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Automatic CRM task tracker

Case for Automation

Sales managers must assign customer service representatives a variety of
tasks throughout the process of securing new accounts. The speed of communicating the tasks to the sales team is crucial when it comes to closing a
deal quickly and providing enhanced customer service.

Bot Activities

  • Assigns team members specific tasks via email or messaging according to
    predefined workflow
  • Notifies sales managers to provide of CRM task status via email or messaging
  • Tags and filters tasks in CRM system
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