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.