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