salesfunnelcrm

[salesfunnelcrm]

By using rules, you can set your CRM software to automatically perform a specific action based on triggers or events, such as these:

- When a potential customer fills out a contact form on your website, the CRM software automatically directs the message to the right sales representative or department.

- When a sales representative makes calls or sends messages to a contact, the CRM software automatically logs hours and keeps track of all communications.

- As sales representatives complete tasks, the CRM software automatically reports them to supervisors and upper management for performance reports.

Workflow automation features can also take the time and legwork out of tedious sales tasks, such as order processing, order tracking and inventory control.