New CRM deal upon registration
Organise your leads and make sure your sales reps receive new ones at the right moment. This automation creates a new deal every time someone registers on your website.
Increase sale
up to18%
Add a new deal to your CRM upon a user’s registration. Automate this process and save time by eliminating this repetitive task.
While there are many benefits to implementing marketing automation, we feel the following are some of the most important:
- Improve your closing ratio and raise the average value of your deals.
- Increase customer lifetime value.
- Reduce staff costs by automating repetitive tasks.
- Reduce errors; (people miss things, computers don't.)
- Boost sales.
Possible adjustments
Starting point
Use the event ‘registration’ to trigger this automation.
Distribution
Divide deals among your sales representatives.
CRM
Create a deal a store it in your CRM.
Agent notification
Once the deal is created, notify your agents.
Popular automation ideas
Maximize results on every stage of your sales funnel with automatic, yet personalized communication in appropriate channels.
