The Attivo Blog
Automating Sales and Marketing with Event Manager and Synergy CRM
Automating processes is key for any business to gain efficiencies. The Event Manager tool
allows you to automate any number of processes. Anything from trade show
management sending marketing emails, customer service interactions and even setting
up next actions can be automated within Synergy. The following video
is will cover how the Event Manager can do these things for you:
- Manage Customer Service – Send
out automated emails to customers when an order is received, or an item has
shipped. You can create a custom email for each type of interaction and
automate when those notifications are sent. Returns, complaints, resolutions,
announcements, warranty expiration notices, etc. can all be automated in this
- Create Automated Marketing Emails –You might need to send follow up emails after a trade show, or a networking event.
Perhaps you want to send a welcome letter to all new clients. This can all be
set up and completely automated within Synergy CRM.
- Manage Workflows – It is easy to forget about tasks that need to be
completed. One person forgetting to follow up on a task can create a bottleneck
in vital processes. Not only will event
manager create appropriate “next actions”, you can set alerts within Event
Manager to make sure that all employees are reminded when deadlines are
approaching, and notify managers of missed deadlines for follow up.
- Avoid Lost Communication – Emails can be sent to sales reps if they haven’t followed up with a prospect or
customer in a designated period of time, or perhaps alert a salesperson that a
customer that typically buys a lot from you suddenly has a significant drop in
orders. Or perhaps a new prospect filled out a form on your website. You might also
want to set reminders for sales people to follow up with prospects when quotes
are set to expire within a set period of time.
This is just one of the many powerful tools that can be found in Synergy CRM. Be
sure to watch this video and all of the other videos in this series to unlock the true power of Synergy.