Automate your sales pipeline
Perfectly align your prospects’ journey with that of the sales team to take full advantage of every opportunity. For example:
Everything in your CRM can be automated
CentrixOne is a powerful tool that works for you. With the right scenarios, you can create automations for:
Handling marketing campaigns related to prospect profiles and requests
Scheduling actions related to the stages of your sales pipeline
Optimizing and automating tasks assigned to sales representatives
Marketing automation: segmentation, lists and email campaigns
Operational automation: orienting and integrating new customers (onboarding)
Loyalty, customer service and customer experience
How does activity automation work?
Think of a predictable and repetitive scenario. For example, a prospect completes an inquiry on your website. You can schedule an automatic sequence by programming these items:
The trigger
Example: new contact created in the database via a web form
The conditions
Example: from a specific province and interested in a particular product
The timing
Example: a programmed delay of one minute before the action takes place
The actions
Example: automated response to prospect, task created for the representative
The result: a transparent and excellent customer experience
Automated emails: tons of possibilities
Automate all kinds of email interactions to support your sales, marketing and service teams.
Targeted emails
- Make sure every message is relevant
- Adapt your newsletters to the interests of your customer groups
- Send privileged offers to your VIP members
Triggered emails
- CentrixOne analyzes your data 24/7 and executes promptly
- Remind your customers to complete their transaction when they have left items in their cart
Scheduled emails
- Schedule emails for specific dates and times
- Reminder emails in advance of an event
- Annual subscription renewal email
Auto-reply emails
- Welcome email after subscribing to your newsletter
- Confirmation after product warranty registration
- Response such as “Thank you, we will contact you shortly” after an email request for information
Transactional emails
- Stay connected with your customers using third-party platform data
- Use of sales data such as product categories, date of sale
- Order confirmation emails with recommendation of other products
Internal emails
- Automatically notify your work teams so you don't forget anything
- Notify your representatives as soon as a lead is assigned to them
- Schedule training session reminders
Nurture your relationships with scheduled sequences
Design seamless customer journeys with automated lead nurturing – with guaranteed execution. Choose your email templates and create your sequences according to your objectives:
Scheduled engagement with prospects
Progression of a buying cycle
New customer orientation and integration (onboarding)
Collection and publication of success stories
Renewal campaigns
Automate everything you can
Beyond emails, get your bots to handle all the tasks that don’t require your brainpower.
Automate manual and repetitive tasks to keep your team motivated and focused on high-value activities
Automate lead triage and assignment to a representative located in the same region
Automatically convert a lead into a qualified opportunity when their form responses meet your criteria
Trigger internal notifications and follow-up tasks as soon as an opportunity escalates
Registration forms:
a veritable gold mine to explore
Easily create web-enterable forms. The information provided by your prospects is automatically integrated into your database to inform and target your sales and marketing actions.
Automatic assignment into the pipeline for the representative of a particular region.
Wait for 2 weeks then automatically send the special report about heating semi-detached homes.
If older than 10 years, email a list of new heat pump promotions.
25% automatic lead-to-opportunity progress.
Sign-up on a weekly report sent to the Sales Manager.
Immediate info email sent upon the purchase of a heat pump.
Notification to the representative to call the customer this week.
Email scheduled to be sent 2 months later and a notification added to the representative's calendar.
Drip campaign mailing list.
Create dynamic content that speaks to each customer personally
Modify email content automatically according to customer preferences and data from your CRM.
Easily insert tags into your email templates to include fields from your customer records:
{ full name }
{ product type }
{ brand name }
{ renewal date }
{ registration date }
{ birthday }
{ product type }
{ brand name }
{ renewal date }
{ registration date }
{ birthday }
