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    Sales Automation

    Sales Automation

    Sales Automation

    Most of the routine tasks your sales team carries out on a day to day basis can be automated to save at-least 5 hours a week. So what are these routine tasks?

    Generating Sales Quotes
    Raising Invoices
    Raising Credit & Debit Notes
    Sending Standard Communication to Customers  on Payments, New       Products & Services
    Tracking Payments
    Tracking Deliveries
    Follow-up reminders on Appointments
    Customer Documents
    Eligibility Checklist on Customers
    Synching Appointments, Reminders etc.
    Targets Dashboard(s) – Live
    Campaign Management
    Marketing Automation – Email, SMS
    Products Management – Pricing, Discount, Shipping, Taxes
    Tax Management
    Trouble Tickets
    Customer Self Service Portal

    What it takes to start going?