Скачать или смотреть Unified CRM: Streamline Up sell opportunity creation by Support teams | CRM use case | automateCRM

Benefits of Unified CRM or All in One CRM are tremendous. Checkout in this video how automateCRM, a Unified CRM, can help you bring your Sales and Support team on one platform. Empowering your Support team to quickly identify Up-sell opportunity and pass the information to Sales team in a streamlined manner.

Use Case brief: Support teams are the ones which are responsible to address customer's queries and issues. In this case it has been identified that the particular ask of the customer can only be resolved by upgrading the customer's package. As such the Support team which has identified this Up-sell opportunity converts the case into a Sales opportunity with a simple action. The Sales team gets notified immediately and via automation even a Follow up call gets assigned to the account handler.

automateCRM is a Unified CRM and Automation platform. CRM is not just about Sales. What happens post sales has a major effect on business relationships. With automateCRM you can bring your entire Sales, Marketing, Support, Projects, Billing, Rewards, Vendors and custom business processes onto one unified platform. This aided with automation helps you save hours and also streamlines your business process, creating a business machine.

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