When converting a single lead into a deal, factors like what actions need to be taken and when play a big role in closing. When a lead comes into your CRM, you send a series of emails via drip campaigns to qualify them. Doing this manually hundreds of times over means you lose valuable time. With scheduled actions, you can automate drip emails, set up tasks to nurture potential customers, and follow up with every lead until they are qualified. You can set actions to occur instantly as well.

Never miss a due date

Set time-based actions to remind yourself about subscription renewals or upcoming payments. Make your customers feel special by sending birthday wishes or personalized holiday greetings from your CRM.
As a salesperson, you need to access different pieces of customer information that are essential to follow up with your leads and close your deals. However, keeping track of all of this data is difficult when you use different applications. Troop.Works CRM’s custom functions can help you solve this problem. Build custom functions so you can view information from third-party applications that you use on a daily basis right inside your CRM. You can also auto-fill state and city based on zip codes, or calculate cumulative revenue from a customer based on all closed deals.
Imported leads, web form leads, and trade show leads - each source require different levels of nurturing. Want to make it easier to assign them to the appropriate sales reps? Auto-assign all the hot web form leads to your team's best closer, or the cold-call leads to your champion persuader.