Automation and assistant
2 articles
- Automating Repetitive Work with Workflows in "Edara CRM"The same tasks come up every day in a sales team: reminding an owner about a deal close to its date, telling them about a new lead, sending a welcome email to every customer won, and creating a follow-up task after it. All of them depend on someone remembering at the right time, so some slip through on a busy day.
- Using the AI Assistant in "Edara CRM"Many everyday questions on a sales team have a quick answer, but take opening more than one page: How much did we win this month? What are my open tasks? Which deals are in Negotiation? The same goes for small changes, like logging a call that just ended or moving a deal to its next stage.