Automation
What runs on its own: renewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch.
12 steps · 9 questions · 4 screens on this shelf
The screens on this shelf
Records
Sales Automation Rules
Renewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch: each switched on here, with its limits and strategy. What a rule may change is the company's autonomy level for its key.
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Records
Follow-up Sequences
Timed follow-ups: each step is a task for the owner or an email to the person, so many days after the start. A sequence may take every lead routing hands out.
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Records
Follow-up Enrolments
Who is going through which sequence, and when the next step is due.
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Records
Technician Skills
Who can be dispatched to what, where, and how many visits a day. Field dispatch picks the least busy available technician with the skill in the customer's country.
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