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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.

Example in the app user.com