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.
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.
Use the event ‘registration’ to trigger this automation.
Divide deals among your sales representatives.
Create a deal a store it in your CRM.
Once the deal is created, notify your agents.