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?
Approvals
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?
