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Activate
CDP for personalised customer journeys and effective campaigns across all channels.
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Activate Search
Optimise search results on the website to provide a better shopping experience.
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Engage
Webcare, messaging, social media publishing and monitoring in one clear and concise tool.
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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.