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A CRM is invaluable for tracking where leads and customers are in the sales process. Without automation, a comprehensive CRM requires time-consuming data entry to set up and maintain. Fortunately, today’s workflow management software has placed creating custom automations within easy grasp, even if your sales team isn’t incredibly tech-savvy.
In this video, you’ll learn everything you need to automate a CRM in SmartSuite, a popular collaborative work platform that integrates with many third-party tools you’re probably already using. Even if you’re not using SmartSuite for CRM, you can still implement many of these automations to cut back on data entry and reduce the chance of human error in your sales workflow.
SmartSuite is offering our audience 15% off the first three months of any subscription type or size (limited to one code per customer). If you're interested in receiving 15% off your SmartSuite plan, please get in touch with us.
Here's what we'll cover:
00:00 Save Time and Reduce Errors with CRM Automation
00:57 How to Set Up a Simple CRM in SmartSuite
02:25 Automation 1. Send a Check-In Email When Customers Click a Button
07:19 Automation 2. Automated Reminder to Update Inactive Opportunity
09:22 Automation 3. Create a Status Report at a Scheduled Time
12:09 Automation 4. Send an Automated Email to the Fulfillment Team
13:26 Automation 5. Automate a Form for Lead Generation
15:41 Automation 6. When a Form is Submitted, Send an Email
17:06 Automation 7. Add Default Values to Fields
20:04 Automation 8. Set Up a SmartSuite Automation with Integrated Tools
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