Sales Process Automation Setup
Budget: €12 – €18 EUR
I want our sales/outbound process to be automated. Our stack right now: prospects and leads are on noCRM, webex softphone calls, appointments are set though our wordpress website and its plugin WP booking calender + notification emails, microsoft calender forthe overview.
Now, our pain is, that we do not have any reliable overview over both, leads and appointment times throughout he day/week. I believe best way to setup a good overview is via noCRM and either Zapier ot its API to whatever fits best.
The goal of this small project is to build a n automated process to have all lead informations, the full pipeline, and all apointments on 1 view.
Here’s what I expect when we’re done:
- Think through and create an automated process with possible connections to all tools and automations through the full pipeline including a visually clear calender and automated reminders for call apointments.
- Create the automatons and handle the process.
- Process shall be simple yet reliable. the platform noCRM shall be center of the process
Now, our pain is, that we do not have any reliable overview over both, leads and appointment times throughout he day/week. I believe best way to setup a good overview is via noCRM and either Zapier ot its API to whatever fits best.
The goal of this small project is to build a n automated process to have all lead informations, the full pipeline, and all apointments on 1 view.
Here’s what I expect when we’re done:
- Think through and create an automated process with possible connections to all tools and automations through the full pipeline including a visually clear calender and automated reminders for call apointments.
- Create the automatons and handle the process.
- Process shall be simple yet reliable. the platform noCRM shall be center of the process