Sales & Marketing Processes

CRM management

• Automatic profile updates
   

Lead management and nurturing
 

Commission management
 

Chatbots
 

Automatically logging details from many communication platforms and adding them into the CRM
 

Finding competitors prices
 

Sales order / quote generation across multiple systems

• Sales people only need to input sales orders or quotes one time, and the automation can replicate the data across the numerous systems in real time

• Saves time for creating proposals
   

Automated Quote approval

• When a sales person generates a quote, sometimes a manager needs to approve the quote for it to go out. However, if the quote falls within certain standards, then the quote can be automatically approved. If the quote is higher or lower than the standards, it can bring in a person to handle the quote and approve it.
   

Prospecting and list building

• automatically build lists of prospects and enter only new prospects into your CRM
   

Social Media Monitoring
 

Automatic follow ups or reminders to sales people
 

Automatic appointment reminders, to send to prospects that we have an appointment on the next day. 
 

Automated forecasting reports generation.
 

Finding times to talk with prospects. 
 

Automated appointment scheduling 
 

Notifications to sales rep if their customer or prospect is spending lots of time on the website 
 

Renewal notifications / lack of usage notifications