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Custom deal monitoring

Case for Automation

Sales managers often face challenging situations that require custom CRM
monitoring. This may include analyzing the speed at which sales reps work
with prospects or tracking whether they have performed certain steps in CRM
systems, such as sending notifications upon completing a task.

Bot Activities

  • Monitors sales CRM to detect areas for improvement
  • Triggers email or Slack messages based on predefined criteria
  • Sends managers alerts for any activities that deviate from predefined criteria
  • Creates a list of activities in a CRM system based on predefined criteria