Sales & Marketing

Sales & Marketing

QBR Scheduling

Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.

Sales & Marketing

Customer Satisfaction Surveys

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

Sales & Marketing

New Demo Requests

Automate the process of capturing and scheduling requests for product or service demos.

Sales & Marketing

Marketing Portal

Design workflows to support a central marketing portal where users can go to create and obtain advertising ...

Sales & Marketing

Advertising Fund Requests

Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising cam...

Sales & Marketing

Gifts & Entertainment Reimbursement

Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...

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Transform your processes with best-in-class workflow automation.