Website enquiry routing to an accountable salesperson
Route a validated website enquiry to the right salesperson using service interest and assignment rules. Rules, ownership and recoverable exceptions.
CraftDuka / Automation planning
Work through an operational problem with defined inputs, decisions, outputs and exception ownership.
Explore servicesRoute a validated website enquiry to the right salesperson using service interest and assignment rules. Rules, ownership and recoverable exceptions.
Ask only the questions that change the next sales action. Rules, ownership and recoverable exceptions.
Send reminders from the authoritative appointment record and let customers confirm, reschedule or cancel. Rules, ownership and recoverable exceptions.
Match confirmed receipts using references, amount and account rules. Rules, ownership and recoverable exceptions.