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AI in Spotler Products
We added generative AI, conversational AI and predictive AI in our products.
Want to know how you have control over it and how you can benefit from AI?
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CRM workflow automations
Customers using our Professional and Enterprise plans will learn how to use our CRM Workflow Automations tool by joining this interactive webinar. The webinar will last approximately 30 minutes including a Q&A session.
We’ll walk you through how you can use automations in your CRM, and demonstrate a series of examples that will provide insight in to how you might automate your sales processes.
Agenda
- Automation Ideas: How you might use Automations to streamline your sales processes, such as creating tasks when something changes on an account.
- Managing Automations: Navigating the home page and managing your Automations.
- Automation Triggers: Options for using the Event and Scheduling triggers to create automations.
- Automation Options: How to use the “next step” options to create new records, filter, find and format.
- Automation Help: How get futher help in creating your Automations.