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Automation

Let Wintouch do the work!

Increase efficiency by automating repetitive tasks
Reduce human error by reminding users of incomplete assignments
Alert users (or user groups) to respond to critical events
Improve sales and customer service by automating communications, task assignments, and follow-ups
If
  • an Opportunity
  • a Quote
  • a Service Ticket
  • is > $5k
  • is stalled
Then
  • notify
  • create a task for
  • Jake H.
  • Management
  • Marketing
If
&
or
condition 1
condition 2
condition 3
Then
&
&
&
&
attach doc
send email
create task
create record
update record

What can Automations do?

Schedule Tasks
Alert Users
Send emails + attachements
Generate dynamic documents
Update Records

Automations + Workflows

When used together, Workflows and Automations can create extensive automated processes with complex triggers and actions. Create rock-solid lead nurturing and support ticketing processes so your staff can focus on the communication while Wintouch makes sure everything gets completed promptly.

Custom Alerts

Create a web of automated alerts to help your management team react quickly to critical situations.

Examples include alerts for significant opportunities, stalled workflows, or significant incidents/support tickets.

Interested in learning more?

We'd love to give you a tour!

Schedule a demo

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