CRM AutomationDavid Goncalves
What Is CRM Automation?
Limit CRM automation to assignment, follow-up tasks, and fields reps should not have to type. The service page is the conversation after that.
CRM Automation
CRM AutomationDavid Goncalves
Should You Use CRM Automation or Manual Follow-Up?
Keep manual follow-up when the next step changes with the conversation, and automate when the next step is the same every time a record arrives. The service page is the conversation after that.
CRM AutomationDavid Goncalves
What Should a CRM Automation Partner Change First?
Change assignment or the follow-up first, and leave a flood of notifications for later. The service page is the conversation after that.