Here are use cases and best practices to solve problems you might haveTip!
- Ensure that salespeople contact incoming leads quickly
- Generate leads from colleagues, partners and external sites
- Find subsidiaries belonging to the same corporate group
- Find leads covered by framework agreements
- Qualify leads and the Journey statuses
- Find leads that are covered by our current framework agreements
- Identify current customers that has an opportunity to sell more products or services to.
- Handle invitations and follow up on leads with Upsales events
- Send and follow up on email campaigns to leads or customers
- Finding clients that buy more or less from us compared to last year
- Find customers that we haven’t had an appointment with in a while
- See which leads and customers that have visited our website