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Creating Deals and Tasks for Sales Agents automatically few days after subscription end
Automating post-subscription Follow-Ups: Enhancing sales engagement with seamless Task and Deal creation
Cele
Branże
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Tagi
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Opis
Transform your sales process with our intelligent automation solution. Automatically generate targeted tasks and deals post-subscription, enabling your sales team to focus on closing deals rather than administrative tasks. Experience a seamless, efficient sales workflow like never before.
Enhance efficiency – automate the creation of deals and tasks for sales agents post-subscription, eliminating manual tracking and follow-ups,
maximise sales opportunities – ensure timely engagement with potential clients, capturing every opportunity for conversion,
streamline sales workflow – allow your sales team to focus on closing deals while automation handles administrative tasks, increasing overall productivity.
Wysiłek wdrożeniowy
Wpływ na cel
Assets
No items found.
Outcome
Increased sales and revenue
Improved conversion rates
Enhanced productivity
Scenariusz użytkownika
This use case automates follow-ups for recently ended subscriptions. It detects expired subscriptions, creates a deal in the CRM, assigns it to a sales agent, and schedules follow-up activities like calls or emails. Each activity includes customer details and relevant context to ensure efficient and personalized engagement, boosting retention and sales efficiency.
Krok po kroku
1
Detect Users with recently ended subscriptions: monitor subscription statuses to identify users whose subscriptions ended a few days ago.
2
Create a deal and assign the agent: automatically generate a new deal in the CRM for each identified user and assign the deal to a sales agent.
3
Create the activity: set up specific activities related to the deal, such as follow-up calls, emails, or meetings. Include details such as the customer's information and any relevant notes or context to assist the agent in their follow-up.
Szczegółowy scenariusz użytkownika
Krok po kroku
1
Detect Users with recently ended subscriptions: monitor subscription statuses to identify users whose subscriptions ended a few days ago.
2
Create a deal and assign the agent: automatically generate a new deal in the CRM for each identified user and assign the deal to a sales agent.
3
Create the activity: set up specific activities related to the deal, such as follow-up calls, emails, or meetings. Include details such as the customer's information and any relevant notes or context to assist the agent in their follow-up.
Jak to wdrożyć?
Wdrożenie automatyzacji przypadków użycia obejmuje kilka kluczowych kroków i narzędzi. Oto obszerne zasoby, dzięki którym możesz zacząć:
Używane moduły
Wyskakujące okienka
Marketing na nowym poziomie z pięknym wizualnym kreatorem przeciągania i upuść.
SMS Messages
Automate SMS delivery based on user actions or specific conditions.
Push Notifications
Delivers personalized notifications to users of your website (webpush) or app (mobile push).
With the help of User.com, we were able to respond to the challenges we faced. The customer service team saves 3 to 4 hours a day by automating repetitive tasks and has more time to handle tickets that require their support.
Bartłomiej Foszer
Pomelo
Dołącz do innych którzy użyli ten Use-Case
Odkryj idealny przypadek użycia dla Twojej firmy
Nie trać czasu na powtarzalne zadania. Pozwól automatyzacji sobie z tym poradzić.
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