Process Automation
Jazel's Process Automation tools make managing your CRM processes easy. You can quickly setup the rules you want for handling various customer interactions and activate these processes on the fly. In addition, as business needs change, your CRM processes can be modified quickly and easily. This flexibility ensures that you will never outgrow the system's ability to handle your evolving CRM processes.
Key Process Automation Features:
• Define Process Triggers -
Setup marketing, sales, and service process to start automatically based on specific event triggers, such as customer requests, pattern clicks, browser searches, customer profile data, customer response data, sales and service inputs, etc..
• Schedule Processes -
Launch processes based on calendarized schedules or specific time lapse schedules from specific trigger events.
• Assign Sales and Service Leads Automatically -
Setup rules that define how sales leads and service requests are distributed automatically to your sales and service staff.
• Setup Automatic Content Pushes -
Define rules for how customer specific content (web content, offers, emails, etc.) will be pushed to the customer automatically.
• Reporting -
Define & schedule reporting that tracks automated processes.
• Analytics -
Define analytic rules to drive behavior based targeting.