Workflow 2: Customers

Customer Relationship Management (CRM) tools can help you keep track of what you need to know about your prospects and customers, including every interaction they’ve had with your brand. Marketing and sales teams can use this data to reach out to contacts at the right time to drive sales.

A few examples of CRM workflows include:

-setting up autoresponder campaigns, so customers get personalised emails in response to specific actions, like requesting a quote
-presenting products to customers that they might be interested in, based on their previous buying activity
-sending customers invoices and following up on those that are overdue
-generating quotes based on requirements.