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Automate CRM and administrative processes to save manual effort and time – so your staff can focus their time and resources on value-add activities, such as working with customers. Workflow Automation powered by KnoweldgeSync , enables you to monitor your system for activities, then trigger next actions – whether it be emailing the customer, notifying an account manager, send a reporting to an executive, or shipping out a product.
Workflow Automation can be used to automate virtually any standard or unique process you use with Maximizer CRM or other system. Simply define the parameters for the process you want to monitor in your systems, then define the actions you want it to take. Process automation actions can trigger another activity in Maximizer CRM or another system, or a simple notification. In this example, lead processing is automated to ensure that no step is missed.
- Web form data is entered into Maximizer CRM and stamped with the day’s date
- Checks territory, assigns lead to sales rep with a task alert
- Triggered into a one-on-one follow-up email campaign to receive personalized messages specific to the product they’d shown interest in
- If the sales rep has not followed up in a timely manner, an email alert is sent back to them and the sales manager to ensure immediate follow-up. Workflow Automation saves time, prompts faster response, and enables personalized follow-up—all adding up to competitive advantage
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration.
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