Sales Opportunity Management
When a company generates hundreds of sales leads in a year, it's important that the sales team follows up on sales leads and doesn't miss any leads. By automating the sales opportunity management process, sales teams can collaborate from wherever they are, with auto notifications letting them know when to make follow-up calls, provide sales proposals, approve fee exceptions and issue invoices.
Marketing Campaign Management
Managing marketing campaigns from campaign inception to final requires coordinating multiple approval layers and multiple stakeholders, such as brand management, market research, sales, supply chain management, warehouses, advertising, PR, and media agencies. By automating many aspects of the marketing campaign development such as press releases or digital marketing assets, consumer packaging design and copy, marketing managers can avoid versioning issues and obtain necessary approvals through automated requests to the stakeholders.
Sales Account Provisioning
When the sales team acquires a new customer or a prospect, it's important for all the teams involved in taking care of the customer to provide a consistent and positive experience. Automating the provisioning process means that these teams, including invoice processing, sales and contract renewals, are automatically notified of the steps to follow with a customer.