Understanding how to use Intelligent Workflow Automation on your Blitz Sales Software will make the time you and your staff spend working your contacts more valuable. Blitz Workflow takes over tasks that were previously manual and allows you to focus on making calls and interacting with your contacts. We want to show you how to work your Blitz Sales Software account while Workflow helps in the background. Instead of chasing down leads individually, workflow puts important contacts in front of you. When Workflow runs on Blitz, all your staff needs to do is react to the prompts in front of them.
Blitz’s Workflow Automation can help with these follow up steps:
- Sending Emails
- Scheduling Followups
- Scheduling Reminders
- Processing Requotes
- Re-assigning leads
- And more…
This webinar is aimed at the beginner. Our goal is to help share how our automation system works, and the logic behind our default workflows. If you have never worked with automation on a follow-up program, this is the place to begin. If you have some knowledge of how automation works, this is where we’ll get you up to speed on Blitz’s specific style of workflow.
Additional information can be found on our Help Desk here:
If you plan to implement a workflow process in your Blitz Sales Software account, it’s also a good idea to educate your staff on How to work with Workflow. Related Topics:
- Keep Top of Mind With These Email Marketing Lead Nurturing Ideas
- Webinar – Customizing User Experience
- Webinar – Figuring out your Folders – Organizing Data
Want to take work out of your hands and run the most consistent follow-ups? Watch the webinar below to get the basics of workflow and begin building your automated follow-up approach.