VTiger Marketing Automation Series #3
In this webinar, we'll explore how to optimize your sales efficiency by automating task reminders in Vtiger. Whether you're in sales, marketing or customer support, managing follow-ups is key to maintaining customer engagement and improving conversion rates. With automation, you can free yourself from repetitive tasks and ensure that every opportunity is followed up rigorously.
Who is this webinar for?
This webinar is designed for :
- Sales teams looking to improve their responsiveness.
- Marketers looking to automate interactions with prospects.
- Customer support managers who want to optimize follow-up processes.
- Anyone using Vtiger to manage customer relationships and sales opportunities.
Webinar outline
- Introduction and background - Why relaunches are essential for conversion.
- Manual Task Creation - Master the basics before moving on to automation.
- Workflows in Vtiger - Automate simple, repetitive tasks.
- Processes in Vtiger - Develop complex sequences with advanced conditions.
- Differences between Workflows and Processes - Choose the right tool for your needs.
- Clarifying the differences - Understand the advantages and limitations of each method.
- Practical application of Workflows - Step-by-step demonstration of how to create automatic tasks.
- Automate Dunning with Processes - Go further with advanced scenarios.
- Conclusion and Practical Advice - Plan, test and improve your automation strategy.
What you'll learn
- How to create tasks manually in Vtiger.
- How to use workflows to automate simple reminders.
- How to create processes for advanced automation.
- The differences between workflows and processes, and how to choose the right tool.
- Practical advice for structuring and optimizing your automation strategy.
Join us for this webinar and discover how to transform your dunning management with Vtiger for more rigorous customer follow-up, improved conversions and increased productivity.
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Course content
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