Welcome new clients and assign managers — right after the deal closes
As soon as a deal in Salesforce is won, the scenario assigns the least busy manager and sends the client a personal email via Gmail.
- A warm, personal email to the client within a minute
- Managers get clients evenly, with no manual assignment
- The workload list is kept in oneC automatically
- The sales-to-success handoff never slips
Made with Scriptera