Workflow Goal Event
Get Workflow Goals Automated and Accomplished With This Great Feature!
Imagine how awesome it would be if contacts with certain conditions or who reach a goal event could rocket right into specific parts of the workflow or specific pipeline!. Make sure your marketing strategy is always up-to-date with this unique ability!
What are Goal Events?
Goal Events are tasks that can be triggered when certain goals are achieved. Workflow Goal Events make it easy to keep track of your business processes. With Workflow Goal Events, you can streamline and automate key business processes, such as task automation, and process improvement. Workflow Goal Events also allow you to monitor and track changes in customer data, as well as keep work on schedule and receive alerts when goals are met. Currently, email events and trigger link clicks are supported in workflow Goal Action.
How this feature can benefit your business!
At Digital Drops, we understand that managing customer relationships can be challenging. That’s why Workflow Goal Events in our cloud-based CRM software are designed to help streamline and automate your business processes. This feature allows you to create tasks that will be triggered when certain goals are met, making sure nothing slips through the cracks.
Here are some of the benefits Workflow Goal Events can bring to your business:
Streamline and automate workflows
Workflow Goal Events make it easy to keep track of your processes, ensuring nothing falls through the cracks.
Create tasks automatically
Allow you to create tasks that will be triggered upon reaching certain goals, allowing you to stay productive and on top of your tasks.
Monitor and track changes in customer data
Keep a close eye on the changing needs of your customers, so you can quickly respond to them.
Keep work on schedule and receive alerts and notifications
Workflow Goal Events make it easy to stay on top of your tasks and processes, and even alert you when changes occur.
Keep work on schedule and receive alerts and notifications
Workflow Goal Events make it easy to stay on top of your tasks and processes, and even alert you when changes occur.
What happens if the contact reaches a Goal Event without meeting its conditions?
When your contact reaches the goal action, if success hasn’t been achieved yet, you’ll be presented with three options: End this workflow, Continue Anyway and, Wait until the Goal is met
Are you ready to start leveraging Workflow Goal Events in your business?
Then book a free trial of Digital Drops CRM today and get started on automating your workflow processes with ease! Now is the time to take control of your customer relationships and make sure they are always up-to-date. Don't miss out, try Digital Drops CRM today!
