Sales & Marketing

Sales & Marketing

Entertainment Disclosures & Exceptions

Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...

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...

Sales & Marketing

Investment Form

Devise a workflow used to submit and process potential new investment opportunities of varying types and va...

Sales & Marketing

New Partner Onboarding

Design a workflow for an HR/Finance team to onboard new partners that sign on with their company.

Sales & Marketing

Self-Service NDA

Automate the NDA submission and review process to eliminate inefficiencies, improve compliance, and reduce ...

Sales & Marketing

Restricted Commodities Orders

Automate processes for orders for Restricted Commodities such as chemicals, toxins and other regulated comm...

Sales & Marketing

ConfereĀ­nce Participation & Publication Review

Design and publish a request-and-review process for employees seeking to participate in professional confer...

Sales & Marketing

Electronic Signatures

Adopt a highly secure yet simple means for digitally indicating consent or approval on a digital document.

Sales & Marketing

New Business Intake

Automate the New Business Intake process for Legal Ops teams and law firms, integrating with other systems ...

Sales & Marketing

Membership Form

Devise a workflow allowing people/organizations to easily apply for membership in a trade organization as e...

Accelerate your enterprise.

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