdue, our system sends an automated follow-up email to the customer, gently reminding them to make a payment. As time passes without payment, the communication escalates, ensuring that the issue remains a priority. At critical milestones—such as 50 days after the project's completion—managers are alerted, allowing them to directly engage with the customer, solicit payment, or take necessary actions like issuing lien notices.
This automated approach not only improves cashflow by ensuring timely payments but also helps build stronger relationships with your customers. By maintaining consistent communication, you enhance the customer experience while improving your days of sale, ultimately fostering trust and reliability in your business operations.
Pipeline Automation
Xcelrate's Pipeline Automation Tool is designed to streamline and enhance your sales process from bid to award. This advanced system tracks a salesperson's bid and proposal generation activity, seamlessly integrating key information within a CRM interface.
When important milestone dates are reached, the tool automatically alerts salespeople to follow up on bids, ensuring no opportunity slips through the cracks.
Beyond internal reminders, the tool can also be deployed to follow up directly with customers, keeping your bid top of mind. If your goal is to win more work, especially the projects you are already bidding, this system reinforces engagement and helps your salespeople ask for the order.
By focusing bid activity on the right customers and ensuring timely follow-ups, this automation tool improves your sales team's hit rate and drives more successful conversions, ultimately leading to increased revenue and stronger customer relationships.
Work in Progress Automation
Xcelrate's Work in Progress Automation Tool is designed to provide unparalleled visibility into your projects, spotlighting potential risks before they become critical issues. This tool reviews WIP data and highlights areas of concern based on key factors like Gross Profit margins, excess costs, margin erosion, and the remaining work to complete (aka, balance to finish).
The tool offers detailed insights at multiple levels—whether by customer, salesperson (or team), or office/region—depending on how your work in progress is structured. When trigger events occur, such as a drop in margin, the system automatically notifies managers, salespeople, and other stakeholders, ensuring that your team can respond quickly and make informed decisions.
The tool can be customized to react to specific trigger events in your business or based on your risk tolerance. As a result, you'll gain the ability to manage projects with greater precision, reducing risk and enhancing profitability through proactive and data-driven management.
Forecasting Automation
When Xcelrate's Pipeline Automation Tool is paired with our Work in Progress Automation Tool, you gain the power to forecast your future work with precision. Our Forecasting Automation tool estimates when revenue will be realized by analyzing start and finish dates from both your WIP reports and the projects most likely to convert in your pipeline.
This insight allows you to plan ahead effectively, ensuring your team is prepared for what's next.
Additionally, this same technology can be used to forecast your inventory needs, utilizing turn rates like days in inventory, so you can maximize your spend and only source the products necessary for profitable, sustainable work.
DO YOU WANT MORE CUSTOMERS?
Xcelrate's all-in-one sales and marketing platform helps you attract and convert the customers you want.
DO YOU WANT TO KEEP CLIENTS LONGER?
Xcelrate's system is transformative, converting prospects into lasting relationships. Your clients will be engaged with timely, relevant follow-ups and communications that are custom-tailored to your business, leading to stronger retention.
DO YOU WANT TO SCALE YOUR BUSINESS?
Xcelrate’s comprehensive platform, you can streamline your sales process, allowing your business to scale without the growing pains. As your business grows, our customizable solution adapts to your needs, ensuring you maintain operational efficiency while reaching new levels of success.
I agree to the Terms of Service provided by Xcelrate, LLC. By providing my phone number, I agree to receive text messages from Xcelrate, LLC.
INNOVATION. COLLABORATION. TRANSFORMATION.
At Xcelrate, Your Success
is Our Mission
"At Xcelrate, our mission is to provide businesses with strategic insights and tactical solutions that address their unique challenges. We focus on delivering results-driven services that not only meet our clients' immediate needs but also position them for sustained success in an ever-evolving marketplace. Our success is measured by the breakthroughs they achieve."
– GRANT PETRUZZELLI, XCELRATE CEO
At Xcelrate, we empower businesses to reach their full potential by integrating a suite of collaborative, consultative services and strategically-aligned resources.
Our personalized approach addresses each client’s unique needs. We work closely with you to identify challenges, seize opportunities, and implement solutions that deliver measurable results. Whether refining your strategy, automating processes, or optimizing operations, our goal is to equip you with the tools and insights you need to drive your business forward.
Our clients span diverse industries but share a common goal: accelerating their growth. We are dedicated to being the catalyst that helps you achieve sustained success in a dynamic business landscape.
Get In Touch
Mailing Address:
Xcelrate, LLC
(Atlanta Financial Center)
3343 Peachtree Rd NE Ste 145-1345
Atlanta, GA 30326
Assistance Hours:
Mon – Fri 8:30am – 5:30pm
Saturday – By Appointment
Sunday – CLOSED
Phone Number:
470.997.2210
Email:
In The News:
As seen in Floor Focus Magazine, Xcelrate's CEO, Grant Petruzzelli, shares how Commercial Flooring Contractors can use A.I. to automate processes, increase efficiencies, and grow their businesses.
Let's Collaborate
Every partnership starts with great questions and a foundational conversation.
Let's determine if we are a good fit for one another.
I agree to the Terms of Service provided by Xcelrate, LLC. By providing my phone number, I agree to receive text messages from Xcelrate, LLC.
