Hello,
This question may have been answered, but I searched the forum and couldn't find anything.
We are attempting to create sales enablement workflows within creatio, essentially providing the sales team with the necessary content through crafting communications in the form of workflows. We use data to trigger the workflows. An example is a contract approaching end of life.
Has anyone done this successfully in creatio? It seems to be a bling spot in the software as if we want to track the data on emails and such we have to do it via the marketing app which doesn't work as this is primarily one to one communication vs one to many.
Thanks in advance,
Bailey
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Hello,
Can you please give some more examples or use cases of your task?
Thank you.
Dean
Take a look at the Renewal template in the Creatio marketplace. I hope this helps.
Bumping this post
There is no way to streamlines sales communications in this crm, to my knowledge at least. Something similar would be a sequence created in hubspot.