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 new automation in minutes without any technical knowledge
Auto Allocation of Leads to various Executives based on the source data and other filter parameters
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 criterias.
Schedule a Live Demo
Got Some Basic idea about Solid Performers CRM?
Want to know more about Solid Performers CRM and how it will help you in your Business Growth?