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Customer Requalification Solution

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This solution is extends your Lead Qualification & Management Foundations to include requalification of customers for upselling and cross-selling opportunities.

Solution Expert: Herbert Muhuri

SKU: 2207040408 Categories: ,
What this solution gives you:
  • An automation that creates a task or sends notification when existing customers submit a form, return from an email, book a meeting or have increased website engagement.
  • The task or notification will prompt you to check the customer for potential upselling or cross-selling opportunities and risk detection.

 

How we’ll implement this solution for you:
  • If you have an existing Lead Qualification and Management solution, we’ll update the workflow to include customer requalification. Otherwise, we’ll set up the workflows for you.

 

Cost to Implement:
  • This solution is included in all FunnelBud packages. Contact your Project Manager for details
About the Author Sheryll Chua

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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