Month: July 2025

Order Processing and Quotation Automation

Automated quotation creation upon customer inquiry

admiJuly 6, 20251 min read

Order Processing and Quotation Automation

Automated invoice generation and dispatch

admiJuly 6, 20251 min read

Order Processing and Quotation Automation

Automated follow-up on unapproved/expired quotes

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Triggered CRM record creation for new inquiries

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Scheduled update requests for stale leads

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Lead-to-customer conversion alert

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Lead status update notifications to sales team

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Lead scoring based on engagement and profile matches

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Duplicate lead detection and merging

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Customer profile synchronization across platforms

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Contact data enrichment using external databases

admiJuly 6, 20251 min read

Lead and Customer Management Automation

Automated lead capture from website forms and emails

admiJuly 6, 20251 min read

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