Make sure that your sales representatives add a proper note after making a call.
While there are many benefits to implementing marketing automation, we feel the following are some of the most important:
- Boost your sales.
- Reduce staff costs by automating repetitive tasks.
- Keep CRM clean and organized.
This automation is triggered when a deal moves to another stage.
Tag the users whose profiles were updated with a note.
Check if your sales agent added a note to the user profile.
Notify the Sales Manager about a missing note after a call was made.