New CRM deal when giving a user a specified tag
Tags can be used to filter users, and they can also trigger the creation of a deal.
Increase sales
up to17%
Get the most out of your sales team by helping them stay organized and up-to-date.
While there are many benefits to implementing marketing automation, we feel the following are some of the most important:
- Improve customer satisfaction.
- Improve your deal closing ratio and raise the average value of your deals.
- Get insights into your users’ behavior and their habits.
- Increase efficiency.
Possible adjustments
Starting point
This automation is triggered when a tag is added to the user’s profile.
Deal
Organize the tasks by assigning deals to specific agents.
Timing
Avoid having your messages end up in the spam folder. Set a delay to stagger your messages.
Personalized emails
Send a personalized email campaign and deliver the right message to the right user.
Popular automation ideas
Maximize results on every stage of your sales funnel with automatic, yet personalized communication in appropriate channels.
