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TASK & EMAIL AUTOMATION

Automate work distribution and task assignment for sales managers. Free-up your sales reps from sales prospecting & routine follow-up activities, letting them to focus on core sales activities.

Lead Distribution

Automate routing of leads generated to sales reps with no manual efforts. Kreato provides pre-defined round robin mechanism for uniform distribution of leads. Alternatively custom condition based rules can be framed based on specific parameters such as source, location to route the leads. And additionally conditional round-robin routing can also be enabled for complex & team based distribution needs.

Task Assignment

Sales managers can save time & efforts with automated task assignment to sales reps. Any pipeline execution will involve set of pre-defined tasks throughout its lifecycle. Kreato provides state or condition based trigger rules to auto assign such tasks to sales reps with notification provided to them instantly via popup, email or text message.

Workflow Triggers

Automate execution of workflows based on specific condition or outcomes. Kreato helps you to set trigger rules to update specific parameters based on any status or stage progression. Also triggers can be configured to auto generate opportunities whenever leads turns to prospects and call web hooks to push data to ERP or accounting systems whenever a deal is getting closed.

Email Responders

Automate sending routine emailers to your clients. Kreato helps to send autoresponders with introduction of your product/services whenever first email enquiry received from your customers. Also you could set autoresponders to send transactional updates to your clients whenever any status or stage progress happens.

Drip Email Campaigns

Automate sales prospecting via drip email campaigns. Kreato provides scope to send set of marketing emailers to your clients at automated times in a schedule. This will help sales reps to be in regular touch with your leads and continuously educating them on your product/services, thus turning them slowly as your prospects.

Email Scheduling

Send responses or follow-up emailers on opt time or based on the reading time of your clients. Email scheduling provides your sales reps with the option to send pre-written email responses or follow-up mailers to client on a scheduled time. This way your sales rep can complete their email related work at their leisure and can concentrate on core sales activities.