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