Sales & Marketing
Entertainment Disclosures & Exceptions
Provide a simple, convenient way for executives and staff to report on gifting and entertainment activities...
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
Customer Satisfaction Surveys
Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.
New Demo Requests
Automate the process of capturing and scheduling requests for product or service demos.
Design workflows to support a central marketing portal where users can go to create and obtain advertising ...
Advertising Fund Requests
Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising cam...
Gifts & Entertainment Reimbursement
Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...
Devise a workflow used to submit and process potential new investment opportunities of varying types and va...
New Partner Onboarding
Design a workflow for an HR/Finance team to onboard new partners that sign on with their company.
Automate the NDA submission and review process to eliminate inefficiencies, improve compliance, and reduce ...
Restricted Commodities Orders
Automate processes for orders for Restricted Commodities such as chemicals, toxins and other regulated comm...
Conference Participation & Publication Review
Design and publish a request-and-review process for employees seeking to participate in professional confer...
Adopt a highly secure yet simple means for digitally indicating consent or approval on a digital document.
New Business Intake
Automate the New Business Intake process for Legal Ops teams and law firms, integrating with other systems ...
Accelerate your enterprise.
Transform your processes with best-in-class workflow automation.