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Automating Sales Opportunity Processes

Automating Sales Opportunity Processes

Problem:

Solution:

  • Capture notes and prospect data using Nintex Forms on any device
  • Automate record entry and conversion in CRM applications and set alerts for sales to follow-up
  • Wake inactive lead data to re-engage prospects that have gone dark
  • Auto-generate custom documents directly into Word, Excel, and PDF files with data dynamically pulled from CRM systems and other sources
  • Metadata enables proper routing, allocation, and tracking of leads
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