Category Archives: Workflow Automation

Automatic Web Lead Follow Up

For numerous reasons, timing is everything in the world of sales. That’s why it’s no surprise that people need to follow up with leads immediately after they’re captured from sources such as web forms. In this article we’ll show you … Continue reading

Posted in Workflow Automation |

Campaign Events and Actions

When using automated workflow tools, you want to create a process that will reduce the amount of routine tasks required of you and your call center employees. With Voicent’s Workflow tools you can now create powerful workflow automation that responds … Continue reading

Posted in Workflow Automation |

Creating Landing URLs

A Landing URL doesn’t sound like much, but it can have a huge impact on your business and how you manage leads. A landing URL provides tracking capabilities across your website for your leads and customers so that you see … Continue reading

Posted in Voicent CRM, Workflow Automation |

Creating Web Forms

Website Forms are the standard for collecting information about a lead or customer. What isn’t standard is how useful the information becomes when it’s entered through the Voicent Web Form. Using Voicent’s web form, you can immediately capture the results … Continue reading

Posted in Voicent CRM, Workflow Automation |

How to Retry Numbers that Don’t Pick Up

It’s common that in an Auto Dialer or Predictive Dialer campaign you’ll want to retry calling someone if they didn’t pick up the first time. If you’re looking to call back people that didn’t pick up, then you’ll need to … Continue reading

Posted in Workflow Automation |

Inserting Contacts into a Campaign

Often times you can’t just sit around and wait for all of your leads to be collected. You have to move fast with what you’ve got, and react to new leads coming in. This is why inserting new contacts into … Continue reading

Posted in Workflow Automation |

Workflow Progress

Tracking your leads through the sales pipeline, from milestone to milestone, is a fundamental part of making a sale. We refer to this progression from milestone to milestone as the Lead Journey within Voicent software. This idea mirrors the sales … Continue reading

Posted in Workflow Automation |

Workflow Triggers

Triggers are an essential part of Workflow Automation. By utilizing this functionality, you can eliminate performing routine tasks. To start making your workflow trigger, go to Setup > Workflow > Trigger. Once you’re here, you’ll be able to either add … Continue reading

Posted in Workflow Automation |