Jerome Pepin, WB Parts - SierraCRM : SierraCRM

Jerome Pepin, WB Parts

October 13, 2015

Jerome Pepin, WB Parts

One of the key benefits of CRM is automating the selling process workflow. We use this automation of the selling process to improve our “close rate”, plus we use it to solicit additional business opportunities.
Here at WBParts we use SierraCRM’s Process Manager Enterprise 2.1 to alert our sales people on key “follow-up” events that occur during the sales cycle – because Process Manager Enterprise 2.1 allows us to set up event and data driven automation, this follow-up activity is “smart” – it reflects the actual sales cycle conditions, which can vary from opportunity to opportunity Once a sales has occurred, additional follow-up events are scheduled automatically by Process Manager – these are helpful is cultivating repeat business opportunities.

Jerome Pippin WB Parts

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