When there’s revenue on the line, outmoded workflows for marketing and sales teams can jeopardize the level of service provided to prospects, customers, and internal clients. Time pressures from deadlines can be alleviated when Interwebflow accounts for every process and request with efficient routing and a better user experience.

Automate customized product requests, discount authorization, PR approvals, customer status changes, contract reviews, and marketing collateral changes/approvals. Ensure that marketing and sales procedures are strictly followed and protect the organization's brand.

Examples

Get an in-depth look at some of our Sales & Marketing solutions:

• SalesForce Workflow Integration
• Price Discount Requests
• Marketing Collateral Approvals
• Contract Management
• Lead Management Process

Sales Workflow Example: Sales Opportunity Assignment

Our global security infrastructure client needed to assign a team to respond to sales opportunities automatically. This meant gathering staff from the implicated tech teams, sharing materials related to the opportunity, supporting communications among team members, and then passing information to an approval matrix based on dollar amount, territory, technologies, etc.

Interwebflow worked with the team and an outside consultant to design a solution that leveraged Interwebflow’s API to:

• Automatically launch an Interwebflow workflow action when a new Opportunity is created.
• Send time trigger or action trigger alerts to Salesforce users and non-users as workflow tasks are completed.
• Perform a field update of Salesforce records related to the Opportunity with real-time status data.
• Use evaluation criteria to determine the path of any request.