Sneak Peek at the New Triggers & Notifications Product

18-Jun 2014

What could you achieve if you could automate your business? Get a sneak peek at the most important update to Accelo since our launch back in 2011: the breakthrough new Triggers and Notifications Product.

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We've all got VIP clients and we all know how important it is to stay in touch. But today, if you wanted to make sure you stayed in touch, you'd have to remember to go looking, pull reports and then follow up. With the new Triggers and Notifications Product, you can have Accelo automatically track all of your client relationships. For example, if a VIP client hasn't been contacted in 6 weeks, you can have an automatically scheduled task to follow up with them, change their status to be "at risk", or even send them a friendly automated email to reconnect - even all three at once!

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We also know how critical it is to stay on top of sales opportunities (and the sales people responsible for them!). Today, if you wanted to see a list of all the sales opportunities that went into in the "verbal approval" status more than a week ago, you'd have to remember to go in, look at a filtered list and manually email the salesperson with a "please explain" or follow up with the client directly. With the new Triggers and Notifications Product, you can automatically email the sales manager and CC the person assigned to make sure they are on notice to follow-up.

At Accelo, our mission is to make it easy to run a great business, with an emphasis on automation and letting you focus on what you do best. That's why we're so excited to introduce a feature that will allow you to create automated reminders, emails, tasks and updates for all parts of your business. The list of potential ways drive your business forward are almost endless.

Watch the recorded webinar walk-through here:

 

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