Streamline your business with Advanced Automations! Say goodbye to mundane tasks and hello to your team of hyper-efficient robots. These automations are set to your SOPs, brand voice and brand logic. Advanced automation is able to handle the lead conversion process, support sales efforts, improve customer satisfaction, and enhance overall business efficiency. This service includes 10-50 steps which can include 1 integration of your choice.

Example Advanced Automations :

1. An email from a new lead is received in the company's inbox.

2. The automation system automatically captures the sender's details.

3. The system sends an instant personalized thank you email to the lead.

4. Lead information is added to the CRM system, creating a new contact.

5. An automatic follow-up email is scheduled to be sent in 24 hours.

6. The system notifies the sales team of the new lead via a designated channel.

7. The lead's contact details are synced with the team's customer relationship management (CRM) software.

8. A task is created for a sales representative to reach out to the lead within two business days.

9. The system records the interaction details between the sales representative and the lead.

10. When a deal is closed, the system generates an automated invoice and sends it to the client.

11. The payment is processed and recorded in the financial system.

12. The system generates a confirmation email, providing details about the service or product purchased.

13. The customer's contact information is updated with the purchase history in the CRM.

14. A feedback survey is automatically sent to the customer after a specified period.

15. Positive feedback triggers a thank-you message, whereas negative feedback alerts customer support for prompt resolution.