If you are working with several sales or customer management platforms, you can extract and gather information from these platforms in centralised dashboards, generate periodical reports, and set up automated business decisions based on this data.
Your sales reps could be managing leads in Salesforce or HubSpot, but to get a more complete context of the leads’ journeys it is useful to know the interactions the leads have had with your business via your website or with other marketing assets your business is using.
In PROCESIO you can connect different applications and collect information about customer touch-points using APIs, and set up actions to route and process data to different dashboards. You can then create rules using custom parameters, variables or criteria to contact leads with specific messages, or inform relevant stakeholders about possible actions they can take.
Advantages of automating sales and customer reports:
- save time and reduce errors associated with manual data gathering
- use an automated, centralised dashboard
- track KPIs and take informed decisions
