Sales Automation Flow

You can perform multiple sales automation flows using Solid Performers CRM. Some major automation like Email, SMS, WhatsApp & Notification alerts can be done in a sequence/flow as well. You can also perform automated allocation of leads to users and reallocation of leads if no response in a certain time period.

Create Multiple sequence with segregation by categories

Automation to Lead/Deal/Client as well as users

Easy to set up new automation in minutes without any technical knowledge

Auto Allocation of Leads to various Executives based on the source data and other filter parameters

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Get it done in a few steps

Implementing the use cases in your business will take less than 10 minutes time but will provide you with 10X Growth in a short span of time.

Also, our system is straightforward and you can quickly implement the CRM and train your team at a much faster rate when compared with any other CRM.

Prepare the Sequence

You can prepare the email or WhatsApp sequence before creating the actual automation.

Select the Interval

The most important aspect of automation is the delivery based on time intervals. Make sure to select that effectively.

Create Automation Sequence

Create the sales automation flow based on the required paraments and using the dynamic contents.

Test the Settings

Make sure to test the settings properly before making the automation live.

Create Multiple Flow

You can perform multiple automation flow based on various conditions or criteria.

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