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Workflows

Benefits

EBSuite combines your "Best Practices" and workflow methodologies to increase sales. It enables marketing managers to apply "what their best sales performers know" and to guide others to become a top performer. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance. Create custom workflow rules with triggers to automate routine tasks, update field values, send email and create follow-up appointments or tasks.

  • Make every sales representative a Top Performer
  • Automate sales interaction rules
  • Ensure sales opportunities are not lost
  • Standardize your Best Practices

Highlights

Automatic Triggers and Processes

Design each workflow with automatic triggers to update field values, send email, create appointment and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sale history activity.

workflow Rules

Institute your best practices to coach each sales representative to perform like a top performer. Then adjust and optimize the sales workflow to maximize your ROI.

Automatic workflow Templates

Ensure easy and prompt follow-through, or escalate sales opportunities to a more experienced sales representative or automatically stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.