SALES
Update CRM accounts from chat
Features & integrations used:
🌊 WORKFLOW
💬 CHAT
🔨 FUNCTIONS
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Create new leads
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Update customer information
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receive real-time updates
💡 RESULTS
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Reduce follow ups
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Eliminate tab-switching
🤼 TEAMS HELPED
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Sales
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Customer Support
STEP #1
In the Workflow Library, Create a sales pipeline workflow.
🤿
DEEP DIVE
The pipeline example shown has 3 stages, starting from Cold Leads as the first stage & each account moves across to Meetings, ending in either Deals Won/Lost.
However, you can customize this workflow according to your own pipeline stages to accomodate for your organization's unique process.
STEP #2
Connect this Sales Pipeline Workflow with your Sales or Business Development Group with the /board command or with the + button.
STEP #3
Get notified whenever an activity occurs in the pipeline e.g. when a deal size gets updated, accounts get moved through the pipeline, new document attachments, etc. Give reactions, start conversation threads & use the latest information to fuel discussions.
STEP #4
Click on "View Details" and Update any fields necessary (permission required) to keep your CRM Accounts fresh without leaving Chat.
🤿
DEEP DIVE
The metrics & fields you track for all your accounts are entirely up to you. Workflow accomodates various types, including:
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Numbers (e.g. Deal Size, Quantity)
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Dropdown selections (Industry, Potential)
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Checklists (subtasks, documents)
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Location (offices, etc.)
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Link (Link to other workflows such as invoicing, deliveries, etc.)
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Text (Descriptions, Contact Person)
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