Check if sales add a note to the user profile
Keep CRM clean and organized. Make sure that all user profiles are filled.
Increase sales
up to13%
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.
Possible adjustments
Starting point
This automation is triggered when a deal moves to another stage.
Tag
Tag the users whose profiles were updated with a note.
Filters
Check if your sales agent added a note to the user profile.
Emails
Notify the Sales Manager about a missing note after a call was made.
Popular automation ideas
Maximize results on every stage of your sales funnel with automatic, yet personalized communication in appropriate channels.
