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CRM
Use Cases
Auto-update multiple fields with same values.
Concatenate two fields — (Combining two field values onto a third field)
Standardize naming convention for deals with auto-creation of deal names
Associating lead referrals to the respective contacts
Streamlining the vendor management and contract signing process in a travel industry
Managing multiple services in Non-Profit Organizations
Automate donor generation and retention activities in Non-Profit Organizations
Streamlining business processes in a Non-Profit Organization
Sales process: Closing deals
Sales process: Lead generation
Sales process: Lead engagement
Initiate an approval request when the loan applicant has a low credit score
Identify duplicates between leads and contacts modules
Schedule annual notifications for subscription renewals
Assess the outgoing call quality of the sales agents
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