Automation is in our blood at Accelo - we want to make it as easy as possible for you to do great work for your clients, and take the hassle out of keeping track of your work, your time and your client relationships.
Since our launch in 2011, we've had incredible automation around capturing key information about your work - by automatically tracking and indexing client emails and appointments from the inboxes and calendars across your business, you've been able to confidently see - for the first time - what's going on with any client account, in real-time, without having to rely on people remembering or finding time to update a separate database.
Today, we're launching the most significant progress in our automation mission since our launch almost 3 years ago: the new Triggers module. Here's how it works.
This new module is like the other side of the automation coin. Now, for the first time, you'll be able to harness the power of knowing what's going on with client work, and then take action automatically.
Examples include:
We're really excited to be launching this module to all of our Premium tier users, and in some ways we're only just getting started - this new module contains many features and tricks, and in the coming weeks and months we'll be adding even more fields to the rules (including calculations and relationship fields).
To help you get a feel for the power of this new module, here's a few highlights.
Accelo's Triggers are your business’ autopilot. Once you set up your trigger, it will run in the background automatically and do what you told it. Setting up its frequency is easy. From the Sale Configuration area, you can set up a Sales Trigger to run on a weekly basis. You can also get finely detailed by choosing the days and even hours you’d like the trigger to run. The same goes for Project and Issue modules, with Company, Contact and other modules coming soon. This powerful automation feature comes with full control.
Accelo tracks everything that happens in your business - and with that data, you can take action, automatically. Trigger rules let you narrowly define when a trigger will fire, keeping you in control.
At launch, you're able to choose between field values and whether or not there's been recent activities logged against the sale, project or issue - we'll be adding more fields, including custom extension fields, profile fields and even related object fields in the future (so you'll be able to say "Run this trigger if the client is in a VIP status and the issue contains the word Urgent and there hasn't been a client interaction in X days" for example).
Above you can see a Trigger Rule highlighting the "Days without interactions". This checks to make sure that someone on your team hasn't interacted with the client in the last 10 days - if your team are dropping the ball, you'll want to take action!
Below you can see an example of the fields you can apply your rules to - status is a particularly powerful rule.
Let your business run itself. You can create tasks, update fields, send an email, or even change statuses automatically with this new module.
Assign a task to a sales manager to follow-up with a client who hasn’t been talked to in 10 days.
Automate email notifications to your support manager to let them know an urgent ticket hasn’t been updated in a week.
Automatically convert email requests that come in with the word ‘urgent’ into high priority issues.
