recent marketing automation platform and The overall result of these and other sales • Prioritize support requests based on client content management platform data. process streamliners is the ability to drive payment status or service level agreement. • Leads are automatically routed to the correct prospects deeper into the sales funnel faster and • Track churn can through customer utilization, people. to strategically and precisely time the delivery of waning engagement, limited contact and hard sells and upsells. other data gathered from various integrated • CRM merging and migration. Create bi- applications. directional sync between dozens of legacy CRMs Less time looking for info and a singular CRM instance. • Efficiently manage upsells by creating bi- • Add conditional logic to the end of a customer more time to deliver customer directional syncs between your Support data platform stream to create custom activities success Platform and CRM systems. and records in CRM based on events being Achieving stellar customer satisfaction scores With General Automation Platforms support created in connected systems. is no small feat. But it can get significantly professional can spend less time tripping over • Surface hot leads from web-chat to your sales easier when your systems offer you a full view of disparate SaaS apps and more time delivering team. customer health and also deliver a frictionless smiles. • MAP to CRM bi-directional sync: Keep your experience to your customers. marketing automation platform entirely in-sync • Easily customize and automate post-sales with your CRM. processes by connecting CRM and task • Improve your request for proposal (RFP) process management tools. by connecting your CRM to Slack to give visibility • Enrich new customer accounts with already to RFP contributors. Follow-up efficiency as a existing prospect data. whole improves with automated communication processes. Consequently, RFP win rates • Streamline new customer on-boarding increase. processes by connecting CRM, support, and project management tools. • Manage your sales approval process via slack 7