SALES & MARKETING WORKFLOW TEMPLATES
Sales and Marketing.
Newsletter, Press release, Business enquiry, Travel request, and so on.
The sales and marketing function plays an important role in business growth and success. Streamlining key sales and marketing tasks like blog content review, ecommerce tracking, product catalog update, etc. by automation helps improve operational efficiency and productivity.
Newsletter Approval
Approval of publication of the business newsletter can be automated to save time
Press Release Approval
Articles listed for press release can be automatically released based on pre-set rules
Blog Content Review
Automated review of blog content gives the sales team time to improve content quality
Ecommerce Order Tracking
Real-time tracking of ecommerce orders is possible by automating the process
Business Enquiry
Automatic routing of business enquiries to the sales team ensures timely response to enquiries
Travel Request
Travel requests submitted by the sales and marketing team can be automatically approved so that work is not disrupted
Sales Discount Approval
Sales discounts can be approved automatically based on preset business rules
Marketing Collateral Review
Review of marketing collateral can be automated to present a better image of the brand
Sales Incentive Claim
Automating approval of sales incentive claims for completed orders saves significant amount of time
Product Catalog Update
Automation of product catalog update improves the quality of products delivered to customers