Let new sales agents know what to do

Whenever something that needs a sales agent's reaction happens (like a creation of a new deal), add a note with instructions.

Increase sales

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Make onboarding of your sales team faster by providing them with information about steps they need to take in a given situation.

While there are many benefits to implementing marketing automation, we feel the following are some of the most important:

  • Boost your sales.
  • Reduce errors; (people miss things, computers don't.)
  • Create more opportunities for upselling.
  • Reduce staff costs by automating repetitive tasks.

Possible adjustments

Starting point

This automation is triggered by particular events, for example, when a deal is created in the system.


Add a note to a user profile with instructions or a checklist for new sales agents.

Przykład w aplikacji