Join us for a Free 30-Minute Educational Webinar
Monday, June 15th 2:00pm Eastern
Results CRM automates your business processes, allowing you and your team to deliver consistent and predictable results each and every time!
Join us on Monday, June 15 at 2pm Eastern as we walk through the steps of automating business processes in Results CRM. Learn how to create a library of customized processes that will assign tasks to the right person at the right time and learn the three different ways in which these processes can be triggered/used in Results CRM.
This webinar will give you the tools you need to improve customer satisfaction and increase sales by ensuring consistent service delivery and timely follow-up. Make sure nothing falls through the cracks and that each business relationship is handled in the same consistent way, by all team members across your organization!
In this educational training webinar, we will explore:
- How to identify business processes for automation
- How to create your own library of custom processes
- How to setup Contact Types and Activity/Service Order Types to automatically trigger a process
- How to automatically trigger processes when contacts are added or edited or activities are completed
- How to manually trigger processes from Contacts, Activities, Sales Opportunities and Projects
- How to monitor and manage timely follow-up
- Interactive Q&A